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.

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 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.

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 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.

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 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.

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 with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. He previously worked with Wells Fargo Clearing from 2016 to 2022. Outside of his advisory role, Champagne serves as a member of the Board of Trustees for the University of Louisiana Foundation. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options including retirement, education, and specialized planning such as business-owner transition and special-needs analysis. The firm delivers tailored recommendations through research and planning tools, with clients choosing whether to implement these through various 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 14 years of industry experience. He is also the owner of a CPA firm, Kolder, Champagne, Slaven and Co., LLC, and serves as a bank director at Patterson State Bank. Additionally, he has involvement in a holding company that owns fast food chains. Cetera Investment Advisers LLC is an SEC-registered advisor offering a multi-manager platform that serves individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and consulting services, utilizing both affiliated and third-party managers across various program structures.

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.