Richard Oliver is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has been affiliated with Raymond James Financial Services in various capacities since 1999 and has operated Oliver Investments since 2010. Outside of his advisory roles, he is involved in agriculture and farming activities in Lafayette, LA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting implementation through its advisory programs or other providers.

Randy Landry is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of advising, he is a business owner involved in a commercial real estate company jointly operated with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and model managers.

Ryan Stewart is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and RBS & Company, LLC. Stewart is also an owner of RBS & Company, LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gerard Patin is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. He has previously worked at Mass Mutual Investors Services and MetLife Securities, among other firms. Patin is also involved in selling fixed insurance products and operates his own financial services businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and supports multiple program structures and custodial relationships.

Emily Poupart is a financial advisor with LPL Financial based in Lafayette, Louisiana. She holds the Series 66 designation and has three years of industry experience. Her prior roles include positions at Home Bank, Iberia Bank, and the University of Louisiana at Lafayette. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement consulting, and brokerage services with a broad range of portfolio management options and research support.

Ivan Lafrance, ChFC®, is a financial advisor with OSAIC in Lafayette, LA, bringing 40 years of industry experience. He has worked with Securities America Advisors, Inc. for over two decades before joining OSAIC in 2024. Lafrance previously operated his own advisory practice and is involved with Retirement Resources of LA, primarily servicing existing insurance clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated advisory and brokerage services with access to multiple platforms and emphasizes portfolio construction using asset-allocation tools and third-party managed accounts.

Courtney Guidry is a financial advisor with LPL Financial in Breaux Bridge, LA, holding a Series 66 designation and with six years of experience at LPL following six years at the University of Louisiana at Lafayette. She has been active in the financial industry since 2014. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, with portfolio management options supported by LPL Research and third-party subadvisors.

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.

Marc Malespin is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at Clariant Oil Services for nine years. He holds a Series 66 designation. Outside of his advisory role, he is a member of HM Ventures LLC. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

David Duplantis is a CFP® professional with 17 years of industry experience, currently serving at J.P. Morgan Securities. He has worked with JPMorgan Chase Bank, N.A. since 2009 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 searches, and customized performance reporting through a select group of Wealth Advisors. The firm integrates large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Elias Ramirez is a financial advisor with LPL Financial based in Lafayette, LA, holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and JP Morgan Securities LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by research and multiple portfolio options.

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 designations and bringing 35 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services LLC, Edward Jones, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Gerald Beaullieu IV is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and a longstanding position at Cosource Financial Group. He serves as a state representative for Louisiana’s District 48 and is active on the endowment board of Sacred Heart of Jesus Catholic Church, among other community and civic involvements. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Daniel Maggio is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2004. His background includes tax preparation and accounting, and he is involved in health insurance through the DBA Weber and Maggio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, supported by proprietary and third-party research and technologies.

Carlo Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously spent 16 years at Prospera Financial before joining LPL Financial. Bentley is also a trustee for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

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.