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 at LPL Financial with 41 years of industry experience. He previously worked at Wealth Advisors, LLC for 20 years and at OSAIC for 27 years. Venable holds Series 63 and Series 66 licenses and owns an insurance agency and a tax preparation firm. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, supporting both discretionary and non-discretionary management with access to model portfolios and research.

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.

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.

Philip Mayeux is a financial advisor with LPL Financial based in New Iberia, Louisiana. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including 17 years with LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm provides financial planning, advisory programs, retirement consulting, and brokerage services, offering both discretionary and non-discretionary management along with a range of strategic and tactical investment options.

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.

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.

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.

Thomas Webre is a financial advisor at LPL Financial with 25 years of industry experience. He holds the Series 66 designation and has worked at firms including First Horizon Advisors, infinex Investments, Iberia Bank, and ProEquities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and consulting services.

Stephen Sexton is a financial advisor at Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Kylie Talley is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and the Louisiana Attorney General's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.

John Landry Jr. is a CFP® with 17 years of experience in the financial services industry. He has worked at J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. Outside of his advisory role, he was involved with St. Joe Properties LLC from 2020 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Brady Broussard is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 40 years of industry experience. He has worked at Camellia Advisory and Cetera Wealth Services, and has operated Lifesource Financial Partners since 2010. Broussard also teaches a retirement planning course at a local university twice a year. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary authorities.

Ken Meyers is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked within various Wells Fargo entities since 2009. Outside of his advisor role, Meyers is involved in investment-related entrepreneurial activities, including ownership interests in Acadiana Wealth Advisors, LLC and Meyers Investments, LLC, as well as a house-flipping business. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu and integrates advisory services with other financial products and referral channels.

Damon Scimemi serves as a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he provides goals-based wealth management services to a diverse clientele, including affluent families, oil field personnel, accomplished professionals, and successful business owners. He employs a disciplined approach to investing and offers customized advice to help clients pursue their financial objectives. Before joining Merrill Lynch in 1995, Damon spent six years as an Independent Agent selling health, disability, and life insurance in Lafayette, Louisiana. He holds the Personal Investment Advisor (PIA) designation and earned a High School Diploma from Alfred M Barbe High School. Damon participates in community activities through his involvement with the DREAMS Foundation and Holy Cross Church. Outside of his professional commitments, he enjoys boating, fishing, hunting, reading, scuba diving, and spending time with his family.

Thomas Maggio is a financial advisor with LPL Financial, holding the ChFC® designation and Series 63 license, with 57 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he is involved with an insurance agency operating under the name Weber and Maggio. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a wide range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Cory Lavergne is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked at Halliburton for three years. Lavergne serves as a board member of the Cathedral-Carmel Foundation, where he participates in managing investments for the school's foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.

Curt Arcement is a CFP® professional with 29 years of experience in financial advising, currently serving at Raymond James Financial Services Advisors, Inc. He previously worked at Investment Partners of Acadiana, LLC for seven years. Outside of his advisory role, he is involved in several business ventures, including co-ownership of a mixed martial arts gym and a fight promotion company, as well as providing accounting and business consulting services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm provides tailored non-discretionary planning and consulting, using analytical tools and risk profiling to support clients’ goals, and features specialized programs such as municipal advisor services and SIMPLE IRA Employer Advisory & Consulting Services.

Andrew Gutierrez is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated entities for over a decade before joining Raymond James. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christopher Bienvenu is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. His prior experience includes tenure at Commonwealth Financial Network and Edward Jones. He is the owner and president of Bienvenu Wealth Management, LLC, where he manages the day-to-day operations of a financial advising practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.