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.

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.