Daniel Frick is a CFP®, CFA®, and Series 66-licensed advisor with 18 years of industry experience. He has been with Financial Management Professionals, Inc. (FMP Wealth Advisers) since 2012. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts, employing a proprietary manager selection process and discretionary authority, and manages approximately $1.13 billion for about 700 clients.

John Hixson is a CFP® professional with 23 years of experience in financial advising at FMP Wealth Advisers in Lake Charles, LA. He has been associated with Financial Management Professionals, Inc. since 1993 and manages private investments through a family limited liability company. FMP Wealth Advisers provides financial planning and investment management services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, serving approximately 700 clients and managing around $1.13 billion in assets.

Joshua Williams is a financial advisor at FMP Wealth Advisers with one year of industry experience. He holds a Series 65 designation and has previously worked at the University of Southern Mississippi and FOCUS. FMP Wealth Advisers provides financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm uses model asset-allocation portfolios and separately managed accounts with a proprietary manager selection process, managing approximately $1.13 billion for about 700 clients.

Jacob Lemaire is a financial advisor at FMP Wealth Advisers in Lake Charles, LA, holding a Series 65 designation. He has one year of industry experience and previously worked at First Horizon Bank, Pats of Henderson, and in education roles at Teurlings Catholic High School and St. Pius Elementary School. FMP Wealth Advisers provides fee-only financial planning and investment management to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The firm manages approximately $1.34 billion in client assets, using model portfolio management, separately managed accounts, and retirement-plan fiduciary services, and serves as an investment manager and sponsor to private pooled investment vehicles.

Ashley Navarre is a financial advisor at Centaurus Financial, Inc. with six years of industry experience. She holds a Series 66 designation and previously worked at Edward Jones from 2017 to 2021. Outside of finance, she is involved in programming workouts at CrossFit Lake Charles, a gym she has been associated with since 2009. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, employing a mix of fundamental, technical, bottom-up, and top-down analysis.

Patrick Shields is a financial advisor at Centaurus Financial, Inc. based in Lake Charles, LA, holding a Series 66 credential with 14 years of industry experience. His prior roles include positions at Woodbury Financial Services, Inc. and GCG Wealth Management. Outside of his advisory work, he manages a cattle-raising hobby through S5 Farms LLC and serves as Finance Committee Chairman for the First United Methodist Church of Iowa, LA, as well as Vice President of the Iowa Rabbit Festival, a local nonprofit. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, and retirement-plan consulting through its CLASSIC Plus platform, employing both discretionary and non-discretionary arrangements alongside a blend of fundamental and technical investment analysis.

Elizabeth Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 65 and Series 63 licenses with three years of industry experience. Prior to joining Eagle Strategies, she worked at Sam Hebert Financial Group and NYLIFE Securities LLC. Outside of her financial advisory role, she teaches yoga and provides ontological coaching services, and she volunteers on the planning committee for the American Cancer Society Hope Ball. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and manages most assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Samuel Hebert is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been affiliated with Eagle Strategies and New York Life since 1995 and operates the Sam Hebert Financial Group. Outside of his advisory work, Hebert volunteers as a child advocate with the Court Appointed Special Advocates program and is an investor in several non-investment-related ventures, including digital health and music technology startups. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of investment adviser representatives. The firm offers various program types tailored to client and plan sponsor goals and manages a significant portion of assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Shiela Doucet is a financial advisor at Benjamin F. Edwards & Company, Inc. with 16 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes 11 years at Ameriprise Financial Services, Inc. and 4 years at Ameriprise Financial Services, LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a variety of fee-based wrap programs, financial planning, and investment management consulting, using both strategic multi-year allocations and tactical adjustments across portfolios monitored by an Investment Strategy Committee.

George Stark Jr. is a financial advisor with Eagle Strategies (NY Life) based in Lake Charles, LA. He holds Series 63 and Series 66 licenses and has 33 years of industry experience. Since 1992, he has worked with Nylife Securities Inc. and New York Life Insurance Company. Outside of advisory activities, he is involved in selling fixed annuities as an insurance broker. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored solutions delivered primarily on a non-discretionary basis and offers a range of program types including retirement plan consulting and co-advisory relationships.

Randall Harless is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding a Series 66 designation and 17 years of industry experience. His prior work includes roles at Woodbury Financial Services, Questar Capital Corporation, Questar Asset Management, and GCG Wealth Management. Outside of his advisory work, he is involved as an independent contractor with Terrell and Associates, LLC, focusing on insurance and annuity sales. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through the CLASSIC Plus platform, and retirement-plan consulting, utilizing a combination of discretionary and non-discretionary arrangements supported by fundamental, technical, bottom-up, and top-down analysis.

Austin Terrell is a financial advisor at Centaurus Financial, Inc. with three years of industry experience. He holds a Series 66 designation and has held roles at Centaurus Financial Inc. and Terrell & Associates LLC, where he is also Vice President of UTEC Enterprise LLC, a commercial truck and equipment fabrication and maintenance business. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, and specialized advisory services with both discretionary and non-discretionary arrangements, employing a mix of analytical approaches and allowing certain alternative investments under specified conditions.

Stacey Corbello is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her previous roles include positions at Woodbury Financial Services, Questar Asset Management, and JD Bank. She serves on the Board of Directors for the Better Business Bureau of Southwest Louisiana. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through the CLASSIC Plus platform, utilizing multiple analytical approaches and options for discretionary and non-discretionary asset management.

Robert Mendelson Jr. is a CFP® credentialed financial advisor with 44 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2024. Prior to this, he spent over a decade at Ameriprise Financial Services, Inc., from 2009 to 2024. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers diversified investment strategies through fee-based wrap programs, financial planning, and retirement consulting, supported by several hundred advisors and tens of billions in assets under management.

Deborah Ardoin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years before joining her current firm in 2022. Deborah is based in Lake Charles, Louisiana. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gabriel Thibodeaux is a financial advisor with Edward Jones in Lake Charles, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a commercial office entity associated with his spouse’s law firm. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and provides a range of investment advisory and managed account services under a fiduciary standard.

Bradley Hanks is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. He holds the Series 66 designation and is based in Lake Charles, Louisiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Scott Potter is a financial advisor with Morgan Stanley in Lake Charles, LA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jason Dickinson is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors and 15,000 branch offices.

Anne Miller is a Series 66 licensed financial advisor with Edward Jones in Lake Charles, LA, where she has worked since 2013. She has 12 years of industry experience. Miller served on the advisory board of the SWLA Law Center, including a term as Treasurer on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.