Bernhard Capital Partners is a services and infrastructure-focused private equity management firm established in 2013. Bernhard Capital Partners has deployed capital in three funds across five strategies, has approximately $2.5 billion of gross assets under management, and is ranked as one of Private Equity International’s 300 largest private equity firms worldwide. Bernhard Capital seeks to create sustainable value by leveraging its experience in acquiring, operating, and growing services and infrastructure businesses.

At Darnall Sikes Wealth Partners, your prosperity is our priority. We provide wealth management services, and much more. We have the investment, tax, and business insights needed to advise clients on strategies for growing their income and personal wealth — no matter where they are in their financial lives. Securities offered through Avantax Investment Services℠, Member FINRA, SIPC. www.finra.org www.sipc.org. Investment advisory services offered through Avantax Advisory Services℠. Insurance services offered through an Avantax affiliated insurance agency. Please visit www.avantaxwealthmanagement.com/social_policy for more information.

We make wealth management simple and straightforward for our clients. Horizon serves business owners, physicians, attorneys, executives and professionals in 3 strategic areas of focus: Financial Planning, Investment Management, and Retirement Plans. This breadth of service capabilities paired with experienced financial professionals offers the kind of financial guidance that leads to a more confident life. Learn more at: www.HorizonFG.com Keep in touch: - Facebook: https://www.facebook.com/HorizonFinGroup/ - Instagram: https://www.instagram.com/horizonfinancialgroup/ - Twitter: @HorizonWM Disclaimer: Securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker/dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity. 15015 Jamestown Boulevard, Suite 100, Baton Rouge, LA 70810, (225) 612-3820

When it comes to accomplishing the financial goals of you, your family, and your business, Summit Financial Wealth Advisors has the team and experience to keep you on track. Summit Financial will not only assist in accomplishing your financial goals but also strive to bring Financial Peace to your household. Our Summit Team will bring together your entire financial picture. From the combined holdings of your business interests, real estate holdings, and investment accounts, we endeavor to design a comprehensive plan to help meet your financial and estate goals throughout your entire financial time-line. Summit Financial Wealth Advisors is an independent firm with securities offered through Summit Brokerage Services, Inc. Member FINRA www.finra.org and SIPC www.sipc.org Advisory services offered through Summit Financial Group Inc., a Registered Investment Adviser. Any representatives associated with this site is registered to conduct business in Louisiana. The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact our firm directly or consult another qualified professional. This material is for general information only and is not intended to provide specific advice or recommendations for any individual. To determine what is appropriate for you, please contact us directly or consult another qualified professional. To ‘Like’, ‘Share’ or ‘Follow’ this entity’s/individual’s page or any of the posts on it should in no way be construed as a testimonial or an endorsement of the entity/individual. Third party posts found on this profile do not reflect the views of Summit Brokerage and have not been reviewed by Summit Brokerage as to its accuracy or completeness. *1890 Hudson Circle, Monroe, LA is not a branch registered location of Summit Brokerage Services, Inc.

Hassell Wealth Management is a Registered Investment Advisory firm serving as a financial partner for life’s journeys. Based in Houma, Louisiana, we serve clients throughout the Gulf Coast, particularly business owners, mid-career professionals, pre-retirees, retirees, and companies needing employer plan services. Our goal in working with clients is threefold: • To clarify what matters most to them and how to leverage their resources to achieve their goals • To build a financial strategy that addresses all areas of their financial life • To serve as their partner in holding them accountable to their long-term financial well-being We help achieve our mission through a team of experienced and empathetic advisors and operations staff. In addition, as a fee-only, fiduciary RIA firm, we are legally bound to offer recommendations that put our clients’ interests above our own. Frankly, we wouldn’t have it any other way. Our broad range of financial planning and investment management services are flexible, designed to be delivered over time, as needed, throughout a client’s life. These services include: • Financial goal development • Retirement planning • Investment management • Employer plan services—e.g., 401(k), profit sharing • Tax planning and management • Employee benefits review and optimization • Risk management • Estate planning • Charitable planning • Higher education funding • Special needs planning

At Springwater, we measure our success by the quality of life you achieve. We provide our clients with high-quality financial planning and investment management advice, designed to help them live the lives they desire.Everything we do is focused on helping you – our client – achieve your financial goals.We place great value on the trust you have placed in us, and we take our fiduciary responsibility very seriously. Recognition and appreciation of our compassion, responsiveness, creativity, and technical competence are the highest compliments that you can pay us.As a fee-only practice, we receive compensation only from our clients. We believe this approach reinforces our objectivity, and provides our clients with the assurance that they will receive unbiased advice.

Manage and oversee all functions of insurance and financial services office. Assist owner and president in insurance review, issue and service. Accounts payable, purchasing and payroll

- Work as part of a wealth management team to oversee over $85 million in client assets.- Maintain the current prospecting campaign as well as explore new avenues in order to meet yearly asset gathering and appointment goals.- Prepare comprehensive financial plans and reports for clients and prospects.- Research and examine investments and insurance products to determine recommendations for clients’ and prospects’ portfolios.

At BCM, we work with financial planning and advisory clients who have $500,000 or more of investable assets, seeking to partner with a team of trusted advisors focused on protecting and growing wealth through a thoughtful approach.

Comprehensive Financial & Tax Planning

Day-to-day tasks as required by the CEO and/or Financial Advisor Manager, including but not limited to: compliance adherence, monitoring, research, financial planning, portfolio management assistance, trading assistance, model portfolios, asset allocation, client meetings, communications, deployment assistance, other advisor associate duties, rollover assistance, studying for and successfully passing the Series 65 and/or other required examinations, any other assigned tasks.

Callais Capital Management is an early-stage venture capital firm and investment manager based in Southern Louisiana primarily covering the South and Mississippi River Delta Region. The firm serves as an manager to a diverse asset strategy mix comprised of Venture Capital, Real Estate, and Private Credit. If you are interested in more information, send inquiries to [email protected] and visit us at CallaisCapital.com