Matthew Kubicek is a CFP® professional with 19 years of experience in the financial services industry. He is currently affiliated with Mariner Independent and Alinity Wealth Management. Prior to his current roles, he spent 20 years at Northwestern Mutual, including positions in wealth management, investment management, and life insurance. Kubicek serves as treasurer for two nonprofit organizations, CYT Baton Rouge and Ironside Property Association. Mariner Independent serves a diverse client base including individuals, high-net-worth clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers comprehensive financial planning and portfolio management through a combination of firm-built model portfolios, customized discretionary portfolios, and access to various investment vehicles and affiliated services.

Albert Judson is a financial advisor at Copper Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and is notable for its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its affiliation with CommunityAmerica Federal Credit Union.

Robert Mclaughlin III is a financial advisor with StoneX Advisors Inc. in Baton Rouge, LA, holding Series 63 and Series 65 registrations and bringing 47 years of industry experience. He has worked with StoneX Advisors since 2016 and StoneX Securities since 2005. Outside of his advisory role, Mclaughlin serves on the board of Manresa House of Retreats. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, annuity allocation, and related advisory services. The firm uses a combination of independent advisors and an in-house Private Client Group, implementing strategies through advisor-managed portfolios, proprietary models, third-party money managers, and multiple account platforms.

Jonathan Wilks is a financial advisor at Mariner Independent with eight years of industry experience. He holds the CFP® and ChFC® designations and has previously worked with Northwestern Mutual and Matthew Kubicek. He is also the owner of Slopes & Summits, LLC, a partnership entity unrelated to his trading hours. Mariner Independent serves individuals, including high-net-worth clients, as well as pension plans, trusts, and charitable organizations. The firm offers a range of services such as financial planning, portfolio management, retirement plan consulting, and access to alternative investments, utilizing both firm-built model portfolios and customized discretionary strategies.

Laurna Hart James is a financial advisor with Global Assets Advisory, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. She has worked at International Assets Advisory, Investacorp, Capital Financial Group LLC, and Regions Bank. Outside of her advisory work, she is involved as a distributor for a scented household supplies business. Global Assets Advisory, LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, charitable organizations, and businesses. The firm offers discretionary and non-discretionary portfolio management and uses a long-term investment approach while allowing tactical trades and other strategies consistent with client objectives.

Andrew Thomas is a financial advisor at Axxcess Wealth Management, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Axxcess Wealth Management since 2015. Prior to that, he was associated with Arete Wealth Management LLC and Arete Wealth Advisors, LLC from 2009 to 2020. Axxcess Wealth Management provides wealth management, financial planning, retirement plan advisory, and third-party asset management services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, businesses, and charitable organizations. The firm manages customized multi-asset portfolios using fundamental, technical, and cyclical analysis and is known for its Third-Party Asset Management Platform (TAMP) and sleeve-manager capabilities.

Jason Inman is a financial advisor at Signal Advisors Wealth, LLC with 22 years of industry experience. He holds a Series 65 designation and has previously worked at Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Inman is also involved in non-investment-related insurance activities through Legacy Wealth Partners and Level Four Insurance Services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded IARs, and their clients, offering portfolio management, model access, and retirement plan consulting. The firm employs a primarily top-down, tactical asset allocation strategy supplemented by fundamental, quantitative, and technical analysis.

Luke Costa is a CFP® professional with five years of industry experience, currently serving as an advisor at Mariner Independent in Baton Rouge, LA. His prior experience includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. He is also involved with Alinity Wealth Management, providing investment services through the Mariner Platform Solutions. Mariner Independent provides investment advisory, financial planning, and consulting services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, access to model portfolios and third-party managers, and a range of retirement plan services supported by institutional affiliations and integrated resources.

Patrick Talamo is a financial advisor at Arkadios Wealth Advisors with 27 years of industry experience. He has previously worked with Gulf Coast Bank & Trust and LPL Financial. Talamo serves on the finance board of Our Lady of Mercy. Arkadios Wealth Advisors is a multi-team SEC-registered firm serving individuals, trusts, businesses, corporations, and retirement plans. The firm offers customized investment plans utilizing discretionary and non-discretionary portfolio management, model portfolios, and third-party managers, incorporating fundamental, technical, and cyclical analysis.

Ethan Bowling is a CFP® and ChFC® with nine years of industry experience. He is affiliated with Mariner Independent and Alinity Wealth Management, where he offers investment services through Mariner Platform Solutions. His prior experience includes roles at Northwestern Mutual and Matthew P Kubicek. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm provides financial planning, portfolio management, and retirement plan consulting through a network of investment adviser representatives, offering both model and customized discretionary portfolios supported by in-house and third-party resources.

