James Bayard is a CFP® and ChFC® with 12 years of industry experience. He is currently a financial advisor at Capital South Wealth Management, LLC, where he has worked since 2016. Bayard is also associated with Life Brokerage LLC as an insurance agent. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm employs tailored portfolios using fundamental analysis and both long- and short-term strategies, managing approximately $113 million for around 129 clients.

Gregory Evans is a financial advisor with Evans Investment Advisors, L.L.C. in Baton Rouge, LA, holding the CFP® designation and Series 63 and 65 licenses. He has 41 years of industry experience, including prior roles at FSC Securities Corporation and OSAIC. Outside of advisory work, he is a licensed insurance agent and part owner of an LLC that owns the office building leased by his firm. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation using a core-and-satellite approach with primarily no-load or low-load mutual funds and ETFs, supplemented by individual securities when appropriate.

Cristina Hethmon is a financial advisor at Rainier Wealth Planning, LLC with one year of industry experience. She holds a Series 66 designation and has held positions at Rainier Wealth Planning and OSAIC Wealth, Inc. Outside of advising, she serves as president of the Louisiana State University chapter of Alpha Kappa Psi, a professional business fraternity, and works as an independent insurance agent. Rainier Wealth Planning, LLC offers portfolio management, financial planning, pension consulting, and trustee services for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs fundamental analysis and modern portfolio theory with an emphasis on mutual funds, long-term trading, and options strategies, and it provides ongoing advisory monitoring and discretionary trading authority.

Linda Gibson is a CPA and financial advisor with TWRU Private Wealth Management, LLC in Baton Rouge, LA, with seven years of industry experience. She has been with TWRU since 1997, primarily focusing on her CPA role while acting as a solicitor for the firm. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with accounting services through its formal affiliation with a CPA practice and emphasizes a portfolio approach based on modern portfolio theory and asset-class diversification.

Benjamin Simpson is a financial advisor with Abel Hall, LLC in Baton Rouge, LA, holding a Series 66 credential and three years of industry experience. Prior to joining Abel Hall in 2025, he worked for LPL Financial LLC for five years and has experience in several other roles, including a position at Light House Coffee. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory and consulting services. The firm employs a holistic planning process and uses value-oriented and options-based investment techniques for select ultra-high-net-worth families.

Kathryn Davis is a CFP® professional with 18 years of industry experience. She has worked at Pelican Investment Advisors, LLC since 2021 and previously spent 13 years with Kassouf & Co., P.C. and Kassouf Wealth Advisors, LLC. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives and maintains close operational links with accounting services through its ownership.

Sean Davis is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Outside of his advisory work, Davis serves as a director for Louisiana Emergency Assistance, a nonprofit organization. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and an emphasis on integrating tax and accounting expertise into its advisory approach.

Kevin Richardson is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 17 years of industry experience. He has worked at firms including Purshe Kaplan Sterling Investments, Cetera Advisors, and OneAmerica Securities. Outside of his advisory work, Richardson serves as owner and president of KBR Financial, Inc., an S Corporation established for tax purposes. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to client objectives and risk tolerances, offering both discretionary and non-discretionary accounts along with a subscription retainer program.

Andrew Miller is a financial advisor at Abel Hall, LLC in Baton Rouge, LA, holding a Series 65 designation with five years of industry experience. He has worked at Abel Hall since 2019 and previously spent five years at Brown Industries. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory services. The firm employs a holistic planning process and uses a value-oriented, options-based approach for select ultra-high-net-worth families, alongside third-party money managers and institutional mutual funds.

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.

Jonathan Smith is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at LPL Financial, Stratos Wealth Partners, and Capital One Financial Advisors. Hibernia Wealth Partners, LLC manages approximately $372.5 million in client assets and serves individuals, trusts, retirement plans, and institutional investors with portfolio management, financial planning, and ERISA plan services. The firm employs tailored investment strategies incorporating fundamental, technical, and quantitative analyses and monitors third-party managers while providing limited-scope ERISA fiduciary services to retirement plan sponsors.

Kerry Uffman is a CFP®, CFA®, and PFS™ with 18 years of experience as a financial advisor at TWRU Private Wealth Management, LLC, where he has worked since 2001. He also has over 40 years of experience as a CPA through his own practice. Uffman is a partner with a 20% ownership interest in TWRU CPA's & Financial Advisors, which provides accounting and financial planning services. TWRU Private Wealth Management offers portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm integrates investment management with tax and accounting services through its affiliation with a CPA practice and employs a strategy based on modern portfolio theory and asset-class diversification.

Billy Mitchell is a financial advisor at Hibernia Wealth Partners, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked with LPL Financial, LLC and Stratos Wealth Partners, Ltd. Outside of advisory roles, he is a co-owner of two small businesses, B&P Operations, LLC and AB Food Mart, LLC, located in West Monroe, LA. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets, serving individuals, trusts, retirement plans, and institutional investors. The firm offers customized portfolio management and financial planning services, utilizing a variety of analytical approaches and monitoring third-party managers.

Robert Kestyn is a financial advisor with Hibernia Wealth Partners, LLC in Baton Rouge, LA, holding a Series 66 designation and seven years of industry experience. He has previously worked at Edward Jones, Stratos Wealth Partners, and LPL Financial. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in assets for individuals, trusts, retirement plans, and institutional clients. The firm offers customized portfolio management, financial planning, ERISA plan services, and sponsor relationships with third-party managers, employing a variety of investment strategies tailored to client goals and risk tolerance.

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.

Paul Saltaformaggio is a financial advisor with Hibernia Wealth Partners, LLC, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at LPL Financial LLC since 2016 and was previously with Stratos Wealth Partners from 2016 to 2022. Outside of his advisory role, he serves as a church cantor at Our Lady of Mercy Catholic Church. Hibernia Wealth Partners, LLC is an SEC-registered investment adviser managing approximately $372.5 million in client assets for individuals, trusts, retirement plans, and institutional investors. The firm offers tailored portfolio management, financial planning, ERISA plan services, and third-party manager relationships, employing a variety of investment strategies including fundamental, technical, and quantitative analyses.

Sara Downing is a financial advisor with TWRU Private Wealth Management, LLC, based in Baton Rouge, LA, with 17 years of industry experience. She has been with TWRU since 2008 and is also associated with Thomas, Wilson, Ragusa, Uffman & Co. since 1991. TWRU Private Wealth Management offers discretionary and non-discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, trusts, small businesses, and qualified retirement plans. The firm’s investment approach is based on modern portfolio theory and asset-class diversification, using institutional mutual funds and model portfolios, with a formal affiliation to a CPA practice that integrates investment, tax, and fiduciary services.

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.