Randall Richardson is a financial advisor at Pelican Investment Advisors, LLC with 31 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and One America Securities, Inc. Outside of his advisory work, he owns a fishing camp through HHOBHGO, LLC. Pelican Investment Advisors serves individuals, high-net-worth clients, retirement plans, and businesses with tailored investment advisory and financial planning services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary managed accounts, emphasizing regular account reviews and coordination with tax professionals.

Lesley Harleaux Jr. is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and Quest Capital Strategies, among others. He is also the owner of Elite Advisory Group, LLC, which provides both fixed and investment-related services. Pelican Investment Advisors offers investment management and financial planning to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, combining discretionary and non-discretionary managed accounts with written investment strategies and a subscription-based retainer program.

Philip Detlefs is a financial advisor at Pelican Investment Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Arthur J. Gallagher and NFP Securities, Inc. Detlefs joined Pelican Investment Advisors in 2026. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers discretionary and non-discretionary managed accounts along with a quarterly subscription retainer program without a minimum account size.

Drew Pelton is a financial advisor with Proverbi Capital Advisors, LLC, holding a ChFC® designation and Series 63 and 65 licenses, with 12 years of industry experience. He has worked at several firms, including Kovack Advisors, Inc. and Ridge Capital Advisors, LLC, and operates his own retirement solutions business. Outside of advising, he hosts a radio show focused on financial topics. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations, managing approximately $14.4 million across about 110 accounts. The firm utilizes fundamental and cyclical analysis in its investment strategies and offers financial planning on a range of topics without additional charge.

Ashley Michelli is a financial advisor at Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 65 designation with one year of industry experience. She has been with Prostatis Financial Advisors Group, doing business as Game Changer Wealth, since 2019 and was self-employed for five years prior. Prostatis Financial Advisors Group serves individual, high-net-worth, and institutional clients, managing approximately $509 million in assets through a multi-team of 18 advisors. The firm uses a top-down, macro-environmental approach to tactical asset allocation and offers discretionary and non-discretionary portfolio management, financial planning, and sub-advisory services.

Lance Mc Cartney is a financial advisor with Proverbi Capital Advisors, LLC in Baton Rouge, LA. He holds a Series 65 designation and has been with Proverbi Capital Advisors since 2026. His prior experience includes roles at Tax & Retirement Solutions, Inc. and Kovack Advisors, Inc., as well as client service positions at State Farm. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm manages approximately $14.4 million across about 110 client accounts and employs a range of investment strategies including fundamental and cyclical analysis, with financial planning services offered without additional charge.

Andrew Duckworth is a financial advisor with Prostatis Financial Advisors Group in Baton Rouge, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Cetera Investment Services, Hancock Whitney Bank, J.P. Morgan Securities, and Edward Jones. Outside of finance, he provides color commentary for Denham Springs High School football broadcasts through Jon Fine Productions. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework, managing approximately $509 million in client assets across a multi-team of 18 advisors.

Sarah Ashley Meredith is a financial advisor at Abel Hall, LLC with a Series 65 designation and two years of industry experience. She previously worked for Taylor Porter Brooks & Phillips LLP for ten years before joining Abel Hall. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm emphasizes a holistic planning process and offers specialized value-oriented and options-based investment techniques for ultra-high-net-worth families.

Catherine Gayle is a CFP®-certified financial advisor with five years of industry experience, currently with Abel Hall, LLC. She previously worked at Deloitte & Touche, LLP and has background experience in education at St. Joseph's Academy and Louisiana State University. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing investment management, financial planning, and retirement-plan advisory services. The firm employs a holistic planning process and uses value-oriented and options-based techniques for select ultra-high-net-worth families, while also utilizing third-party managers and institutional mutual funds.

Jerry Linebaugh II is a financial advisor at Prostatis Financial Advisors Group in Baton Rouge, LA, with eight years of industry experience. He holds a Series 65 designation and has held roles at several firms including Foundations Investment Advisors LLC and Simplicity Wealth LLC. In addition to his advisory work, he manages a tax planning and preparation business and is a licensed insurance agent. Prostatis Financial Advisors Group provides investment management and financial planning to individuals, including high-net-worth clients, as well as foundations, trusts, estates, corporations, and charitable organizations. The firm employs a top-down, tactical asset-allocation approach with sector rotation and uses independent third-party managers and model portfolios as part of its investment process.

