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Michael F

Series 66

Crowley, LA

Kovack Advisors, Inc.

Michael Fontenot is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2009. Outside of advisory work, he serves on the boards for LSUE Community College Foundation and John Paul the Great Academy, and also officiates high school basketball games. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm employs an Envestnet-supported workflow utilizing internal and third-party managers to construct and monitor client portfolios across multiple custodians and execution venues.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Stanley K

Series 63, Series 65

Crowley, LA

Kovack Advisors, Inc.

Stanley Keyes is a financial advisor at Kovack Advisors, Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Kovack Securities, Inc. and Kovack Advisors, Inc. since 2009, following prior roles at FSC Securities Corporation and Pan-American Investment Advisers, Inc. Outside of his advisory work, he engages in tax preparation and brokerage through his own firm, Keyes Financial Services, and is active as a lay missionary delivering speaking engagements. Kovack Advisors, Inc. is a multi-team registered investment adviser with approximately 260 advisors and over $6 billion in client assets. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, banks, and government entities, offering portfolio management, financial planning, and access to sub-advisory programs through Envestnet-supported workflows and a combination of internally created and third-party investment models.

Wealth management Retirement plans for business owners (SEP, solo 401k) Executive Founder/Business Owner
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Kimberly G

Series 63, Series 65

Iota, LA

Tlg Advisors, Inc.

Kimberly Galbraith is a financial advisor with TLG Advisors, Inc. She holds the Series 63 and Series 65 licenses and has 24 years of industry experience. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services Advisors, PFS Investments, and Primerica Financial Services. Outside of financial advising, she owns Lazy Bee Farms, an agricultural business producing bee-related products. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm employs fundamental analysis and Modern Portfolio Theory in its investment process, offering both sub-advisor managed portfolios and a direct-to-consumer digital program called Starlight Portfolios.

Wealth management Passive / index investing Active portfolio management General estate planning guidance Business ownership considerations Founder/Business Owner Retired
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Ali L

Series 66

Rayne, LA

Edward Jones

Ali Lucas is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

General estate planning guidance Multi-generational wealth transfer General retirement planning Dentist Young Professionals Mid-Career Professionals
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John D

Series 63, Series 65

Crowley, LA

LPL Financial

John Dore is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 28 years of industry experience. His prior work includes positions at Sanders Morris LLC and Geneos Wealth Management Inc., among others. Outside of advising, he is involved in a family agricultural partnership managing 600 acres of farmland in Vermillion Parish, LA, and operates an online retail business consulting firm. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lehman A

Series 66

Crowley, LA

Cetera

Lehman Abshire is a financial advisor with Cetera, holding a Series 66 license and 19 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors among other firms. Outside of advising, Abshire is engaged in several business ventures including serving as president of a residential generator sales company, vice president of an auto and residential glass service, and owner of a CPA practice. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Joseph S

CFP®, Series 66

Crowley, LA

Edward Jones

Joseph Signorelli III is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, he owns and manages a movie exhibition business in Crowley, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Scott L

Series 66

Crowley, LA

Edward Jones

Scott Lowry is a financial advisor with Edward Jones in Crowley, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of VGT Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Retirement income strategy Business ownership considerations Business succession planning Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
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Jason D

ChFC®, Series 66

Maurice, LA

Edward Jones

Jason Duhon is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of advising, he is a one-quarter owner of farmland leased for sugarcane farming in Earath, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through its extensive nationwide network.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Delano W

Crowley, LA

Mass Mutual Investors Services

Delano Williams is a financial advisor with Mass Mutual Investors Services and has 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is a golf coach. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative annual planning engagements utilizing firm-approved software and a range of investment programs.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Carol K

Series 63, Series 66

Crowley, LA

LPL Financial

Carol Kinder is a financial advisor with LPL Financial who holds Series 63 and Series 66 licenses and has 30 years of industry experience. Prior to joining LPL Financial in 2021, she worked at First Allied Advisory Services and related firms from 2010 to 2021 and Wells Fargo Clearing in 2010. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors and supports a variety of strategies including model portfolios, third-party subadvisors, and customized allocations.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Russell G

Series 66

Rayne, LA

Edward Jones

Russell Gunter is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to his current role, he worked in healthcare and physical therapy-related positions, including nearly two decades at Gunter Physical Therapy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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