Mary Lucy Bergeron is a CFP®-certified financial advisor at Hassell Wealth Management with two years of industry experience. She previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers and held roles at Kansas State University of Financial Services. Hassell Wealth Management is an SEC-registered advisory team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, applying modern portfolio theory and fundamental security analysis to construct globally diversified portfolios.

John Hassell is a ChFC® with 42 years of industry experience. He has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for 13 years. Outside of his advisory work, he owns a bed and breakfast listed as the Guest House in Gray, Louisiana. Hassell Wealth Management is an SEC-registered advisory team serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million across diversified portfolios constructed using modern portfolio theory and combines fundamental security analysis with market and economic cycle assessments.

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, LLC. Hassell Wealth Management is a five-advisor SEC-registered team based in Houma, LA, serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million using modern portfolio theory and fundamental security analysis to create globally diversified discretionary portfolios.

Alexandra Hassell is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2018. Prior to joining her current firm, she spent five years with LPL Financial, LLC. Hassell Wealth Management is an SEC-registered advisory team managing approximately $387 million for about 414 clients, including individuals, families, businesses, and retirement plans. The firm utilizes principles of modern portfolio theory combined with fundamental security analysis and economic-cycle assessment to construct globally diversified portfolios managed on a discretionary basis.

Katherine Hebert is a CFP® with 12 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Prior to this, she worked at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc. from 2017 to 2020, and at Foresters Financial Services from 2016 to 2017. Hassell Wealth Management is a five-advisor SEC-registered team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, using modern portfolio theory and a combination of fundamental and market-trend analysis to create globally diversified portfolios.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.

Troy Domangue is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his advisory work, he is a professional singer performing locally in his community. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors, and is noted for its extensive institutional work including serving sovereign wealth fund clients.

Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Signator Investors, Inc., LPL Financial, and Level Four Advisory Services. Outside of advisory services, he is involved in various insurance businesses and operates Lemoine Wealth Management LLC. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, providing both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has operated Tauzin Wealth Management, LLC since 2017 and previously worked with Tauzin Retirement Solutions and Change Path LLC. Tauzin is also a chapter instructor for the Society of Financial Awareness, a nonprofit organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third‑party money managers using a largely non‑discretionary model that incorporates client approval of transactions and a range of analytical approaches in portfolio management.

Payton Lemoine is an advisor at Advisor Resource Council with a Series 65 credential and one year of industry experience. Prior to joining Advisor Resource Council, Payton worked at Barcar and has a background in insurance services with Riverlands Insurance Services and CRC Insurance Services. He also has six years of experience associated with Louisiana State University. Advisor Resource Council is an SEC-registered adviser serving individuals—including high-net-worth clients—retirement plans, charitable organizations, and business entities. The firm offers asset management, financial planning, retirement plan consulting, and referrals to third-party money managers, utilizing a combination of artificial intelligence tools and fundamental analysis to create customized investment strategies.

Sydney Hale is a financial advisor with Eagle Strategies (NY Life) in Larose, LA, holding a Series 66 designation and 16 years of industry experience. She has been associated with Eagle Strategies and related entities since 2012 and has worked with Emerald Wealth Partners LLC and Triche/Doverspike Financial Group, Inc. since 2024 and 2013, respectively. Hale serves as a board member of the New Orleans Estate Planning Council. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice and solutions through multiple program types, emphasizing strategies aligned with client goals and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Jack Doverspike is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Triche Doverspike Financial Group, Inc. since 2002 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He owns Marlin Ventures Inc., which owns the building housing his business office. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on non-discretionary asset management, with a significant role in advisory services tied to insurance and annuity products.

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 10 years of industry experience, including roles at Eagle Strategies since 2017 and with New York Life Insurance Co. and Nylife Securities since 2015. Outside of his advisory work, he serves as a board member of the Diocese of Soroti Mission Partnership, which supports humanitarian and community development efforts in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base comprising individual investors, institutional sponsors, and charitable and corporate entities. The firm offers multiple advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Misty Detiveaux is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and six years of industry experience. She previously worked at Aflac and Arthur J. Gallagher & Co and co-owns Detivaux and Harkins LLC. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Amy Lynn Hammock is a CFP® professional with 30 years of experience in the financial services industry. She currently serves as a financial advisor at Beacon Pointe Advisors, LLC and has held roles at multiple firms including LPL Financial and Rosenthal Advisory Services. Hammock is also involved in insurance sales, holding agent positions for both fixed and traditional insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it offers proprietary private funds and interval fund advisory services.

Lawrence Cabirac is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana, holding Series 63 and Series 65 licenses and having two years of industry experience. He previously worked at Knights of Columbus Asset Advisors LLC and KOFC and has a longstanding background outside finance with over 26 years in hardware retail. Cabirac serves as a board member for Bags of Hope, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers multiple advisory programs and emphasizes tailoring recommendations to client objectives, with most assets managed on a non-discretionary basis.

Kevin Serigne is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Eagle Strategies since 2015 and also owns Serigne Employee Benefits, LLC, through which he brokers non-registered insurance products. Serigne has additionally held roles at NYLIFE Securities, LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary asset management and tailoring recommendations to client and plan sponsor objectives.

John Dupont IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, providing access to various financial planning and investment management platforms.

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.

Case Terrebonne is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2012 and previously at Edward Jones from 2009 to 2012. Outside of advising, he is involved in several business ventures including co-ownership of a family gift shop and ownership roles in an automotive business and a local pop-up retail operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment strategies, supported by advanced operational tools and a broad platform that includes insurance, credit services, and partnerships with banking entities.