Teddy Theriot is the principal advisor at Belle River Capital Management LLC, an independent firm, with 20 years of industry experience. He previously worked at Theriot Walston Inc. for 10 years before founding his current firm in 2023. Theriot holds Series 63 and Series 65 licenses. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations. The firm offers wrap-fee accounts and combines fundamental and technical analysis to tailor asset allocation and securities selection according to client objectives, serving a mix of retail and institutional clients.

Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.

Michael Bonfanti is a CFP® professional with 22 years of industry experience, operating Bonfanti Investment Services, LLC in Prairieville, LA. He has worked with Bonfanti Investment Services since 2009 and was previously affiliated with LPL Financial. In addition to his advisory work, he manages an independent insurance agency and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k), 403(b), pension, and profit-sharing plans. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerances, using a combination of modern portfolio theory and fundamental, cyclical, and technical analysis.

Dustin Gomez is the principal of The Geauxmez Group Wealth Management LLC in Gesimar, LA. He holds a Series 65 designation and has been involved in financial advisory services since 2026. Prior to entering the wealth management field, he worked at Verizon for 19 years and has managed real estate activities through Geauxmez Real Estate LLC since 2017. The Geauxmez Group Wealth Management offers discretionary wealth management and financial planning services to individuals and high-net-worth clients, employing a fiduciary-oriented approach that includes strategic asset allocation and diversified portfolios using low-cost mutual funds, ETFs, and other securities. The firm is notable for its affiliation with a real estate fund and brokerage, providing clients access to alternative investment opportunities.

Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.

Matthew Harger is a financial advisor at Harger And Company, Inc. in Baton Rouge, LA, with 20 years of industry experience. He holds a Series 66 designation and has been with Harger And Company since 2004. Outside of his advisory role, he conducts investment-related seminars through local universities on an as-needed basis. Harger And Company provides portfolio management, financial planning, and 401(k) advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamental, long-term investment approach with diversified allocations tailored through comprehensive client interviews.

Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.

Christopher Dowden is a CFP® with 26 years of industry experience, currently serving at Harger and Company, Inc. since 2009. He holds the Series 63 designation and is based in Baton Rouge, LA. In addition to his advisory role, he is an officer of RL Harger and Associates, Inc. and ATM Properties, where he performs general office-related duties. Harger and Company provides portfolio management, financial planning, and 401(k) advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamental, long-term investment approach with diversified allocations tailored through detailed client interviews.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.

Victoria Varisco Lulich is a Series 65 licensed financial advisor at Fortune 45, LLC with four years of industry experience. She has worked at Fortune 45 since 2020 and previously worked at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 provides investment management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses ETF-based portfolios with technical, charting, and fundamental analysis, and explicitly discloses the use of derivatives and leverage in managed accounts.

Robert Dufrene is a Series 65 licensed financial advisor with Capital South Wealth Management, LLC in Baton Rouge, LA, where he has worked since 2023. He has two years of industry experience and also serves as Assistant Director at Louisiana State University’s Gordon A. Cain Center, a position he has held since 2019. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million for about 129 clients, using fundamental analysis and a mix of long- and short-term strategies tailored to each client’s goals and risk tolerance.

Todd Gautreaux is a financial advisor at Harger and Company, Inc. with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial, Red River Bank, and Cetera. Harger and Company provides portfolio management, financial planning, and 401(k) advisory services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm employs a fundamental, long-term investment approach with diversified allocations and offers both discretionary and non-discretionary management.

Ryan Gisclair is a CFP® professional with 13 years of industry experience, currently serving at Capital South Wealth Management, LLC since 2016. He also holds an insurance agent role with Life Brokerage LLC and has involvement in several community organizations in Baton Rouge, including serving as president of the Estate & Business Planning Council and as a board member of LA Key Academy. Additionally, he acts as treasurer for the Law Enforcement and Criminal Justice Foundation. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services to individual and high-net-worth clients. The firm manages approximately $113 million across about 129 clients, using tailored portfolios implemented through fundamental analysis and a mix of long- and short-term strategies with regular rebalancing and quarterly reviews.

Thomas Taylor is a financial advisor at Capital South Wealth Management, LLC in Baton Rouge, LA, holding a Series 65 designation and bringing one year of industry experience. His background includes roles at Drax Biomass, P&S Surgical Hospital, and the Ouachita Parish Clerk of Court. Capital South Wealth Management provides discretionary asset management, comprehensive financial planning, and retirement-plan advisory services primarily to individual and high-net-worth clients. The firm employs a tailored approach based on client goals, time horizon, and risk tolerance, utilizing a mix of long- and short-term strategies with regular portfolio reviews.

Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.

Carl Benedict is a CFP® with 43 years of industry experience, currently serving at Legacy Wealth Concepts in Baton Rouge, LA. He has held roles with BD Wealth Advisors and Louisiana College Board of Trustees, and has been involved in various business activities including tax preparation and serving on the Board of Election Supervisors. Legacy Wealth Concepts provides portfolio management and financial planning services to individual investors, trusts, charitable institutions, and other entities. The firm combines fee-based advisory with brokerage and insurance services, managing approximately $64.8 million with a focus on non-discretionary, customized investment solutions.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.

Anthony Nicolich is a financial advisor with Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Veritas Wealth Advisors since 2005. Nicolich also works as an independent insurance agent for various insurance companies. Veritas Wealth Advisors is an independent firm that serves individuals, families, businesses, and corporations with asset management, financial planning, and business consulting. The firm employs a disciplined investment approach combining technical and fundamental analysis and offers customized strategies with periodic reviews and multi-year performance measurement.

Lynella Devillier is a financial advisor at Legacy Wealth Concepts with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms, including Orion Communications, Inc. and Benedict Wealth Management, LLC. Outside of her advisory work, she is involved in a workforce management software company serving first responders and municipal governments. Legacy Wealth Concepts provides portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and other entities. The firm combines fiduciary advisory services with brokerage and insurance capabilities, managing approximately $64.8 million across a two-advisor team and offering customized investment solutions.

Christopher Naquin is an advisor at Evans Investment Advisors, L.L.C. with four years of industry experience. He holds the Series 66 designation and has worked previously at OSAIC and FSC Securities Corporation. Outside of his advisory role, he owns and operates Wayfinder CPA LLC, a firm providing bookkeeping, payroll, and tax services. Evans Investment Advisors offers personalized financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing primarily no-load or low-load mutual funds and ETFs, and provides both discretionary and non-discretionary portfolio management.