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.

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.

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.

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.

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.

Fred Palmer is a CFP® and PFS™ credentialed financial advisor with 37 years of industry experience. He is the principal at Palmer Wealth Management LLC in Prairieville, LA, where he has worked since 2017. Palmer also owns Fred Palmer Consulting LLC, a business focused on JD/CPA/business consulting, and operates as a licensed insurance agent. Palmer Wealth Management serves individuals, retirees, trusts, closely held businesses, and employer-sponsored retirement plans, offering fee-based financial planning, discretionary portfolio management, and ERISA 3(21) plan advisory services. The firm manages approximately $43 million for about 46 client relationships and employs tailored investment programs that include fundamental analysis, asset allocation, tax-harvesting, and model strategies, sometimes utilizing sub-advisors, options, or derivatives.

Carl Benedict is a CFP® with 42 years of experience in financial advising, currently practicing at Legacy Wealth Concepts in Baton Rouge, LA. He has served on the Louisiana College Board of Trustees and is a member of the Board of Election Supervisors in Gonzales, LA. Benedict also provides tax preparation services independently. Legacy Wealth Concepts offers portfolio management and financial planning to individuals, trusts, charitable institutions, and other entities. The firm combines fiduciary advisory services with brokerage and insurance capabilities, managing approximately $64.8 million with a two-advisor team and delivering customized, mostly non-discretionary investment recommendations.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." 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 instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.

Anthony Nicolich is a financial advisor with Veritas Wealth Advisors, LLC in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Veritas Wealth Advisors since 2005. Nicolich also works as an independent insurance agent for various insurance companies. Veritas Wealth Advisors is an independent firm that serves individuals, families, businesses, and corporations with asset management, financial planning, and business consulting. The firm employs a disciplined investment approach combining technical and fundamental analysis and offers customized strategies with periodic reviews and multi-year performance measurement.

Lynella Devillier is a financial advisor at Legacy Wealth Concepts with 33 years of industry experience. She holds Series 63 and Series 66 licenses and has worked with multiple firms, including Orion Communications, Inc. and Benedict Wealth Management, LLC. Outside of her advisory work, she is involved in a workforce management software company serving first responders and municipal governments. Legacy Wealth Concepts provides portfolio management, financial planning, and related wealth services to individuals, trusts, charitable institutions, and other entities. The firm combines fiduciary advisory services with brokerage and insurance capabilities, managing approximately $64.8 million across a two-advisor team and offering customized investment solutions.

Dania Tanguis is a financial advisor at Ethos Financial Group, LLC with 34 years of industry experience. She holds a Series 63 designation and has worked at firms including Mercap Securities, Almanack Investment Partners, Peters Wealth Advisors, and Dominion Investor Services. In addition to her advisory role, she is licensed as an insurance agent and sells various insurance products such as life insurance and annuities. Ethos Financial Group provides investment advisory and consulting services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and municipal entities. The firm uses a diversified, risk-conscious investment approach combining quantitative and fundamental research, and offers services including portfolio management, financial and estate planning, insurance recommendations, and support for other investment advisers.

Benjamin Simpson is a financial advisor at Abel Hall, LLC with three years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial for five years. His background includes roles outside of finance, such as positions in the food service and library sectors. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, providing discretionary and non-discretionary investment management, integrated financial planning, and retirement-plan advisory services. The firm employs a holistic planning process and utilizes value-oriented and options-based strategies for select ultra-high-net-worth families.

Andrew Miller is a financial advisor at Abel Hall, LLC in Baton Rouge, LA, holding a Series 65 designation with five years of industry experience. He has worked at Abel Hall since 2019 and previously spent five years at Brown Industries. Abel Hall serves individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts by providing discretionary and non-discretionary investment management, integrated financial planning, and employer retirement-plan advisory services. The firm employs a holistic planning process and uses a value-oriented, options-based approach for select ultra-high-net-worth families, alongside third-party money managers and institutional mutual funds.

Sarah Ashley Meredith is a financial advisor at Abel Hall, LLC with a Series 65 designation and two years of industry experience. She previously worked for Taylor Porter Brooks & Phillips LLP for ten years before joining Abel Hall. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm emphasizes a holistic planning process and offers specialized value-oriented and options-based investment techniques for ultra-high-net-worth families.

Lauren Legendre is a CFP® professional affiliated with Investor FAN, with over 18 years of industry experience including a 17-year tenure at Brahman Capital, LLC. She has also been associated with Visible Wealth Planning since 2025. Investor FAN provides investment management, financial consulting, and retirement plan advisory services to individual clients, employer-sponsored plans, trusts, foundations, and charitable organizations. The firm employs a range of analytical techniques and flexible strategies in portfolio construction and manages over $427 million in discretionary assets.

Catherine Gayle is a CFP® professional with four years of industry experience, currently serving as an advisor at Abel Hall, LLC since 2021. She previously worked at Deloitte & Touche, LLP for three years and has experience in healthcare and education sectors. Abel Hall, LLC provides investment management and financial planning services to individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts. The firm employs a holistic planning approach and uses both traditional and options-based investment strategies tailored to clients’ needs.

Leo Abel is a CFP® professional with 31 years of industry experience, currently serving as a financial advisor at Abel Hall, LLC in Baton Rouge, LA. He previously worked at Raymond James Financial and Mutual Securities, Inc. Abel assists with his son’s music career by providing business-related consulting services. Abel Hall advises high-net-worth individuals, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with integrated financial planning and retirement plan consulting. The firm employs a holistic planning process centered on aligning goals, tax and estate considerations, and liquidity needs, and utilizes value-oriented and options-based investment techniques for select ultra-high-net-worth clients.

Mary Carleton is a financial advisor at E. A. Horwitz LLC with 30 years of industry experience. She holds the PFS™ and Series 63 designations and has worked at E. A. Horwitz LLC since 2013 and Western International Securities, Inc. since 2015. Outside of her advisory role, she serves as chairman of the board for Public Radio, Inc. and is a board member of the Capital Area Reentry Coalition (CAPARC). E. A. Horwitz LLC provides portfolio management and comprehensive financial planning primarily for individual clients, focusing on a generally conservative, principal-preservation investment philosophy tailored to individual needs. The firm employs strategies such as options and fixed-income trading to manage risk and generate income while coordinating with other professionals and maintaining institutional trading and compliance infrastructure.

John Ellender is a financial advisor with Abel Hall, LLC, holding a Series 65 designation and one year of industry experience. He has been with Abel Hall since 2023 and is also CEO and partner of Crosby & Ellender, a music and entertainment business. Abel Hall advises individuals, high-net-worth clients, foundations, retirement plans, charitable organizations, estates, and trusts, offering discretionary and non-discretionary investment management along with comprehensive financial planning and retirement-plan consulting. The firm employs a holistic planning approach and uses a range of investment strategies, including value-oriented and options-based techniques for select ultra-high-net-worth families.