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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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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 seven years of industry experience. He holds a Series 66 designation and has worked previously at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, Legg serves as a board member for Junior Achievement of Acadiana, a nonprofit focused on financial and business literacy for underserved youth. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities through a large network of investment adviser representatives. The firm primarily uses model-driven investment implementation and offers access to third-party asset managers, financial planning, and insurance products through affiliated entities.

Tax-loss harvesting
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Jennifer V

Series 66

Lafayette, LA

LPL Financial

Jennifer Venable is a Series 66-licensed advisor with 29 years of industry experience. She is currently with LPL Financial, where she has worked since 2024. Her prior experience includes roles at Wealth Advisors, LLC and Royal Alliance Associates, Inc. In addition to her advisory work, she owns Collins Cattle Farm LLC, a business unrelated to investment activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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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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Marc G

ChFC®, Series 66

Lafayette, LA

Edward Jones

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.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Equity Recipients (RS/RSU, SOP, ESPP) Wealth management Retired Founder/Business Owner Executive
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Ashley T

Series 66

Lafayette, LA

Mass Mutual Investors Services

Ashley Thayer is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 66 designation and 10 years of industry experience. Prior to joining Mass Mutual and its affiliated firms in 2022, she worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC from 2016 to 2022. 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 ongoing financial planning, asset management, and educational seminars, focusing on collaborative annual planning engagements that use firm-approved software to analyze client goals and recommend investment strategies.

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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Kaylie M

Series 66

Broussard, LA

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Michael S

Series 63, Series 65

Lafayette, LA

Cambridge Investment Research Advisors

Michael Spielmann is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes positions at LPL Financial and Strategic Financial Concepts, LLC before joining Cambridge in 2020. Outside of his advisory role, Spielmann serves as a board member of the Acadian Home Builders Association in Lafayette, Louisiana. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory through a network of independent professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Aaron L

Series 66

Lafayette, LA

J.P. Morgan Securities

Aaron Latiolais is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and previously worked at Hancock Whitney Bank and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Wealth management Executive Founder/Business Owner
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Ross C

Series 66

Lafayette, LA

Wells Fargo Advisors

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.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Ronald H

Series 63, Series 66

Lafayette, LA

Edward Jones

Ronald Hebert is a financial advisor at Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses with 39 years of industry experience. He has been with Edward Jones 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 and investment strategies supported by a nationwide network of financial advisors and branch offices.

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

Series 66

Lafayette, LA

Ameriprise

Allison Le Blanc is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2011. Outside of her advisory role, she is involved in small business ownership and assists with bookkeeping and payroll management through two LLCs. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Hugh F

Series 63, Series 65

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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