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.