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 at Cetera with 26 years of industry experience. He has held roles at LPL Financial and operates businesses including Peak Wealth Management, Peak Insurance Agency, and TRL Holdings LLC. Outside of advisory work, he is the owner of Lauer and Leach LLC and spends time with the Iron Center of Acadiana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services utilizing multiple program structures and access to affiliated and unaffiliated 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.

Robert Carter is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He is also the owner of a CPA firm, Kolder, Champagne, Slaven and Co., LLC, where he manages operations and performs accounting services. Additionally, Carter serves as a director and bank board member at Patterson Bancshare, Inc. and Patterson State Bank, respectively, with responsibilities including oversight and decision-making. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients, including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers a multi-manager platform that allows advisors to implement model portfolios, select third-party managers, or create bespoke strategies across various program structures and custodial relationships.

Stephanie Higginbotham is a financial advisor with Cetera who holds a Series 66 designation and has 20 years of industry experience. She has worked with multiple firms including Avantax and 1st Global Advisors, and serves as a partner at Darnall, Sikes & Frederick CPAs, where she assists in managing a tax and consulting practice. Outside of her advisory role, she is a member of a hunting club and involved with a wealth management entity affiliated with her CPA firm. Cetera Investment Advisers LLC is a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients, offering a range of portfolio management and consulting services through a nationwide network of independent advisors.

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.

Tyler Summerlin is a financial advisor with Edward Jones, holding a Series 66 license and beginning his current tenure in 2026. He has prior experience both at Edward Jones and in real estate with Keller Williams Realty Acadiana, as well as involvement with non-profit and community organizations including Love Our Schools and Our Savior's Church Lafayette. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering advisory programs with approximately $1.01 trillion in assets under management supported by a nationwide network of financial advisors and branch offices. The firm provides a range of investment strategies and affiliated services under a fiduciary standard.

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.

Brandon Hyde is a financial advisor at Cetera with six years of industry experience. He holds Series 63 and Series 66 designations and has worked at Cetera and Cetera Investment Services LLC since 2022. He also serves as a private wealth banker at Hancock Whitney Bank, where he works with commercial and consumer lending, depository relationships, and collaborates with the trust department and asset management team. Cetera Investment Advisers LLC is an SEC-registered firm that offers portfolio management, financial planning, and retirement services to a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm operates a multi-manager platform providing access to affiliated and third-party managers, with a range of program options and over $256 billion in assets under management.

Leland Dohmann is a financial advisor with Primerica Advisors in Opelousas, Louisiana, holding 38 years of industry experience. He has been with Primerica Advisors since 1987 and Primerica Financial Services since 1991. Outside of his advisory role, he receives non-investment related compensation for part-time referrals of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap-fee structure for its services.

Vincent Lauer is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63, 65, and 66 licenses and bringing 26 years of industry experience. He previously worked at LPL Financial for 16 years before joining Ameriprise in 2025. Outside of his advisory role, he is involved in business ownership through Lauer Investments LLC and co-owns a retail business, Lauer and Leach. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with substantial investable assets, providing written recommendation reports that address income, Social Security, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis delivered by a centralized consulting team, with a focus on assets held in Ameriprise-managed accounts.

Nichole Bazar is a financial advisor at Edward Jones in Abbeville, LA, holding a Series 66 license with four years of industry experience. She is a part owner and vice president of Brasseux's True Value Hardware Store, a family business in her local community. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs and affiliated financial products. The firm manages approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.