Craig Kliebert is a CFP® professional with 20 years of experience in the financial services industry. He is a wealth advisor at Carson Wealth’s The Shobe Financial Group in Baton Rouge, LA, and has prior experience at Raymond James Financial Services and Financial Benefits, Inc. Kliebert serves as a board member of the University of Southern Mississippi Alumni Association Baton Rouge Chapter and as an assistant scout master for Boy Scouts of America Troop 769. CWM, LLC, operates an enterprise investment advisory platform with over 650 advisors and manages approximately $50.6 billion in assets. The firm offers discretionary asset management, financial planning, and retirement plan services, supported by an Investment Committee that designs and monitors model portfolios incorporating fundamental and technical analysis.

Erin Sibley is a CFP® with 15 years of industry experience, currently serving as a wealth advisor at Carson Wealth. She has held roles at Raymond James Financial Services, Inc. and Shobe & Associates, Inc., among others. Outside of financial advising, she is involved in Sweet Elizabeth Cake Designs, LLC, a cake company where she manages bookkeeping and payroll. Carson Wealth is an SEC-registered enterprise platform managing approximately $50.6 billion through over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to oversee model portfolios and providing tailored investment solutions with a range of custodial and technology partnerships.

Luke Trosclair is a CFP® with 20 years of industry experience, currently affiliated with Ameritas Advisory Services, LLC. He is also president and member of Trosclair Wealth Management, LLC, which he established to grow his practice. His career includes roles at Ameritas Life Insurance Corp., Ameritas Investment Corp., Wealth Solutions, LLC, and The Pension Center, LLC. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management, financial planning, retirement plan advisory, and uses a variety of investment vehicles and program platforms to build tailored portfolios.

Michael Conroy is a financial advisor with Guardian Life and holds a Series 66 designation. He has two years of industry experience, having worked at both Guardian Life Insurance Company and Park Avenue Securities. Outside of his advisory role, he is involved with Iron Sights Gun Company LLC and ISGC Patch Club LLC, which are non-investment related businesses. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of Guardian Life, provides brokerage and advisory services to individuals, corporate clients, retirement plan sponsors, charities, and businesses. The firm offers tailored client solutions through advisor-led discretionary management, model-based strategies, and a digital advisory platform.

Sean Harris is a financial advisor with Empower Advisory Group in Gonzales, Louisiana, holding Series 63 and Series 65 licenses and six years of industry experience. His professional background includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as earlier work in telecommunications and academia. Outside of his advisory role, he works as an attorney/paralegal reviewer, focusing on document analysis and legal research. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach while serving a large participant base relative to its advisor headcount.

Jonathan Owens is a financial advisor at Guardian Life with a Series 66 designation and two years of industry experience. He has previously worked with Cetera Advisors LLC and currently operates within Park Avenue Securities. Outside of his advisory role, Owens is involved with Star Service Inc., a non-investment business based in Baton Rouge. Park Avenue Securities LLC, a subsidiary of Guardian Life, offers brokerage and investment advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions tailored to client needs.

Travis St Pierre is a financial advisor with Guardian Life and Park Avenue Securities, holding a Series 63 license and 28 years of industry experience. He has been with Guardian Life since 2006 and concurrently with Park Avenue Securities since 2024. Outside of his advisory role, he serves as an instructor trainer for AXON, conducting training for law enforcement agencies on conducted electrical weapons. Park Avenue Securities LLC, a subsidiary of The Guardian Life Insurance Company of America, offers brokerage and advisory services to individuals, retirement plan sponsors, charitable organizations, and businesses. The firm provides tailored client solutions through advisor-led discretionary management, model-based strategies, and integrated services including financial planning and group education.

Ellen Alderman is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. She has been with Guardian Life and its subsidiary since 2014. Guardian Life’s Park Avenue® Wealth Management provides brokerage and investment advisory services to individuals, businesses, and charitable organizations. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Kevin Lemmon is a financial advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, LA, holding a Series 66 designation and 17 years of industry experience. He has been with various Bankers Life entities since 2010. In addition to his advisory role, he manages and trains over 60 insurance agents, assisting individuals and families with fixed annuities and insurance products. Bankers Life Advisory Services, Inc. serves mass-affluent and high-net-worth clients through discretionary portfolio management, investment consulting, and retirement plan services. The firm employs a combination of fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with client objectives.

