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William S

Series 63, Series 66

Lafayette, LA

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Stephen T

Series 66

Lafayette, LA

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Richard B

Series 66

Lafayette, LA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Krystal B

Series 63, Series 65

Lafayette, LA

LPL Enterprise

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Gregory D

Series 66

Lafayette, LA

LPL Enterprise

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.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Derrick L

Series 63, Series 65

Lafayette, LA

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Matthew D

Series 66

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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Michelle D

Series 66

New Iberia, LA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Christopher Q

Series 66

Lafayette, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Nanette M

Series 63, Series 65

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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Matthew V

Series 66

New Iberia, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Robert B

Series 66

New Iberia, LA

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) Business ownership considerations Business succession planning General estate planning guidance Founder/Business Owner
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Jason D

ChFC®, Series 66

Maurice, LA

Edward Jones

Jason Duhon is a financial advisor at Edward Jones with 10 years of industry experience. He holds the ChFC® and Series 66 designations and has been with Edward Jones since 2015. Outside of advising, he is a one-quarter owner of farmland leased for sugarcane farming in Earath, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worth, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated financial products through its extensive nationwide network.

Retirement income strategy General retirement planning Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Retired Founder/Business Owner Executive
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Andre L

Series 66

Lafayette, LA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Micah M

ChFC®, Series 63

Lafayette, LA

Mass Mutual Investors Services

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.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Kaleb L

Series 66

Lafayette, LA

LPL Enterprise

Kaleb Legg is a financial advisor at LPL Enterprise with six years of industry experience. He holds a Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. He serves on the board of Junior Achievement of Acadiana, a nonprofit focused on financial and business literacy for underserved youth. 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 combines adviser programs with insurance and lending products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Jennifer V

Series 66

Lafayette, LA

LPL Financial

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.

College savings (529s, UTMA, etc.)
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Mary E

Series 66

Lafayette, La, Us, LA

Cetera

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.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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John G

Series 66

Lafayette, LA

UBS Financial Services

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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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Walter S

Series 63

Carencro, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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