Elias Ramirez is a financial advisor with LPL Financial based in Lafayette, LA, holding Series 66 and Series 63 credentials and 12 years of industry experience. He previously worked at Wells Fargo Clearing Services LLC and JP Morgan Securities LLC. LPL Financial serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives. The firm provides both discretionary and non-discretionary management supported by research and multiple portfolio options.

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 designations and bringing 35 years of industry experience. His prior roles include positions at Kestra Advisory, Kestra Investment Services LLC, Edward Jones, and various insurance carriers. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house research and third-party subadvisors.

Gerald Beaullieu IV is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and a longstanding position at Cosource Financial Group. He serves as a state representative for Louisiana’s District 48 and is active on the endowment board of Sacred Heart of Jesus Catholic Church, among other community and civic involvements. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Daniel Maggio is a CFP® professional with 22 years of industry experience, currently affiliated with LPL Financial since 2004. His background includes tax preparation and accounting, and he is involved in health insurance through the DBA Weber and Maggio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, and institutions. The firm offers a broad range of financial planning, advisory programs, and retirement plan consulting, supported by proprietary and third-party research and technologies.

Carlo Bentley is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He previously spent 16 years at Prospera Financial before joining LPL Financial. Bentley is also a trustee for a family trust. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and various investment strategies.

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.

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.

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.