Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.

Brent Abshire is a Series 65-licensed financial advisor with 13 years of industry experience. He has served as the sole advisor at Vermilion Asset Management, LLC since 2005 in Lafayette, LA. Vermilion Asset Management provides investment management and supervisory services to individuals, high-net-worth clients, corporate pension and profit-sharing plans, and trusts. The firm focuses on long-term, diversified portfolios using individual securities, mutual funds, and ETFs, operating primarily on a nondiscretionary basis while avoiding market timing and complex trading strategies.

Heather Alleman is the sole advisor at Alleman Capital Management, LLC, holding a Series 65 credential with experience dating back to 2022 in self-employment and prior work from 2009 to 2022 at Unitech Training Academy. Alleman Capital Management is an investment manager specializing in pooled investment vehicles and institutional accounts, providing discretionary portfolio management and active trading services. The firm operates with a single portfolio manager who also administers compliance and ethics programs.

Milton Kidd is a financial advisor at Kidd Vision Capital LLC in Lafayette, LA, with four years of industry experience. He holds a Series 65 designation and has worked at Avant Capital, LLC, Ellendale Energy LLC, and Danos LLC. Outside of his advisory role, he is involved with family businesses related to rental properties and timber land and considers investment opportunities in a variety of private businesses. Kidd Vision Capital manages approximately $22.7 million across 33 client accounts, providing portfolio management, financial consulting, and planning services to individuals, corporations, and business entities. The firm combines formal Investment Policy Statements with a blend of cyclical, fundamental, and technical analysis, employing both traditional and higher-risk trading strategies, and offers subscription content including free newsletters and blog posts.

Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.

Tyler Leblanc is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with one year of industry experience. He has been associated with Na since 2014. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing primarily on low-cost index funds and passive strategies with an emphasis on tax-aware asset allocation and long-term investment horizons. The firm serves around 128 clients with two advisors and offers tailored active strategies upon request.

Robert Morella is a financial advisor at Apex Capital Management, L.L.C. with 17 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Apex since 1999, as well as at Morella & Morella, LLC and Arsement, Redd & Morella, LLC. Outside of his advisory role, he is involved in several business ventures, including toy manufacturing and medical equipment through Sparo Toy Enterprises, LLC and Medispose, LLC. Apex Capital Management serves individuals, retirement plan sponsors, trusts, and business entities by offering financial planning, asset management, and retirement-plan consulting. The firm’s investment approach is based on fundamental analysis and utilizes third-party platforms for managed accounts, with additional services including fiduciary and non-fiduciary retirement plan advice and annuity product management.

Austin Schutz is a financial advisor at Meche and Associates LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Capital Analysts, Prudential Insurance Company of America, and TD Ameritrade. Schutz is also an independent insurance agent specializing in life insurance sales. Meche and Associates LLC is a small registered investment adviser that provides discretionary and non-discretionary portfolio management and investment advisory services primarily to individual clients. The firm customizes advice based on client objectives, time horizon, and risk tolerance, and oversees any recommended third-party advisers as part of its managed account programs.

Bradley Ortego is a financial advisor at SOW Advisors LLC in Lafayette, LA, holding a Series 65 designation. He has experience at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to a diverse client base including individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach to public markets and fundamental analysis for private markets, providing both discretionary management and standalone advisory engagements.

Edward Shea is a financial advisor at Final Ascent Wealth Advisors, LLC with 13 years of industry experience. He holds a Series 66 designation and previously worked at Ahrens Investment Partners, LLC for seven years. Outside of his advisory role, Shea is a member of Developing Louisiana, LLC, a digital media advertising firm, where he dedicates several hours monthly. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning services primarily to individual and high-net-worth clients. The firm employs a combination of cyclical, fundamental, and quantitative analysis, focusing on long-term trading and asset allocation through mutual funds and ETFs.

Chase Kenner is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Final Ascent Wealth Advisors, LLC since 2021. His prior experience includes roles at Fidelity Investments, RainCatcher, LLC, CETERA Advisor Networks LLC, and Summit Financial Wealth Advisors. Kenner is also the sole owner of Kenner Capital, L.L.C., an equity owner of Final Ascent entities, and serves as Vice President of Business Development for Final Ascent, LLC, a business exit planning and M&A advisory firm. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach integrates cyclical, fundamental, and quantitative analysis with an emphasis on long-term asset allocation, typically using mutual funds and ETFs, and operates under discretionary authority guided by client-specific Investment Policy Statements.

