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.

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.

Justin Barden is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 66 designations and 24 years of industry experience. He has worked with First Tennessee Brokerage, Inc. since 2012 and joined LPL Financial in 2025. 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 plan consulting, providing both discretionary and non-discretionary management supported by research and model portfolios.

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.

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.

Heidi Jacobs Mcdonald is a financial advisor at J.P. Morgan Securities with 20 years of industry experience. She holds the Series 66 designation and has worked with JPMorgan Chase Bank, N.A. since 2018. Outside of her advisory work, she serves as a board member for Lafayette Community Fridge, a nonprofit focused on providing food access, and is an owner/partner of Foodies of Lafayette, a local commerce business. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Craig Viator is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax and 1st Global Advisors, and is also a partner and tax manager at Broussard, Poche, Lewis & Breaux, LLP, a public accounting firm. Viator serves as treasurer of the Optimist Club of New Iberia, a local youth service organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Andre Fontenot is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and 18 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015 and has been affiliated with Morgan Stanley Smith Barney and Citigroup Global Market Inc. since 2009 and 2008, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a range of advisory programs to individual and institutional clients, including tailored financial planning and estate strategies. The firm manages approximately $2.74 trillion in client assets and employs a financial planning process that incorporates firm-approved tools and modeling techniques.

Jennifer Vidrine is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and six years of industry experience. She has worked at Morgan Stanley Smith Barney LLC since 2017 and held previous roles at Broussard & David and Renaissance Baton Rouge. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and market simulations to support its guidance.

David Van Geffen is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and Aegis Capital. In addition to his advisory role, he is involved in independent insurance brokering and financial planning through Gulf South Wealth Advisors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

Ramona Bellard is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Meche and Associates LLC and Hibernia Wealth Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm provides a range of financial planning, advisory programs, and retirement consulting services supported by research and model portfolios.

David Hollier is a CFP®-designated financial advisor with Raymond James & Associates, based in Lafayette, LA, and has 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a part owner of several business entities, including MKLF, LLC and 1220 Cameliia Bklvd. Property, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a nationwide adviser network.

Steven Barbosa is a financial advisor at LPL Financial with six years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Osaic Wealth Inc, Royal Alliance, and Northwestern Mutual. Barbosa is also a business owner of Barbosa Holdings LLC, a tax and investment entity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Elliot Minvielle is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Morgan Stanley, he worked at Brown & Brown for four years. Outside of his advisory role, Minvielle is involved with the City Club, a local recreation organization. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs including tailored financial planning supported by firm‑approved tools and strategies.

Jeffery Picard is a Senior Financial Advisor, Senior Vice President, and Portfolio Manager with Merrill Lynch Wealth Management. He brings over 26 years of experience in providing personalized, client-focused strategies aimed at managing and preserving wealth for a diverse clientele. His expertise encompasses legacy planning, portfolio management services, and special needs planning strategies, with a focus on assisting business owners, entrepreneurs, professionals, corporate executives, and families in achieving their financial goals. Mr. Picard holds a Bachelor's Degree from the University of Louisiana at Lafayette and has earned professional licenses including the General Securities Representative Examination (FINRA Series 7), the Uniform Combined State Law Examination (FINRA Series 66), and the Personal Investment Advisor (PIA) designation. He emphasizes a continuous educational approach to investment management and strategy, recognizing the dynamic nature of financial markets. Banking and lending services are provided through Bank of America, N.A., complementing his wealth management offerings. In addition to his professional work, Jeffery participates in community service through involvement with the Kiwanis Club of Lafayette and the Louisiana Thoroughbred Breeders Association. His personal interests include fishing, football, horseback riding, and hunting, and he shares a particular passion for breeding, raising, and training thoroughbred horses.

David Stelly is a financial advisor with J.P. Morgan Securities in Lafayette, LA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1997. 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. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sabrina Bayless is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 credential and has previously worked at First Horizon and Fidelity Bank. 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 financial planning and advisory services, including discretionary and non-discretionary management and access to model portfolios and research.

Katelan Caffey is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and having two years of industry experience. Prior to joining Morgan Stanley, she worked at UBS Financial Services and spent ten years with the Vermilion Parish School Board. Morgan Stanley Wealth Management provides advisory and broker-dealer services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers a range of investment programs without providing individual security recommendations as part of standalone planning.