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.

Janelle Rodrigue is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA, holding Series 63 and Series 66 licenses and with 33 years of industry experience. She has been affiliated with NYLife Securities Inc. since 1994. Rodrigue serves as a member of Our Lady of Perpetual Help Catholic Church in New Iberia. 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 and the use of 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.

Mark Duck is a financial advisor with Eagle Strategies (New York Life) based in New Iberia, Louisiana. He holds the ChFC® and Series 63 designations and has 40 years of industry experience. He has been with Eagle Strategies since 2008 and affiliated with New York Life and Nylife Securities since 1985. Outside of his advisory work, he owns Duck Investments LLC and is involved in purchasing and leasing restaurant equipment to a family-owned franchise. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisers. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, combining advisory services with affiliated insurance and broker-dealer capabilities as part of New York Life.

Wendy Bourque is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Edward Jones in New Iberia, Louisiana, where she has worked since 2000. 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Adam Chauvin is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years at The Sherwin Williams Company. 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 supported by a large nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Amber Palumbo is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 21 years of industry experience. She has worked with various Raymond James entities since 2009. Outside of her advisory role, she is a partner in a consulting business owned by her husband. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and municipal entities, offering tailored financial plans and institutional consulting services.

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.