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.

Clayton Begnaud is a financial advisor at Edward Jones with 12 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 2017. Prior to joining Edward Jones, he worked at inVentiv Health for one year. 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 offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.

Shawn Harrison is a financial advisor at Cetera with Series 63 and 65 credentials and 26 years of industry experience. He previously worked at Avantax Advisory Services and 1st Global Advisors, and he manages Cosource Financial Group, which provides retirement plan consulting and financial planning services. Harrison serves on the boards of Delta Waterfowl and Upside Downs, nonprofit organizations focused on waterfowl conservation and Down syndrome awareness, respectively. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, serving individual, corporate, charitable, and institutional clients through a multi-manager platform.

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.

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.

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.

Jon Bourgeois is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including First Horizon Advisors, Infinex Investments, Essex National Securities, and Iberia Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, research, and a range of managed account options.

Jeremy Du Bose is a financial advisor at J.P. Morgan Securities with nine years of industry experience. He has worked at J.P. Morgan Securities and JP Morgan Chase Bank since 2018 and previously spent two years at Edward Jones. He holds a Series 66 designation. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Neil Fontenot is a financial advisor at Cetera with 35 years of industry experience. He holds a Series 66 designation and has worked at Cetera since 2025, previously spending 18 years with Concourse Financial Group Securities Inc and over two decades at Helm Financial. Outside of advising, he serves as secretary for his local homeowners association, handling community maintenance and beautification matters. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, and institutional accounts. The firm offers diversified portfolio management and financial planning services through a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Tuan Leach is a financial advisor with Cetera, holding Series 63, Series 65, and Series 66 credentials and bringing 27 years of industry experience. His prior roles include positions at LPL Financial, Chase Investment Services Corp., Banc One Securities Corporation, and Prudential Equity Group. Outside of his advisory work, he owns Lauer and Leach LLC and TRL Holdings LLC, and he is involved with the Iron Center of Acadiana. 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 multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

Wendell Guidry II is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Guidry is also the owner of Taurus Wealth Management, where he manages an advisory business outside of his primary role. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

Adam Champagne is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at various Wells Fargo entities since 2009. Outside of his advisory role, he serves as a member of the Board of Trustees for the University of Louisiana Foundation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides a broad range of investment and financial planning services to individuals, trusts, and institutions. The firm offers tailored recommendations using proprietary research and planning tools, with options for clients to implement through brokerage or advisory programs.

Natalie Pulatie is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 13 years of industry experience. She previously worked at Ameriprise Financial Services, Inc. from 2006 to 2022, with a subsequent period away from the industry due to disability. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed, research-driven Recommendation Reports on income, Social Security, and tax strategies. The firm combines algorithmic analysis and advisor collaboration to deliver tailored retirement solutions and offers a broad range of advisory, brokerage, and insurance products through affiliated entities.

Austin Mire is a financial advisor with OSAIC, holding a Series 66 designation and seven years of industry experience. He has been with OSAIC since 2018 and is also affiliated with The Rock Financial Group. Outside of his advisory work, he owns two small businesses, The Engraved Gifts and Dilly Athletics, which focus on designing metal signs and fulfilling online orders, respectively. He has also taught a class on financial topics for church employees. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations through a large network of advisors. The firm offers integrated brokerage and advisory services with a variety of portfolio construction tools and access to third-party investment solutions.

Nicholas Armand is a financial advisor at J.P. Morgan Securities with 16 years of industry experience. He holds a Series 66 designation and has worked at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2009. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Donald Paul is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Edward Jones since 2000. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in the upkeep of a rental property in Lafayette, LA. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Charles Allain III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he has served as a successor trustee in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Joseph Regard is a financial advisor with LPL Financial, holding a Series 63 designation and 45 years of industry experience. He has worked with Linsco/Private Ledger Corp. since 1986. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting, supported by research from multiple sources.

Tara Rivers is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked previously at VALIC Financial Advisors, LPL Financial, Summit Brokerage Services, and Merrimac Asset Management. 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 offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.