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.

Jamielle Wiltz is a financial advisor with Cetera, holding a Series 66 designation and beginning their advisory career in 2026. Prior to joining Cetera, they worked at LPL Enterprise LLC and have experience in various roles including positions at Regions Bank and Primerica. Wiltz has also been involved with the Louisiana High School Officials Association. Cetera Investment Advisers LLC is an SEC-registered adviser that provides services through a large nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management options and oversees more than $256 billion in assets across more than 10,000 advisors.

David Duplantis is a CFP® professional with 18 years of experience, currently serving as an advisor at J.P. Morgan Securities. His work history includes roles at JPMorgan Chase Bank, N.A. since 2009 and a prior position at Stanford Group Company. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Elias Ramirez is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 66 credentials and 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 that serves 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 institutional platforms, supported by a large network of investment adviser representatives.

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 with Cetera, holding a Series 63 license and 34 years of industry experience. He previously worked at National Planning Corporation from 2003 to 2014 and has been with Cetera Advisors LLC since 2014. Quebedeau also holds the Chartered Divorce Financial Analyst (CDFA) designation and provides divorce settlement analysis services to attorneys. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform that includes portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of independent advisors.

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.

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 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.

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.

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 63 and Series 65 licenses and has worked at several firms, including Cetera, Regions Bank, Hancock Whitney Bank, Fifth Third Securities, and Dominick Feld Hyde. Benoit is based in Lafayette, LA. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a broad range of advisory programs, including tailored financial planning and sophisticated modeling tools, managing approximately $2.74 trillion in client assets.

Pamela Woodall is a Series 66-credentialed financial advisor with J.P. Morgan Securities, where she has worked since 2015. She has 27 years of industry experience, including a brief tenure at Morgan Keegan & Company, LLC. Outside of her advisory role, she is a partial owner of Sidekick Sports, a soccer store in Lafayette, Louisiana, where she manages the accounting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

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 in Lafayette, LA, holding Series 63 and Series 66 registrations and bringing 22 years of industry experience. Her prior work includes positions at NewEdge Advisors, LPL Financial, Royal Alliance, Wells Fargo Advisors, Wells Fargo Clearing, and Edward Jones. She is also a licensed notary public in Crowley, LA. Merrill, together 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 individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

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.