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.

Christopher Dardeau is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2010 and also serves as a commercial and consumer loan officer at Gulf Coast Bank, where he has worked since 1992. Additionally, he is a licensed notary public and life insurance and fixed annuity agent in Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Joseph Duplechain is a financial advisor with LPL Financial in Lafayette, LA, holding a Series 66 designation and 14 years of industry experience. He previously worked at Arete Wealth Advisors LLC and Arete Wealth Management LLC. Outside of his advisory role, Duplechain is involved in insurance sales and has ownership interests in several insurance-related businesses. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of investment options including financial planning, model portfolios, third-party asset management access, and institutional platforms.

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 at Equitable Advisors with 32 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 1999, following his tenure at AXA Advisors, LLC. Outside of his advisory work, he is a part owner of a boat storage facility in Kenner, Louisiana. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and charitable organizations, offering financial planning, retirement plan consulting, and various asset management programs. The firm utilizes a network of Investment Adviser Representatives and works with third-party asset managers and LPL-sponsored advisory programs to deliver tailored investment solutions.

Matthew Hackett is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation. He has experience at Edward Jones spanning multiple periods since 2021, with prior work at Best Buy and Red Lerilles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Harold Burge is a financial advisor with Merrill in Lafayette, LA, holding a Series 63 license and 43 years of industry experience. He has been with Merrill since 1982 and has also worked with Bank of America since 2009. Outside of his advisory role, he is a managing member of Burge Recreational Property LLC, which holds property and recreational assets for his family. 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 individual and institutional clients.

Alex Cleveland is a financial advisor with Primerica Advisors in Lafayette, LA, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he maintains an eBay business selling clothing and related items as a hobby. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that employs model-delivery strategies developed by unaffiliated asset managers and uses custodial support from Pershing.

Ricky Andreas is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 20 years of industry experience, including 13 years with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Andreas is the owner of RA Capital of Louisiana, a support company specializing in bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public-finance work and specialized retirement plan advisory services.

Charles Soprano III is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to his current role, he attended Louisiana State University and St. Thomas More High School. He is also involved with The Investment Partners of Acadiana LLC in a support capacity. 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, pension plans, corporations, charitable organizations, and institutions. The firm offers tailored non-discretionary planning using analytical tools and supports a wide advisor network with specialized municipal and public-finance services.

Phillip Hebert 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 at Hebert Insurance LLC and State Farm Insurance for a combined nine years. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Shelley Moncrief is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2015. She previously worked at Capital One Financial Advisors and Capital One Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing various investment strategies and platforms supported by advanced operational tools.

Brad Sonnier is a financial advisor with LPL Financial based in Lafayette, LA, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has worked at LPL Financial since 2008 and previously held positions at St. Martin Bank & Trust, Investment Professionals, Inc., Wells Fargo Advisors, and Legg Mason Wood Walker. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Foster is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 20 years of industry experience. He has worked at LPL Financial since 2020 and has a background that includes roles at Red River Bank, Cetera Investment Services, Capital One Financial Advisors, and Edward Jones. Foster is affiliated with Red River Bank, where he refers customers to the mortgage department. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory services including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Jaime Fontenot is a Senior Financial Advisor and Portfolio Manager at Merrill Lynch Wealth Management, where he has worked since 1995. He provides financial counseling to high net-worth individuals, families, and business owners, focusing on helping clients articulate their financial goals and develop strategies aligned with their objectives. Jaime offers services including income planning, retirement planning, risk management, and wealth management. With over 20 years of experience, Jaime concentrates on goal-based and estate planning services and leverages the expertise of various specialists within Merrill Lynch to support his clients. He manages personalized and defined investment strategies incorporating individual stocks and bonds, Merrill model portfolios, and third-party investment options. Jaime works with clients in the Lafayette area and across the country. He holds an Accredited Certificate from Louisiana Business College and the Personal Investment Advisor (PIA) designation. Jaime is proficient in English and French and participates professionally within Merrill Lynch Wealth Management. Outside of his professional life, Jaime enjoys spending time with his family and partakes in outdoor activities such as boating, camping, cooking, fishing, football, hunting, photography, scuba diving, swimming, and traveling.

Stephen Daste is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., and Ffc Capital Advisors, LLC. He serves as a board member of The Black School, an independent alternative school in New Orleans, providing oversight of school operations. 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 advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Paul Fink is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he has worked at Ortego Oil & Supply Co. since 2006. 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 and offers a range of advisory programs and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Magouirk is a financial advisor at Equitable Advisors with 41 years of industry experience and holds a Series 65 designation. He has been with Equitable Advisors since 1999, including its predecessor Axa Advisors. Outside of his advisory role, he has been involved as a college baseball umpire. Equitable Advisors serves a diverse client base including individuals, pension plans, corporations, and nonprofit organizations, providing financial planning, retirement consulting, and various asset management programs through a network of Investment Adviser Representatives and partnerships with third-party managers.

Christopher Stutes is a Series 66-licensed financial advisor with Ameriprise in Lafayette, Louisiana, and has three years of industry experience. Prior to joining Ameriprise in 2022, he worked in banking and mortgage roles at Family First Mortgage, The Bank, and Capital One Bank. Ameriprise provides retirement-income planning services targeted at clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.