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.

Russell Brown is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Advisory Services and related firms from 2022 to 2025. Brown also maintains a role as an insurance producer with Dwight Andrus Insurance, where he sells property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management.

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.

Stuart Clark IV is a financial advisor at Merrill with 41 years of industry experience. He holds a Series 63 designation and has been with Merrill since 1991, concurrently working with Bank of America since 2009. Outside of his advisory role, he serves as a sales consultant for Palmate LLC, doing business as Florida Extracts LLC, where he assists with organizing and planning sales activities. 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 individuals, high-net-worth clients, and institutional investors.

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 at Morgan Stanley with 10 years of industry experience. He holds Series 65 and Series 63 designations and has worked at Morgan Stanley and its affiliate Morgan Stanley Private Bank since 2017. Prior to joining Morgan Stanley, he was employed at Lowes Home Centers LLC and World Tree Financial, LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by proprietary tools and market models.

William Stracener III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and having 25 years of industry experience. His prior work includes roles at Cetera, Cetera Advisor Networks LLC, Summit Financial Group, and Summit Brokerage Services Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, credit unions, 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 both discretionary and non-discretionary management options supported by extensive research and model portfolios.

Stephen Theunissen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a registered official for the Louisiana High School Officials Association, officiating high school football games. J.P. Morgan Securities 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 multiple market-facing registrations and delivers its program on a non-discretionary basis.

Richard Baldwin Jr. is a financial advisor with Raymond James & Associates in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Edward Jones. 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, institutional clients, and municipal entities, providing financial planning and advisory services through a range of portfolio management styles and affiliated research.

Krystal Boudreaux is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 licenses. She has 19 years of industry experience, including prior roles at Pinnacle Group and Pruco Securities, LLC. Outside of advising, she is involved in managing accounting for two real estate-related LLCs owned jointly with her husband. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, advisory and brokerage services, and access to various model and third-party managed portfolios through an integrated platform.

Gregory Daigle is a Series 66 licensed advisor with 30 years of industry experience. He is currently with LPL Enterprise and has a long tenure with The Prudential Insurance Company of America and Pruco Securities, LLC. Daigle serves as board president of the South Louisiana Community College Foundation. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through an integrated platform that includes access to model portfolios, third-party asset management, and a range of financial products.

Derrick La Garde is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at First Horizon Advisors, Iberia Bank, Infinex Investments, and State Farm VP Management Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Matthew Doucet is a financial advisor at Morgan Stanley with 14 years of industry experience. He previously worked at UBS Financial Services from 2011 to 2022 before joining Morgan Stanley Smith Barney LLC and Morgan Stanley Private Bank, N.A. in 2022. Outside of his advisory role, he is a partner involved in property management through an investment-related business in Lafayette, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process that incorporates proprietary tools and market simulations.

Michelle Derouen is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. She has worked at multiple firms, including KCS Wealth Advisors LLC DBA Kore Financial Group and Avantax Advisory Services. Outside of her financial advisory roles, she serves as a board member of the American Cancer Society in Lafayette and is involved with the Junior League of Lafayette. She is also an artist and owner of ChelleBelle1812 Art, creating local artwork with her mother. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options, including discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.

John Strother is a CFP® with 34 years of experience in financial advising. He is currently with Cetera and has previously worked at Avantax and 1st Global Advisors. Strother serves as chairman of the board of trustees for a nonprofit economic development group. Cetera Investment Advisers LLC operates as a multi-manager platform offering portfolio management, financial planning, and retirement services to individuals, corporate, charitable, and institutional clients across a nationwide network of independent advisors.

Christopher Quebedeau is a financial advisor at Edward Jones with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to his current role, he worked at Crawfish Time on Ridge and Ackal's Community Pharmacy and was a full-time student for nine years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large national network of advisors and branch offices.

Nanette Maedgen is a financial advisor at Morgan Stanley with 38 years of industry experience. She holds Series 63 and Series 65 credentials. Her prior experience includes 13 years at UBS Financial Services before joining Morgan Stanley Smith Barney LLC in 2022. Morgan Stanley Wealth Management serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses a structured financial planning process supported by firm-approved tools and models.