Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Mary Lucy Bergeron is a CFP®-certified financial advisor at Hassell Wealth Management with two years of industry experience. She previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers and held roles at Kansas State University of Financial Services. Hassell Wealth Management is an SEC-registered advisory team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, applying modern portfolio theory and fundamental security analysis to construct globally diversified portfolios.

John Hassell is a ChFC® with 42 years of industry experience. He has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for 13 years. Outside of his advisory work, he owns a bed and breakfast listed as the Guest House in Gray, Louisiana. Hassell Wealth Management is an SEC-registered advisory team serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million across diversified portfolios constructed using modern portfolio theory and combines fundamental security analysis with market and economic cycle assessments.

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, LLC. Hassell Wealth Management is a five-advisor SEC-registered team based in Houma, LA, serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million using modern portfolio theory and fundamental security analysis to create globally diversified discretionary portfolios.

Alexandra Hassell is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2018. Prior to joining her current firm, she spent five years with LPL Financial, LLC. Hassell Wealth Management is an SEC-registered advisory team managing approximately $387 million for about 414 clients, including individuals, families, businesses, and retirement plans. The firm utilizes principles of modern portfolio theory combined with fundamental security analysis and economic-cycle assessment to construct globally diversified portfolios managed on a discretionary basis.

Katherine Hebert is a CFP® with 12 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Prior to this, she worked at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc. from 2017 to 2020, and at Foresters Financial Services from 2016 to 2017. Hassell Wealth Management is a five-advisor SEC-registered team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, using modern portfolio theory and a combination of fundamental and market-trend analysis to create globally diversified portfolios.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.

Troy Domangue is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his advisory work, he is a professional singer performing locally in his community. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors, and is noted for its extensive institutional work including serving sovereign wealth fund clients.

David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has operated Tauzin Wealth Management, LLC since 2017 and previously worked with Tauzin Retirement Solutions and Change Path LLC. Tauzin is also a chapter instructor for the Society of Financial Awareness, a nonprofit organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third‑party money managers using a largely non‑discretionary model that incorporates client approval of transactions and a range of analytical approaches in portfolio management.

Misty Detiveaux is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and six years of industry experience. She previously worked at Aflac and Arthur J. Gallagher & Co and co-owns Detivaux and Harkins LLC. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Robert Dumas is an investment advisory representative with CWM, LLC, holding a Series 66 credential and 14 years of industry experience. His work history includes roles at Lafont & Associates since 2012 and LPL Financial from 2012 to 2019. Outside of financial advising, he serves as a football official at the college level and participates in roles with the National Football League related to game communication. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a large network of advisors. The firm employs discretionary management using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis along with third-party sub-advisors and customization tools.

Leo Pitre is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Commonwealth Financial Network and Allegiant Wealth Management Group, having previously worked at LPL Financial for 16 years. Outside of his advisory work, he owns Twin Tigers, LLC, an entity related to real estate in Baton Rouge, LA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

William Bordelon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at LPL Financial for 13 years before joining Commonwealth in 2025. Outside of his advisory role, he is a co-owner of RW Rental Properties, LLC, which manages residential real estate in Houma, Louisiana. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a variety of investment options.

Hunter Tabor is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Parish Wealth Partners and CWM, LLC since 2021. Prior to his financial career, he held positions at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, utilizing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Toby Lafont is an investment advisory representative with CWM, LLC and holds a Series 63 designation. He has 29 years of experience in the financial services industry, including roles at LPL Financial and as founder and CEO of Parish Wealth Partners. Outside of advisory work, he is the owner of Colonel Properties, LLC, which holds an office building. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach guided by an in-house Investment Committee and various analytical and customization tools.

David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus since 1997 and holds a Series 63 license. In addition to his advisory work, he is president of Affiliated Asset Managers, Inc., a company providing trust-related services and health insurance sales. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and specialized advisory services through both discretionary and non-discretionary arrangements.

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 10 years of industry experience, including roles at Eagle Strategies since 2017 and with New York Life Insurance Co. and Nylife Securities since 2015. Outside of his advisory work, he serves as a board member of the Diocese of Soroti Mission Partnership, which supports humanitarian and community development efforts in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base comprising individual investors, institutional sponsors, and charitable and corporate entities. The firm offers multiple advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) and holds the Series 63 and Series 66 licenses. He has eight years of industry experience and is based in Thibodaux, Louisiana. In addition to his advisory role, Guidry is involved in several community organizations, including serving as a director for the Thibodaux Firemen's Fair and an officer for the Troops of Saint George, a Catholic fraternal father and son organization. He is also a board member of Louisiana’s Cajun Bayou Tourism, helping to guide regional tourism initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm emphasizes tailored advisory solutions delivered through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Jessie Fabiano is a financial advisor with Money Concepts Capital Corp in Thibodaux, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Money Concepts Capital Corp since 2013 and serves as President and Owner of Fabiano Financial Group, where she dedicates the majority of her professional time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Adam Tarver is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. He is located in Thibodaux, Louisiana. 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, sub-advisory services, and retirement-plan solutions, typically managing accounts discretionary with model portfolios governed by an in-house Investment Committee.