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.

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.

Casey Clark is a Series 66 licensed advisor with Bankers Life Advisory Services, Inc. in Baton Rouge, Louisiana, with one year of industry experience. Prior to joining the firm, Clark worked in various roles including at Hollywood Casino and the Baptist Association of Greater Baton Rouge. Outside of advisory services, Clark is also appointed as an insurance agent with Bankers Life and Casualty Company, selling Medicare supplement, annuity, life, health, and long-term care insurance products. Bankers Life Advisory Services, Inc. is an SEC-registered investment adviser serving mass-affluent and high-net-worth individuals with discretionary portfolio management, investment consulting, and retirement plan consulting. The firm combines fundamental, technical, and cyclical analysis to tailor asset allocations and portfolio management aligned with clients’ goals and risk tolerances.