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 63 and Series 65 licenses with eight years of industry experience. He has worked at PFSI Investments Inc. since 2018 and has been affiliated with Primerica Financial Services since 2016. Prior to his financial career, he held positions with South Louisiana Community College and the Iberia Parish School Board. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers model-delivery investment strategies managed by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Justin Barden is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at First Tennessee Brokerage, Inc. for 14 years and continues to operate under the trade name First Horizon Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Briley is a financial advisor with LPL Financial, holding a Series 66 credential and over 22 years of industry experience. Prior to joining LPL Financial in 2026, he spent over two decades at Cambridge Investment Research Advisors. He is involved in several business ventures related to tax preparation and consulting, including Total HR Solutions, LLC and Briley Consulting Group, LLC. 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 access, and institutional platforms.

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® professional with eight 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 that serves over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Heidi Jacobs is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member for Lafayette Community Fridge, a nonprofit providing accessible food resources, and is an owner of Foodies of Lafayette, a local business producing apparel and promotional items. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

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 ten years of industry experience. Her prior roles include work at Meche & Associates LLC and Hibernia Wealth Partners, LLC. 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 broad range of financial planning and investment solutions through a large network of advisors using model portfolios, third-party subadvisors, and customized strategies.

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 with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Osaic Wealth Inc, Royal Alliance, and Northwestern Mutual entities. Barbosa is a business owner of Barbosa Holdings LLC, which he uses for tax and investment 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 financial planning and investment management solutions through a large network of investment adviser representatives.

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 designation and has previous experience at First Horizon and Fidelity Bank. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.