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John S

Series 66

Erath, LA

Edward Jones

John Suire is a financial advisor with Edward Jones in Erath, Louisiana, holding a Series 66 credential and 15 years of industry experience, all with Edward Jones since 2011. He has a business interest outside of advisory work through Suire Provision LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products.

College savings (529s, UTMA, etc.) Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive
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Lauren T

Series 66

Lafayette, LA

Merrill

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.

Tax-loss harvesting Active portfolio management Wealth management
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John R

Series 66

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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Virgil W

Series 63, Series 65

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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O'neal W

ChFC®, Series 63

Lafayette, LA

LPL Financial

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.

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

Series 63, Series 65

Lafayette, LA

Raymond James Financial

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.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Allison W

Series 66

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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Michael G

Series 66

Lafayette, LA

Cetera

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.

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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Mary L

Series 66

Lafayette, LA

Merrill

Mary Le Blanc is a Financial Advisor with Merrill Lynch Wealth Management, a position she has held since May 2017. She began her career in financial services in 2009. In her role, Mary works closely with clients to understand and develop personalized financial strategies that align with their short-, mid-, and long-term goals. She assists clients with investment and retirement planning, wealth management, and provides access to comprehensive financial solutions including banking, credit, home financing, and small business services. Mary holds a Bachelor of Science degree in Business Administration from Northwestern State University of Louisiana. She also holds the CRPC® designation and is recognized as a Personal Investment Advisor (PIA). Her approach emphasizes listening to clients' needs to ensure that financial solutions are tailored to individual objectives. Residing in Lafayette, Louisiana, Mary is involved in her community through various organizations including ACTs, One Acadiana, and St Jude's. She has also served as the local Chapter President for the Northwestern State Alumni Association of Lafayette. Outside of her professional and volunteer activities, Mary enjoys boating, cooking, fishing, football, gardening, music, running, soccer, swimming, and yoga. She lives in Lafayette with her three children.

General retirement planning Wealth management Income planning Parents
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Blake H

ChFC®, Series 66

Lafayette, LA

OSAIC

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.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Blair F

Series 66

St Martinville, LA

Edward Jones

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.

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

Series 63, Series 65

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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Nolan V

Series 63, Series 66

Lafayette, LA

LPL Financial

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.

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

Series 66

New Iberia, LA

Edward Jones

Kyli Vaughn is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services Inc for eight years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across all wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through 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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Calen G

Series 63, Series 65

Lafayette, LA

OSAIC

Calen Gondran is a financial advisor with OSAIC in Lafayette, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at Woodbury Financial Services, Inc. for 13 years prior to joining OSAIC. Outside of his advisory role, Gondran manages a maritime LLC and has been involved in health insurance and Medicare supplement sales since 2008. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes advanced asset-allocation and portfolio management tools.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Philip M

Series 63, Series 65

New Iberia, LA

LPL Financial

Philip Mayeux is a financial advisor with LPL Financial based in New Iberia, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Chase Investment Services Corp. from 2008 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by operational tools and extensive non-advisory financial services.

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

Series 63, Series 66

Lafayette, LA

Morgan Stanley

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.

General estate planning guidance
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Nicholas S

Series 66

Erath, LA

Edward Jones

Nicholas Suire is a financial advisor at Edward Jones in Erath, Louisiana, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Liberty University and Our Savior's Church. He is a joint owner of Suire Provision LLC, which he established with his father to manage their Edward Jones joint team office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains a large 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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Clint L

Lafayette, LA

OSAIC

Clint Laviolette is a financial advisor at OSAIC with 28 years of industry experience. He has been affiliated with OSAIC since 2024 and has a long history with Financial Advisory Solutions, LLC and Retirement Resources of Louisiana, Inc. He serves as President of the Lakes on the Teche Homeowners Association board of directors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including access to third-party money managers and customized portfolio solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rhett H

CFP®, ChFC®, Series 63, Series 66

Lafayette, LA

Edward Jones

Rhett Hackett is a CFP® and ChFC® with 25 years of experience in financial advising, all of which have been with Edward Jones since 2000. He is based in Lafayette, LA, and also serves as a college instructor for nine hours per year outside of trading hours. 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 solutions, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.

Stock option exercise strategy Retirement income strategy Wealth management Retired Founder/Business Owner Executive
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