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 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 Hebert is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with Edward D. Jones & Co., L.P. 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 including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates nationally with over 23,700 financial advisors and manages approximately $1.01 trillion in assets under management.

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.

Alexander Thomas is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Gulf Coast Bank, Northwestern Mutual, and Merrill Lynch, as well as a ten-year period with Acadia Scrap and Salvage. 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 delivered through a large network of investment adviser representatives, combining model portfolios, third-party asset management, and customized strategies.

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.

Lauren Taylor is a financial advisor at Merrill with a Series 66 designation and one year of industry experience. Prior to joining Merrill and Bank of America, she has held roles at various firms and institutions, including Watson Wealth Management and Renaissance Publishing. Outside of her advisory work, she is active as an influencer in the fashion sector, posting clothing content and earning commissions. Merrill serves a broad range of clients, including individuals, retirement plans, corporations, pension and profit-sharing plans, charities, and institutional clients. The firm offers managed account programs, third-party manager selection, discretionary portfolio management, and brokerage execution and custody services, supported by a wide array of program strategies and a platform integrated with Bank of America affiliates.

John Royall II is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and bringing 24 years of industry experience. He has been with Morgan Stanley Smith Barney LLC since 2009 and Morgan Stanley Private Bank, N.A. since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and models to support their advisory services.

Virgil Wright is a financial advisor with Morgan Stanley in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked at Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets starting in 2004. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including financial planning and estate strategies, managing approximately $2.74 trillion in client assets.

O'neal Weber Jr. is a financial advisor at LPL Financial with 57 years of industry experience and holds the ChFC® and Series 63 designations. He has been with LPL Financial since 2004 and previously worked at WS Griffith Securities, Inc. from 2002 to 2004. Weber is also president of a non-variable insurance business focusing on life, health, and disability insurance. 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.

Vance Richard is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. His prior roles include positions at Iberia Financial Services, infinex Investments, and First Horizon Advisors. Richard serves as Treasurer on the Board of Directors for the Bank Insurance & Securities Association and owns VARCO of Acadiana, a business involved in buying and selling drill pipe in the energy industry. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports a broad network of advisors and affiliated firms.

Allison Williams Fogg is a financial advisor at Morgan Stanley with four years of industry experience. She previously worked at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., with a combined tenure of 17 years across those roles. Her credential includes the Series 66 designation. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process that incorporates firm-approved tools and models.

Michael Gurzi is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has worked with Cetera and its affiliates since 2019 and previously with Summit Financial Group Inc. from 2015 to 2021. Outside of his advisory role, Gurzi serves as the Aquatics Director for the Lafayette Consolidated Government Parks and Recreation Department, where he develops new swimming activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and consulting services and operates a multi-manager platform with various program structures and affiliations.

Mary Le Blanc is a Financial Advisor at Merrill Lynch Wealth Management, a position she has held since May 2017. She assists clients with investment and retirement planning by understanding their financial goals and objectives. As a Financial Advisor, Mary offers a comprehensive approach to managing wealth that begins with listening to clients' needs to ensure solutions are aligned with their individual objectives. Mary began her financial services career in 2009 and holds a Bachelor of Science degree in Business Administration from Northwestern State University of Louisiana. She has earned the CRPC® designation and is recognized as a Personal Investment Advisor (PIA). Her expertise includes helping clients develop short-, mid-, and long-term financial goals, with access to various financial solutions including banking, credit, home financing, and small business services. Mary resides in Lafayette with her three children and is actively involved in her community. She participates in organizations such as ACTs, One Acadiana, and St Jude's, and has previously served as local Chapter President for the Northwestern State Alumni Association of Lafayette. Mary is also involved with her local church, the ACTs community, and The Mardi Gras Krewe of RIO.

Blake Harper is a financial advisor at OSAIC with seven years of industry experience. He holds the ChFC® designation and a Series 66 license. Prior to joining OSAIC in 2023, he worked at Royal Alliance for five years and has been involved with The Rock Financial Group since 2014. Harper is also the owner of Rock Private Wealth Management, LLC, where he serves as a financial advisor and insurance representative. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services with a variety of portfolio management options including access to third-party money managers and customized investment strategies.

Blair Faucheaux is a financial advisor at Edward Jones in St Martinville, Louisiana, holding a Series 66 designation with one year of industry experience. His prior work includes roles at the Iberia Parish Assessors Office and several private companies. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor network and affiliated financial services beyond advisory offerings.

Ross Woodring is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at UBS Financial Services from 2007 to 2021 before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2021. Outside of his advisory work, Woodring is a partner in Ragin Cages, LLC, a recreation business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its financial planning process.

Nolan Venable is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. Prior to joining LPL Financial in 2024, he spent 20 years with Wealth Advisors, LLC and 27 years with OSAIC. Outside of his advisory role, he owns an insurance agency and a tax preparation firm. 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, managed portfolio programs, and institutional platforms, utilizing both proprietary and third-party investment strategies.

Calen Gondran is a financial advisor with OSAIC in Lafayette, LA, holding Series 65 and Series 63 licenses and 14 years of industry experience. He worked at Woodbury Financial Services, Inc. for 13 years before joining OSAIC in 2024. In addition to his advisory role, he manages Legacy Maritime LLC, a non-investment business focused on overseeing the LLC’s interests. OSAIC serves a diverse client base, including individual and institutional investors, providing integrated brokerage and advisory services, financial planning, and access to multiple investment platforms. The firm utilizes proprietary asset-allocation tools and third-party solutions to offer tailored portfolio management across various asset classes.

Kelly Stoutes is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Morgan Stanley since 2013. Outside of her advisory role, she serves as an officer of Stoutes Enterprises, Inc., an insurance-related business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety 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 firm-approved tools and analysis.