Matthew Valls is a financial advisor with Edward Jones in New Iberia, LA, holding a Series 66 designation and bringing 12 years of industry experience. He has been with Edward Jones since 2013. Outside of his advisory role, he serves as a member of the St. Edwards School Finance Committee in New Iberia. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Burke is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2018. Prior to joining Edward Jones, he held positions with the State of Louisiana and Louisiana State University while serving in the U.S. Army Reserve since 2013. 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 supports its advisory services through a broad network of financial advisors and branch offices nationwide.

Andre Le Blanc is a financial advisor with Raymond James & Associates holding a Series 66 designation and one year of industry experience. His prior work includes roles at Louisiana USA Federal Credit Union and multiple positions related to Louisiana State University. Raymond James & Associates, Inc. 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 investors, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Micah Moscovis is a ChFC® credentialed advisor with MassMutual Investors Services, bringing 21 years of industry experience. He has worked at MassMutual and its affiliated companies since 2017 and previously spent 13 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory role, Moscovis owns a notary services business in Louisiana. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm’s approach centers on collaborative, ongoing financial planning engagements that utilize firm-approved technology and structured event-driven planning services.

Jennifer Venable is a financial advisor with LPL Financial, holding a Series 66 designation and 29 years of industry experience. She has worked with Wealth Advisors, LLC since 2004 and was previously affiliated with Royal Alliance Associates, Inc. Outside of her advisory work, she owns Collins Cattle Farm LLC in Opelousas, Louisiana. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and consulting services supported by research and model portfolios.

Mary Ellington is a financial advisor at Cetera with 15 years of industry experience. She holds a Series 66 designation and has worked at multiple firms including Avantax Investment Services, 1 St Global Advisors, and KCS Wealth Advisors, where she currently assists financial advisors. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management, financial planning, and advisory services through a multi-manager platform with over 10,000 advisors and approximately $256 billion in assets under management.

John Gherardi is a financial advisor with UBS Financial Services in Lafayette, Louisiana, holding a Series 66 designation and 29 years of industry experience. He has been with UBS since 2003. Outside of his advisory role, he serves as Lieutenant Governor in the La-Miss-W Tennessee District of Kiwanis, where he coaches club presidents and officers and supports membership growth. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor plans to clients’ goals and risk tolerances.

Walter Smith II is a financial advisor with Edward Jones in Carencro, Louisiana, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in firearms-related businesses including gunsmithing and firearm safety training. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Marc Galey is a financial advisor with Edward Jones in Lafayette, LA, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at United Rentals, Inc. and Neff Rental, Inc. He is also a partial owner of small individual rental homes. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad array of investment strategies and affiliated services, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Ashley Thayer is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Stratos Wealth Partners, and LPL Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships using firm-approved software and strategies rather than specific product selections.

Kaylie Mixon is a Series 66 licensed financial advisor at Ameriprise with five years of industry experience. She has been with Ameriprise since 2021 and has also worked at the University of Louisiana at Lafayette. In addition to her advisory role, she manages an advisory business, Roy Planning, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides clients approaching or in retirement with written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Michael Spielmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 65 and Series 63 credentials and 28 years of industry experience. His prior experience includes roles at LPL Financial and Strategic Financial Concepts, LLC. He serves as a board member of the Acadian Home Builders Association in Lafayette, LA. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, utilizing both proprietary and third-party model strategies with flexible implementation options.

Ross Champagne is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He previously worked at Maddox & Associates and Wells Fargo Clearing before joining Wells Fargo Advisors. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning services supported by proprietary research and tools.

Ronald Hebert is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1987. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

Hugh Fisher is a financial advisor with Morgan Stanley who holds the Series 63 and Series 65 designations and has 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A and Morgan Stanley Smith Barney LLC since 2021, and previously spent 14 years with UBS Financial Services Inc. Outside of his advisory role, Fisher is involved in real estate through ownership and partnership interests in several entities based in Florida and Louisiana. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning processes and tools to support client objectives and offers a broad range of investment and financial services.

Lauren Taylor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she has held roles at various firms and institutions, including Watson Wealth Management and Renaissance Publishing. Outside of her advisory work, she is active as an influencer in the fashion sector, posting clothing content and earning commissions. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by a wide array of program strategies and a platform integrated with Bank of America affiliates.

John Royall II is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support their advisory services.

Virgil Wright is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

O'neal Weber Jr. is a financial advisor with LPL Financial, holding the ChFC® and Series 63 designations and bringing 57 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he has been involved in non-variable insurance businesses and serves as president of an investment-related insurance entity focusing on life, health, and disability insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and advanced technologies to support diversified investment strategies.

Vance Richard is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Iberia Financial Services, infinex Investments, and First Horizon Advisors. Richard serves as Treasurer on the Board of Directors for the Bank Insurance & Securities Association and owns VARCO of Acadiana, a business involved in buying and selling drill pipe in the energy industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.