Michael Patton is a CFP® professional with 18 years of experience in financial advising. He has been with Integrity Wealth Management, Inc., an independent firm based in Greenwell Springs, LA, since 2007. In addition to his advisory role, Patton contributes regularly as a columnist for Forbes.com and a contributing editor for Investment Advisor Magazine. Integrity Wealth Management serves affluent and high-net-worth clients, including business owners, executives, medical professionals, and retirees, providing comprehensive financial planning and discretionary portfolio management. The firm employs a tailored investment approach combining passive and active strategies, with an emphasis on ETFs and downside risk management techniques.

Shane Earle is a financial advisor with Senior Advisory Group, LLC in Baton Rouge, LA, holding a Series 65 credential and 18 years of industry experience. He has been with Senior Advisory Group since 2007 and also serves as president of S.E. Earle Management, Inc., an insurance services business he has operated since 2000. Senior Advisory Group, LLC provides personalized financial planning and coordinates investment management through third-party money managers, primarily serving individuals and high-net-worth clients. The firm does not act as a custodian or directly manage client assets but tailors investment strategies to client objectives and operates referral arrangements with sub-advisors.

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.

Travis Shepherd is a financial advisor with Prostatis Financial Advisors Group, holding a Series 65 credential and 14 years of industry experience. He has previously worked at Retirement Wealth Advisors, Inc. and founded Shepherd Wealth Solutions, which offers insurance and investment advisory services. He also owns Allied Tax Advisors, a tax preparation business, and founded Capital Learning Academy, providing adult financial education courses. Prostatis Financial Advisors Group serves individual and high-net-worth clients as well as foundations, trusts, estates, corporations, and charitable organizations. The firm manages approximately $509 million in client assets through a multi-team of about 18 advisors, employing a top-down, macro-environmental approach to tactical asset allocation with sector rotation and a relative growth/value framework.

Todd Cooke is a financial advisor with Kovack Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Kovack Advisors since 2021 and Kovack Securities since 2004, following a 29-year tenure at Albemarle Corporation. Cooke is also president of Cornerstone Investment Services, LLC, an investment-related business. Kovack Advisors, Inc. is an SEC-registered enterprise investment adviser serving a diverse client base, including individuals, corporations, and financial institutions, through a nationwide network. The firm’s investment approach emphasizes diversified asset-class exposure using mutual funds, ETFs, and other vehicles, alongside recommending third-party managers and providing financial planning and account aggregation services.

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.

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.

John Myres is a financial advisor with Cetera, holding Series 63 and Series 65 designations and 37 years of industry experience. He has worked at Cetera and its affiliated entities since 2022 and has been with Hancock/Whitney Bank and Hancock Investment Services since 2014. Outside of his advisory work, he has a 41.67% ownership interest in farmland generating rental income. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of services such as discretionary and non-discretionary portfolio management, financial planning, and retirement plan solutions, utilizing a combination of advisor-managed accounts, model portfolios, and third-party managed options.

Daniel Newman is a financial advisor with Edward Jones in Baton Rouge, LA, holding a Series 66 designation and 18 years of industry experience. He has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a broad range of advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Daniel Gomez is a financial advisor at Edward Jones with nine years of industry experience. He holds the Series 66 designation and previously worked for Chicago Bridge & Iron/YCB&I from 2014 to 2017. 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 offers a range of discretionary and non-discretionary investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Walter Rogers is a CFP® with 25 years of industry experience, currently serving as a financial advisor at Cetera. He has worked at Cetera and its affiliated entities since 2022 and has a long tenure with Hancock Whitney Bank and Hancock Investment Services dating back to 2011. Outside of his advisory work, he facilitates a personal finance course at Christ Community Church. Cetera serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of investment management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

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.

Kara Kepper is a Series 66 licensed financial advisor with Edward Jones in Greenwell Springs, LA. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of over 23,000 advisors and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Jamielle Wiltz is a financial advisor at LPL Enterprise with a Series 66 designation and approximately one year of experience. Prior to joining LPL Enterprise, Wiltz worked at firms including Futurity First, Primerica, and New York Life, and has held roles in education and communications. Outside of financial services, Wiltz has been involved with the Louisiana High School Officials Association. LPL Enterprise provides advisory services through a large network of investment adviser representatives to individuals, retirement plans, charitable organizations, and corporate clients. The firm offers financial planning, access to model wealth portfolios, and third-party asset management programs, combining advisory and brokerage services.