Griffin Caraccioli is a CFP® with two years of industry experience, currently serving as a wealth advisor at Carson Wealth in Baton Rouge, LA. His prior work includes roles at Cetera Wealth Services and First Horizon. Outside of financial advising, he has experience with Bayou Boys Fencing LLC, indicating entrepreneurial activity beyond the finance sector. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, retirement plan services, and uses a model portfolio approach supported by an Investment Committee and tailored investment solutions.

Jp Caswell is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 65 credentials and bringing 15 years of industry experience. He has been associated with Park Avenue Securities and Guardian Life Insurance Company since 2013. Outside of his advisory role, he is the owner of The Physician's Guild, LLC, a business focused on connecting student loan debt with potential grant opportunities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client relationships through a range of proprietary and third-party solutions.

Daryl Ellis is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding the CFP® designation and Series 63 and 66 licenses. He has 31 years of industry experience and has been with Eagle Strategies since 2006. He also operates Ellis Insurance & Financial Group and has been involved in the insurance and financial services sector since the early 1990s. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives and plan sponsor criteria.

Chad Anderson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at PFS Investments Inc., Primerica Financial Services, and the Louisiana Military Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

Jacqueline Walls is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. She previously worked at Edward Jones and La Capitol FCU, and held a long-term position at Enterprise Holdings Inc. prior to her advisory career. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm emphasizes long-term portfolio returns and integrates its advisory services with Empower’s recordkeeping and administrative platforms.

Hugo Marrero Jr. is a financial advisor with Kestra Advisory who holds Series 63 and Series 65 credentials and has 36 years of industry experience. His career includes roles at Morgan Stanley Private Bank and Concourse Financial Group Securities Inc., as well as over two decades managing Marrero Wealth Management LLC. Marrero co-owns and manages financial oversight for family-owned real estate entities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and serves large institutional investors including sovereign wealth funds.

Gavin Landry is a financial advisor with Eagle Strategies (NY Life) in Baton Rouge, LA, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with NYLife Securities LLC and New York Life Insurance Company and currently operates Southland Wealth Strategies LLC. Outside of advisory work, Landry is a certified personal trainer and trains youth athletes; he is also a marathon runner affiliated with several athletic brands. Eagle Strategies serves a diverse client base including individuals and institutions, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages the majority of its assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Macade Wright is a financial advisor at Carson Wealth with a Series 65 designation and one year of industry experience. Prior to joining Carson Wealth, Wright held positions at LSU AgCenter, Louisiana State University, and Brusly High School. Carson Wealth is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors managing approximately $50.6 billion. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing a model portfolio approach overseen by an Investment Committee and integrating customized solutions and third-party sub-advisors.

Rhett Bergeron is a Series 66 credentialed financial advisor with Guardian Life based in Baton Rouge, LA. He has one year of industry experience and has previously held roles in various local businesses including restaurants and fitness centers. Guardian Life’s subsidiary, Park Avenue Securities LLC, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm offers tailored financial planning, discretionary management, and access to proprietary and third-party investment solutions.

Frederick Sharbaugh is a financial advisor with Guardian Life in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has been with Guardian Life and its related entities since 1997. In addition to his advisory role, he operates a separate financial services business that offers products from other companies based on client needs. He is affiliated with Park Avenue® Wealth Management, a subsidiary of Guardian Life Insurance Company of America, which provides a range of brokerage and advisory services to individuals, retirement plans, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers various financial planning and consulting services tailored to client needs.

Drew Johnson is a financial advisor with Carson Wealth and holds a Series 66 designation. He has 15 years of industry experience and has worked at firms including Ameriprise Financial Services, Raymond James Financial Services, and ThrivePoint Capital. Outside of his advisory role, he is involved with the Maniax 10U Travel Softball Team. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct model portfolios and providing tailored solutions such as Orion Custom Indexing and access to alternative investments.