Fred Miller is the sole advisor at Fred Miller & Assoc. in Baton Rouge, LA, holding Series 63 and Series 66 designations with 15 years of industry experience. He has operated his independent advisory firm since 2009. Fred Miller & Assoc. provides discretionary portfolio management and investment advisory services primarily to high-net-worth individuals and institutional clients. The firm manages a small client base with a focus on individualized portfolio management rather than standardized products.

John Neyland is a financial advisor with JCN Financial & Tax Advisory Group, LLC, holding a Series 66 designation and over 20 years of industry experience. He has been with JCN Financial & Tax Advisory Group since 2015. Outside of advising, he serves as a trustee for the Norman Neyland Trust and works as a tax processor. JCN Financial & Tax Advisory Group provides discretionary investment management, wrap-fee services, and financial planning to individuals, businesses, trusts, estates, and charitable organizations. The firm employs fundamental and technical analysis across various investment strategies and manages portfolios with a range of asset types, including mutual funds, ETFs, equities, and structured notes.

Richard Chautin is a financial advisor at Blue Cypress Wealth Management, LLC in Baton Rouge, LA, with nine years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Blue Cypress Wealth Management since 2019, along with prior experience at Cetera and Foresters Financial Services. Outside of advising, Mr. Chautin manages social media and e-commerce for a family-owned restaurant business. Blue Cypress Wealth Management is a small registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning services. The firm uses a combination of fundamental analysis, modern portfolio theory, technical charting, and cyclical methods in its investment approach and offers tailored advice based on clients’ objectives.

Olivia Neyland is a financial advisor at JCN Financial & Tax Advisory Group, LLC in Baton Rouge, LA. She holds a Series 65 designation and has been with the firm since 2019. Prior to her advisory role, she worked at Louisiana State University from 2014 to 2019. JCN Financial & Tax Advisory Group serves individuals, business entities, trusts, estates, and charitable organizations by offering discretionary investment management, wrap-fee investment services, and standalone financial planning and consulting. The firm uses fundamental and technical analysis across various investment strategies and manages approximately $121.6 million in discretionary assets.

Zacki Soliman is a financial advisor at NorthStar Financial, Inc. in Baton Rouge, LA, holding a Series 65 designation with two years of industry experience. He has been with NorthStar Financial since 2017. NorthStar Financial primarily acts as a solicitor and referral source, directing clients to third-party investment advisers rather than providing discretionary portfolio management, serving a broad range of client types including individuals, high-net-worth clients, and institutional entities.

Dexter Gary is a financial advisor at Blue Cypress Wealth Management, LLC with eight years of industry experience. He holds a Series 65 designation and has worked at firms including Cetera and Foresters Financial Services. Outside of advising, he is also an independent insurance agent. Blue Cypress Wealth Management is a privately owned registered investment adviser serving individual and high-net-worth clients with discretionary and non-discretionary portfolio management and financial planning. The firm uses a combination of fundamental, modern portfolio theory, and technical analysis in its investment approach and offers financial planning on a standalone or bundled basis.

Ahmed Soliman is a financial advisor with NorthStar Financial, Inc. in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He is also the president and owner of Retirement Consultants of Louisiana, where he is a licensed insurance agent selling fixed annuities and life insurance. Soliman is in the process of establishing a new training and consulting business. NorthStar Financial, Inc. primarily serves as a solicitor and referral source, connecting clients to third-party investment advisers rather than managing portfolios directly. The firm works with a diverse range of clients, including individuals, high-net-worth clients, pension plans, charitable organizations, corporations, and government entities.