Lorenzo Treadway is a financial advisor at Pelican Wealth Management with 14 years of industry experience. He holds the Series 66 designation and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank. Since 2017, he has been with Pelican Wealth Management and also leads the affiliated tax-preparation entity, Pelican Wealth Tax Advisors. Pelican Wealth Management provides discretionary investment management and selects third-party money managers for individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a mix of fundamental analysis, Modern Portfolio Theory, cyclical analysis, and passive strategies to develop individualized investment policies and uses third-party platforms for operational support.

Braden Smith is a financial advisor with Fletcher Financial Group in West Monroe, LA. He holds a Series 65 designation and has been with Fletcher Financial Group since 2018, following two years at Tech Assurance. Fletcher Financial Group serves individual clients and families by providing financial planning, insurance planning, and discretionary investment management. The firm uses a planning-first approach with a three-step process tailored to client goals, and frequently delegates portfolio management to third-party External Managers while maintaining discretionary authority.

Dorothy Vines is a Series 65-licensed advisor at Vines Capital Management, LLC with four years of industry experience. She has worked at Vines Capital Management since 2018 and previously served at the Ouachita Parish Sheriffs Office. Outside of her advisory role, she has volunteered in nursing services since 2004. Vines Capital Management serves individual clients, pension and profit-sharing plans, business entities, and charitable organizations. The firm offers discretionary portfolio management, financial planning, and pension consulting, tailoring portfolios using fundamental analysis and modern portfolio theory with a range of investment instruments.

Alan Stephenson is a financial advisor at Legacy Wealth Concepts with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including United Planners Financial Services and Stephenson Financial. Outside of finance, he is involved in several entrepreneurial ventures, including ownership roles in a handyman service and heating and air companies, and serves on the board of Polygon Health as Chief Patient Officer. Legacy Wealth Concepts offers portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and foundations. The firm combines fiduciary advisory and commissionable distribution roles through its affiliated broker-dealer and insurance appointments, managing approximately $64.8 million with a focus on customized investment strategies and ancillary services such as tax preparation and ongoing planning.

Gary Graham is a ChFC® credentialed financial advisor with 40 years of industry experience. He has been associated with Entrust Investment Management since 1983 and worked at Triad Advisors, Inc. from 1998 to 2024. In addition to his advisory work, he practices law as an attorney. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily for high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process involving risk assessment and portfolio optimization, offering both discretionary and non-discretionary management options.

Bradley Wilson is a financial advisor at Fletcher Financial Group with two years of industry experience. He holds a Series 65 designation and has previously worked at Community Coffee from 2009 to 2021. Fletcher Financial Group provides financial planning, insurance planning, and discretionary investment management primarily for individual clients and families. The firm uses individualized financial plans and asset-allocation strategies, employing fundamental, quantitative, and technical analysis with an emphasis on risk management and suitability.

Kenneth Fletcher is a financial advisor at Fletcher Financial Group with 19 years of industry experience. He holds Series 63 and Series 65 licenses and has been affiliated with AIG American General Life Insurance Company since 2002. In addition to his advisory role, he owns and operates Medicaid Made Simple Seminars, which provide educational sessions for seniors about Medicaid rules and regulations. Fletcher Financial Group serves individual clients and families by offering financial planning, insurance planning, and discretionary investment management. The firm uses a planning-first approach, implementing tailored asset-allocation strategies and frequently delegating portfolio management to third-party external managers while maintaining discretionary authority.

Kenneth Vines is a financial advisor with Vines Capital Management, LLC, holding Series 63 and Series 65 designations and 24 years of industry experience. He has worked at Vines Capital Management since 2018 and previously at Summit Financial Wealth Advisors from 2015 to 2018. Vines Capital Management, LLC provides discretionary portfolio management, financial planning, and pension consulting to individuals, business entities, and charitable organizations. The firm manages approximately $192 million in discretionary assets with a small team of three advisors, using model portfolios that range from conservative to aggressive risk profiles and employing methods such as fundamental analysis and Modern Portfolio Theory.

James Rider is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 21 years of industry experience. He has worked with the firm since 2011 and holds a Series 66 designation. In addition to his advisory role, Rider provides occasional notary services and serves as an executor for an estate. Graham, Bordelon, Golson & Gilbert, Inc. offers investment management, financial planning, and business consulting primarily to high-net-worth individuals, their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses a risk-tolerance–based asset allocation process incorporating stocks, bonds, options, ETFs, and mutual funds, and provides both discretionary and non-discretionary portfolio management.

Jeffrey Golson is a financial advisor with Graham, Bordelon, Golson & Gilbert, Inc. in Monroe, LA, holding Series 63 and Series 66 licenses and possessing 40 years of industry experience. He has been a partner at Graham, Bordelon & Company, Inc. since 1989 and has also worked with Entrust Investment Management, LLC and Triad Advisors, Inc. throughout his career. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals, trusts, estates, and retirement accounts, as well as corporations, pension and profit-sharing plans, and charitable organizations. The firm employs an asset-allocation process incorporating risk-tolerance questionnaires, efficient-frontier tools, and portfolio optimization, offering both discretionary and non-discretionary management under wrap-fee and non-wrap program options.

