Overwhelmed by options?
Answer a few questions to see advisors matched to you.
Find a financial advisor
Out of 400,000+ nationwide
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor’s Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and introductions are provided by FinanceHQ LLC (“FHQ”), a wholly-owned subsidiary of Warmer and an SEC-registered investment advisor. We receive compensation from certain participating advisors for introductions or referrals. This creates a conflict of interest because we have an incentive to recommend advisors who compensate us, including those who pay us more. You pay no fee to use our matching service, and advisor fees are not increased because of a referral or introduction. We do not review the ongoing performance of advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to our Terms of Service and Advisory Agreement, and acknowledge our Privacy Policy. Please review FHQ’s ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. (“Warmer”)
Finding advisors...
Find a financial advisor
Out of 400,000+ nationwide