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Jona H

Series 63, Series 65

Thibodaux, LA

The Archer Consulting Group, LLC

Jona Husbands is a financial advisor with The Archer Consulting Group, LLC, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with The Archer Consulting Group since 2011. The Archer Consulting Group serves individuals, including high-net-worth clients, as well as corporate pension and profit-sharing plans, foundations, endowments, and trusts. The firm employs a scientific, systematic investment process under fiduciary standards, offering customized investment policy statements and discretionary portfolio management primarily through a wrap fee program.

Options & derivatives strategies Concentrated stock management Retirement plans for business owners (SEP, solo 401k) General estate planning guidance
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Robert D

Series 66

Thibodaux, LA

CWM, LLC

Robert Dumas is an investment advisory representative with CWM, LLC, holding a Series 66 credential and 14 years of industry experience. His work history includes roles at Lafont & Associates since 2012 and LPL Financial from 2012 to 2019. Outside of financial advising, he serves as a football official at the college level and participates in roles with the National Football League related to game communication. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a large network of advisors. The firm employs discretionary management using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis along with third-party sub-advisors and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Leo P

CFP®, Series 63

Thibodaux, LA

Commonwealth Financial Network

Leo Pitre is a CFP®-certified financial advisor with 26 years of industry experience. He is currently with Commonwealth Financial Network and Allegiant Wealth Management Group, having previously worked at LPL Financial for 16 years. Outside of his advisory work, he owns Twin Tigers, LLC, an entity related to real estate in Baton Rouge, LA. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm offers operational, trading, technology, investment management, compliance, and practice-management support, enabling advisors to construct portfolios from diverse securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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William B

Series 66

Thibodaux, LA

Commonwealth Financial Network

William Bordelon is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 13 years of industry experience. He previously worked at LPL Financial for 13 years before joining Commonwealth in 2025. Outside of his advisory role, he is a co-owner of RW Rental Properties, LLC, which manages residential real estate in Houma, Louisiana. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients. The firm offers a comprehensive adviser-support platform with access to managed-account programs, third-party asset managers, and a variety of investment options.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Hunter T

Series 65

Thibodaux, LA

CWM, LLC

Hunter Tabor is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Parish Wealth Partners and CWM, LLC since 2021. Prior to his financial career, he held positions at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, utilizing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Toby L

Series 63

Thibodaux, LA

CWM, LLC

Toby Lafont is an investment advisory representative with CWM, LLC and holds a Series 63 designation. He has 29 years of experience in the financial services industry, including roles at LPL Financial and as founder and CEO of Parish Wealth Partners. Outside of advisory work, he is the owner of Colonel Properties, LLC, which holds an office building. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach guided by an in-house Investment Committee and various analytical and customization tools.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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David T

Series 63

Thibodaux, LA

Centaurus Financial, Inc.

David Tabor is a financial advisor at Centaurus Financial, Inc. with 40 years of industry experience. He has been with Centaurus since 1997 and holds a Series 63 license. In addition to his advisory work, he is president of Affiliated Asset Managers, Inc., a company providing trust-related services and health insurance sales. Centaurus Financial, Inc. serves a wide range of clients including individuals, families, small businesses, corporations, trusts, and foundations, offering financial planning, portfolio management, and specialized advisory services through both discretionary and non-discretionary arrangements.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Walton G

Series 63, Series 66

Thibodaux, LA

Eagle Strategies (NY Life)

Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) and holds the Series 63 and Series 66 licenses. He has eight years of industry experience and is based in Thibodaux, Louisiana. In addition to his advisory role, Guidry is involved in several community organizations, including serving as a director for the Thibodaux Firemen's Fair and an officer for the Troops of Saint George, a Catholic fraternal father and son organization. He is also a board member of Louisiana’s Cajun Bayou Tourism, helping to guide regional tourism initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm emphasizes tailored advisory solutions delivered through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jessie F

Series 63, Series 65

Thibodaux, LA

Money Concepts Capital Corp

Jessie Fabiano is a financial advisor with Money Concepts Capital Corp in Thibodaux, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Money Concepts Capital Corp since 2013 and serves as President and Owner of Fabiano Financial Group, where she dedicates the majority of her professional time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Adam T

Series 65

Thibodaux, LA

CWM, LLC

Adam Tarver is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. He is located in Thibodaux, Louisiana. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts discretionary with model portfolios governed by an in-house Investment Committee.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ashlie W

Series 66

Thibodaux, LA

Money Concepts Capital Corp

Ashlie Wiggins is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and one year of industry experience. Her background includes roles at Money Concepts since 2022, as well as business ownerships in realty and tax and accounting services dating back to 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a broad network of advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Trevor T

Series 66

Thibodaux, LA

Commonwealth Financial Network

Trevor Talbot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial for 19 years before joining Commonwealth and Allegiant Wealth Management Group in 2025. Outside of his advisory role, he is a co-owner of The Farm System, LLC, which operates batting cages and fields in Thibodaux, Louisiana. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lynna M

Series 66

Thibodaux, LA

Ameriprise

Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Crystal F

Series 66

Raceland, LA

Edward Jones

Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon L

Series 63, Series 66

Thibodaux, LA

LPL Financial

Brandon Leblanc is a financial advisor with LPL Financial in Thibodaux, Louisiana, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Capital One Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Josh L

Series 66

Thibodaux, LA

Edward Jones

Josh Legendre is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was employed by Crossfit Crab Trap and the Lafourche Parish School District. 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 through a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
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Garrett M

Series 66

Thibodaux, LA

Ameriprise

Garrett Molaison is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Outside of his advisory role, he co-owns Argent Wealth Management, LLC, a business related to managing expenses and operations separate from investment activities. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, employing a structured approach that includes algorithmic modeling and tax-efficient strategies to assist clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mitchel P

Series 66

Thibodaux, LA

Cetera

Mitchel Pertuit is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 license. He has 11 years of industry experience and has previously worked with Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he serves as Director of Operations for Oscity Labs, an agriculture and greenhouse company. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Zachary C

Series 65, Series 66

Thibodaux, LA

J.P. Morgan Securities

Zachary Chauvin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at JPMorgan Chase Bank, Advisory Services Network, LLC, and Piper Wealth Management. He also served for ten years on the Terrebonne Parish School Board. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence to support customized investment solutions.

Wealth management Executive Founder/Business Owner
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Clayton E

Series 66

Thibodaux, LA

Edward Jones

Clayton Eastridge is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at Sealevel Construction, Inc., HKA Enterprises Industrial Solutions, and Kirlin Builders, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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