Matthew Word is a financial advisor at Cane Capital Partners, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at Bardwell Homes, Triad Electric and Controls, and Louisiana State University-University Laboratory, among other roles. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis alongside active use of derivatives and external manager arrangements to implement options overlays and risk management strategies.

Gabriel Kora is a financial advisor with KG Capital Management, LLC, holding a Series 66 designation and 26 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory work, he is involved with Three Rivers Consulting Group, LLC, advising landowners on mineral leasing activities. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services and financial planning. The firm uses fundamental and cyclical analysis to guide asset allocation and security selection, employing a range of investment strategies tailored to client needs.

Christophe Levasseur is a financial advisor at Cane Capital Partners, LLC with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at KG&L Capital Management LLC and Charles Schwab & Co., Inc. Outside of his advisory role, he is a member of Three Rivers Consulting Group, LLC, which advises landowners on mineral leasing activities. Cane Capital Partners, LLC provides investment advisory services to individuals, pension and profit-sharing plans, and business entities. The firm uses fundamental and cyclical analysis to guide portfolio construction and employs active derivatives strategies, including options overlays and tax-management techniques, to manage client portfolios.

Steven Medo is a financial advisor at KG Capital Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has been with KG Capital Management since 2018. Outside of his advisory role, Medo serves as CFO and board member of the James P. Raymond Foundation, where he advises on asset allocation and risk management. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities by providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis to guide asset allocation and security selection, utilizing a variety of trading strategies within separately managed accounts.

Andrew Grezaffi is a financial advisor with KG Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Purshe Kaplan Sterling Investments and KG Capital Management since 2012. Outside of his advisory role, Grezaffi is a partner in a cattle ranch operation, maintaining approximately 180 head of cattle. KG Capital Management serves individuals, pension and profit-sharing plans, and business entities, providing investment supervisory services, financial planning, and access to third-party money managers. The firm employs fundamental and cyclical analysis for asset allocation and uses a range of trading strategies, including derivatives, within separately managed accounts.

Michael Word is a financial advisor at Cane Capital Partners, LLC with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including KG&L Capital Management, Frontier Solutions, Summit Financial Wealth Advisors, and Vere Asset Management. Outside of advisory roles, he holds partial ownership interests in a home health agency, storage rental business, and several real estate and land management ventures. Cane Capital Partners, LLC provides investment advisory services to individuals, pension plans, and business entities, focusing on portfolio management, financial planning, and IRA rollover advice. The firm employs fundamental and cyclical analysis, active derivatives strategies, and external manager arrangements to guide investment decisions.

Samuel Grezaffi is a financial advisor with Regal Investment Advisors LLC, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Regulus Financial Group, The O.N. Equity Sales Company, Ohio National Financial Services, Park Avenue Securities, and Guardian Life Insurance Company of America. Outside of his advisory work, he is involved in hurricane disaster relief efforts as a site manager and equipment driver for local relief organizations. Regal Investment Advisors LLC, operating as LionShare, provides discretionary investment management services to independent investment adviser representatives and other registered advisers. The firm serves a diverse client base, including individual, charitable, and corporate clients, and offers a range of proprietary and third-party investment strategies with discretionary implementation and rebalancing.

Albert Judson is a financial advisor at Copper Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Cetera Investment Advisers, Judson Financial Agency, Allstate Insurance, Edward Jones, Pelican State Credit Union, and Primerica Financial Services. Copper Financial primarily serves credit union members and offers financial planning, discretionary portfolio management through approved third-party managers, an in-house asset allocation managed portfolio, and an online guided investing program, along with brokerage and insurance products.

Matthew Mullowney is a financial advisor at Lifeworks Advisors, LLC with 11 years of industry experience. He holds the Series 66 designation and has previously worked at Financial Advocates Investment Management, LPL Financial, LLC, and Woodbury Financial Services, Inc. Outside of his advisory role, he is involved in non-variable insurance activities. Lifeworks Advisors serves individuals, high-net-worth clients, trusts, estates, charitable organizations, retirement plans, and businesses with discretionary wealth management, financial planning, and retirement plan advisory services. The firm combines a planning-based tranche approach with traditional risk models and integrates tax and accounting capabilities through affiliated entities.

