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Lonny B

Series 66

LaRose, LA

Eagle Strategies (NY Life)

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 10 years of industry experience, including roles at Eagle Strategies since 2017 and with New York Life Insurance Co. and Nylife Securities since 2015. Outside of his advisory work, he serves as a board member of the Diocese of Soroti Mission Partnership, which supports humanitarian and community development efforts in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base comprising individual investors, institutional sponsors, and charitable and corporate entities. The firm offers multiple advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Walton G

Series 63, Series 66

Thibodaux, LA

Eagle Strategies (NY Life)

Walton Guidry III is a financial advisor with Eagle Strategies (New York Life) and holds the Series 63 and Series 66 licenses. He has eight years of industry experience and is based in Thibodaux, Louisiana. In addition to his advisory role, Guidry is involved in several community organizations, including serving as a director for the Thibodaux Firemen's Fair and an officer for the Troops of Saint George, a Catholic fraternal father and son organization. He is also a board member of Louisiana’s Cajun Bayou Tourism, helping to guide regional tourism initiatives. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base including individual investors, defined contribution and benefit plans, and charitable and corporate clients. The firm emphasizes tailored advisory solutions delivered through multiple program types and manages a substantial portion of assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jessie F

Series 63, Series 65

Thibodaux, LA

Money Concepts Capital Corp

Jessie Fabiano is a financial advisor with Money Concepts Capital Corp in Thibodaux, LA, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. She has been with Money Concepts Capital Corp since 2013 and serves as President and Owner of Fabiano Financial Group, where she dedicates the majority of her professional time. Money Concepts Advisory Service provides portfolio management, financial planning, and consulting services to a diverse client base, including individuals, pension plans, trusts, charitable organizations, and corporations. The firm employs a combination of model portfolios, advisor-designed portfolios, and third-party sub-advisers, utilizing fundamental and technical analysis alongside modern portfolio theory to manage assets.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Adam T

Series 65

Thibodaux, LA

CWM, LLC

Adam Tarver is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. He is located in Thibodaux, Louisiana. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts discretionary with model portfolios governed by an in-house Investment Committee.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ashlie W

Series 66

Thibodaux, LA

Money Concepts Capital Corp

Ashlie Wiggins is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and one year of industry experience. Her background includes roles at Money Concepts since 2022, as well as business ownerships in realty and tax and accounting services dating back to 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a broad network of advisors.

Annuities College savings (529s, UTMA, etc.) Cash flow / budgeting Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Retired Founder/Business Owner Executive
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Amy Lynn H

CFP®, Series 63, Series 66

Houma, LA

Beacon Pointe Advisors, LLC

Amy Lynn Hammock is a CFP® professional with 30 years of experience in the financial services industry. She currently serves as a financial advisor at Beacon Pointe Advisors, LLC and has held roles at multiple firms including LPL Financial and Rosenthal Advisory Services. Hammock is also involved in insurance sales, holding agent positions for both fixed and traditional insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it offers proprietary private funds and interval fund advisory services.

Wealth management Private / alternative investments ESG / Sustainable investing Tax-loss harvesting
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Trevor T

Series 66

Thibodaux, LA

Commonwealth Financial Network

Trevor Talbot is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and bringing 22 years of industry experience. He previously worked at LPL Financial for 19 years before joining Commonwealth and Allegiant Wealth Management Group in 2025. Outside of his advisory role, he is a co-owner of The Farm System, LLC, which operates batting cages and fields in Thibodaux, Louisiana. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering various advisory programs and services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support, allowing advisors discretion to construct client portfolios from a broad range of securities and insurance products.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Lawrence C

Series 63, Series 65

Houma, LA

Eagle Strategies (NY Life)

Lawrence Cabirac is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with Knights of Columbus Asset Advisors LLC for three years and has a background spanning over two decades in hardware retail. He serves as a board member for Bags of Hope, a nonprofit organization. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most regulatory assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Kevin S

Series 63, Series 65

Houma, LA

Eagle Strategies (NY Life)

