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.

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.

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.

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.

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.

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.