Chase Crump is a CFP® with 19 years of experience in the financial services industry. He is currently with RFG Advisory, LLC and has prior experience at Private Client Services and Williams Financial Advisors. Outside of his advisory roles, he is involved in a vegetable supplement distributorship. RFG Advisory is an enterprise registered investment adviser serving individuals, charitable organizations, corporations, ERISA retirement plans, and institutional clients. The firm offers discretionary portfolio management, financial planning, retirement plan consulting, and acts as an adviser to exchange-traded funds, utilizing a combination of in-house models and third-party platforms.

Gertrude Piper is a CFP® professional with 23 years of industry experience, currently serving at Advisory Services Network since 2016. She holds Series 63 and Series 65 licenses and is based in St. Francisville, LA. Advisory Services Network supports individuals, families, corporations, charitable organizations, and employer retirement plans through a network of over 200 independent advisers. The firm offers portfolio management, financial planning, and consulting services, managing approximately $8.6 billion in client assets with a range of investment strategies and implementation options.

Brady Bennett is a financial advisor with LPL Financial and holds Series 63 and Series 66 credentials. He has two years of industry experience and has worked at firms including Young Investment Group and LPL Financial since 2023. Prior to his advisory roles, he held various positions in hospitality and recreation management. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a wide range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Joleen Coolman Oswald is a financial advisor at Edward Jones with nine years of experience, holding a Series 66 designation. She has been with Edward Jones since 2017. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates through a large network of financial advisors and branch offices nationwide.

David Gomez is a financial advisor at Edward Jones with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Walker is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Knights Knation and spent ten years with the Zachary Community School District. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

Joseph Malara is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He previously worked at Investment Professionals, Inc. from 2005 to 2018 before joining Cetera in 2018. Outside of his advisory role, he volunteers with the West Feliciana Animal Humane Society, assisting with website, signage, and event logistics. Cetera Investment Advisers serves a broad mix of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, retirement plan and fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a wide advisory platform.

Paul Mascagni is a financial advisor with UBS Financial Services in Saint Francisville, LA. He holds a Series 63 designation and has 25 years of industry experience, including 20 years with UBS. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services across a broad range of investment products.

Bonnie Leerkes is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and 27 years of industry experience. She has worked with Mass Mutual Investors Services since 2017 and previously spent 15 years with Metlife Securities Inc. Leerkes is also an owner of a rental property in Orange Beach, California. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by firm-approved technology and educational seminars.

Dean Martin is a CFP®-certified financial advisor at Edward Jones with 23 years of industry experience. He has been with Edward Jones since 2002. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment products, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Thomas Scott Jr. is a financial advisor with Edward Jones in Zachary, Louisiana, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014. Outside of advising, he serves on the Board of Commissioners for the Lane Regional Medical Center and is involved in local community support through a nonprofit football fundraising organization. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and provides a range of advisory services, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds.

Pamela Malara is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 29 years of industry experience. She worked at Investment Professionals, Inc. for 20 years before joining Cetera in 2018. Outside of her advisory role, she volunteers at the West Feliciana Animal Shelter assisting with gala events, mailings, and silent auctions. Cetera Investment Advisers serves a diverse range of individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, combining retirement and fiduciary capabilities with a broad trust and institutional network.

Henry Young is a financial advisor with LPL Financial, holding a Series 63 designation and over 27 years of industry experience. He has been with LPL Financial since 2004 and previously worked at the University of Phoenix for 19 years. Young serves as a non-profit board member for the West Feliciana Fire Protection District #1. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Alexis Carrasquel is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Alexis has worked at Gladstone Wealth Partners since 2026 and operates Bon Vue Wealth Management as a DBA for LPL. Outside of finance, Alexis has been involved with the East Baton Rouge Public Library and local schools in Zachary, Louisiana. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and combines advisory operations with a broad range of non-advisory financial products.

Toby Martin is a financial advisor with Edward Jones in New Roads, LA, holding a Series 66 designation. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a wide range of investment strategies and services through a large network of advisors and branch offices.

Rachel Partin is a financial advisor with MassMutual Investors Services and holds the Series 66 designation. She has 12 years of industry experience, having worked at MassMutual Investors Services since 2017 and previously at MetLife Securities and Metropolitan Life Insurance Company. Outside of her financial advisory role, she owns a bookkeeping business, Gameday Turf Specialists, LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and specialized programs such as divorce planning and event-driven estate and employer-sponsored planning.