Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Mary Lucy Bergeron is a CFP® and Series 65-licensed advisor with two years of industry experience. She currently works at Hassell Wealth Management and has prior experience at Carr Riggs & Ingram, OneDigital Investment Advisers, and Kansas State University of Financial Services. Hassell Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach grounded in modern portfolio theory.

John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at LPL Financial LLC from 2005 to 2018 before joining his current firm in 2018. Outside of his advisory role, he is the owner of Hassell Family Enterprises, which operates a bed and breakfast in Gray, Louisiana. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory-based investment approach, building globally diversified portfolios tailored to each client’s risk profile and circumstances.

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, llc. Hassell also has a 20-year tenure associated with Hassell Wealth Management, LLC. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach to build globally diversified portfolios and manages accounts on a discretionary basis for approximately 400 clients.

Alexandra Hassell is a CFP® with 12 years of industry experience, currently serving at Hassell Wealth Management since 2018. Prior to this, she worked at LPL Financial, LLC from 2013 to 2018. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach based on modern portfolio theory and fundamental analysis.

Katherine Hebert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Her prior experience includes roles at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc., as well as positions at Foresters Financial Services and LPL Financial. Hassell Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm applies modern portfolio theory to build globally diversified portfolios tailored to each client’s risk profile and objectives.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and 20 years of industry experience. He has previously worked with Prime Investment Partners, LLC and Allocated Alliances, LLC. Outside of his advisory career, Ralph Bourgeois is also a practicing medical doctor in Houma, Louisiana. Ash Matson Wealth Partners provides investment advisory services to individuals and various institutional clients, focusing on individualized asset-allocation analysis and recommending third-party investment advisers. The firm acts primarily as an adviser and referral source without discretionary trading authority or custody of client assets.

Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has worked at LPL Financial since 2015 and currently leads Lemoine Wealth Management LLC. Outside of his advisory roles, he is involved in insurance services and owns an insurance agency. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies incorporating artificial intelligence tools alongside traditional analysis, providing discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Gradient Advisors since 2019 and previously operated Tauzin Wealth Management LLC and Tauzin Retirement Solutions. Tauzin is also a chapter instructor for the nonprofit SOFA–Society of Financial Awareness. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors and employs a variety of analytical tools to tailor strategies, typically offering non-discretionary portfolio services and financial planning on fixed-fee or hourly terms.

Kristen Newman is a financial advisor at Arkadios Wealth Advisors with credentials including Series 63 and Series 66 licenses. She has been in the industry since 2015, previously working at LPL Financial before joining Arkadios Capital in 2017 and Arkadios Wealth Advisors in 2026. Arkadios Wealth Advisors provides investment and wealth management services to individuals, trusts, businesses, and retirement plans through a combination of advisor-managed accounts, wrap programs, third-party money managers, and financial planning. The firm employs a range of analytical methods and offers discretionary account management, supported by an internal portfolio team that delivers models and trade execution across various asset classes.

Robert Dumas is a financial advisor with CWM, LLC in Thibodaux, Louisiana, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, LPL Financial, and Lafont & Associates. Outside of finance, he serves as a college football official and has worked with the National Football League as a K-ball and instant replay communicator. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Hunter Tabor is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at CWM, LLC and Parish Wealth Partners since 2021. Prior to his advisory roles, Hunter was employed in education at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Toby Lafont is a financial advisor with CWM, LLC, holding a Series 63 designation and 28 years of industry experience. He is the founder and CEO of Parish Wealth Partners and has worked with firms including LPL Financial and Cetera Wealth Services. Outside of advisory roles, he is the owner of Colonel Properties, LLC, which manages office property holdings. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and partnerships with third-party managers and technology providers.

Sydney Hale is a financial advisor with Eagle Strategies (NY Life) based in Fairhope, Alabama, holding a Series 66 designation and 15 years of industry experience. Hale has been affiliated with Eagle Strategies and related New York Life entities since 2012 and operates under the DBA names Triche/Doverspike Financial Group, Inc. and Emerald Wealth Partners LLC. Outside of advisory work, Hale serves as a board member of the New Orleans Estate Planning Council, engaging in event planning and professional networking within the estate planning community. Eagle Strategies LLC serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and leverages third-party managers and model portfolios rather than firm-controlled discretionary mandates, supported by a network of more than 2,000 investment adviser representatives.

David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus Financial since 1997 and also operates Frankie Tabor Plumbing, a business he has owned since 1984. Additionally, he serves as president of Affiliated Asset Managers, Inc., which provides trust-related services and health insurance sales. Centaurus Financial, Inc. offers advisory services through a network of independent representatives to individuals, families, businesses, and institutional clients. The firm provides financial planning, investment management, access to third-party managers, and retirement-plan advisory, employing a mix of fundamental and technical analysis in its investment approach.

Jack Doverspike is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 39 years of industry experience and has been affiliated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He is the owner of Triche Doverspike Financial Group, Inc., which brokers non-registered insurance products, and also owns Marlin Ventures Inc., a company that owns the building housing his business office. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a network of over 2,000 investment adviser representatives. The firm emphasizes client-directed solutions using third-party managers and model portfolios and combines advisory services with affiliated insurance and broker-dealer capabilities as part of New York Life.

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) who holds a Series 66 credential and has nine years of industry experience. He has been with Eagle Strategies since 2017 and has also been associated with Nylife Securities LLC and New York Life Insurance Co. since 2015. Outside of his advisory role, Babin serves as a board member for the Diocese of Soroti Mission Partnership, which supports community development and humanitarian efforts in Uganda. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management as of December 2024.

Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) in Thibodaux, Louisiana, holding Series 63 and Series 66 licenses and having eight years of industry experience. He is the owner of Black Swan Solutions LLC, through which he sells New York Life products and brokers non-registered insurance products. Guidry is also involved in community activities, serving as a director for the Thibodaux Firemen's Fair, an officer in the Troops of Saint George Catholic fraternal organization, and a board member of Louisiana’s Cajun Bayou Tourism. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions, leveraging third-party managers and model portfolios, and operates as an indirect subsidiary of New York Life.

Jessie Fabiano is a financial advisor with Money Concepts Capital Corp in Thibodaux, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Money Concepts Capital Corp since 2013 and serves as President and Owner of Fabiano Financial Group, where she dedicates the majority of her professional time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Adam Tarver is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.