Randall Burge is a Wealth Management Advisor with Merrill Lynch Wealth Management. He joined the firm in 2002, continuing a family legacy in investment management. As a qualified Portfolio Manager, he provides traditional financial advice and guidance while also building and managing personalized or defined investment strategies. These strategies may include individual stocks and bonds, Merrill model portfolios, and third-party investment approaches. He services clients through the firm’s Investment Advisory Program, where he may manage strategies on a discretionary basis. Randall’s expertise encompasses family wealth management, retirement income planning, tax minimization, portfolio management, and consulting on institutional and corporate benefit services, including defined benefit and defined contribution plans. He holds professional designations such as CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a Bachelor's Degree in International Trade & Finance from Louisiana State University, where he was awarded a University Medal. Randall resides in Lafayette with his wife, Stephanie, and their two children, Beckett and Isabelle. His personal interests include boating, spending time with family, and traveling.

Troy Bergeron is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 63 designation and bringing 34 years of industry experience. His career includes 15 years with MetLife Securities and over nine years with Mass Mutual Investors Services. Outside of his financial work, he assists with home health care activities for his father. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational programs with a collaborative, goal-oriented approach.

Raquel Kusy is a financial advisor at Raymond James & Associates with eight years of industry experience and a Series 66 designation. She has been with Raymond James & Associates since 2016. Raymond James & Associates 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 clients, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Lacy Foreman Labbe is a financial advisor at Morgan Stanley with 19 years of industry experience. She holds a Series 63 designation and has worked at UBS Financial Services and Morgan Stanley Smith Barney prior to her current roles. Outside of her advisory work, she is the sole proprietor of a construction and engineering business in Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies.

Andre Hebert is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with 10 years of industry experience. He has been with Edward Jones since 2016. 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 and investment solutions, operating under a fiduciary standard and managing approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

Ceata Hackett is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Lafayette, LA, with two years of industry experience. She previously worked at Edward Jones from 2001 to 2024 and spent ten years at Teurlings Catholic High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices across the country.

Shelby Fisher is a financial advisor at Cetera with two years of industry experience. They hold a Series 66 designation and have worked previously in banking and automotive sectors, including positions at Hancock Whitney Bank and Sterling Automotive Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Dudley Labauve III is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Summit Brokerage Services Inc, and UBS Financial Services. Outside of his advisory role, he owns and operates a residential construction business specializing in custom homes. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a wide range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop tailored client recommendations.

Jake Richard is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, Royal Alliance Associates, and Capital One Bank, among other firms. His professional background also includes managing an investment-related LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Chase Bentley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 10 years of industry experience. His background includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience at LPL Financial and Prospera Financial Services. Outside of finance, he is an owner and partner in Louisiana Salsa Co. LLC, a local food and beverage business specializing in salsa. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework when recommending strategies.

Payden Hays is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Russell Gunter is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to his current role, he worked in healthcare and physical therapy-related positions, including nearly two decades at Gunter Physical Therapy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Richard Mccrocklin is a financial advisor at Wells Fargo Advisors in Lafayette, LA, with 22 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo Advisors and its affiliates since 2009, as well as at Ameritas Investment Company and Ameriprise earlier in his career. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by offering a broad range of investment and fee-based financial planning services. The firm provides tailored recommendations supported by proprietary research and planning tools, covering diverse financial needs including retirement, education, and specialized planning areas.

Dennis Vallejo is a financial advisor with LPL Financial, holding a Series 65 designation and one year of industry experience. He has worked with Insurance Advisors LLC since 2016. 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 financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing a wide range of investment strategies supported by technology tools.

Donald Paul is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in physical therapy at MTS Physical Therapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Curtis Roy II is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Roy is also the owner of Roy Planning LLC, managing his advisory business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Grant Nelson is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked with Northwestern Mutual in various capacities from 2016 to 2020. He is also an independent insurance agent and operates his own advisory business, Grant J. Nelson, LLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Justin Henderson is a financial advisor with OSAIC holding Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Woodbury Financial Services since 2018 and has been involved with ShareBuilder 401K since 2015. Henderson also serves as president of Capital Investment Advisors LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various advisory platforms, including managed accounts and model solutions.

Gregory Bordelon is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he manages a wholesale lumber business in Lafayette. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning options. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through various brokerage and advisory programs.

Raymond Walters Jr. is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Edward Jones throughout his career, starting in 2001. 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 investment strategies and affiliated capabilities under a fiduciary standard.