Theresa Aguillard is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, Louisiana, with 23 years of industry experience. She holds the Series 66 designation and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and various institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm offers both discretionary and non-discretionary portfolio management tailored to clients’ objectives, employing a customized investment process that uses fundamental, technical, charting, and cyclical analysis with ongoing monitoring and rebalancing.

Logan Bowers is the owner and managing member of H&L Investments LLC, with over 10 years of experience in real estate investment and private fund management. He holds a Series 65 designation and has a background that includes roles at Power Investors LLC and Cetco Energy Services. His outside business activities include overseeing operations and asset management for multifamily, single-family, and mobile home park investments through H&L Investments. SOW Advisors LLC is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach in public markets combined with fundamental and qualitative analysis in private markets, serving both accredited and non-accredited clients through discretionary management and hourly advisory engagements.

Lana Dauterive is a financial advisor with Parish Investment Advisors LLC in Lafayette, LA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and Iberia Bank. She has been with Parish Investment Advisors since 2021. Parish Investment Advisors LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches based on modern portfolio theory, fundamental analysis, and other strategies, while also offering retirement plan participant education and employer plan seminars.

Mark Avant is the sole advisor at Avant Capital, LLC in Lafayette, Louisiana, with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Avant Capital since 2014, following prior roles at Avant & Associates LLC and L and M Avant Holdings, LLC. He is also an independent insurance agent involved in the sale of life, health, and variable insurance products. Avant Capital serves individuals, trusts, estates, and retirement plans by offering discretionary investment management and retirement-plan advisory services. The firm uses a primarily long-term investment approach tailored to client objectives, combining fundamental and technical analysis to build diversified portfolios using low-cost mutual funds, ETFs, and selective individual securities.

Frederick Miller is a financial advisor at Family Legacy Planning with 11 years of industry experience. He holds the Series 65 designation and has worked at several firms, including AE Wealth Management, LLC and Global Financial Private Capital, LLC. Outside of financial advising, he serves as secretary and property manager for The Gingerbread House of New Iberia, a children’s daycare facility. Family Legacy Planning serves individual investors, retirement plan sponsors, and business entities, offering portfolio management, financial planning, and retirement-plan consulting. The firm emphasizes a value-oriented, primarily long-only investment approach combined with tactical and strategic asset allocation, and provides educational seminars and workshops to the public and various groups.

Gary Mcgee is a financial advisor at Advantage Wealth Management, L.L.C. in Lafayette, LA, with 20 years of industry experience. He holds Series 65 and Series 66 licenses and has been with Advantage Wealth Management since 2006. Advantage Wealth Management provides personalized portfolio management and investment advisory services to individuals and institutional clients, including employee benefit plans, trusts, estates, and charitable organizations. The firm customizes its investment approach using a variety of analytical methods and offers both discretionary and non-discretionary portfolio management tailored to client objectives and risk tolerances.

Collin Dauterive is a financial advisor at Parish Investment Advisors LLC with 12 years of industry experience. He holds a Series 66 designation and has been with Parish Investment Advisors since 2016, following a year at Capital One Investing, LLC. Parish Investment Advisors LLC serves individuals, employee benefit plans, charitable organizations, and business entities by providing portfolio management, financial planning, consulting, and pension consulting services. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches that include custom allocations and model portfolios, with methodologies such as modern portfolio theory and fundamental analysis.

Harry Barton is a financial advisor at Barton Advisory Services, L.L.C. with 17 years of industry experience. He holds the PFS™ designation and Series 65 license. Barton has worked as a consultant for Postlethwaite & Netterville since 2021 and has owned a CPA firm since 1986. He serves as a board member of First Horizon Bank, where he contributes to corporate strategy and internal audit. Barton Advisory Services, L.L.C. provides investment management and financial planning to individuals, qualified retirement plans, trusts, charitable organizations, corporations, and small businesses. The firm employs a long-term, buy-and-hold investment approach focused on diversified, passively managed asset-class mutual funds and ETFs, and utilizes independent sub-advisory and back-office services to support its operations.