Brian Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding CFP® and Series 66 designations and bringing 20 years of industry experience. He has been with Wells Fargo Advisors since 2022 and previously worked at Wells Fargo Clearing from 2016 to 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo, providing investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and uses proprietary research and tools to develop tailored recommendations for clients.

Maria Tyler is a financial advisor with Raymond James Financial, holding a Series 66 designation and seven years of industry experience. She previously worked with Katie Sanford State Farm from 2014 to 2019. Outside of her advisory role, she is an associate for Heggie Investment Partners, where she supports client interaction and office operations. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional entities. The firm employs tailored, non-discretionary planning supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Lois Melancon is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She is based in Lafayette, LA. Outside of her advisory role, she has been involved in donating farmland property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Victor Raxsdale is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he serves as an Assistant District Governor for Rotary District 6200 and is a board member of the Foundation for Wellness. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and strategies.

Michael Morvant is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 29 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2025. Outside of advising, he is a co-owner of Morvant Title and Notary LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with clients’ Ameriprise advisors.

Crystal Bergeron is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She previously worked for The Law Office of Stephen C Gaubert for nine years before joining Merrill in 2020. Outside of her advisory role, Bergeron serves as treasurer for her son’s high school lacrosse team booster club. 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 a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ashleigh Angelle is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. She previously worked at MetLife Securities Inc. from 2012 to 2017. Outside of advising, she is an independent insurance agent appointed with United Healthcare and co-owns a lawn care service business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Kenneth Stansbury is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. He previously worked at LPL Financial for 16 years and serves as an adjunct professor at the University of Louisiana at Lafayette as well as a parish councilman for Lafayette Parish Government. He is also an intelligence officer in the Louisiana Air National Guard. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with flexible program structures and custodial arrangements.

Marcus White is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Baker Hughes Inc for six years. Outside of his advisory role, he is a part owner of an investment business focused on searching for investment properties and investing in businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daisy Boyce is a financial advisor with Primerica Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2004 and has been with Primerica Advisors since 2017. Outside of her advisory role, she owns Willful Wellness, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

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, LA, holding a Series 66 designation and three years of industry experience. Her background includes roles at Home Bank, Iberia Bank, and MidSouth Bank, as well as teaching positions at South Louisiana Community College and the University of Louisiana at Lafayette. 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 portfolios, third-party asset management, and institutional platforms.

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, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2020, she worked for six years at the University of Louisiana at Lafayette. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.

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 at Wells Fargo Advisors with 28 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Wells Fargo Clearing and Prudential Equity Group, LLC. In addition to his advisory role, he serves as a management consultant for Oakbourne Country Club in Lafayette, Louisiana. Wells Fargo Advisors is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu that includes retirement, education, risk, and wealth-transfer planning, among other specialized services.

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.