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.

Andrew Hall is a financial advisor with Abel Hall, LLC in Baton Rouge, Louisiana. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. His prior roles include positions at Level Four Financial, Mutual Securities, and Raymond James Financial Services. Outside of advising, he is also involved as an insurance agent through his own firm, Andrew Philips Hall. Abel Hall, LLC 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 consulting. The firm uses a holistic planning approach combined with asset allocation and portfolio management strategies, including specialized techniques for ultra-high-net-worth families.

Benton Foret is an advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, with over 28 years of experience in contracting and nine years in waste management through his roles at Foret Contracting Group LLC and Geaux Waste LLC. He has been with Brooks A. Foret Advisors, LLC since 2021 and 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 uses a variety of strategies tailored to clients’ objectives and risk tolerances, offering both discretionary and non-discretionary managed accounts along with a subscription retainer program.

Russell Taylor is a financial advisor at Pelican Investment Advisors, LLC with three years of industry experience. He is also a tax partner and director at Taylor & Matthews, CPAs, where he has worked for 19 years. In addition to his advisory roles, Taylor serves as president of GSTAG LLC, a business consulting firm. 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 and integrates accounting and tax expertise through its ownership team.

Lana Odom is a CPA and financial advisor with TWRU Private Wealth Management, LLC, based in Baton Rouge, LA. She has 10 years of industry experience and has been associated with TWRU CPAs since 2005. Lana spends the majority of her time in her CPA role and acts as a solicitor for TWRU Private Wealth Management. 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 affiliation with a CPA practice and employs a portfolio approach based on modern portfolio theory and asset-class diversification.

Bryson Mc Guffey is a financial advisor at AWM Capital, LLC with five years of industry experience. He holds a Series 65 designation and previously worked at Motion Group and Frontline Athlete Management. Outside of his advisory role, he serves as an adjunct professor teaching Sports Law at LSU Paul M. Hebert Law Center. AWM Capital is a multi-team registered investment adviser serving high- and ultra-high-net-worth individuals and families, managing approximately $1.15 billion across 418 clients. The firm employs a liability-driven investing approach and offers a range of services including financial planning, asset management, and business consulting.

John Lensing is a financial advisor with Alden Investment Group, holding a Series 66 credential and 13 years of industry experience. His prior roles include positions at Kestra Advisory and Cetera, among others. He also owns Lensing Financial Solutions, LLC, a financial services firm. Alden Investment Advisors provides portfolio management and fee-based financial planning to individuals, retirement plans, and institutional clients. The firm emphasizes customized asset allocations using proprietary and third-party strategies and maintains a platform that integrates held-away account management and employee education services for employer plans.

Mistie Babin is a financial advisor at Proverbi Capital Advisors, LLC with three years of industry experience. She holds a Series 65 designation and has previously worked at NYLIFE Securities, LLC and New York Life Insurance Company. Outside of her advisory role, she is involved with Tax & Retirement Solutions, Inc. Proverbi Capital Advisors provides discretionary asset management and financial planning services primarily to individual clients and charitable organizations. The firm serves mainly non–high-net-worth clients and employs various investment strategies, including fundamental and cyclical analysis, while integrating financial planning topics at no additional charge.

Dania Tanguis is a financial advisor with Ethos Financial Group, LLC in Baton Rouge, LA, holding a Series 63 designation and 34 years of industry experience. Her prior roles include positions at Mercap Securities, Almanack Investment Partners, Peters Wealth Advisors, and Dominion Investor Services. In addition to her advisory work, she is licensed as an insurance agent and sells a range of insurance products including life and long-term care insurance. Ethos Financial Group serves individuals, trusts, estates, municipal entities, and charitable organizations, providing investment management, financial and estate planning, insurance recommendations, and consulting services. The firm employs model portfolios and a Core Allocation strategy focused on diversified, risk-conscious index-based exposures, supplemented by third-party research and optional tax overlay management.

Kantrell Moore is a financial advisor at One Capital Management, LLC with nine years of industry experience. He holds Series 63 and Series 65 credentials. Prior to joining One Capital Management in 2021, he worked at Primerica Advisors and Primerica Financial Services, and he has experience at Rabel Family Dentistry. One Capital Management, LLC manages approximately $8.5 billion for a diverse client base that includes individuals, pension and profit-sharing plans, trusts, and corporations. The firm offers wealth management, discretionary portfolio management, retirement plan solutions, and sub-advisory services, combining active large-cap equity management with ETFs and diversified fixed income to build globally balanced, customized portfolios.

Kevin Brooks is a financial advisor at StoneX Advisors Inc. with 27 years of industry experience. He has worked at StoneX Advisors since 2016 and has been associated with StoneX Securities since 2005. Brooks holds the Series 63 and Series 65 designations. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm uses a range of strategies implemented through advisor-managed portfolios, proprietary models, and third-party money managers.

Todd Cooke is a financial advisor at Kovack Advisors, Inc. with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Advisors and Kovack Securities since 2004. Prior to that, he spent nearly three decades at Albemarle Corporation. He is also president of Cornerstone Investment Services, LLC, an investment advisory firm. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves a diverse client base, including individuals, pension plans, charitable organizations, banks, and government entities, using a combination of internally created and third-party investment models supported by an Envestnet workflow.

Rebekah Morein is a financial advisor with Mariner Independent, holding a Series 66 designation and bringing 10 years of industry experience. She has worked previously with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of her advisory role, she is involved with Moving Colors Productions, a venture she has been associated with for over a decade. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, estates, and charitable organizations. The firm offers financial planning, portfolio management, retirement plan consulting, insurance solutions, and access to alternative investments through a network of 119 investment adviser representatives.