Alan Mc Clure is a financial advisor with Lifemark Securities Corp. in Baton Rouge, LA, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked at Lifemark Securities since 2018 and previously at Foresters Equity Services, Inc. from 2015 to 2018. In addition, he serves as a research assistant at Logical Investments, where he performs office administrative tasks and data management. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers various managed account programs and delivers suitability-driven advice tailored through risk assessments, with accounts managed on a discretionary or non-discretionary basis.

Jason Doise is a financial advisor with Signal Advisors Wealth, LLC and holds Series 63 and Series 65 licenses. He has 23 years of industry experience, having previously worked at Level Four Financial, LPL Financial, OneAmerica Securities, and American United Life. He is also involved in business consulting through Level Four Business Solutions. Signal Advisors Wealth operates a turnkey asset management platform that supports independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting services. The firm emphasizes a tactical asset allocation approach combined with fundamental, quantitative, and technical analysis while allowing advisors to maintain client relationships and suitability decisions.

Rory Richard is a financial advisor at Sound Income Strategies, LLC with 12 years of industry experience and holds a Series 65 credential. His prior work includes roles at Portfolio Dynamix, Lifeworks Advisors, and Retirement Wealth Advisors. Outside of his advisory work, he volunteers as an assistant football and baseball coach at St. Pius Elementary School. Sound Income Strategies serves a diverse client base including individuals, corporate and pension clients, other registered advisors, and retirement plans. The firm emphasizes fixed-income and income-oriented investment strategies combined with fundamental and technical analysis and offers asset management, financial planning, and ERISA plan services.

Raymond Panquerne is a CFP® professional with 18 years of industry experience. He is currently with Signal Advisors Wealth, LLC and has prior experience at Legacy Wealth Partners, Level Four Advisory Services, and CFG Advisors LLC. Outside of his advisory role, he is an insurance agent and a partner in a real estate investment venture. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs and co-branded investment adviser representatives, providing portfolio management and retirement plan consulting with a primarily top-down, tactical asset allocation approach.

Jeffrey Metzger is a CFP® with four years of experience in financial advising. He is currently with Mariner Independent in Baton Rouge, LA, and has prior experience at Avantax Advisory Services and Raymond James Financial Services. Outside of advising, he is a partner and part owner of Rally Cap Brewing Company, where he also works as a bartender. Mariner Independent serves individual and institutional clients offering financial planning, portfolio management, retirement consulting, and access to alternative investments. The firm supports advisors with model portfolios and customized discretionary management, and is notable for its affiliated trust company and institutional pension consulting services.

Meagan Shields is a financial advisor at Ethos Financial Group, LLC with four years of industry experience. She holds a Series 65 credential and previously worked at Peters Wealth Advisors, Llc and Louisiana Workers Compensation Corporation. Ethos Financial Group serves individuals, trusts, estates, state and municipal entities, and charitable organizations with investment management and financial planning services. The firm employs model portfolios and a Core Allocation approach focusing on diversified, risk-conscious investments through various vehicles, supplemented by third-party research and operational AI tools.

Mackenzie Delaune is a financial advisor with Mariner Independent who holds a Series 66 designation and has two years of industry experience. Prior to joining Mariner Platform Solutions and Alinity Wealth Management in 2026, Mackenzie worked at Northwestern Mutual in various roles from 2022 to 2026. Outside of finance, Mackenzie has been involved with LMD Dance Academy since 2016. Mariner Independent serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm offers financial planning, portfolio management, retirement plan consulting, and access to alternative investments through a network of investment adviser representatives supported by in-house and third-party resources.

John Heath is a financial advisor with Signal Advisors Wealth, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has previously worked with Copperleaf Capital, LLC and has been with Signal Advisors since 2022. Outside of his advisory role, Heath serves as president of MRF Marketing, where he manages marketing activities for his personal brand. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting a higher-than-typical client load per advisor.

James Crow is a financial advisor at Impact Partnership Wealth, LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Redwood Private Wealth LLC and Wealth Planners Advisory Group. In addition to his advisory work, Crow has been an independent insurance agent specializing in health, life, and fixed insurance since 2002. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm employs a multifaceted investment process combining third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Dedrick Lewis is a financial advisor at Empower Advisory Group with five years of industry experience. He holds a Series 66 designation and previously worked at Fisher Investments and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.