Michael Bonfanti is a CFP®-designated financial advisor with over 21 years of industry experience. He is the sole advisor at Bonfanti Investment Services, LLC, an independent firm he has been affiliated with since 2009. In addition to his advisory work, Bonfanti maintains a licensed insurance practice and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k)s and pensions. The firm emphasizes tailored portfolio management based on clients’ goals and risk tolerance, utilizing a combination of modern portfolio theory and various analytical methods.

Dustin Gomez is a Series 65-licensed advisor affiliated with The Geauxmez Group Wealth Management LLC in Gesimar, LA. The firm is newly formed and has no other active advisors. The Geauxmez Group Wealth Management provides investment advisory services to individuals and high-net-worth clients, offering discretionary portfolio management and comprehensive financial planning. The firm’s approach combines fundamental and technical analysis to build diversified portfolios focused on low-cost mutual funds and ETFs, and also includes the selection and oversight of unaffiliated independent managers.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.

Victoria Varisco Lulich is a financial advisor at Fortune 45, LLC with a Series 65 designation and three years of industry experience. Her prior work includes roles at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other securities, and includes the use of derivative instruments and borrowing strategies uncommon among similar firms.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.

Sean Harris is a financial advisor at Empower Advisory Group with five years of industry experience. He holds Series 63 and Series 65 designations and previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. Outside of his advisory role, he is also involved in legal work as an attorney/paralegal reviewer, focusing on document analysis and legal research. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as certain retail clients. The firm’s approach integrates proprietary and third-party methodologies to produce point-in-time financial plans and offers managed account solutions aligned with plan sponsor lineups.

John Dawes is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds a Series 63 license and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Linc Le Blanc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63, Series 65, and Series 66 licenses. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ethan Triche is a financial advisor at LPL Financial with 11 years of industry experience. He holds a Series 65 designation and has worked at First American Bank since 2012 and Sorrento Pacific Financial, LLC from 2012 to 2025. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Christopher Poche is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His background includes roles at First American Bank and Trust, Sunshine Cleaners, PepsiCo, and service in the United States Air Force and Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ron Becnel is a financial advisor with Edward Jones in Paulina, Louisiana. He holds the CFP® designation and Series 66 registration, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is listed as a manager of a hair dressing and beauty salon business owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices.

Traylor Brymer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Brymer held roles at Cintas Corporation, the Mid-South Association of Independent Schools, and Belhaven University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gregory Fulcher is a financial advisor with Ameriprise, holding a Series 66 designation and bringing 28 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005, and has been associated with Bergeron & Lanaux, CPAs since 1995. Outside of advising, he owns and manages several small businesses including a candy and baked goods company and serves on the board of the nonprofit WealthPromise, Inc. Ameriprise offers a retirement-income planning service focused on clients approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficient strategies to provide tailored written recommendations. The firm provides a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Anastasia Stanley is a financial advisor at Edward Jones with 22 years of industry experience. She holds Series 63, Series 65, and Series 66 designations. Stanley has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors, offering a range of discretionary and non-discretionary investment strategies and affiliated investment products.

Ryne Simmons is a financial advisor with Edward Jones in Paincourtville, Louisiana, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Simmons is a member and owner of several agricultural and land-related business entities in Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Matthew Leblanc is a Series 66 licensed financial advisor with Edward Jones in Donaldsonville, LA, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Kyle Robichaux is a financial advisor with Edward Jones in Plaquemine, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a co-signer for a childcare business in Gonzales, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ben Glueck is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Frank Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and 26 years of industry experience. He previously worked at Sorrento Pacific Financial, LLC for 20 years and has been affiliated with First American Bank And Trust for over two decades. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Jeffrey Leavell is a financial advisor at LPL Financial with 16 years of industry experience. He holds a Series 66 designation and has worked previously at ShareBuilder 401k and Capital One Financial Advisors. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Ronald Brown is a financial advisor with LPL Financial in Baton Rouge, LA, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked at LPL Financial since 2021 and has been associated with Altus Wealth Management since 2012. Outside of advisory work, he is involved with Altus Benefit Solutions, an insurance agency, where he serves as a part owner. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuity sales.