Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at KG&L Capital Management LLC and Charles Schwab. Outside of his advisory role, he is involved in mineral lease consulting through Three Rivers Consulting Group, LLC. Cane Capital Partners provides investment supervisory services and financial planning to individuals, high-net-worth clients, and corporate entities. The firm offers both discretionary and non-discretionary portfolio management, utilizing fundamental and cyclical analysis, options strategies, and tax management techniques.

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.

Andrew Sessions is a financial advisor with KG Capital Management, LLC, holding a Series 65 designation and beginning his industry career in 2026. Prior to joining KG Capital Management, he worked with the Fellowship of Christian Athletes and Wellspire Financial Group. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients by providing portfolio management, financial planning, retirement plan services, and ERISA plan consulting. The firm uses fundamental and cyclical analysis with strategies that include active trading tools and offers both discretionary and non-discretionary management options.

Gabriel Kora III is a financial advisor at KG Capital Management, LLC with 26 years of industry experience. He holds a Series 66 designation and has been associated with both Purshe Kaplan Sterling Investments Inc. and KG Capital Management since 2012. Outside of advisory services, he participates in mineral lease consulting and advises landowners through his involvement with Three Rivers Consulting Group, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, offering portfolio management, financial planning, and retirement plan services. The firm provides both discretionary and non-discretionary management using fundamental and cyclical analysis, and its advisory program includes the use of active trading tools and derivatives, distinguishing it from typical team-sized firms.

Yvette Poret Crochet is a financial advisor with KG Capital Management, LLC and has 12 years of industry experience. She is also a partner at Latuso & Johnson, CPA, LLC, a CPA firm. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and arranging third-party money managers. The firm’s investment process incorporates fundamental and cyclical analysis to guide asset allocation and security selection.

Daniel Pritchard is a financial advisor at KG Capital Management, LLC with 12 years of experience at the firm and over 40 years as a CPA running his own accounting practice. He has been with KG Capital Management since 2014 and maintains an active CPA firm with no commission-based income. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services, financial planning, and access to third-party money managers. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of trading strategies within separately managed accounts.

Ralph Theriot is a financial advisor at KG Capital Management, LLC with 13 years of experience at the firm and a total of 46 years working as a CPA. He is based in Saint Francisville, LA. Outside of his advisory work, he is a partner in Hammond Aire Auto Spa Car Wash. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients with portfolio management, financial planning, and retirement plan services, offering both discretionary and non-discretionary management that incorporates fundamental and cyclical analysis along with tax-aware strategies.

Lawrence Latuso is a financial advisor with KG Capital Management, LLC, based in Saint Francisville, LA, with 12 years of industry experience. He has been with KG Capital Management since 2013 and also co-manages Latuso & Johnson since 2009. In addition to his advisory roles, he is a partner in a CPA firm. KG Capital Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, and business entities. The firm provides investment supervisory services, financial planning, and access to third-party money managers, using fundamental and cyclical analysis to guide asset allocation and security selection.

Lambert Brent is a financial advisor with KG Capital Management, LLC and has 13 years of industry experience. He is also a part owner of a CPA firm and has been associated with Kernan and Lambert since 1986. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients, providing portfolio management, financial planning, retirement plan services, and ERISA consulting with both discretionary and non-discretionary management approaches.

Steven Medo is a financial advisor at KG Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KG Capital Management since 2018. Outside of his advisory role, Medo serves as CFO and board member of the James P. Raymond Foundation, where he advises on asset allocation and risk management. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a variety of trading strategies within separately managed accounts.

Andrew Grezaffi III is a financial advisor with KG Capital Management, LLC, holding Series 63 and Series 65 licenses and over 22 years of industry experience. He has been associated with Purshe Kaplan Sterling Investments, Inc. and KG Capital Management since 2012. Outside of his advisory work, he is a partner in a cattle ranch operation, Marydale Cattle Company, LLC. KG Capital Management serves individuals, small businesses, trusts, estates, and high-net-worth clients with portfolio management, financial planning, and retirement plan services. The firm offers both discretionary and non-discretionary management, incorporating fundamental and cyclical analysis alongside tax-aware strategies, and provides specialized offerings such as ERISA plan consulting and active trading tools including derivatives.

