Neal Hebert is a CFP® with 12 years of experience in the financial industry. He currently works at Van Clemens Wealth Management, LLC and has held previous roles at firms including LPL Financial and Securities America. Outside of financial advising, he is involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC serves individuals, trusts, estates, and institutional clients by providing portfolio management, financial planning, retirement plan consulting, and estate-planning support. The firm offers customized investment strategies utilizing both in-house and third-party managers, blending modern portfolio theory with fundamental and technical analysis.

Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Scott Peyton is a financial advisor with Advisory Services Network holding the Series 66 designation and two years of industry experience. He previously worked at Cornerstone Advisors LLC and Actus Wealth Strategies, among other firms. Outside of his advisory role, he serves on the board of the Opelousas Museum and Interpretive Center and is involved in a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business on eBay. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Joseph Godchaux Jr. is a Series 65 credentialed financial advisor with 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.

Jonathan Lewis is a financial advisor at SPC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Parkland Securities, LLC, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, he serves as a minister for a local church and occasionally speaks at church functions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.

Jennifer Varga is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. She previously worked at Pruco Securities, LLC and has a background that includes roles in dental and healthcare settings. Outside of her advisory role, she is also licensed as an insurance agent, focusing on the sales and service of fixed insurance products. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.

Frank Finchum is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 66 credentials and 37 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1988. Outside of advising, he manages a commercial rental property in Opelousas. 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 23,700 financial advisors and 15,000 branch offices.

Ali Lucas is a financial advisor at Edward Jones in Rayne, Louisiana, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2016, Lucas served on the Acadia Parish School Board for one year. 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 solutions backed by a nationwide network of more than 23,700 financial advisors.

Scott Serio is a Series 66 licensed financial advisor with six years of industry experience. He is currently with Cambridge Investment Research Advisors, where he has worked since 2021. Prior to this, he was associated with MWA Financial Services and Modern Woodmen of America. Outside of his advisory role, Serio has experience as an independent insurance agent. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, and retirement plan advisory through a large network of independent advisors and multiple account platforms.

Courtney Guidry is a financial advisor with LPL Financial in Breaux Bridge, LA, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial in 2020, she worked at the University of Louisiana at Lafayette from 2014 to 2020. 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 wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with non-advisory product activities.

Toni Boudreaux is a financial advisor at Raymond James Financial with 28 years of industry experience. She holds the Series 63 and Series 66 designations and has been with Raymond James since 2013. Outside of her advisory role, she owns and operates a quilting business. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored recommendations based on client risk profiles and firm research.

M. Kevin Carrier is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with LPL Financial since 2012. 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 wide range of investment solutions supported by an in-house research team and various delivery options, combining large-scale advisory capabilities with non-advisory product activities.

Manuel Thompson Jr. is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, Cetera, and Hancock Whitney Investment Services. 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 options, operating under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

Brett Letchworth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he was involved with W&S Brokerage and WESTERN SOUTHERN Life, among other roles in both financial and entrepreneurial ventures. 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. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tracey Joubert is a Series 66 licensed financial advisor with Edward Jones, based in Opelousas, LA. She has two years of industry experience, all with Edward Jones. 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 and operates under a fiduciary standard.

Ricky Andreas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James since 2013. Outside of advising, he owns RA Capital of Louisiana, a support company involved in bookkeeping. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a broad affiliate network to support municipal and institutional clients.

Stephen Daste is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., and Ffc Capital Advisors, LLC. He serves as a board member of The Black School, an independent alternative school in New Orleans, providing oversight of school operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jillian Rivers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Lawrence N. Curtis, Ltd. for one year. 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 programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Maggie Bihm is a financial advisor at Raymond James & Associates with 10 years of industry experience. She holds the Series 66 designation and has worked at Raymond James since 2022, following six years at Wells Fargo Clearing and three years at Wells Fargo Advisors, LLC. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and sponsors wrap fee advisory programs.

Christopher Hoyt is a CFP®-designated financial advisor with 16 years of industry experience, currently with Wells Fargo Advisors since 2023. He has also operated Hoyt Investment Services Inc. since 2001. Outside of his advisory role, he serves as a trustee for non-family trusts. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement those strategies.

Walter Smith II is a financial advisor with Edward Jones in Carencro, Louisiana, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in firearms-related businesses including gunsmithing and firearm safety training. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Thomas Banks is a financial advisor at J.P. Morgan Securities with a Series 66 designation and 27 years of industry experience. He has been with JPMorgan Chase Bank, N.A. since 1999 and with J.P. Morgan Securities since 2012. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and centralized due diligence.

Fritzie Fine is a Series 66-licensed financial advisor at Edward Jones with 23 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Fine serves as a board member at Weil Company Incorporated, a property management firm, and handles accounting tasks there. 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 nationwide network of financial advisors and branch offices.

Malana Helton is a financial advisor at Edward Jones with 31 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2013. Outside of her advisory role, she is a member of Smithland Farm LLC, an agricultural business involving inherited farmland in Ville Platte, LA. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and supported by a large network of advisors and branch offices.

Scott Pitre is a Series 66-licensed financial advisor with Edward Jones, based in Opelousas, LA. He has eight years of industry experience, including roles at National General Insurance and Gulf States Underwriters prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee 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.

Tara Rivers is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked previously at VALIC Financial Advisors, LPL Financial, Summit Brokerage Services, and Merrimac Asset Management. 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, operating under a fiduciary standard.

Frank Finchum is a financial advisor at Edward Jones with seven years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Edward Jones since 2021. Prior to that, he was with Fidelity Brokerage Services LLC and held positions at the University of Texas, LSU Athletic Ticket Office, and Louisiana State University. 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 services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Cortney Wagner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, and previously spent 16 years at Hancock Investment Services, Inc. Outside of her advisory role, she is a co-owner of NCW2, LLC, a passive investment entity. J.P. Morgan Securities 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 capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.

Sayde Smith is a financial advisor at Edward Jones with 22 years of industry experience, including ten years at Edward Jones and four years at Hancock Bank and Hancock Investment Services, Inc. She holds a Series 66 designation. Outside of her advisory role, she is an associate with Tranont, a supplements multi-level marketing business, primarily for personal use discounts. 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, managed strategies, and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Shelby Fisher is a financial advisor with Cetera, holding a Series 66 designation and two years of industry experience. Prior to joining Cetera, Fisher worked in various roles including positions at Hancock Whitney Bank, Sterling Automotive Group, and Iberia Bank. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services supported by multiple program structures and model portfolios.

Russell Gunter is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to his current role, he worked in healthcare and physical therapy-related positions, including nearly two decades at Gunter Physical Therapy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Paul Aragona is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at LPL Financial since 2008 and concurrently at Home Bank since 2017. Outside of his advisory role, he is involved in real estate development and flipping through Rue Seven Properties. 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, combining large-scale advisory operations with various non-advisory financial products.

Lisa Trahan is a financial advisor with Edward Jones in Opelousas, Louisiana, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Edward Jones since 2016, following five years at Hancock Investment Services and a two-decade period co-running The Magnolia Sisters/Lisa Trahan et l'Esprit Cadien. Outside of her advisory role, she is a bass player and performs periodically at festivals and concerts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide.

Alicia Guidry is a Series 66-registered financial advisor with Thrivent Investment Management, bringing six years of industry experience. She previously worked for Ameriprise Financial Services, Inc. for ten years before joining Thrivent in 2023. Outside of her advisory role, Alicia is a commissioned Notary Public for the State of Louisiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses across a range of planning topics. The firm delivers planning and managed-account services separately, with a focus on detailed written recommendations and periodic reviews.