Stacey Corbello is a financial advisor with Centaurus Financial, Inc. in Lake Charles, LA, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. Her previous roles include positions at Woodbury Financial Services, Questar Asset Management, and JD Bank. She serves on the Board of Directors for the Better Business Bureau of Southwest Louisiana. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers a range of financial planning and portfolio management services through the CLASSIC Plus platform, utilizing multiple analytical approaches and options for discretionary and non-discretionary asset management.

Robert Mendelson Jr. is a CFP® credentialed financial advisor with 44 years of industry experience. He is currently with Benjamin F. Edwards & Company, Inc., where he has worked since 2024. Prior to this, he spent over a decade at Ameriprise Financial Services, Inc., from 2009 to 2024. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, pension plans, charitable organizations, and corporations. The firm offers diversified investment strategies through fee-based wrap programs, financial planning, and retirement consulting, supported by several hundred advisors and tens of billions in assets under management.

Daren Hood is a financial advisor with Voya Financial Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. He has been with Voya Financial Advisors since 2014 and operates Hood Financial Group, Inc. since 2008. Hood serves as a board member of the Calcasieu 4H Foundation, a local chapter of the National 4H Club. Voya Financial Advisors, Inc. serves a diverse client base, including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, wrap programs, and consulting services, delivering advice primarily through non-discretionary recommendations and multiple managed account structures.

Deborah Ardoin is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. She previously worked for Merrill Lynch, Pierce, Fenner & Smith Incorporated for 16 years before joining her current firm in 2022. Deborah is based in Lake Charles, Louisiana. Raymond James & Associates is a large, dually registered broker‑dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gabriel Thibodeaux is a financial advisor with Edward Jones in Lake Charles, LA, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2015. Outside of his advisory role, he is a partner in a commercial office entity associated with his spouse’s law firm. Edward Jones is a wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets with a nationwide network of more than 23,000 advisors and provides a range of investment advisory and managed account services under a fiduciary standard.

Damon Abshire is a financial advisor at J.P. Morgan Securities with 27 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1996. He holds a Series 66 designation. J.P. Morgan Securities 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 delivers its program on a non-discretionary basis, combining large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Bobby Guidry is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has prior experience at Deep South Productions and The Firm of Louisiana Property & Casualty, LLC. Outside of his advisory role, he owns and operates a mobile DJ service. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment and advisory solutions. The firm manages over $1 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Bradley Hanks is a financial advisor at Morgan Stanley with 26 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2012. He holds the Series 66 designation and is based in Lake Charles, Louisiana. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies, managing approximately $2.74 trillion in client assets.

Scott Potter is a financial advisor with Morgan Stanley in Lake Charles, LA, holding a Series 66 designation and 16 years of industry experience. He has worked at Morgan Stanley and its Private Bank division since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning and manages approximately $2.74 trillion in client assets.

Jason Dickinson is a financial advisor at Edward Jones with 18 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2007. The firm serves more than four million individual and institutional clients, offering a range of wealth management solutions including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. Edward Jones operates under a fiduciary standard and supports its services with a nationwide network of over 23,000 advisors and 15,000 branch offices.

Anne Miller is a Series 66 licensed financial advisor with Edward Jones in Lake Charles, LA, where she has worked since 2013. She has 12 years of industry experience. Miller served on the advisory board of the SWLA Law Center, including a term as Treasurer on its finance committee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and affiliated investment products. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Henry Chol is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has been with Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2012. Chol serves as a parishioner and trustee at Immaculate Conception Cathedral Church, a role he has held for 27 years. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individual and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and research.

Blake Brignac is a CFP®-certified financial advisor with 13 years of industry experience. He is currently with Raymond James & Associates, where he has worked since 2022. Prior to that, he spent nine years at Bank of America and Merrill. 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, institutions, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Janet Leleux is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She previously worked at Cetera for 10 years and has been associated with First Federal Bank of Louisiana since 2008. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a variety of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research.

Bruce Eisen is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 29 years of industry experience. He has worked at Cetera and affiliated firms since 2019 and previously held positions at Summit Financial Group Inc. and Linsco Private Ledger. Outside of advisory work, he is an agent with Insurance Services of America, focusing on life insurance. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform that includes affiliated and third-party strategies.

Matthew Dufrene is a financial advisor with Wells Fargo Advisors in Lake Charles, LA. He holds a Series 66 designation and has two years of industry experience. Prior to joining Wells Fargo Advisors, he worked at The Townsley Law Firm and has experience in education and community activities, including roles at McNeese State University and the Lake Charles Racquet Club. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services tailored to clients meeting certain net-worth thresholds.

Paul Robertson Sr. is a financial advisor with Primerica Advisors in Lake Charles, LA, holding a Series 63 designation and 38 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, he owns Roberson Dennis and Associates LLC, which is involved in sales of investment-related and home service products affiliated with Primerica. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Philip O'quin is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 18 years of industry experience. He worked at FSC Securities Corp from 2015 to 2019 before joining LPL Financial in 2019. O'quin is also involved in additional business activities related to financial services within his LPL affiliations. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management and offering model portfolios supported by LPL Research and third-party subadvisors.

Kristin Rusher is a financial advisor at Edward Jones with two years of industry experience. She previously worked for Living Wealthy Financial Group for twelve years. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a variety of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Charles Chandler is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Lake Charles, LA, and has seven years of industry experience. His prior work includes positions at Silas Simmons, LLP, Lyle Walker & Co, CDA Hospitality, Bass Pro Shops, and Millsaps College. Outside of his financial career, he serves as a football official for the Louisiana High School Officials Association and LHSAA. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, with a nationwide network of more than 23,700 financial advisors.