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.

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.

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 with Equitable Advisors, holding a Series 65 designation and 40 years of industry experience. He has worked at Equitable Advisors since 1999 and was also affiliated with Axa Advisors, LLC from 1999 to 2020. Outside of his advisory role, he has served as a college baseball umpire. 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 LPL programs and third-party asset managers. The firm employs a hybrid referral and implementation model and offers tailored advisory services based on client goals, risk tolerance, and time horizon.

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.

Brandon Cordero is a financial advisor at Ameriprise with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at the University of Louisiana at Lafayette and Picture Pros Photography. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies, utilizing investment research, third-party data, and algorithmic tools in its recommendations.

Joshua Perello is a financial advisor with Ameriprise in New Iberia, Louisiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. He is also an owner of Live Oak Wealth Partners, an advisory business. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement income advice.

John Marceaux is a financial advisor with Edward Jones in Lafayette, LA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he is involved with several family and business ventures, including serving as owner and general manager of a climate-controlled storage facility and participating as a non-active partner in pool service and construction businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Zachary Mitchell Jr. is a financial advisor with Primerica Advisors in Lafayette, LA, holding Series 65 and Series 63 licenses and eight years of industry experience. His career includes roles at PFSI Investments Inc. and Primerica Financial Services, along with experience in education at South Louisiana Community College and the Iberia Parish School Board. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, delivering advisory services through model-driven strategies and supported by custodial and trade execution partnerships.

John Briley is a Series 66-licensed financial advisor with over 22 years of industry experience. He is currently with LPL Financial and previously spent more than two decades at Cambridge Investment Research Advisors. In addition to his advisory work, he is involved in several business ventures related to tax preparation and accounting. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and both discretionary and non-discretionary management options.

Jillian Rivers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Lawrence N. Curtis, Ltd. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Beau Lasseigne is a CFP® with seven years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Baker Hughes for eight years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs including wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services.