Jerry Broussard is a CFP® professional with 21 years of industry experience. He has operated Broussard Financial Group, LLC since 2002. The firm manages approximately $115 million in assets for around 180 individual and high-net-worth clients, trusts, retirement plans, and business entities. Broussard Financial Group offers discretionary portfolio management alongside financial planning and consulting services, utilizing a combination of exchange-traded funds, mutual funds, and cash equivalents.

Gus Godchaux is a CFA® charterholder and Series 65 licensee with 10 years of industry experience. He has been the principal advisor at Lailaps Capital, L.L.C. since 2015 and serves as an analyst at Abbeville Family Partnership. He is also a partner at Gulf Land Structures and a co-executor of his grandfather's estate. Lailaps Capital provides portfolio management and financial planning services to individuals, corporate/business entities, and charitable organizations. The firm manages approximately $42 million in assets and offers access to a broad range of investment vehicles, including private placements, hedge funds, and venture capital, using a multi-method analytical approach tailored to client goals and risk tolerance.

Amie Varnado is a financial advisor at Capital Financial Planners, LLC with 17 years of industry experience. She holds a Series 66 designation and has been with Capital Financial Planners since 2011. Outside of her advisory role, she is a half owner of an electrical service company and spends part of her time on accounting and insurance sales. Capital Financial Planners is an independent firm serving individual clients, businesses, charities, and small pension plans. The firm offers comprehensive financial planning and discretionary portfolio management with a primarily passive, asset-allocation approach tailored to client goals.

Bradley Ortego is a financial advisor at SOW Advisors LLC in Lafayette, LA, holding a Series 65 designation. He has experience at Narrow Way Equity Partners, Adventure Vehicle Concepts, and IPT Global. SOW Advisors is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to a diverse client base including individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach to public markets and fundamental analysis for private markets, providing both discretionary management and standalone advisory engagements.

Logan Bowers is the owner and managing member of H&L Investments LLC, with over 10 years of experience in real estate investment and private fund management. He holds a Series 65 designation and has a background that includes roles at Power Investors LLC and Cetco Energy Services. His outside business activities include overseeing operations and asset management for multifamily, single-family, and mobile home park investments through H&L Investments. SOW Advisors LLC is a fee-only registered investment adviser offering financial planning, portfolio management, private market investing, and consulting services to individuals, families, small businesses, retirement plans, trusts, estates, and charitable organizations. The firm employs an evidence-based approach in public markets combined with fundamental and qualitative analysis in private markets, serving both accredited and non-accredited clients through discretionary management and hourly advisory engagements.

Charles Duchamp is a financial advisor at Apex Capital Management, L.L.C. with 23 years of industry experience and holds a Series 65 designation. He has been with Apex since 2002 and also serves as president of Charles J. Duchamp, CPA, a professional accounting corporation providing accounting and tax services since 1991. Apex Capital Management serves individuals, retirement plan sponsors and participants, trusts, and business entities with financial planning, asset management, retirement-plan consulting, and annuity product management. The firm uses fundamental analysis to guide asset allocation and trading decisions, and offers both discretionary and non-discretionary account management.

Johnny Choate is a financial advisor with Eagle Strategies (New York Life) based in Abbeville, Louisiana, holding a Series 66 designation and 15 years of industry experience. He has held roles at New York Life Insurance Co., Nylife Securities LLC, and Eagle Strategies LLC since 2010, and currently operates Choate Capital Investment and Insurance, LLC. Outside of advising, Choate serves as a Justice of the Peace in Vermilion Parish and owns an agricultural business focused on raising beef cattle and aquaculture. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and is affiliated with New York Life, coordinating investment advice with related insurance and broker-dealer entities.

Linwood Broussard is a financial advisor with Eagle Strategies (NY Life) based in Lafayette, LA, holding Series 63 and Series 65 credentials and over 40 years of experience. He has been associated with New York Life Insurance Company since 1983 and Nylife Securities LLC since 1986. Broussard serves as treasurer for the Rotary District 6200 Foundation, overseeing financial transactions for the organization’s charitable projects. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with approximately $25.4 billion in regulatory assets under management.

