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.

Matthew Margaglio is a financial advisor with Cetera Wealth Services, LLC and KCS Wealth Advisors, LLC, holding a Series 66 designation and over 18 years of industry experience. His prior experience includes roles at Avantax Advisory Services, 1st Global Advisors, and Kolder, Champagne, Slaven and Co, where he also serves as president of a holding company for the CPA firm. He is involved in the ownership of KCS Wealth Advisors, LLC, and continues to provide financial services through KCSC Financial Services, LLC. Cetera Investment Advisers LLC operates as an SEC-registered adviser offering a multi-manager platform for individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm provides a range of portfolio management, financial planning, and consulting services, with program options including model portfolios, third-party managers, and customized strategies.

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.

Jarrod Lege is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials and possessing 22 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he operates Jarrod Lege Consulting LLC, a business entity used for commissions, expenses, and payroll purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research from LPL Research and third-party subadvisors.

Jeffrey Heard is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His career includes roles at Cetera, Hancock Whitney Bank, Regions Bank, Infinex Investments, and IBERIA Financial Services. Outside of his advisory work, he serves as Vice President of the Board at Carencro's Greater First Apostolic Church and is President of CFAC Ministries, where he participates in church operations and leads speaking engagements. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program options and third-party managers.

Jay Owen is a financial advisor with UBS Financial Services in Lafayette, LA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with UBS since 1996. Outside his advisory work, Owen serves on the Board of Directors for Ducks Unlimited Inc. and acts as a State Major Donor Chairman for Louisiana, assisting local chapters in fundraising efforts related to wetlands conservation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management and operates with institutional trading capabilities uncommon among large advisory institutions.

Jennifer Ziegler is a financial advisor with Cetera, holding the CFP® and PFS™ designations and over 25 years of industry experience. She has worked with various firms including Avantax Advisory Services and 1ST Global Advisors. Ziegler is also a member and financial advisor at Darnall Sikes Wealth Partners LLC and engages part-time in tax and retirement plan administration with Darnall, Sikes & Frederick CPAs. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporations, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options, operating with over 10,000 advisors and more than $256 billion in assets under management.

David Mire is a financial advisor with OSAIC, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1993. Mire is also president and CEO of Rock Financial Group, LLC, a company involved in the sale of insurance and annuity products, which he is in the process of transitioning to his two sons. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary management.

Brett Letchworth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he was involved with W&S Brokerage and WESTERN SOUTHERN Life, among other roles in both financial and entrepreneurial ventures. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Garett Thibodeaux is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017, following 13 years at Broussard Brothers Inc. He is also a silent partner owning 23% of an oil change business in Youngsville, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and offers a range of advisory and investment products under a fiduciary standard.

Christopher Dardeau is a financial advisor with LPL Financial in Lafayette, Louisiana, holding Series 65 and Series 66 licenses and 19 years of industry experience. He has worked at LPL Financial since 2010 and has been affiliated with Gulf Coast Bank since 1992, where he serves as a commercial and consumer loan officer. Additionally, he is a notary public and a licensed life insurance and fixed annuity agent in Louisiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services supported by model portfolios, research, and various management options.

Joseph Duplechain is a financial advisor at LPL Financial with 14 years of industry experience. He holds a Series 66 designation and previously worked at Arete Wealth Advisors LLC and Arete Wealth Management LLC. Outside of financial advising, he is involved in insurance sales through multiple agencies and owns a hunting preserve for personal use. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support various investment strategies.

Lane Tamburo is a Series 66-licensed financial advisor with 18 years of industry experience. He is currently with OSAIC and previously worked at Woodbury Financial Services and Capital One Investment Services. In addition to his advisory work, he is also an insurance agent with Capital Investment Advisors, where he advises and sells insurance products. OSAIC serves a diverse range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and investment advisory services supported by various asset-allocation tools and third-party platforms.

Gregory Authement is a financial advisor with Equitable Advisors, holding a Series 66 designation and over 31 years of industry experience. He has been with Equitable Advisors since 1999, following a tenure at AXA Advisors, LLC. Outside of his advisory work, he is a part owner of a boat storage business in Kenner, Louisiana. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement plan support, and access to asset management through third-party managers and LPL programs. The firm employs a hybrid referral and implementation model, combining advisory and brokerage channels to tailor services based on client goals and risk tolerance.

Raymond Romero III is a CFP® professional with eight years of experience in the financial industry, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at inVentiv Health and briefly operated a career coaching business assisting job seekers with resume review and interview skills. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.