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.

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.

David Johnson is a CFP® professional with seven years of experience at TWRU Private Wealth Management, LLC, based in Baton Rouge, LA. He has worked exclusively within the TWRU group since 2011, including roles at TWRU CPAs and Financial Advisors. 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 tax and accounting services through its affiliation with a CPA practice and employs a portfolio approach based on modern portfolio theory and asset-class diversification.

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.

Nathan Irby is a financial advisor at Westpark Wealth Advisors, Inc. in Baton Rouge, LA, holding CFP® and Series 66 credentials with nine years of industry experience. Prior to joining Westpark in 2019, he worked at Bank of America, Merrill, Robert Half International, and Trenegy Inc. He serves on nonprofit boards including the Louisiana Conference of the United Methodist Church Board of Pensions and Health Benefits and supports financial planning for University United Methodist Church. Westpark Wealth Advisors provides investment advisory and financial planning services to individuals, trusts, estates, pension and profit-sharing plans, and business entities. The firm employs a range of investment strategies and offers portfolio management through wrap-fee programs and third-party managers, often involving non-discretionary client approval of trades.

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.

John Webb is a financial advisor at Hibernia Wealth Partners, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Ameriprise Financial Services, LPL Financial LLC, and Hibernia Wealth Partners since 2022. Outside of finance, he has experience in the hospitality industry, including working at Zea Rotisserie and Bar. 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 sponsors a wrap-fee program, incorporating diverse investment strategies and oversight of third-party managers.

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.

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.