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 in Lafayette, LA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 2012, following seven years at Merrill. 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 portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of financial products.

Evan Haik is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has additional experience at Pinnacle Group Insurance and Financial Services as well as roles spanning education and banking. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.

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.

Jarrod Lege is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses with 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 used for commission and payroll purposes. 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, third-party asset management, and institutional platforms.

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.

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.