Pelican Investment Advisors, LLC

Kathryn Davis is a CFP® professional with 18 years of industry experience. She has worked at Pelican Investment Advisors, LLC since 2021 and previously spent 13 years with Kassouf & Co., P.C. and Kassouf Wealth Advisors, LLC. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives and maintains close operational links with accounting services through its ownership.

Sean Davis is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 21 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, Level Four Advisory Services, LPL Financial, OneAmerica Securities, and American United Life. Outside of his advisory work, Davis serves as a director for Louisiana Emergency Assistance, a nonprofit organization. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and an emphasis on integrating tax and accounting expertise into its advisory approach.

Frances Robinson Bidwell is a financial advisor at Pelican Investment Advisors, LLC with 20 years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley/MS Private Bank NA for ten years, as well as at LEVEL FOUR ADVISORY SERVICES, LLC and Level Four Financial, LLC. Outside of her advisory role, she serves as the Endowment Committee Chair for the Women’s Board of the Museum of New Mexico. Pelican Investment Advisors provides investment management and financial planning to individuals, high net worth clients, retirement plans, and businesses. The firm uses a range of strategies tailored to clients' objectives and risk tolerances, including asset allocation and both long- and short-term purchases, and offers discretionary and non-discretionary managed accounts alongside a quarterly subscription retainer program.

Kevin Richardson is a financial advisor with Pelican Investment Advisors, LLC, holding 16 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, Cetera Advisors, OneAmerica Securities, and American United Life. Richardson is also the owner and president of KBR Financial, Inc., an S Corporation established for tax purposes. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment approaches tailored to client objectives, with regular account reviews and emphasizes collaboration with independent custodians and tax professionals.

Randall Richardson is a financial advisor at Pelican Investment Advisors, LLC with 31 years of industry experience. He has held positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and One America Securities, Inc. Outside of his advisory work, he owns a fishing camp through HHOBHGO, LLC. Pelican Investment Advisors serves individuals, high-net-worth clients, retirement plans, and businesses with tailored investment advisory and financial planning services. The firm employs a variety of investment strategies and offers both discretionary and non-discretionary managed accounts, emphasizing regular account reviews and coordination with tax professionals.

Lesley Harleaux Jr. is a financial advisor with Pelican Investment Advisors, LLC in Baton Rouge, LA, holding 19 years of industry experience. His prior roles include positions at Purshe Kaplan Sterling Investments, First Heartland Capital Inc, Cetera Advisors, and Quest Capital Strategies, among others. He is also the owner of Elite Advisory Group, LLC, which provides both fixed and investment-related services. Pelican Investment Advisors offers investment management and financial planning to individuals, high net worth clients, retirement plans, and businesses. The firm uses a variety of strategies tailored to clients’ objectives and risk tolerances, combining discretionary and non-discretionary managed accounts with written investment strategies and a subscription-based retainer program.

Philip Detlefs is a financial advisor at Pelican Investment Advisors, LLC with 24 years of industry experience. He holds a Series 63 designation and previously worked at Arthur J. Gallagher and NFP Securities, Inc. Detlefs joined Pelican Investment Advisors in 2026. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of strategies tailored to clients’ objectives, time horizons, and risk tolerances, and offers discretionary and non-discretionary managed accounts along with a quarterly subscription retainer program without a minimum account size.

Bret Boudreaux is a financial advisor with Pelican Investment Advisors, LLC, holding a Series 66 credential and 14 years of industry experience. His prior roles include positions at Cetera and Team225 First Option Mortgage, where he was involved in mortgage management. Outside of advising, he is an insurance agent specializing in fixed insurance products. Pelican Investment Advisors provides investment management and financial planning services to individuals, high net worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerances, offering both discretionary and non-discretionary account management along with a subscription retainer program.

Alan Comer is a financial advisor at Pelican Investment Advisors, LLC in Baton Rouge, LA, with 20 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including ERG Benefits, Purshe Kaplan Sterling Investment, LPL Financial, and Oneamerica Securities. Outside of advisory work, Comer is involved in several business ventures related to tax preparation, insurance, and HR compliance. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to client objectives and risk tolerance, with regular account reviews and an emphasis on integrating tax and accounting expertise.

Sean O Neill is a financial advisor at Pelican Investment Advisors, LLC with a Series 65 credential and over a decade of experience in accounting and advisory services. He has worked at Pelican Investment Advisors since 2025 and previously held roles at LPL and in his own accounting practice, O'Neill, APAC, where he serves as Managing Director. Outside of his advisory work, Sean is a partner in Strategic Equitable Advisory Network, LLC, an insurance-related business. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a range of investment strategies tailored to clients’ objectives and risk tolerance, with regular account reviews and emphasizes collaboration with tax professionals due to potential tax implications.

Russell Taylor is a financial advisor at Pelican Investment Advisors, LLC with three years of industry experience. He is also a tax partner and director at Taylor & Matthews, CPAs, where he has worked for 19 years. In addition to his advisory roles, Taylor serves as president of GSTAG LLC, a business consulting firm. Pelican Investment Advisors provides investment advisory and financial planning services to individuals, high-net-worth clients, retirement plans, and businesses. The firm employs a variety of investment strategies tailored to clients’ objectives and risk tolerance and integrates accounting and tax expertise through its ownership team.