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.

James Westbrook II is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he has ownership interests in several businesses, including Delta Millwork, Inc. and Gwinn Exteriors LLC, which provides billboard rental income. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Donald Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Robinson is president of Don Robinson, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Benton Ayo is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Zachary Lapeyrouse is a Series 66-licensed financial advisor with Edward Jones in Houma, Louisiana, bringing seven years of industry experience. He previously worked at Candies Shipbuilders, LLC for nine years before joining Edward Jones in 2018. Outside of his advisory role, he serves as Float Captain for the Krewe of Terreanians, managing budgeting and planning responsibilities. 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 strategies supported by a nationwide network of more than 23,700 advisors.

Chasity Collins is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.

Michele Dantin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a part owner and director of Partek Laboratories, Inc., a private company specializing in metallurgy, metal testing, and welding certification. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.

Kirby Rhodes III is a CFP® professional with 22 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services for over two decades before joining LPL Financial in 2024. Rhodes also operates Trinitas Wealth Management, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Trent Brady is a financial advisor with LPL Financial in Houma, Louisiana. He holds a Series 66 designation and has five years of industry experience, including prior roles at Morgan Stanley and Callais Capital Management. Outside of his advisory role, he owns two small businesses focused on intellectual property and outdoor sporting products. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a network of advisors using both proprietary and third-party strategies.

Melissa Trosclair is a Series 66-licensed financial advisor with Edward Jones, based in Houma, LA. She has been with Edward Jones since 2006 and has 20 years of experience in the industry. 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, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

Marguerite Knight is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2011. Outside of her advisory role, she is involved in several community and civic positions, including serving on the City of Thibodaux Board of Adjustments and presiding over the Lafourche Parish Tourist Commission. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services without providing individual security recommendations within its standalone planning offerings.

Holden Ledet is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Holden Ledet CPA LLC, where he provides tax services. Prior to his current roles, he worked at Callais Capital Management from 2015 to 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Gilbert Dardar Jr. is a financial advisor with Edward Jones in Houma, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Edison Chouest Offshore from 2013 to 2017. He is also a director at Louisiana State Police Troop C Grant-A-Wish LA, an organization that helps organize wishes for children with terminal or life-threatening illnesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

April Blanton is a financial advisor with Ameriprise in Houma, Louisiana, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she participates in Leadership Terrebonne, a community program focused on local development and leadership skills. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Angela Blanchard is a financial advisor at Edward Jones in Houma, Louisiana, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 strategies, supported by a large network of financial advisors and branch offices across the United States.

Christopher Domangue is a financial advisor with LPL Financial, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he serves as a non-profit board member for the Bayou Lafourche Freshwater District and performs notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research, technology, and various financial products.

Lauren Michel is a financial advisor at J.P. Morgan Securities with 12 years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2014, with prior experience at JPMorgan Chase Bank, N.A. from 2010 to 2019. 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 through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm combines institutional advisory services with brokerage, distribution, and investment management capabilities.

Kassi Harrington is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Blake Bergeron Jr. is a financial advisor with Raymond James & Associates in Houma, LA, holding a Series 63 designation and 20 years of industry experience. He has been with Raymond James since 2014. Bergeron Financial LLC, an entity he established prior to joining Raymond James, remains active but non-operational. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, utilizing a range of portfolio management styles supported by firm research and affiliated sub-advisers.

William Dupont is a financial advisor with LPL Financial and holds a Series 66 designation. He has three years of industry experience and has worked in various roles including positions at Nicholls State University, Louisiana State University, and SnapSports. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.