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.

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.