Micheal Gilbert is a financial advisor at Graham, Bordelon, Golson & Gilbert, Inc. with 25 years of industry experience. He holds the Series 66 designation and has worked at Triad Advisors, Inc. and OSAIC during his career. Gilbert is also involved with Entrust Investment Advisory LLC, where he engages in financial planning, investment research, and tax preparation. Graham, Bordelon, Golson & Gilbert, Inc. provides investment supervisory management, financial planning, and business consulting primarily to high-net-worth individuals and their trusts, estates, and retirement accounts, as well as corporations and charitable organizations. The firm uses an asset-allocation process based on risk tolerance and portfolio optimization, offering services through both discretionary and non-discretionary arrangements.

Jamie Carroll is a financial advisor at Ballast Rock Private Wealth with three years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of financial advising, Jamie owns Swamp Rabbit Print, LLC, a design and print services business, and serves as an independent consultant for Arbonne International, recommending health and wellness products. Ballast Rock Private Wealth provides tailored portfolio management and financial planning services to individuals, high-net-worth clients, and pension or profit-sharing plans. The firm uses a combination of fundamental analysis, modern portfolio theory, and quantitative methods to construct long-term portfolios and offers consulting services for retirement plans and plan sponsors.

Michael Antley is a CFP® with 20 years of experience in the financial industry. He has been affiliated with Argent Advisors, Inc., Heritage Capital Management, and Argent Sector Capital Management since 2012, and also owns Integrity Capital Research, LLC, a research-based investment entity he has operated since 2006. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, utilizing a variety of investment strategies that include equities, fixed income, derivatives, and alternative funds.

James Smith III is a financial advisor at Trillium Wealth LLC with 19 years of industry experience. He holds the Series 63 and Series 66 designations. His previous work includes roles at NewEdge Advisors, LLC, LPL Financial, Carson Wealth, and CWM, LLC. Trillium Wealth LLC provides portfolio management, financial planning, retirement plan consulting, and access to private placement investments for individuals, trusts, pension plans, corporations, and other business entities. The firm employs a diverse investment approach incorporating quantitative, fundamental, technical, and economic analysis, and manages over $544 million in discretionary assets across approximately 625 clients.

Trey Curtis is a CFP® with 28 years of industry experience, currently serving at Argent Advisors, Inc. in Monroe, LA. He has been associated with Argent Trust Company, Argent Advisors, and LPL Financial since 2011, and has worked with the Citiván Organization since 2005. Curtis holds Series 63 and Series 66 registrations as well. Argent Advisors, Inc. manages approximately $1.7 billion on a discretionary basis for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, retirement plan services, and municipal advisory consulting, employing a range of investment strategies including model portfolios, active and passive asset allocation, and the use of sub-advisors and alternative investment products.

Dustin Volentine is a Series 65-credentialed advisor with AMC Wealth Management, LLC, based in West Monroe, LA, and has two years of industry experience. He has been employed by LKQ Corporation since 2012, currently serving as a plant manager. Outside of advisory services, Dustin operates a small cleaning business with his children. AMC Wealth Management, LLC is a state-registered investment advisory firm serving individuals, trusts, businesses, estates, and charitable organizations. The firm manages approximately $111 million in discretionary assets and employs a team-based approach focused on customized portfolios, strategic asset allocation, and ongoing portfolio monitoring.

Dean Mailhes is a CFA® charterholder with 20 years of industry experience. He has been with Argent Advisors, Inc. since 2005 and is located in Monroe, Louisiana. Outside of his advisory work, he is involved in several business activities including real estate ventures and serves as president of Heritage Capital Management. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, consulting, and municipal advisory services, employing a range of investment strategies including active and passive allocations, options, and specialized funds.

Justin Mailhes is a CFP® professional with 10 years of experience, currently serving at Argent Advisors, Inc. Prior to and alongside his role at Argent Advisors, he has worked with Heritage Capital Management and Argent Trust Company. Outside of advisory functions, he is an independent insurance agent. Argent Advisors, Inc. manages approximately $1.7 billion in discretionary assets for individuals, high-net-worth clients, trusts, estates, charitable organizations, and retirement plan sponsors. The firm offers portfolio management, financial planning, and municipal advisory services, employing a range of investment strategies that include active and passive allocations, use of sub-advisors, and specialized product offerings such as derivatives and private funds.

John Kelly is a ChFC® credentialed financial advisor with 40 years of industry experience, currently with Regal Investment Advisors LLC. He has previously worked with firms including Regulus Financial Group and Carrington Advisors, LLC. Kelly serves on the board of the International Student Foundation, a 501(c)(3) charitable organization. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to SEC- and state-registered advisers and their clients. The firm manages approximately $2.88 billion across proprietary and third-party strategies through a sub-advisory platform.

Thomas Ditta is a financial advisor at Regal Investment Advisors LLC with 19 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at firms including Cetera, AGIA, and The Prudential Insurance Company of America. Outside of his advisory role, he is employed part-time at a country club in Monroe, Louisiana. Regal Investment Advisors, operating as LionShare, provides model portfolio implementation and discretionary investment management to a network of SEC- and state-registered advisers, serving individual, high-net-worth, and corporate clients through a sub-advisory platform managing approximately $2.88 billion in assets.