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.

Financial Planning Consultants & Services

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

Eagle Capital Management, LLC is an investment management firm founded by Ravenel and Beth Curry in 1988. The firm offers one strategy, the Eagle Equity Strategy, which it has been managing since its inception for over 20 years ago. To achieve superior investment returns in both up and down markets, Eagle Capital Management uses a bottom-up, research-driven approach to find undervalued companies that will experience long-term secular change. By identifying change early, ahead of the general market, Eagle minimizes risk and maximizes the upside potential in the stock. The firm’s clients include leading foundations, charitable organizations, endowments, pension plans, corporations, state and municipal government entities, and individuals, including high net worth individuals and families. By consistently applying its investment philosophy and process, Eagle expects to continue to achieve long-term outperformance of any broad market index. For further information, please email [email protected].

For independent advisors like you, it is really hard to tap into high quality services, resources, and training that helps you be the best. At UWAG, we’ve created affiliate partnerships that give you resources to maximize growth now and help position your business to sell or transfer to the next generation when you are ready. Representatives offer products and services using the following business names: Wealth Solutions, LLC; Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC –insurance and financial services | Ameritas Investment Company, LLC (AIC), Member FINRA/SIPC –securities and investments | Ameritas Advisory Services (AAS) – investment advisory services. AIC andAAS are not affiliated with Wealth Solutions, LLC; The Acacia Financial Group; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC. Products and services are limited to residents of states where the representative is registered. This is not an offer of securities in any jurisdiction, nor is it specifically directed to a resident of any jurisdiction. As with any security, request a prospectus from your representative. Read it carefully before you invest or send money. A representative will contact you to provide requested information. Representatives of AIC and AAS do not provide tax or legal advice. Please consult your tax advisor or attorney regarding your situation. Information posted to this site by 3rd parties or links to 3rd party sites are not created or endorsed by AIC, AAS or their representatives. Their information is believed to be from reliable sources; however, their content cannot be guaranteed.Wealth Solutions, LLC; The AFP Group; UCL Financial Group, LLC; United Professional Advisors, LLC; The Pension Center, LLC; and Wealth Advisors Group, LLC are not affiliated.

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.

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

Kropog Financial Group, LLC is an independent wealth management firm with offices in Mandeville and New Orleans, Louisiana. Because we are a family-owned firm, we have a sincere interest in the overall financial well-being of each and every client we serve. Since 1979, we’ve helped our clients organize their financial lives, pursue their financial goals, and preserve and grow their hard-earned assets. We broker through LPL Financial, the nation’s leading independent broker/dealer, which means we have no proprietary products, no sales quotas, no investment banking business relationships, or any other conflicts that get in the way of providing personalized financial planning and investment advice. Put another way: our independence allows us to provide our clients with financial advice aligned with their personal objectives, free from conflicts of interest.

Assisted Principal Financial Advisor and Team with day-to-day operations, client services, processing financial documents and requests required to manage retirement accounts and retirement planning through TD Ameritrade, billing, and a wide variety of office management projects.

It is never too soon to start protecting your financial future. But you don’t have to go it alone. Let a professional lead you every step of the way. You don’t have to cross Lake Pontchartrain to find the best financial advisors. We work with families all over the country. Our family was born and raised in Covington, Louisiana, and we love it. That’s why our company headquarters will always be here. If you’ve searched for financial advisor companies before, you’ll be pleased to find that the best financial advisors don’t require a trip south over the Causeway. You’ve got one of them right here on the North Shore in Covington, Louisiana. Simon and Simon Financial has history and deep ties to families in Covington as well as Franklinton, Louisiana. Have Questions About Your Financial Future? We’re Here to Help. With so many options available to those looking to grow and protect their hard-earned assets, cutting through the clutter and finding the right solutions can be a challenge. How can you know if your 401(k) or 457(b) plan choices will see you through for the long-term? At Simon & Simon Financial, we understand these unique challenges and that’s why we are driven to craft personalized, results-focused financial and retirement strategies for our clients. At Simon and Simon Financial, your call won’t be answered by a computer. And your plan won’t be handed off to a junior advisor. The Simon Family works as a team to personally handle each and every client account. If you have any questions, comments, concerns or would like explore the financial planning and retirement options that are available to you today, please call us. There is no obligation and consultations are free: 985.900.2510. Advisory Services offered through Simon & Simon Wealth Management, A Member of Advisory Services Network, LLC. Insurance services offered through Simon & Simon Financial, LLC. Advisory Services Network, LLC and Simon & Simon Financial, LLC are not affiliated.