Patrick Ryan

Andre Caubarreaux is the sole advisor at Andre Caubarreaux, an independent advisory firm. He holds Series 63 and Series 66 licenses and has 38 years of industry experience. Prior to founding his firm in 2001, he worked at Crown Capital Securities, LP starting in 2007. Outside of his advisory work, he owns a thoroughbred horse breeding and racing business and provides business consulting services for small businesses. The firm serves individuals, trusts, estates, charitable organizations, pension and profit-sharing plans, and small businesses with personalized financial planning and investment management. Its approach is primarily discretionary, using active, tactical asset allocation informed by multiple analysis methods, and it offers a combination of asset-based, hourly, and fixed-fee engagements.

Jessica Couvillion is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and bringing 20 years of industry experience. She serves as an officer and 100% owner of Couvillion Consulting, LLC, which offers insurance services outside of her role at IFG. Couvillion is also a board member and Executive Vice President of Health Agents for America, an organization representing independent health insurance agents and engaging with legislative matters. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser providing brokerage, portfolio management, financial planning, and retirement plan services to individuals, charities, corporations, and plan sponsors. The firm manages approximately $11.3 billion in assets and offers advisory programs through its AccessPoint platform and third-party asset managers, serving a diverse range of client types.

Albert Leger is a CFP® and PFS™ credentialed advisor with 32 years of industry experience. He is currently with Cetera and has held prior roles at Empower Wealth Management, Commonwealth Financial Network, and Avantax Advisory Services. In addition to his advisory work, he is a CPA and operates a tax preparation and planning business, serving as its president and CEO. He also serves as treasurer and director for a local nonprofit organization. Cetera Investment Advisers supports a wide range of clients, including individuals, high-net-worth, institutional, and retirement-plan clients, through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts with firm-sponsored model portfolios and third-party managed options.

Alexis Gaspard is a CFP®-designated financial advisor with 18 years of industry experience, currently affiliated with LPL Financial. Prior to joining LPL in 2024, Alexis worked at Andre Caubareaux for 12 years and Crown Capital Securities, LP for 17 years. Alexis also operated a marketing business from 2006 to 2023. 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 range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Chrystal Adams is a CFP® with 16 years of industry experience, currently serving as a financial advisor at Cetera. She has held roles at Avantax Insurance Agency, Empower Wealth Management, and other firms throughout her career. Adams is also president of the Rotary Club of Avoyelles, where she leads weekly meetings and community fundraising efforts. Cetera Investment Advisers supports a wide range of clients, including individuals, high-net-worth investors, institutional, and retirement-plan clients, through a large network of independent advisors. The firm offers portfolio management, financial planning, fiduciary solutions, and access to third-party money managers, utilizing a combination of advisor-managed accounts and model portfolios.

Elizabeth Guilbeau is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. She has worked at several firms including Avantax Investment Services and Empower Wealth Management. In addition to her advisory role, she owns Guilbeau Financial LLC, where she provides tax preparation, planning, and accounting services as a CPA. Cetera serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, combining discretionary and non-discretionary options with access to third-party managers and proprietary model portfolios.