Teddy Theriot is a financial advisor at Belle River Capital Management LLC with 19 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Theriot Walston Inc. for 10 years before joining his current firm in 2023. Belle River Capital Management provides discretionary, fee-based portfolio management to individuals, small institutions, and corporations, including pension and profit-sharing plans. The firm customizes advisory services to clients’ investment objectives, combining fundamental and technical analysis with third-party research, and offers a wrap fee program alongside institutional client services.

Helen Graf is a CFP®-certified financial advisor with 19 years of industry experience. She has been the principal of Graf Financial, L.L.C. in Baton Rouge, LA since 2010. Graf Financial, L.L.C. offers discretionary and non-discretionary investment management, personal financial planning, and project-based consulting for individuals, trusts, estates, corporations, and retirement plans. The firm emphasizes a value-investing approach based on fundamental analysis and provides tailored portfolio construction, regular monitoring, and detailed client reporting.

Gary Haindel is a CERTIFIED FINANCIAL PLANNER™ professional with over 30 years of experience in the financial industry. He is the principal of Global Planning Stewards LLC, an independent advisory firm he founded in 2017. Haindel has also held positions at StoneX Securities Inc and Multi Financial Securities Corporation. He serves as an officer of the Kiwanis Club of Baton Rouge, a community service organization supporting underprivileged children. Global Planning Stewards LLC provides portfolio management and financial planning services primarily for individual and high-net-worth clients. The firm employs a combination of charting, fundamental analysis, modern portfolio theory, and quantitative and technical methods, offering tailored investment strategies that include long- and short-term trading and various asset classes.

Myrna Arroyo is a financial advisor at Progeny Wealth Management LLC in Baton Rouge, LA, holding a Series 65 license with four years of industry experience. She has worked at Progeny Wealth Management since 2021 and maintains a long-standing legal career as managing attorney at Progeny Law Firm since 2002. Outside her advisory role, she owns Roux Wine Tours LLC, a travel agency. Progeny Wealth Management provides portfolio management and financial planning primarily for individual and high-net-worth clients, utilizing a broad range of investment types and strategies. The firm combines fundamental analysis with modern portfolio theory to create tailored allocations and conducts regular account reviews, offering both discretionary and non-discretionary management.

Michael Bonfanti is a CFP®-designated financial advisor with over 21 years of industry experience. He is the sole advisor at Bonfanti Investment Services, LLC, an independent firm he has been affiliated with since 2009. In addition to his advisory work, Bonfanti maintains a licensed insurance practice and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k)s and pensions. The firm emphasizes tailored portfolio management based on clients’ goals and risk tolerance, utilizing a combination of modern portfolio theory and various analytical methods.

Dustin Gomez is a Series 65-licensed advisor affiliated with The Geauxmez Group Wealth Management LLC in Gesimar, LA. The firm is newly formed and has no other active advisors. The Geauxmez Group Wealth Management provides investment advisory services to individuals and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm’s approach combines fundamental and technical analysis to build diversified portfolios focused on low-cost mutual funds and ETFs, and also includes the selection and oversight of unaffiliated independent managers.

Greg Kennedy is the principal of Lord Wellington Investments, LLC in Baton Rouge, LA, with 12 years of experience as a financial advisor. He holds Series 63 and Series 65 licenses and has maintained an active CPA practice since 1994. In addition to his advisory work, Kennedy is involved in private investment entities and serves as a licensed insurance agent. Lord Wellington Investments advises individuals and high-net-worth clients, providing financial planning services such as retirement and tax planning, cash flow management, education funding, and legacy planning. The firm does not directly manage client assets but recommends third-party money managers and coordinates related administrative services.

Nicole Palmer is a CFP® with 31 years of industry experience and is a principal at Palmer Wealth Management LLC in Prairieville, LA. She has worked at Palmer Wealth Management since 2017 and previously with LPL Financial from 2011 to 2017. Palmer also operates as a sole proprietor, providing fixed insurance sales and services as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans with fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm uses tailored investment programs combining fundamental analysis, asset allocation, and tax management, and provides public educational seminars and retirement plan participant education.

Matthew Harger is a financial advisor at Harger and Company, Inc. in Baton Rouge, LA, holding a Series 66 designation with 19 years of industry experience. He has been with Harger and Company, Inc. since 2004. Outside of his advisory role, he conducts seminars through local universities on financial planning topics. Harger and Company, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations. The firm emphasizes fundamental analysis and long-term, diversified asset allocation through detailed client interviews to tailor investment policies.

Barton Evans is a CFP® with 24 years of experience in the financial industry. He is a managing member of BTE Wealth Management, LLC and serves on the boards of the Louisiana Wildlife & Fisheries Foundation and the Henderson Island Hunting Club. He has been with Evans Investment Advisors, LLC since 2010 and previously worked at Osaic Wealth, Inc. and FSC Securities Corp. Evans Investment Advisors, LLC provides personalized financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm emphasizes strategic asset allocation through a core-and-satellite approach, utilizing no-load and low-load mutual funds and ETFs, supplemented by individual stocks and bonds when appropriate.

