Philip Ledet is a financial advisor with Raymond James Financial, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Stratos Wealth Partners, LPL Financial, and Voya Financial Advisors. He is also the owner of Ledet Wealth Management, LLC, which he uses to manage income and expenses related to his Raymond James affiliation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs and institutional portfolio management.

Jeffrey D'amico is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and 28 years of industry experience. He has worked with Wells Fargo Clearing and Wells Fargo Advisors LLC since 2010. Outside of his advisory role, he serves as a management consultant for Oakbourne Country Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory services with other financial products and referral channels.

Eric Le Blanc is a financial advisor with Raymond James & Associates in Lafayette, LA, holding Series 63 and Series 66 credentials and possessing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 charitable organizations with a range of financial planning and advisory services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Jamielle Wiltz is a financial advisor with Cetera, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Cetera, they worked at LPL Enterprise LLC and have experience in various roles including positions at Regions Bank and Primerica. Wiltz has also been involved with the Louisiana High School Officials Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets across more than 10,000 advisors.

Elias Ramirez is a financial advisor with LPL Financial in Lafayette, LA, holding Series 66 and Series 63 credentials and bringing 12 years of industry experience. His prior roles include positions at Wells Fargo Clearing Services LLC and JP Morgan Securities LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology and a broad suite of non-advisory financial offerings.

Laura Jones is a financial advisor with Raymond James & Associates in Lafayette, LA, holding Series 63 and Series 65 credentials and 22 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Christopher Quebedeau is a financial advisor at Cetera with 33 years of industry experience. He holds a Series 63 designation and has worked with Cetera Advisors LLC since 2014. Outside of his advisory role, he is a Chartered Divorce Financial Analyst, providing financial analysis to support divorce settlement cases. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary investment strategies.

Jerry Lynn is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He previously worked at Kestra Advisory, Kestra Investment Services, and Edward Jones, among other firms. Lynn is also involved with Heritage Wealth Management LLC, which functions as a DBA for his LPL business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of advisory services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools while accommodating customized investment strategies.

Daniel Maggio is a CFP® professional with 22 years of experience, currently affiliated with LPL Financial since 2004. His background includes work in tax preparation and accounting, and he is also a licensed notary. Additionally, he is involved in a non-variable health insurance business under the name Weber and Maggio. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, third-party asset management, and institutional platforms, delivering advice primarily through investment adviser representatives who implement various strategies on a discretionary or non-discretionary basis.

Carlo Bentley is a financial advisor at LPL Financial with 19 years of industry experience. He previously spent 16 years at Prospera Financial before joining LPL Financial in 2023. Bentley holds the Series 66 designation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and access to third-party asset managers.

Emily Arcement is a financial advisor at Raymond James Financial with four years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services Advisors, Inc. since 2022. Outside of her advisory role, she is involved with Headkicks MMA & Fitness Club, where she performs administrative work. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Troy Benoit is a financial advisor at Morgan Stanley with seven years of industry experience. He holds Series 65 and Series 63 licenses. His prior roles include positions at Cetera, Regions Bank, Hancock Whitney Bank, Fifth Third Securities, and Dominick Feld Hyde. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs and financial planning services that utilize firm-approved tools and modeling techniques to support client goals.

Pamela Woodall is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. Outside of her advisory work, she is a partial owner of Sidekick Sports, a retail soccer store specializing in equipment, trophies, and uniforms, where she handles the accounting. 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 through a select group of Wealth Advisors.

David Fontenot is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 28 years. Outside of his advisory role, he is involved in owning and racing horses through his entities David Fontenot Racing LLC and Vintage Racing. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide collaborative, goal-based recommendations.

Toni Boudreaux is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she owns and operates Toni's Quilting, a business focused on quilt production and labor for hire. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs alongside municipal and public finance consulting.

Melissa Dugas is a financial advisor with Merrill, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her prior roles include positions at NewEdge Advisors LLC, LPL Financial, Royal Alliance, and Wells Fargo Advisors. Outside of her advisory work, she serves as a notary public in Crowley, Louisiana. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of individual and institutional clients.

Nanette Heggie is a CFP® professional with over 32 years of experience in the financial services industry. She has been affiliated with Raymond James Financial Services Advisors, Inc. since 2009. Outside of her advisory role, she serves as Secretary on the board of the Beauregard Palms Condominium Association in Lafayette, LA. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning supported by analytical tools and offers specialized services such as municipal advisor support and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Soileau is a financial advisor with Charles Schwab, holding a Series 66 designation and 21 years of industry experience. His prior roles include positions at Cetera Advisors, Horizon Advisor Network, Horizon Financial Group, and Hancock Investment Services. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory relationships with access to affiliated discretionary portfolios and a formal alternative-investment onboarding process.

Henry Mayer III is a CFP® professional with 29 years of industry experience, currently advising at Raymond James & Associates since 2013. Based in Lafayette, LA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Mayer is a partner and passive owner in several business ventures, including FUGAZI LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and consulting with a non-discretionary approach that leverages firm research and a variety of portfolio management styles.

Michael Hunter is a financial advisor at Wells Fargo Advisors with 40 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2010. Hunter holds Series 63 and Series 65 licenses. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options including retirement, education, and niche areas such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.