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.

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 at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2011, following five years at Morgan Keegan & Company. He serves as a successor trustee in a family trust arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and various institutional platforms, supported by extensive operational and research tools.

Joseph Regard is a financial advisor with LPL Financial based in New Iberia, Louisiana. He holds a Series 63 designation and has 45 years of industry experience, including over 40 years at Linsco/Private Ledger Corp. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Phillip Leblanc is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and over 23 years of industry experience. He is also a CPA with an accounting firm, Thibodaux Hebert Deshotels LeBlanc, where he provides tax consulting services. In addition to his advisory role, he operates a CPA practice and has interests in payroll processing and independent insurance agency work. Cambridge Investment Research Advisors serves a diverse client base, including individuals, pension plans, and charitable organizations, offering financial planning, investment management, and retirement services through a network of independent Financial Professionals. The firm provides a range of investment solutions across multiple platforms, combining proprietary models with access to third-party strategists.

Phillip Vidrine is a financial advisor with Cetera, holding a Series 66 credential and five years of industry experience. His work history includes roles at Hancock Whitney Bank, First Horizon, State Farm VP Management Corp, and the Scotty Doucet Insurance Agency. He also spent eight years associated with Teurlings Catholic and the University of Louisiana at Lafayette. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and provides access to both affiliated and third-party managers across multiple program structures.

Kevin Bellard Jr. is a financial advisor at Raymond James Financial with Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at LPL Financial, First Horizon Advisors, J.P. Morgan Securities, and other financial institutions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and supports its clients through various advisory programs and a large advisor network.

Jared Labue is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 63 designation and has worked at several firms including First Horizon Advisors, Iberia Wealth Advisors, Hancock/Whitney Investment Services, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. 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 with a focus on customizable investment strategies, supported by various technology tools and a broad platform including insurance and banking partnerships.

Paula Prejean is a Series 66-licensed financial advisor with Cambridge Investment Research Advisors, based in Lafayette, LA, bringing eight years of experience in the industry. She is also a CPA and partner at Thibodaux Hebert Deshotel Leblanc, a CPA firm where she has worked since 1995. In addition to her advisory roles, she owns and operates The Upper Room Cafe, a local coffee and tea café that also offers minister opportunities. Cambridge Investment Research Advisors serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement advisory services. The firm offers a range of investment solutions through a network of independent professionals, utilizing both proprietary and third-party strategies with various custody and platform options.