Margery Le Blanc is a financial advisor at Edward Jones with three years of industry experience. She holds a Series 66 designation and previously worked for Bristow US LLC for ten years. Outside of her advisory role, she is involved as a member of a family LLC that manages oil royalties and holds an undivided interest in a sugar cane land cooperative. 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 strategies, supporting a large network of financial advisors and branch offices nationwide.

Hollie Nelms is a CFP®, ChFC®, and Series 66 credentialed financial advisor with Edward Jones, where she has worked since 2012. She has 13 years of industry experience. Nelms serves as a board member of the Vermilion Catholic High School Finance Committee in Abbeville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households of varied net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory strategies and affiliated investment products under a fiduciary standard.

Wendel Guidry is a financial advisor with Osaic Wealth, Inc. in Lafayette, Louisiana, holding 27 years of industry experience. He previously worked at Royal Alliance Associates for 22 years before joining Osaic in 2023. Guidry also serves on a church nominating committee responsible for assigning members to various volunteer roles. OSAIC Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, investment advisory, financial planning, and retirement consulting services. The firm employs firm-provided tools and third-party platforms to construct diversified portfolios managed on discretionary or non-discretionary bases.

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.

James Landry is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and three years of industry experience. His work history includes roles at Morgan Stanley Smith Barney LLC and Anderson, Dozier, Blanda, and Saltzman. Morgan Stanley Wealth Management offers a broad range of advisory programs to individual and institutional clients, providing tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process utilizes structured discovery conversations and analytical tools such as Monte Carlo simulations to model potential outcomes.

Rachelle Picard is a financial advisor with UBS Financial Services in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she is a managing partner of a family LLC that oversees the management and expenses of a family home. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad platform of capital markets products.

Thomas Kreamer is a Wealth Management Advisor with Merrill Lynch Wealth Management. He has been advising clients since 1986, bringing extensive experience in wealth management, insurance, and banking. Thomas applies key investment concepts, disciplines, and principles to client portfolios through Merrill Lynch’s wealth management process. He holds a Master of Business Administration (MBA) from Tulane University in New Orleans and a bachelor’s degree from the University of Louisiana at Lafayette. Thomas is a CERTIFIED FINANCIAL PLANNER® certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. He also carries the Personal Investment Advisor (PIA) credential. Thomas is active in his Church and participates in several civic organizations.

Charles Soprano Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and having 25 years of industry experience. He has served with Raymond James since 2009. Outside of his advisory role, he is the finance committee chair at Sacred Heart of Jesus Church and serves on the advisory board of St. Thomas More Catholic High School. 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, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal finance and SIMPLE IRA employer consulting.

Irvin David II is a Senior Financial Advisor with Merrill Lynch Wealth Management. He specializes in wealth management strategies, retirement planning, education planning, credit and lending solutions through Bank of America. Irvin is focused on creating personalized financial plans tailored to clients' unique goals and priorities. Irvin joined Merrill in 2004 after earning a Bachelor's Degree in Finance from the College of Business at Colorado State University. He holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. His expertise encompasses areas such as family wealth management, legacy planning, liquidity management, and small business strategies. Born and raised in South Louisiana, Irvin is married to his wife Elise, and together they have five children. He is involved in his community through service on St John's Parish Finance Council. Personal interests include boating, football, hiking, and spending time with his family.

Lizabeth Dore is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 63 designation and 18 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2009. Outside of her advisory role, she serves on the board of directors for Applied Milling Systems, Inc., an engineering company that designs equipment and services for rice mills and other cereal grain mills. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm utilizes a structured financial planning process and offers various retail and institutional investment solutions.

Stephanie Self is a financial advisor at Edward Jones with two years of industry experience. She holds the Series 66 designation and previously worked at the Pennington Biomedical Research Center and Louisiana State University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment strategies and advisory services, supported by a large network of financial advisors and branch offices across the United States.

Jeffrey Roy is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 66 designations. His prior work history includes roles at Hancock Whitney Bank, Raymond James & Associates, and RJ Insurance Group. Cetera Investment Advisers LLC serves a broad range of clients including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.