Jon Bourgeois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at First Horizon Advisors, Infinex Investments, Essex National Securities, and Iberia Bank. 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 advisory and brokerage services, utilizing both proprietary and third-party investment strategies, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

Jeremy Du Bose is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018 and previously spent two years at Edward Jones. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Neil Fontenot is a financial advisor at Cetera with 35 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2025, previously spending 18 years with Concourse Financial Group Securities Inc and over two decades at Helm Financial. Outside of advising, he serves as secretary for his local homeowners association, handling community maintenance and beautification matters. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Adam Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, Champagne serves as a member of the Board of Trustees for the University of Louisiana Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm delivers tailored recommendations through research and planning tools, with clients choosing whether to implement these through various brokerage or advisory programs.

Natalie Pulatie is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2022, with a subsequent period away from the industry due to disability. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed, research-driven Recommendation Reports on income, Social Security, and tax strategies. The firm combines algorithmic analysis and advisor collaboration to deliver tailored retirement solutions and offers a broad range of advisory, brokerage, and insurance products through affiliated entities.

Austin Mire is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He has been with OSAIC since 2018 and is also affiliated with The Rock Financial Group. Outside of his advisory work, he owns two small businesses, The Engraved Gifts and Dilly Athletics, which focus on designing metal signs and fulfilling online orders, respectively. He has also taught a class on financial topics for church employees. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of portfolio construction tools and access to third-party investment solutions.

Donald Paul is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in the upkeep of a rental property in Lafayette, LA. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Tyler Summerlin is a financial advisor with Edward Jones, holding a Series 66 license and beginning his current tenure in 2026. He has prior experience both at Edward Jones and in real estate with Keller Williams Realty Acadiana, as well as involvement with non-profit and community organizations including Love Our Schools and Our Savior's Church Lafayette. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

Joseph Regard is a financial advisor with LPL Financial based in New Iberia, Louisiana. He holds a Series 63 designation and has 45 years of industry experience, including over 40 years at Linsco/Private Ledger Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Brandon Hyde is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services LLC since 2022. He also serves as a private wealth banker at Hancock Whitney Bank, where he works with commercial and consumer lending, depository relationships, and collaborates with the trust department and asset management team. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers, with a range of program options and over $256 billion in assets under management.

Phillip Leblanc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. In addition to his advisory role, he is a CPA and president of an accounting practice, providing tax consulting services through his longstanding involvement with Thibodaux Hebert Deshotels LeBlanc. He also owns Total HR Solutions, LLC, a payroll processing company. Cambridge Investment Research Advisors serves a diverse client base, including individual and institutional investors such as pension and charitable organizations. The firm offers financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a wide network of financial professionals and utilizes multiple platforms and custodians to support discretionary and non-discretionary management.

Phillip Vidrine is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. His work history includes roles at Hancock Whitney Bank, First Horizon, State Farm VP Management Corp, and the Scotty Doucet Insurance Agency. He also spent eight years associated with Teurlings Catholic and the University of Louisiana at Lafayette. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Kevin Bellard Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at LPL Financial, First Horizon Advisors, J.P. Morgan Securities, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports its clients through various advisory programs and a large advisor network.

Paula Prejean is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. She holds a Series 66 designation and has worked at Cambridge Investment Research Advisors since 2018. Outside of her advisory role, she is a partner at the CPA firm Thibodaux Hebert Deshotels Leblanc and owns a coffee and tea cafe, The Upper Room Cafe, in Lafayette, Louisiana. Cambridge Investment Research Advisors serves a diverse client base including individuals, institutions, pension plans, and charitable organizations by offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm operates through thousands of financial professionals and manages a multi-billion-dollar asset base with access to multiple platforms and custodians.

Ryan Kayfes is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63 and Series 66 credentials and 12 years of industry experience. His career includes roles at Scottrade and Ameriprise affiliates dating back to 2014. Outside of advising, he owns 1917 Consulting, LLC, a consulting and recruiting business focused on recruiting external advisors exclusively for Ameriprise Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, notable for its specialized Premier Retirement Income service that provides written recommendations and ongoing advice centered on reliable income sources and tax-aware withdrawal strategies for clients approaching or in retirement.

Luke Hackett is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. He previously worked at the Drone Institute, Palmyre, Central Pizza, Deanos, rochettos, and NA School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Amy Hayes is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and 27 years of industry experience. She previously managed her own advisory firm, AEH Wealth Management LLC, and has held positions at several related firms since 2016. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides tailored recommendations and ongoing advice focused on income stability and tax-aware withdrawal strategies.

Aaron Ogea is a CFP® professional with 23 years of industry experience. He has been with Edward Jones since 2002. Outside of his financial advisory role, Aaron is involved as a stylist with J. Hilburn, a custom clothing business. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Raquel Kusy is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2016. 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 wide range of clients, including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Andre Hebert is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.