Heather Alleman

Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Robert Morella is a financial advisor at Apex Capital Management, L.L.C. with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Apex since 1999, as well as at Morella & Morella, LLC and Arsement, Redd & Morella, LLC. Outside of his advisory role, he is involved in several business ventures, including toy manufacturing and medical equipment through Sparo Toy Enterprises, LLC and Medispose, LLC. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities by offering financial planning, asset management, and retirement-plan consulting. The firm’s investment approach is based on fundamental analysis and utilizes third-party platforms for managed accounts, with additional services including fiduciary and non-fiduciary retirement plan advice and annuity product management.

Austin Schutz is a financial advisor at Meche and Associates LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Prudential Insurance Company of America, and TD Ameritrade. Schutz is also an independent insurance agent specializing in life insurance sales. Meche and Associates LLC is a small registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advisory services primarily to individual clients. The firm customizes advice based on client objectives, time horizon, and risk tolerance, and oversees any recommended third-party advisers as part of its managed account programs.