Ceata Hackett is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Lafayette, LA, with two years of industry experience. She previously worked at Edward Jones from 2001 to 2024 and spent ten years at Teurlings Catholic High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices across the country.

Jake Richard is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, Royal Alliance Associates, and Capital One Bank, among other firms. His professional background also includes managing an investment-related LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Chase Bentley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 10 years of industry experience. His background includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience at LPL Financial and Prospera Financial Services. Outside of finance, he is an owner and partner in Louisiana Salsa Co. LLC, a local food and beverage business specializing in salsa. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Payden Hays is a Series 66-licensed financial advisor at J.P. Morgan Securities with 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Richard Mccrocklin is a financial advisor at Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameritas Investment Company, and Ameriprise. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Dennis Vallejo is a financial advisor with LPL Financial based in Lafayette, LA. He holds the Series 65 designation and has two years of industry experience. Prior to joining LPL Financial, Vallejo has been associated with Insurance Advisors LLC since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and diverse non-advisory financial services with oversight of more than $819 billion in discretionary assets.

Donald Paul is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in physical therapy at MTS Physical Therapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Grant Nelson is a CFP® professional with nine years of industry experience, currently serving as an advisor at Cambridge Investment Research Advisors. His prior experience includes roles at Northwestern Mutual Wealth Management Company and its affiliated entities from 2016 to 2020. Outside of advisory, he operates an independent insurance agency and owns a registered DBA, Grant J. Nelson, LLC. Cambridge Investment Research Advisors serves individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs through a broad network of financial professionals. The firm manages a multi-billion dollar asset base with access to multiple platforms, proprietary model strategies, and third-party advisers.

Justin Henderson is a financial advisor at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Woodbury Financial Services and Capital One Financial Advisors. Henderson is also president of Capital Investment Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services, retirement consulting, and access to multiple investment platforms and third-party money managers.

Gregory Bordelon is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, Bordelon manages Stanley Bordelon, Inc., a wholesale lumber business. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation offered through brokerage or advisory programs.

Raymond Walters Jr. is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Edward Jones throughout his career, starting in 2001. 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 investment strategies and affiliated capabilities under a fiduciary standard.