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.

John Boudreaux is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameriprise and has previously worked at Lincoln Financial Advisors and LPL Financial. Outside of his advisory role, he is involved in independent insurance brokering and operates a financial advisory practice through The WOWM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Kristopher Cox is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1999, following two years of experience in the financial services industry. Kris served as the Senior Resident Director for sixteen years, overseeing the Lafayette region for Merrill. He holds a Bachelor of Science degree in Finance with a minor in Accounting from the University of Louisiana at Lafayette. Kris has earned several professional designations, including Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Benefits Consultant (RBC). He focuses on guiding clients through wealth management planning and investment allocation, providing customized strategies to clarify and quantify their financial goals. His client focus areas include divorce transition planning, employee benefits planning, family wealth management, services for endowments, foundations, and non-profits, managing new wealth, personal retirement planning, portfolio management services, tax minimization, and retirement income. Kris enjoys spending time with his family and is involved in various local charity and social organizations.

Phillip Ortego is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding Series 65 and Series 63 credentials and bringing 10 years of industry experience. He has worked with Raymond James since 2015. Outside of his advisory role, he is connected to The Investment Advisory Group as an owner and is involved with The Investment Partners of Acadiana, LLC in a supportive capacity. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm provides tailored, non-discretionary planning and consulting using analytical tools and supports municipal and public-finance work through unique affiliations.

David Eddy serves as a Resident Director at Merrill, bringing extensive experience in financial and wealth management advice. He works with affluent families, corporate executives, and business owners, focusing on personalized strategies for family wealth management, liquidity management, retirement planning, portfolio management, and small business strategies. David’s approach is centered on developing individualized financial strategies aligned with clients’ long-term goals. David holds the Chartered Retirement Planning Counselor™ (CRPC) and Personal Investment Advisor (PIA) designations. He earned a bachelor’s degree from the University of Louisiana at Lafayette. David has been a financial advisor since 2000 and joined Merrill in 2003. His expertise includes investment and liability management, as well as estate and wealth transfer planning services. Residing in Breaux Bridge, Louisiana, David and his wife Michelle have three children. They are active members of St. Bernard Catholic Church. Outside of work, David enjoys basketball, camping, chess, football, reading, running, table tennis, and spending time with his family.

M. Kevin Carrier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from multiple sources.

Evan Haik is an advisor at LPL Enterprise with a Series 66 designation. He has experience at Pinnacle Group Insurance and Financial Services, Louisiana State University, and several other organizations in both educational and financial sectors. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, and access to managed portfolios through advisory and brokerage channels, utilizing an integrated platform that combines adviser programs with other financial products.

Manuel Thompson Jr. is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, Cetera, Hancock Whitney Investment Services, and Western Southern Life. He is currently based in Carencro, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Frank Domino Jr. is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. He was previously involved with Lafayette Central Park, Inc., working on the Moncus Park project from 2020 to 2023. 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 municipal entities, offering financial planning and advisory services that are generally non-discretionary with a variety of portfolio management styles and affiliated research resources.