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 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 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.