Wayne Veal Jr. is a financial advisor with VOYA Financial Advisors, Inc. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. His work history includes roles at Gwfs Equities, Inc., J.P. Morgan Securities, and JPMorgan Chase Bank. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base, including individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs delivered through model portfolios and manager-driven sleeves, combining an advisory platform with an active broker-dealer distribution model and an extensive affiliate ecosystem.

Christopher Broussard is a financial advisor with Eagle Strategies (New York Life) based in Lafayette, LA. He holds the ChFC® designation and Series 63 license and has 26 years of industry experience. Broussard has been affiliated with NYLife Securities LLC and New York Life Insurance Company since 1999. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

Timothy Armentor is a financial advisor with Kestra Advisory who holds a Series 63 designation and has 32 years of industry experience. He has worked with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2003. Armentor is the owner of Armentor & Associates, LLC, where he consults with small business owners on retirement planning, investment, and life insurance matters. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad mix of institutional and individual clients. The firm offers services including vendor searches, plan design and compliance, fiduciary consulting, and plan-level investment advice, serving large institutional investors as well as other client types.

Dirk David is a CFP® with 26 years of industry experience and has been with Edward Jones since 1999. He serves as trustee for the Joseph Bernie Wayne David Testamentary Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

Indy Colas is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. Prior to joining UBS in 2017, Indy worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through proprietary research, model-based asset allocations, and a broad platform that includes custody, underwriting, and capital markets solutions.

Kori Comeaux is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2019. Prior to joining Edward Jones, Kori worked at LPL Financial, HB Financial, Home Bank, and Gulf Coast Bank. Edward Jones is a full-service wealth management firm with over 23,700 advisors, serving individual and institutional clients through a range of advisory programs and managed solutions. The firm manages approximately $1.01 trillion in assets and offers both discretionary and non-discretionary strategies, operating under a fiduciary standard.

Roy Heiken is a financial advisor with Edward Jones in Youngsville, LA. He holds the CFP® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at PepsiCo Frito Lay for one year and Walgreens for 23 years. 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 variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Lois Melancon is a CFP®-certified financial advisor with 15 years of experience at Edward Jones in Youngsville, LA. She has been with Edward Jones since 2011. Melancon has donated farmland property in Abbeville, LA. 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 and offers a range of advisory programs and investment solutions through a large nationwide network of financial advisors and branch offices.

Kenneth Stansbury is a financial advisor at Cetera with 18 years of industry experience. He holds a Series 66 designation and has worked previously at LPL Financial. Outside of his advisory role, he serves as a parish councilman for Lafayette Consolidated Government and as an adjunct professor at the University of Louisiana at Lafayette. He is also a member of the Louisiana Air National Guard, where he works as an intelligence officer. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing advisor-managed accounts, model portfolios, and third-party managed options.

Marcus White is a CFP® with eight years of industry experience currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Baker Hughes Inc for six years. Outside of his advisory role, he is a part owner of M & K Investments, where he is involved in searching for investment properties and investing in businesses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices.

Marc Malespin is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Clariant Oil Services for nine years. He holds a Series 66 designation. Outside of his advisory role, he is a member of HM Ventures LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Christopher Quebedeau is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has been with Cetera Advisors LLC since 2014. Outside of his advisory role, Quebedeau is a Chartered Divorce Financial Analyst, assisting attorneys with divorce settlement analysis through Pinnacle Divorce Financial Analysis. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients via a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities within a broad advisory platform.

Hollie Nelms is a CFP®, ChFC®, and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2012. She has 13 years of industry experience. Nelms serves as a board member of the Vermilion Catholic High School Finance Committee in Abbeville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Matthew Margaglio is a financial advisor with Cetera, holding a Series 66 designation and 17 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and KCS Wealth Advisors, LLC, where he is an owner. He is also president of a holding company for a CPA firm, Kolder, Slaven & Co. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by both advisor-managed accounts and firm-sponsored model portfolios.

