Maria Madel Moreau

Andre Caubarreaux is the sole advisor at his independent firm, Andre Caubarreaux, with 39 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Crown Capital Securities, LP for 16 years. Outside of his advisory work, he owns Caubarreaux Stables, where he breeds and races Thoroughbred horses, and provides business consulting for small businesses. His firm offers personalized financial planning and non-discretionary investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The investment approach focuses on long-term fundamental analysis and avoids active trading or market timing, with clients retaining full decision-making authority for transactions.

Benjamin Luke is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and three years of industry experience. He has also been managing his own businesses in Marksville, LA, including Benjamin Luke Abstract & Title Co., LLC, which provides title insurance products, and Benjamin A. Luke, Attorney at Law, LLC, where he practices law. Ash Matson Wealth Partners offers advisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm recommends and facilitates engagements with third-party advisers based on an individualized asset-allocation process, monitoring performance without directly managing client portfolios or custodying assets.

Richard Quarantello is a Series 65-licensed advisor with Ash Matson Wealth Partners, Inc. in Palm City, Florida. He has one year of experience in the financial industry and has also worked at City Furniture since 2012. Ash Matson Wealth Partners serves individuals and various institutional clients by recommending third-party advisers to implement investment strategies based on individualized asset allocation. The firm does not manage portfolios directly but monitors third-party adviser performance while acting as a solicitor and sharing advisory fees.

Joseph Matson is a ChFC® and Series 63 licensed advisor with 53 years of industry experience. He has been with Ash Matson Wealth Partners, Inc. for 14 years. Outside of advisory work, he serves as an insurance agent and as a consultant for Matson Money. Ash Matson Wealth Partners is a team-based firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm recommends third-party advisers for portfolio implementation, using an individualized asset-allocation process and monitors TPA performance without exercising investment discretion or custody.

Jessica Couvillion is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 21 years of industry experience. She has been with Independent Financial Group since 2007 and serves as Executive Vice President on the board of Health Agents for America, an organization representing independent health insurance agents in regulatory matters. Couvillion is also the owner of Couvillion Consulting, LLC, which offers sales of various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment approaches tailored to client risk profiles.

Albert Leger is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience. He is currently affiliated with Cetera and has previously worked at Avantax Advisory Services and Empower Wealth Management. In addition to his advisory role, Leger operates a CPA practice focused on tax preparation and planning and serves as treasurer and director of a local nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.