Shane Haag is a financial advisor with Advisor.Investments in Baton Rouge, LA, holding Series 63, Series 65, and Series 66 licenses and possessing 21 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. Outside of his advisory role, he is a managing member of a family-owned property business. Advisor.Investments is a small team providing discretionary portfolio management to individuals, business entities, trusts, and estates, including high-net-worth clients. The firm employs a multifaceted investment approach that incorporates technical, fundamental, charting, and cyclical analysis, utilizing various strategies across multiple asset classes.

Laura Rainier is a financial advisor at Rainier Wealth Planning, LLC with six years of industry experience. She holds a Series 66 designation and previously worked at Lincoln Financial Advisors and Thompson Luke & Associates. Outside of advising, she is licensed as an independent insurance agent. Rainier Wealth Planning, LLC provides portfolio management, financial planning, pension consulting, and advisory services to individuals, high-net-worth clients, charitable organizations, and business entities. The firm uses fundamental analysis and modern portfolio theory to construct portfolios, offers both asset-based management and assets-under-advisement services, and provides additional services including tax and accounting assistance, trust drafting, and pension consulting.

Christopher Dowden is a financial advisor with Harger and Company, Inc. in Baton Rouge, LA, holding CFP® and Series 63 designations and bringing 26 years of industry experience. He has been with Harger and Company since 2009. Outside of his advisory role, he serves as an officer of RL Harger and Associates, Inc. and ATM Properties, where he performs general office duties. Harger and Company, Inc. provides portfolio management and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, and corporations, including advisory services for 401(k) participants. The firm emphasizes fundamental analysis and long-term, diversified asset allocation across various asset classes, managing assets on both discretionary and non-discretionary bases.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.

David Mcfadden is a CFA® charterholder and holds a Series 66 license with 19 years of industry experience. He has been with Diversified Investment Strategies, LLC since 2005. The firm, operating as Advisor.Investments, manages discretionary portfolios for individuals, business entities, trusts, and estates, including high-net-worth clients, using a range of investment strategies across multiple asset classes. They also provide selective ancillary services such as tax preparation and insurance product arrangements.

Jason Rainier is a CFP® and holds a Series 66 license with 15 years of industry experience. He is the principal at Rainier Wealth Planning, LLC, where he has worked since 2026, following 15 years at Lincoln Financial Advisors/OASIC FA, Inc. Outside of his advisory work, he owns and operates a notary public business and provides tax preparation and income tax advice as an IRS enrolled agent. Rainier Wealth Planning, LLC offers portfolio management, financial planning, pension consulting, and trustee services to individuals, high-net-worth clients, charitable organizations, and businesses. The firm emphasizes individualized Investment Policy Statements and uses fundamental analysis and modern portfolio theory to construct portfolios, while also providing ancillary services such as tax assistance and insurance through licensed personnel.

Victoria Varisco Lulich is a financial advisor at Fortune 45, LLC with a Series 65 designation and three years of industry experience. Her prior work includes roles at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other securities, and includes the use of derivative instruments and borrowing strategies uncommon among similar firms.

Gail Hoffman Jackson is a CFP® with 31 years of experience in the financial industry. She is currently with Brian Low Financial Group, LLC, where she has worked since 2023. Prior to that, she spent eight years at Morgan Stanley. Brian Low Financial Group serves individual and high-net-worth clients, focusing on retirement investing and income generation through investment management, financial planning, and consulting services. The firm employs a goal-based process and uses a combination of equities, mutual funds, ETFs, debt securities, third-party money managers, and technology to manage a broad client base.

Robert Dufrene is a financial advisor at Capital South Wealth Management, LLC with two years of industry experience. He holds a Series 65 designation and has a background in academia, having worked at Louisiana State University in various roles since 2000, including Assistant Director at the Gordon A. Cain Center since 2019. Capital South Wealth Management serves individual and high-net-worth clients, providing discretionary asset management, comprehensive financial planning, and retirement-plan advisory services through a team of four advisors managing approximately $83.6 million in client assets. The firm emphasizes personalized investment goals, asset allocation, and ongoing client engagement through regular reviews and educational seminars.

Todd Gautreaux is a financial advisor at Harger and Company, Inc. in Baton Rouge, LA, holding Series 63 and Series 65 licenses with 19 years of industry experience. His prior work includes roles at LPL Financial LLC, Red River Bank, and Cetera Investment advisers and services from 2015 to 2020. Harger and Company, Inc. provides portfolio management and financial planning to individuals, pension and profit-sharing plans, trusts, estates, and corporations, as well as advisory services to 401(k) participants. The firm emphasizes fundamental analysis and long-term, diversified asset allocation across multiple asset classes, managing client assets on both discretionary and non-discretionary bases.