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.

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.

Anthony Burton is a financial advisor with Regal Investment Advisors LLC, holding a Series 65 designation and eight years of industry experience. Prior to joining Regal in 2018, he worked at Questar Asset Management for one year. Outside of his advisory role, Burton is involved in insurance sales through The Burton Group and operates a tractor service business. Regal Investment Advisors LLC (doing business as LionShare) provides discretionary investment management services to independent advisers and their clients, offering proprietary and third-party model portfolios across a range of asset types. The firm serves individual, charitable, and corporate clients through a delegated management approach.

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.