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.

Albert Judson is a financial advisor at Copper Financial with nine years of industry experience. He holds a Series 66 designation and has previously worked at firms including Cetera, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, brokerage services, discretionary portfolio management through third-party manager referrals, model-based wrap programs, and online guided investing. The firm works with both individual and institutional clients and is notable for its dual registration as a broker-dealer and SEC-registered investment adviser, as well as its affiliation with CommunityAmerica Federal Credit Union.

Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 12 years of industry experience. He holds the Series 66 designation and has previously worked at firms including Financial Advocates Investment Management, LPL Financial, Woodbury Financial Services, and Wells Fargo Clearing. Lifeworks Advisors serves a diverse clientele, including individuals, high-net-worth clients, charitable organizations, trusts, estates, retirement plans, and businesses. The firm offers discretionary and non-discretionary wealth management, financial planning, retirement plan advisory, and portfolio management using both planning-based and risk-based investment approaches supported by quantitative and fundamental analysis.

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 held roles at Williams Financial Advisors and LPL Financial. Outside of his advisory work, he owns Crump Wealth Management and has a distributorship with Juice Plus. RFG Advisory provides investment advisory and planning services to a diverse clientele, including individual and high-net-worth investors, retirement plans, and institutional clients such as investment companies and government entities. The firm employs discretionary portfolio management through a variety of model strategies and third-party platforms while acting as a sub-adviser to multiple ETFs and offering access to private and structured investments.

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.

Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. 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 discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

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.

Joleen Coolman Oswald is a financial advisor at Edward Jones with nine years of experience, holding a Series 66 designation. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Gomez is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Walker is a Series 66 licensed advisor at Edward Jones with three years of industry experience. Before joining Edward Jones in 2023, he worked at Knights Knation in 2022 and spent ten years with the Zachary Community School District. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a broad range of advisory and investment solutions supported by a nationwide network of financial advisors and branch offices.

Noah Marks is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms including Edward Jones and Empower Advisory Group. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

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.

Bonnie Leerkes is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 27 years of industry experience. She has worked at her current firm since 2017 and previously spent 15 years with Metlife Securities Inc. Outside of her advisory role, she manages a rental property in Orange Beach, California. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, utilizing firm-approved technology to develop customized recommendations.

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.

Ryan Talbot is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked at LPL Financial since 2012, with prior experience at BrokersXpress LLC and Edward Jones. Talbot serves as a board member for the Zachary Community School Board. LPL Financial is a national broker‑dealer and SEC‑registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third‑party asset management, retirement advice, and institutional platforms, supported by advanced operational tools and a broad range of financial services.

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.

Thomas Scott Jr. is a financial advisor with Edward Jones in Zachary, Louisiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves on the Board of Commissioners for the Lane Regional Medical Center and is involved in local community support through a nonprofit football fundraising organization. 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 provides a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

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.

Ciara Gibbs is a financial advisor with Equitable Advisors holding Series 63 and Series 65 credentials and five years of industry experience. Prior to joining Equitable Advisors in 2020, she held roles with Waitr, the Chamber of Commerce, and was involved with both the Boy Scouts and Girl Scouts councils. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm emphasizes matching clients to appropriate program models and discretionary managers, utilizing a range of investment products and third-party advisory platforms.

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.

Rachel Partin is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and 12 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities. Outside of her advisory role, she owns Gameday Turf Specialists, LLC, a bookkeeping business. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, emphasizing collaborative, goal-based planning and offering specialized services such as divorce planning and estate settlement.