Daniel Cheng is a financial advisor with Kestra Advisory in Baton Rouge, LA, holding a Series 66 designation and three years of industry experience. He previously worked at LPL Financial and Cinfed Federal Credit Union. Outside of advising, he was involved with Uptown Climbing LLC from 2020 to 2021. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, including services such as fiduciary consulting, plan design, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.

Charles Duplechain is a financial advisor with Guardian Life and holds a Series 66 designation. He has nine years of industry experience, including roles at Park Avenue Securities and Hancock/Whitney Bank. He also maintains a health insurance LLC unrelated to investment activities. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, serves individuals, pension plans, charities, and corporate clients through a combination of brokerage services, financial planning, and investment advisory programs.

Benjamin Rushing is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and entering his second year in the industry. His prior experience includes roles at Presley Wealth Management, Stifel Nicolaus, and Clary Suba Neale. Before his advisory career, he worked for Geaux Clean. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, utilizing both discretionary model portfolios and advisor-managed models with various analytical approaches.

Caeleigh Messina is a Series 66 licensed advisor at Valic Financial Advisors with one year of industry experience. Before joining Valic, she worked in various roles across healthcare, fitness, and retail sectors, including at Ochsner and Orangetheory Fitness. Her diverse background includes experience in the service industry and education administration. Valic Financial Advisors, Inc. is an SEC-registered investment adviser and FINRA-member broker-dealer that primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, utilizing technology and model solutions at scale.

Kellie Bass is a financial advisor with Eagle Strategies (NY Life) based in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. She has worked with Ellis Insurance & Financial Group and NYLife Securities since 2006. She is also a notary public, providing notary services to clients without charge to assist with financial documents such as spousal consents on 401(k) rollovers. Eagle Strategies serves a diverse client base including individuals and institutional sponsors, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and manages a majority of its assets on a non-discretionary basis.

Corey Luckett is a CFP® certificant affiliated with CWM, LLC, bringing 17 years of industry experience. He has a background working with Luckets Wealth Management and The Shobe Financial Group and currently serves as a wealth advisor within several CWM-affiliated entities. CWM, LLC is an SEC-registered investment adviser that serves a diverse client base including individuals, high-net-worth families, foundations, endowments, corporations, and institutions. The firm employs a discretionary investment approach using model portfolios overseen by an in-house committee and provides a range of services such as portfolio management, financial planning, and retirement plan solutions.

Shane Bennett is a financial advisor with Centaurus Financial, Inc., holding a Series 66 credential and bringing 20 years of industry experience. He has been with Centaurus Financial since 2006. Outside of his advisory role, he owns and operates a tax preparation and accounting firm. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, with a mix of discretionary and non-discretionary arrangements, and employs various analytical methods including fundamental and technical analysis.

Amy Centanni is a financial advisor at Osaic Advisory Services, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors from 2012 to 2025. Outside of her advisory role, she is involved in managing Beacon Balanced Wealth, a DBA focused on financial planning and investment management, where she serves as owner and financial planner. Osaic Advisory Services, LLC is an SEC-registered investment adviser serving a broad client base that includes individuals, pension and profit-sharing plans, corporations, trusts, and charitable organizations. The firm offers services such as investment management, financial planning, retirement consulting, and third-party manager oversight through multiple program models.

John Hartmann is a financial advisor with Centaurus Financial, Inc. in Baton Rouge, LA, holding a Series 66 designation and 26 years of industry experience. He has been with Centaurus Financial since 2002. Outside of advisory work, he is a CPA and owner of Bennett & Bennett Associates, Inc., where he spends significant time on audit representations, IRS correspondence, and tax preparation. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and retirement-plan consulting through various platforms, employing both discretionary and non-discretionary arrangements and a range of analytical approaches.

Connie Lieux is a financial advisor with CWM, LLC holding a Series 66 designation and nine years of industry experience. She has worked with several firms including Shobe & Associates, Inc. and Raymond James Financial Services, Inc. Connie also provides operational support to representatives within CWM, including compliance and day-to-day operations. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, and retirement-plan services, managing accounts primarily on a discretionary basis using model portfolios guided by an in-house Investment Committee.

