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.

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.

Lauren Legendre is a CFP® professional affiliated with Investor FAN in Plaquemine, LA. She has one year of industry experience, with prior roles at Visible Wealth Planning and Brahman Capital, LLC. Investor FAN offers investment management, financial consulting, and retirement plan advisory services to individuals, high-net-worth clients, and institutional entities. The firm employs a investment approach based on Modern Portfolio Theory, utilizing various analytical methods and a diverse range of investment vehicles tailored to client goals.

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.

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.

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.

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.

Ryan Bowker is a financial advisor at Crescent Wealth Advisory, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Crescent Wealth Advisory since 2023. In addition to his advisory role, Bowker is the North American Key Account Manager at Shell PLC, a multinational energy company, where he has been employed since 2013. Crescent Wealth Advisory provides discretionary and non-discretionary portfolio management and advisory services primarily to individual and high-net-worth clients. The firm constructs individualized portfolios using fundamental and technical analysis and offers access to alternative investment solutions, including client-directed cryptocurrency accounts.

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.