William Hetzel

Joseph Sonnier is a CFA® charterholder currently with Lombard Advisers Incorporated. He has experience at PIMCO Funds and has held roles in both academia and the financial services industry. Sonnier is associated with Sonnier Financial, Inc. as an unregistered office staff member and Series 7 candidate. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary portfolio management programs, emphasizing client-directed trading authority and employing a combination of fundamental, technical, and cyclical analysis.

Shawn Sabelhaus is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 20 years before joining Prospera in 2018. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and delivery vehicles.

Edward Sonnier II is a financial advisor with Lombard Advisers Incorporated, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Lombard Advisers since 2000 and Lombard Securities Incorporated since 1996. Sonnier also serves as a FINRA arbitrator for industry arbitrations on an as-needed basis. Lombard Advisers provides personalized investment management to individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm offers a range of discretionary and non-discretionary programs and employs a combination of fundamental, technical, charting, and cyclical analysis in portfolio construction.

Marilyn Watkins is a financial advisor with Lombard Advisers Incorporated and holds a Series 66 designation. She has 21 years of industry experience, including 12 years at LPL Financial and 9 years at St. Martin's Bank & Trust. Outside of her advisory work, she is involved in cattle operations through Watkins Cattle Company, LLC. Lombard Advisers provides personalized investment management for individuals, retirement plans, trusts, estates, charitable organizations, and small businesses. The firm employs both discretionary and non-discretionary management programs and uses a combination of fundamental, technical, charting, and cyclical analysis to construct and monitor client portfolios.

Kimberly Galbraith is a financial advisor at TLG Advisors, Inc. with 24 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior roles include positions at Epic Wealth Management, Raymond James Financial Services, and PFS Investments. Outside of advising, she owns Lazy Bee Farms, an agricultural business producing bee products. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors through a combination of portfolio management, financial and estate planning, and ERISA fiduciary services, employing a research approach based on fundamental analysis and Modern Portfolio Theory.

Keith Broussard is a financial advisor with LPL Financial, holding a Series 63 designation and 31 years of industry experience. He has worked at LPL Financial since 2021 and previously held roles at Cetera and Jeff Davis Bank & Trust. Outside of his advisory work, Broussard is involved with Big Brown Ranch, a real estate rental business. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.