Hubert Kernan is a financial advisor at KG Capital Management, LLC with 12 years of experience at the firm and over 40 years in the industry, including his ongoing role at Kernan & Lambert. He holds CPA credentials and owns a CPA firm, separate from his advisory work. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm’s investment approach incorporates fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a range of strategies including options and derivatives.

Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, and Ohio National Financial Services. Outside of his advisory work, he is involved in hurricane disaster relief efforts through roles with Disaster Resource Group and A B & S Construction. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management services to unaffiliated advisors and their high-net-worth and corporate clients. The firm manages a broad sub-advisory platform offering proprietary and third-party strategies while allowing primary advisors to retain client-facing responsibilities.

Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, LLC, and Woodbury Financial Services, Inc. Outside of his advisory role, he is involved in non-variable insurance activities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Chase Crump is a CFP® with 19 years of industry experience, currently serving at RFG Advisory, LLC. He has worked with Private Client Services since 2018 and has been associated with RFG Advisory and Williams Financial Advisors since 2010. Outside of his advisory work, he is involved with a vegetable supplement distributorship. RFG Advisory is a multi-team registered investment adviser with approximately 178 advisors managing around $8 billion for a diverse client base, including individuals, high-net-worth households, trusts, and institutional accounts. The firm employs a mix of actively managed and passive strategies, direct indexing, and tax-aware approaches, and is notable for its sub-advisory role to the Bluemonte family of ETFs and management of assets for investment companies.

Gertrude Piper is a Certified Financial Planner® with 24 years of industry experience. She has been with Advisory Services Network since 2016. Advisory Services Network is a multi-team firm serving individuals, families, corporations, and retirement plans through a network of independent investment adviser representatives. The firm offers a range of advisory and planning services, including portfolio management and retirement plan consulting, with flexible engagement options and a platform of over 250 advisors.

Brady Bennett is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 66 licenses and has worked at LPL Financial and Young Investment Group since 2023. Prior to his advisory career, he held positions in various service and recreational roles, including at Metairie Country Club and Bayou Oaks Golf Course. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions through a large network of advisors supported by research and operational tools.

Joseph Malara is a financial advisor with Cetera, holding a Series 66 designation and 21 years of industry experience. He has been with Cetera and its affiliated entities since 2018, following 13 years at Investment Professionals, Inc. Outside of his advisory work, he volunteers with the West Feliciana Animal Humane Society, assisting with website, signage, and event logistics. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable organizations, and institutional accounts. The firm offers diversified investment management and financial planning services through a multi-manager platform and supports both discretionary and non-discretionary account structures.

Dean Martin is a CFP® and Series 63-licensed financial advisor with Edward Jones, where he has worked since 2002. He has 24 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

David Patton is a financial advisor with OSAIC, holding 27 years of industry experience. He previously worked at Lincoln Financial Securities Corporation for 17 years. Outside of his advisory role, he operates an insurance business offering accident, disability, long-term care, and life insurance products, as well as fixed and indexed annuities. OSAIC serves a diverse clientele including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations through a large network of affiliated advisers. The firm provides integrated brokerage and advisory services with a range of portfolio management options and access to third-party money managers.

Pamela Malara is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. She worked with Investment Professionals, Inc. for 20 years before joining Cetera in 2018. Outside of her advisory role, she volunteers weekly for the West Feliciana Animal Shelter’s fundraising events. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through more than 10,000 advisors nationwide.

Henry Young is a financial advisor with LPL Financial in St. Francisville, Louisiana, holding a Series 63 designation and 28 years of industry experience. He has been with LPL Financial since 2004 and previously worked at the University of Phoenix for 19 years. Young serves as a board member for the West Feliciana Fire Protection District #1, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced operational tools.

Alexis Carrasquel is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, Alexis has been associated with Gladstone Wealth Partners and Bon Vue Wealth Management. Outside of finance, Alexis has been involved with the East Baton Rouge Public Library and local schools in Zachary, Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.