Leo Abel is a financial advisor with Abel Hall, LLC in Baton Rouge, LA, holding the CFP® designation and Series 63 license. He has 32 years of industry experience, including roles at Raymond James Financial and Mutual Securities, Inc. Outside of his advisory work, he assists with the business aspects of his son's music career. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan advisory. The firm employs a holistic planning process aligned with client goals and uses value-oriented and options-based techniques for select ultra-high-net-worth families.

Bret Boudreaux is a financial advisor with Pelican Investment Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Cetera and Team225 First Option Mortgage, where he was involved in mortgage management. Outside of advising, he is an insurance agent specializing in fixed insurance products. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerances, offering both discretionary and non-discretionary account management along with a subscription retainer program.

Alan Comer is a financial advisor at Pelican Investment Advisors, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with firms including ERG Benefits, Purshe Kaplan Sterling Investment, and LPL Financial. Outside of his advisory role, Comer is involved in tax preparation and accounting through the Louisiana Tax Advisory Group and holds ownership interests in several non-investment business entities. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of strategies tailored to clients’ goals, time horizons, and risk tolerances, combining asset allocation, dollar-cost averaging, technical analysis, and both long- and short-term investments.

Douglas Thompson is a financial advisor with Regatta Research & Money Management L.L.C., where he has worked since 2006. He has 11 years of industry experience. Outside of his advisory role, he owns two non-investment-related businesses: Lindseys Amusements, which offers party accessories, and Z-Sports, a sporting goods business. Regatta Research & Money Management provides fee-only investment advisory and financial planning services to a diverse client base, including individuals, families, pension plans, trusts, and corporations. The firm employs a team of six advisors and manages a range of investment strategies that incorporate fundamental, technical, and quantitative analysis with an emphasis on alternative and structured investments.

James Dickerson is a financial advisor at FMSA with 14 years of industry experience. He holds a Series 63 designation and has worked at firms including Allstate Insurance Co, LSA Securities LLC, Physicians Mutual, Royal Alliance Associates, and N.I.S. Financial Services, Inc. Outside of his advisory work, he is involved in delivering pharmaceuticals for Louisiana Wholesale Drugs. FMSA is a privately owned registered investment adviser serving individual and high-net-worth clients, corporate pension and profit-sharing plans, municipalities, and trust programs. The firm employs a fundamental, research-driven investment approach and provides discretionary portfolio management and comprehensive financial planning across a broad range of securities and products.

Mary Carleton is a financial advisor at E. A. Horwitz LLC with 30 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at E. A. Horwitz LLC since 2013 and Western International Securities, Inc. since 2015. Outside of her advisory role, she serves as chairman of the board for Public Radio, Inc. and is a board member of the Capital Area Reentry Coalition (CAPARC). E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a generally conservative, principal-preservation investment philosophy tailored to individual needs. The firm employs strategies such as options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining institutional trading and compliance infrastructure.

Sean O Neill is a financial advisor at Pelican Investment Advisors, LLC with a Series 65 credential and over a decade of experience in accounting and advisory services. He has worked at Pelican Investment Advisors since 2025 and previously held roles at LPL and in his own accounting practice, O'Neill, APAC, where he serves as Managing Director. Outside of his advisory work, Sean is a partner in Strategic Equitable Advisory Network, LLC, an insurance-related business. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and emphasizes collaboration with tax professionals due to potential tax implications.

John Ellender is a financial advisor with Abel Hall, LLC, holding a Series 65 designation and one year of industry experience. He has been with Abel Hall since 2023 and is also CEO and partner of Crosby & Ellender, a music and entertainment business. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement-plan consulting. The firm employs a holistic planning approach and uses a range of investment strategies, including value-oriented and options-based techniques for select ultra-high-net-worth families.

Austen Delahaye is a financial advisor at Almanack Investment Partners with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at New York Life and Eagle Strategies. In addition to his advisory role, he is a partner in an insurance brokerage based in Baton Rouge. Almanack Investment Partners provides discretionary and non-discretionary investment management and financial planning to individual and institutional clients, including high-net-worth individuals, trusts, estates, and charitable organizations. The firm employs model asset allocation portfolios focusing on diversified, risk-conscious strategies and manages pooled vehicles and private funds alongside separate accounts.

Andrew Hall is a financial advisor with Abel Hall, LLC in Baton Rouge, Louisiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Level Four Financial, Mutual Securities, and Raymond James Financial Services. Outside of advising, he is also involved as an insurance agent through his own firm, Andrew Philips Hall. Abel Hall, LLC serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management along with integrated financial planning and employer retirement-plan consulting. The firm uses a holistic planning approach combined with asset allocation and portfolio management strategies, including specialized techniques for ultra-high-net-worth families.