Kevin Serigne is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Eagle Strategies since 2015 and also owns Serigne Employee Benefits, LLC, through which he brokers non-registered insurance products. Serigne has additionally held roles at NYLIFE Securities, LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary asset management and tailoring recommendations to client and plan sponsor objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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John D

Series 63, Series 65

Houma, LA

LPL Financial

John Dupont IV is a financial advisor with LPL Financial in Houma, Louisiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, advisory, and brokerage services. The firm offers various portfolio management options and utilizes advanced operational tools while overseeing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Lynna M

Series 66

Thibodaux, LA

Ameriprise

Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Crystal F

Series 66

Raceland, LA

Edward Jones

Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Brandon L

Series 63, Series 66

Thibodaux, LA

LPL Financial

Brandon Leblanc is a financial advisor with LPL Financial in Thibodaux, Louisiana, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Capital One Financial Advisors. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and portfolio management options, including access to third-party asset managers and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Josh L

Series 66

Thibodaux, LA

Edward Jones

Josh Legendre is a financial advisor at Edward Jones with four years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2022. Prior to his advisory role, he was employed by Crossfit Crab Trap and the Lafourche Parish School District. 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 through a broad network of financial advisors and offers a range of advisory strategies, including discretionary and non-discretionary wrap fees, separately managed accounts, and affiliated mutual funds.

College savings (529s, UTMA, etc.) Retirement income strategy Founder/Business Owner
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Garrett M

Series 66

Thibodaux, LA

Ameriprise

Garrett Molaison is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Outside of his advisory role, he co-owns Argent Wealth Management, LLC, a business related to managing expenses and operations separate from investment activities. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, employing a structured approach that includes algorithmic modeling and tax-efficient strategies to assist clients nearing or in retirement.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Mitchel P

Series 66

Thibodaux, LA

Cetera

Mitchel Pertuit is a financial advisor with Cetera Wealth Services, LLC and holds a Series 66 license. He has 11 years of industry experience and has previously worked with Avantax Investment Services and 1st Global Advisors. Outside of his advisory work, he serves as Director of Operations for Oscity Labs, an agriculture and greenhouse company. Cetera Investment Advisers LLC provides advisory services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services using a multi-manager platform with access to both affiliated and third-party investment managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Zachary C

Series 65, Series 66

Thibodaux, LA

J.P. Morgan Securities

Zachary Chauvin is a financial advisor with J.P. Morgan Securities, holding Series 65 and Series 66 licenses and eight years of industry experience. His background includes roles at JPMorgan Chase Bank, Advisory Services Network, LLC, and Piper Wealth Management. He also served for ten years on the Terrebonne Parish School Board. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, employing quantitative asset-allocation modeling and centralized due diligence to support customized investment solutions.

Wealth management Executive Founder/Business Owner
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Clayton E

Series 66

Thibodaux, LA

Edward Jones

Clayton Eastridge is a financial advisor at Edward Jones with a Series 66 credential and two years of industry experience. Prior to joining Edward Jones in 2023, he worked in various roles at Sealevel Construction, Inc., HKA Enterprises Industrial Solutions, and Kirlin Builders, LLC. Edward Jones is a full-service wealth management firm serving over four million clients, including individual, institutional, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of financial advisors and branch offices.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Jeff B

Series 63

Houma, LA

Primerica Advisors

Jeff Brown is a financial advisor with Primerica Advisors based in Houma, Louisiana, holding a Series 63 designation and 38 years of industry experience. He has worked with Primerica since 1988 and Primerica Financial Services since 1991. Brown is a member of the Financial Council at St. Charles Borromeo Catholic Church. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, managing approximately $15.5 billion in assets through a large network of nearly 3,700 advisors. The firm’s investment approach relies on model-delivery strategies managed by unaffiliated asset managers and incorporates various strategic, tactical, and income-distribution models.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Ryan G

Series 66

Thibodaux, LA

LPL Financial

Ryan Gill is a financial advisor with LPL Financial, holding a Series 66 license and 20 years of industry experience. He has been with LPL Financial since 2015 and previously worked at Capital One Financial Advisors. Outside of his advisory role, he is involved with several business entities related to his practice and consulting activities. 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, including financial planning and model portfolio programs, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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