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.

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.

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.

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.

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 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.

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.

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.

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.

Brad Sonnier is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with LPL Financial since 2008 and previously worked at St. Martin Bank & Trust for nine years. 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 and financial planning services with both discretionary and non-discretionary management options, utilizing research and model portfolios from multiple sources.

John Foster is a financial advisor with LPL Financial in Alexandria, LA, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked with Red River Bank since 2015 and was previously with Cetera Investment Services from 2015 to 2020. Foster is also involved with Red River Investments Group, a DBA related to his LPL business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by internal and third-party research.

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.