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.

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 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.

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® professional with 38 years of industry experience, currently affiliated with LPL Financial since 2015. She is based in Lafayette, LA. Moncrief operates Shelley Harris Moncrief, LLC, a business entity for tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

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.