Fred Dent III is a CFA® charterholder with 18 years of industry experience. He is currently with Wealth Enhancement Advisory Services, LLC and previously led Dent Wealth Advisors for 28 years. He holds Series 63 and Series 65 licenses and is based in Baton Rouge, LA. Wealth Enhancement Advisory Services, LLC is an SEC-registered enterprise advisory firm serving a diverse client base including individuals, trusts, charitable organizations, corporations, and retirement plans. The firm employs a strategic investment process combining passive and active management, supported by quantitative and fundamental research, and offers a range of financial planning, asset management, and retirement consulting services.

Brett Hoeflich is a financial advisor with Eagle Strategies (New York Life) based in Baton Rouge, LA. He holds Series 63 and Series 66 licenses and has 17 years of industry experience, including roles at Eagle Strategies, Nylife Securities LLC, and New York Life Insurance Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a broad network of affiliated advisors. The firm offers multiple program types tailored to client objectives and manages a significant portion of its assets on a non-discretionary basis.

Jude Guerin is a financial advisor at Kestra Advisory with a Series 65 credential and one year of industry experience. He previously worked for Apple Guerin Company for 15 years before joining Kestra Investment Services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors as well as a broad mix of institutional and individual clients. The firm offers services including plan design, fiduciary consulting, employee education, and access to multiple management platforms, serving clients that range from individual investors to large institutional entities such as sovereign wealth funds.

Latisha Blanchard is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 66 credential and 18 years of industry experience. She has worked at Stratos Wealth Partners and LPL Financial since 2014 and previously worked at Merrill from 2008 to 2014. Stratos Wealth Partners serves a diverse client base, including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting through a network of investment adviser representatives. The firm combines individualized asset allocation with active monitoring and access to proprietary and third-party strategies, providing a broad range of services from institutional solutions to specialized executive planning.

Cherie Laiche is a financial advisor with Kestra Advisory, holding Series 63 and Series 66 credentials and bringing 25 years of industry experience. She has worked at Kestra Advisory since 2020 and previously held roles at Avantax Investment Services and Kolder, Champagne, Slaven & Company, among others. Laiche serves as Chairperson of the St. Mary Parish Library Board of Control and holds leadership positions within Rotary organizations. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base including plan sponsors, institutional, and individual clients. The firm offers a range of services such as fiduciary consulting, plan-level investment advice, and access to multiple management platforms, supporting both discretionary and non-discretionary advisory engagements.

Donald Whittington is a financial advisor with Guardian Life and holds Series 65 and Series 63 designations. He has one year of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance Company, and Iron Horse Financial. Prior to entering financial services, he worked at ExxonMobil for 16 years. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management, is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension and profit-sharing plans, charitable organizations, and corporate clients with brokerage services, financial planning, retirement plan consulting, and a variety of investment advisory programs.

Michael Sotile III is a Series 66-licensed financial advisor with seven years of industry experience, currently affiliated with Voya Financial Advisors, Inc. He has worked at Raymond James and Associates and has experience in other business activities including a co-broker agreement with Patrick Benefits, LLC for employer group benefits. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors, providing financial planning, portfolio management, and retirement plan consulting through multiple program structures emphasizing recommendation-based, non-discretionary advice.

David Mills is a financial advisor with Valic Financial Advisors in Baton Rouge, LA, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. He has been with Valic Financial Advisors since 2002 and is also associated with Agia, where he offers non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm provides discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Robert Apple is a financial advisor at Kestra Advisory with one year of industry experience. He holds a Series 65 designation and previously worked for Apple Guerin Company LLC from 2011 to 2025. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients, including sovereign wealth funds. The firm offers services such as fiduciary consulting, plan-level investment advice, employee education, and uses multiple management platforms and third-party solutions within a supervisory framework.

Barwick Barfield Jr. is a financial advisor at TLG Advisors, Inc. with 25 years of industry experience. He has been with TLG Advisors and The Leaders Group Inc. since 2007. In addition to his advisory role, he is an independent insurance agent based in Baton Rouge, LA. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of fundamental analysis, Modern Portfolio Theory, and a direct-to-consumer program called Starlight Portfolios.