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.

Beau Miller is a financial advisor with Raymond James & Associates, holding a Series 66 credential and bringing 21 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and affiliated research.

Barry Uze is a financial advisor at Edward Jones in Lafayette, LA, with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Outside of his advisory work, he is a trustee and owner of the Broussard family farm in Kaplan, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Nancy Kinchen is a financial advisor with LPL Financial, holding a Series 66 designation and over 41 years of industry experience. She has been with LPL Financial since 1984. Outside of her advisory work, Kinchen provides accounting services for two tax preparation and financial planning businesses. She is also involved in education at South Louisiana Community College. 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, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various portfolio management strategies.

Jeffrey White is a financial advisor at Morgan Stanley with 17 years of industry experience. He holds a Series 66 designation and previously worked at UBS Financial Services for eight years before joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC, where he has been since 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning and estate planning strategies, managing approximately $2.74 trillion in client assets.

Lisa Heath is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Cambridge Investment Research Advisors since 2005. She has held roles within the Cambridge organization since 2001. Outside of her advisory work, Heath is a member of the Tri Delta Housing Board of Directors. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension plans, charitable organizations, and retirement-plan sponsors. The firm offers a range of financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party investment strategies.

Arthur Mixon is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. He has worked previously at Avantax Investment Services and 1ST Global Capital Corp., and he maintains partnerships in CPA firms and wealth management services based in New Iberia, Louisiana. Outside his advisory role, he is a partner in Kolder Slaven and Company LLC, a CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Kimble Sagrera is a financial advisor with Edward Jones in Abbeville, LA, holding the ChFC® and Series 63 designations and possessing 28 years of industry experience. He has been with Edward Jones since 1997. Outside of his advisory role, he serves as an appointed member of the Vermilion Parish Coastal Restoration & Protection Commission. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors.

Alyssa Sarkies is a financial advisor with LPL Financial based in Lafayette, LA, holding a Series 66 designation and nine years of industry experience. She has worked at LPL Financial and The Investment Center LLC since 2015 and is also associated with Home Bank, National Association since 2018. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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 retirement plan consulting.

Lauren Beck is a financial advisor at Morgan Stanley with five years of industry experience. She holds a Series 66 designation and has worked previously at UBS Financial and JP Morgan Chase Bank. Outside of her advisory role, she is the sole proprietor of JL Beck LLC, a real estate business based in Lafayette, Louisiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning using structured tools and modeling techniques and manages approximately $2.74 trillion in client assets.

Kevin Hebert is a Wealth Management Advisor at Merrill Lynch Wealth Management, where he has been working since 1998. He assists clients through the wealth management and investment management processes to develop personalized strategies tailored to their financial goals. Kevin’s areas of focus include retirement income, personal retirement planning, portfolio management services, tax minimization, managing new wealth, and consulting for defined benefit and contribution plans, as well as institutional investment consulting and services for endowments, foundations, and non-profits. Hebert holds a Bachelor of Science degree in International Trade and Finance from Louisiana State University. He is a CERTIFIED FINANCIAL PLANNER® certificant, a Chartered Retirement Planning Counselor™ designee, and a Certified Plan Fiduciary Advisor® designee. Additional credentials include Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Kevin has also contributed to the community as a past board and committee member of an independent school. Outside of his professional life, Kevin is an active church member and enjoys spending time with his family. His personal interests include boating, fishing, music, photography, and tennis.

Lanie Kipp is a financial advisor at LPL Financial with a Series 66 designation and no prior industry experience. Her background includes roles at First Horizon Bank, the Cardiovascular Institute of the South, and Fastenal Company. 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, research, and advanced technologies.

Steven Self is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has been with Edward Jones since 1997. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Karl Vincent is a financial advisor with LPL Enterprise holding the ChFC® designation and Series 63 license, with 43 years of industry experience. He has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC, with a continuous career since 1979. Outside of his advisory role, Vincent operates a property and casualty insurance agency representing Liberty Mutual/Comparion and manages a real estate rental business in New Iberia, Louisiana. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio programs, third-party asset management, and access to a range of brokerage and insurance products via its integrated platform.

Mark Culbertson is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. He has been with Morgan Stanley and its Private Bank division since 2017. Prior to this, he worked at Lowes Home Centers LLC and World Tree Financial, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and financial planning services that incorporate structured discovery processes and advanced modeling tools, managing approximately $2.74 trillion in client assets.