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Thomas W

Series 66

Lafayette, LA

LPL Financial

Thomas Webre is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 25 years of industry experience. He has previously worked at First Horizon Advisors, Infinex Investments, Iberia Bank, and ProEquities. 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, and institutional platforms, supported by a large network of investment adviser representatives.

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

Series 63, Series 66

Lafayette, LA

Edward Jones

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.

General retirement planning Retired Founder/Business Owner Executive
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Kylie T

Series 66

Saint Martinville, LA

RBC Capital Markets

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.

Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Concentrated stock management Wealth management Executive Founder/Business Owner Retired Financial Professional Approaching retirement HENRY (High Earners, Not Rich Yet)
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John L

CFP®, Series 66

Lafayette, LA

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Brady B

ChFC®, Series 63, Series 66

Lafayette, LA

Cetera

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.

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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Ken M

Series 63, Series 65

Lafayette, LA

Wells Fargo Advisors

Ken Meyers is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. In addition to his advisory role, he has ownership interests in Acadiana Wealth Advisors, LLC and Meyers Investments, LLC, and is involved in house flipping activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services like business-owner transition and special-needs planning.

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

Series 63, Series 65

Lafayette, LA

Merrill

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.

Wealth management Retirement income strategy Income planning Life insurance needs analysis Disability insurance Oil & Gas Founder/Business Owner Established Professionals
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Thomas M

ChFC®, Series 63

Lafayette, LA

LPL Financial

Thomas Maggio is a financial advisor with LPL Financial in Lafayette, LA, holding the ChFC® designation and a Series 63 license. He has 57 years of industry experience, including over 20 years with LPL Financial and two years at WS Griffith Securities, Inc. Outside of advising, he is involved with an insurance agency under the name Weber and Maggio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisors using both proprietary and third-party strategies.

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

Series 66

Lafayette, LA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Curt A

CFP®, Series 63, Series 65

Lafayette, LA

Raymond James Financial

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.

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

Series 63, Series 66

Lafayette, LA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Christopher B

Series 66

Lafayette, LA

Raymond James Financial

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.

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

Series 66

New Iberia, LA

Cetera

Chase Buteaux is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Raymond James Financial Services, and Avantax firms. He is also associated with CoSource Financial Group LLC, where he provides financial planning services for business and individual clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 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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Clayton B

Series 63, Series 66

Lafayette, LA

Edward Jones

Clayton Begnaud is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was with inVentiv Health for one year. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, discretionary and non-discretionary investment strategies, 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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James R

Series 66

Lafayette, LA

Mass Mutual Investors Services

James Ryan is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and has been affiliated with MassMutual Life Insurance Company since 2016. He is the owner of Jack Ryan Financial Group LLC, a financial planning practice based in Lafayette, Louisiana. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements utilizing firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.

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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Shawn H

Series 63, Series 65

New Iberia, LA

Cetera

Shawn Harrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors, with a longstanding involvement in financial services through Cosource Financial Group, where he serves as managing partner. Outside of advisory work, Harrison is active in nonprofit boards focused on waterfowl conservation, Down syndrome awareness, and local athletic programs. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services tailored across discretionary and non-discretionary structures.

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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Matthew B

CFP®, Series 63, Series 65

Lafayette, LA

Cetera

Matthew Boudreaux is a CFP® professional at Cetera with 11 years of industry experience. He previously held roles at Avantax Advisory Services and 1st Global Advisors and serves on the Investment Committee for the Community Foundation of Acadiana. Cetera Investment Advisers LLC is a SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program options, combining discretionary and non-discretionary management through a nationwide network of over 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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Jeffrey G

Series 63, Series 66

Lafayette, LA

Charles Schwab

Jeffrey Gunnels is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab since 2020, following prior roles at TD Ameritrade and Scottrade. Outside of his advisory work, he owns JLG Ventures LLC, an entity established for liability and tax purposes related to his independent broker relationship. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.

Private / alternative investments Real estate investing Multi-state taxation College savings (529s, UTMA, etc.)
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Scott M

Series 66

Lafayette, LA

Merrill

Scott Medeiros is a Senior Financial Advisor at Merrill Lynch Wealth Management. He has 18 years of experience providing financial counseling to clients and their families, focusing on helping people accumulate, preserve, and distribute wealth in a tax sensitive and holistic manner. His areas of focus include wealth management, individual and business retirement planning, income planning, legacy planning, and risk management. Scott is committed to delivering needs-based retirement planning and financial counseling services to both individual and institutional clients. He emphasizes building client relationships founded on trust, respect, and prioritizing the clients' needs. He holds the designation of Personal Investment Advisor (PIA). Scott earned his High School Diploma from Joseph Case High School. He resides in Lafayette and spends his time traveling with his daughter Ella and competing in triathlons.

Wealth management General retirement planning Retirement income strategy Income planning General estate planning guidance
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Jon B

Series 63, Series 65

New Iberia, LA

LPL Financial

Jon Bourgeois is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at First Horizon Advisors, Infinex Investments, Essex National Securities, and Iberia Bank. 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, utilizing both proprietary and third-party investment strategies, and supports over 22,800 advisors managing more than $819 billion in discretionary assets.

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