Garett Thibodeaux is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following 13 years at Broussard Brothers Inc. He is also a silent partner owning 23% of an oil change business in Youngsville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory and investment products under a fiduciary standard.

Kimble Sagrera is a financial advisor with Edward Jones in Abbeville, LA, holding the ChFC® and Series 63 designations and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he serves as an appointed member of the Vermilion Parish Coastal Restoration & Protection Commission. 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 solutions supported by a nationwide network of more than 23,000 financial advisors.

Christopher Quebedeau is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked in various roles including positions at Crawfish Time on Ridge and Marleys Sports Bar, as well as at Ackal's Community Pharmacy. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options with approximately $1.01 trillion in assets under management and a large nationwide network of advisors and branches.

Jason Duhon is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of advising, he is a one-quarter owner of farmland leased for sugarcane farming in Earath, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through its extensive nationwide network.

Kaylie Mixon is a financial advisor at Ameriprise with four years of industry experience. She holds a Series 66 designation and previously worked at the University of Louisiana at Lafayette and Vidor High School. Mixon also manages an advisory business through Roy Planning, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

John Suire is a financial advisor at Edward Jones with 14 years of industry experience. He has been with Edward Jones since 2011 and holds a Series 66 designation. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Nicholas Suire is a financial advisor with Edward Jones in Erath, Louisiana, holding a Series 66 credential and seven years of industry experience. He has been with Edward Jones since 2018 and previously worked at Liberty University and Our Savior's Church. Suire is a joint owner of Suire Provision LLC, an LLC established with his father to manage their Edward Jones joint team office. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad range of account types. The firm manages over $1 trillion in assets and offers a variety of advisory and investment strategies supported by a nationwide network of more than 23,000 advisors and extensive affiliated capabilities.

Stephen Sexton is a financial advisor at Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Neil Fontenot is a financial advisor with Cetera, holding a Series 66 credential and 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 18 years and has been involved with Helm Financial for over 26 years, where he is a 40% owner and president of a payroll processing business. Outside of his advisory role, he serves as secretary of his local homeowners association, assisting with community maintenance and beautification. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a variety of portfolio management, financial planning, and fiduciary services, utilizing both advisor-managed accounts and firm-sponsored model portfolios, with notable capabilities in retirement and institutional fiduciary solutions.

Robert Carter is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked with firms including Avantax Investment Services and 1ST Global Capital Corp. Outside of his advisory role, he is an owner of a CPA firm, Kolder, Champagne, Slaven and Co., LLC, and serves as a bank director for Patterson State Bank. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing advisor-managed accounts, model portfolios, and third-party solutions, complemented by retirement and fiduciary capabilities uncommon for a firm of its size.

Donald Paul is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in the upkeep of a rental property in Lafayette, LA. 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tyler Summerlin is a financial advisor with Edward Jones in Erath, Louisiana, holding a Series 66 designation and totaling five years of experience across roles at Edward Jones, Love Our Schools, Keller Williams Realty Acadiana, and Our Savior's Church Lafayette. His background includes work in education and real estate, as well as community involvement through church activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, access to separately managed accounts, and affiliated mutual funds. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Nichole Bazar is a financial advisor at Edward Jones in Abbeville, LA, holding a Series 66 license with four years of industry experience. She is a part owner and vice president of Brasseux's True Value Hardware Store, a family business in her local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Chase Bentley is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He holds a Series 66 credential and has worked at firms including LPL Financial and Prospera Financial Services, Inc. Outside of his advisory work, he is an owner and partner of Louisiana Salsa Co. LLC, a local food and beverage business. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

Donald Paul is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation. He joined Edward Jones in 2025 and has prior work experience at MTS Physical Therapy. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment and advisory services, supported by a large nationwide network of financial advisors and branch offices.