Beau Miller is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Thrivent Investment Management. Miller was previously the owner of BDM, LLC, a business that concluded operations in mid-2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse clientele including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services with a focus on client-directed implementation, supported by a variety of portfolio management styles and research resources.

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. In addition to her advisory role, she works as an accountant for two local tax preparation and accounting businesses and teaches part-time at South Louisiana Community College. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by technology tools for operational and research purposes.

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.

Alyssa Sarkies is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at Home Bank, National Association, The Investment Center LLC, and LPL Financial, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

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 with LPL Financial in New Iberia, LA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining LPL Financial, she worked at First Horizon Bank and the Cardiovascular Institute of the South. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various managed portfolio programs.

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 over 43 years of industry experience. He previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for several decades. Vincent also operates a property and casualty insurance agency, representing Liberty Mutual/Comparion for more than 20 years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related insurance and trust services.

Mark Culbertson is a financial advisor at Morgan Stanley with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Morgan Stanley and its Private Bank since 2017. Prior to that, he worked at Lowes Home Centers LLC and World Tree Financial, LLC. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured tools and analytics. The firm manages approximately $2.74 trillion in client assets and delivers services through both direct client relationships and corporate financial planning agreements.

William Stracener III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, OSAIC, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by advanced operational and research tools.

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, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Enterprise since 2024 and previously at Pinnacle Group and Pruco Securities, LLC. Outside of her advisory work, she manages accounting for two real estate-related LLCs in Lafayette, Louisiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Gregory Daigle is a Series 66-licensed financial advisor with 30 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Daigle serves as the board president of the South Louisiana Community College Foundation. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, as well as institutional clients. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Derrick La Garde is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and having 22 years of industry experience. His prior work includes roles at First Horizon Advisors, Iberia Bank, Infinex Investments, and State Farm VP Management Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management services through a large network of advisors using various investment strategies and operational tools.

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.