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.

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.

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.

Frank Wood Jr. is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within various divisions of Morgan Stanley since 2017, including the Morgan Stanley Private Bank. Before joining Morgan Stanley, he spent one year with the Diocese of Lake Charles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Benson Terrell Jr. is a financial advisor with Mass Mutual Investors Services in Lake Charles, LA, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2008. Outside of his advisory role, Terrell is involved in several business ventures, including ownership of a pleasure hunting and crawfish farm and a retail sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate-settlement planning.

Emily Sanders is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Federal Bank of Louisiana, and Waitr, Inc. Sanders also has experience in higher education through a role at McNeese State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mackenzie Wright is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2022, Wright worked at Merrill Lynch and Merrill from 2014 to 2022 and spent a year at Bethel School of Ministry. 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 and consulting services primarily through non-discretionary relationships.

Regan Jones is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Charles, LA, with 13 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his work at Wells Fargo, he has a minority ownership interest in JONES-PRICE WEALTH MANAGEMENT, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Harold Jones is a Certified Financial Planner® with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2017. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership in Jones-Price Wealth Management, LLC, and acts as power of attorney for family members. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a comprehensive planning menu tailored through research and simulation tools, with planning engagements generally structured as discrete projects.

Chad Babin is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2026, he spent seven years at Raymond James Financial Services and worked at AT&T for 20 years. He is involved in a separate business entity, C&C Babin Capital Investments LLC, which serves tax and investment purposes. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of representatives. The firm offers a range of financial planning and advisory programs, combining both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Randyl Ratcliff is a CFP® professional with 35 years of industry experience, currently with Wells Fargo Advisors since 2022. Prior to this, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, Ratcliff owns and operates Ratcliff Farms, a business that produces and sells produce, flowers, trees, plants, and related products. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Richard Hinton is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Charles, LA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Tonya Griffith is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

James Guilbeaux Jr. is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2010. Outside of his advisory work, he is a musician who plays guitar and sings. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Keith Fontenot is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of finance, he owns and operates Lil Hannah's Farm, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and specialized services such as business-owner and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.

Strekker Pryor is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and 15 years of industry experience. He has been with Morgan Stanley Smith Barney since 2010 and Morgan Stanley Private Bank, N.A. since 2018. Pryor is also a partner in PQZ Properties, LLC, a real estate business. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses structured planning tools and offers a range of investment and advisory services through its extensive network of financial advisors.