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Stacey C

Series 63, Series 66

Lake Charles, LA

Centaurus Financial, Inc.

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.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Robert M

CFP®, Series 63

Lake Charles, LA

Benjamin F. Edwards & Company, Inc.

Robert Mendelson Jr. is a CFP® with 44 years of experience in the financial services industry. He currently works at Benjamin F. Edwards & Company, Inc. and has previously been with Ameriprise and Ameriprise Financial Services, Inc. Mendelson is involved in a business ownership role outside of his advisory work. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors, offering a range of advisory, brokerage, insurance, and M&A services.

Wealth management Passive / index investing Active portfolio management Tax-loss harvesting Executive Founder/Business Owner
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Daren H

Series 63, Series 65

Lake Charles, LA

VOYA Financial Advisors, Inc.

Daren Hood is a financial advisor with Voya Financial Advisors, Inc. where he has worked for 12 years. He holds Series 63 and Series 65 licenses and has 28 years of industry experience. Hood is also a board member of the Calcasieu 4H Foundation, a local chapter of the National 4H Club. Voya Financial Advisors, Inc. provides financial planning, portfolio management, unified managed account programs, and retirement-plan advisory services to individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm combines model portfolios, technology-enabled tools, and access to both affiliated and unaffiliated investment products, managing many accounts on a non-discretionary basis.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Deborah A

Series 63, Series 65

Lake Charles, LA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Gabriel T

Series 66

Lake Charles, LA

Edward Jones

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.

Charitable giving & philanthropy College savings (529s, UTMA, etc.) Divorce financial planning Retirement income strategy General retirement planning Founder/Business Owner
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Damon A

Series 66

Lake Charles, LA

J.P. Morgan Securities

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.

Wealth management Executive Founder/Business Owner
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Bobby G

Series 66

Lake Charles, LA

Edward Jones

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.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer General retirement planning Wealth management Retired Founder/Business Owner Executive
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Bradley H

Series 66

Lake Charles, LA

Morgan Stanley

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.

General estate planning guidance
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Scott P

Series 66

Lake Charles, LA

Morgan Stanley

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.

General estate planning guidance
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Jason D

Series 66

Lake Charles, LA

Edward Jones

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.

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

Series 66

Lake Charles, LA

Edward Jones

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.

Charitable giving & philanthropy Family Business Business exit / sale strategy Wealth management General estate planning guidance Founder/Business Owner
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Henry C

Series 63, Series 65

Lake Charles, LA

Morgan Stanley

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.

General estate planning guidance
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Blake B

CFP®, Series 66

Lake Charles, LA

Raymond James & Associates

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.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Janet L

Series 63, Series 65

Sulphur, LA

LPL Financial

Janet Leleux is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her prior roles include ten years with Cetera and 18 years at First Federal Bank of Louisiana. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, 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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Bruce E

Series 63, Series 65

Lake Charles, LA

Cetera

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.

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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Matthew D

Series 66

Lake Charles, LA

Wells Fargo Advisors

Matthew Dufrene is a financial advisor at Wells Fargo Advisors with a Series 66 credential and three years of industry experience. Prior to joining Wells Fargo Advisors, he worked at The Townsley Law Firm and held various roles including positions 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 provides investment and financial planning services to individuals, trusts, and institutions. The firm offers a broad range of planning services tailored to clients who meet a net-worth threshold, utilizing Wells Fargo research and planning tools to deliver tailored recommendations.

Divorce financial planning Planning for children with special needs Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
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Paul R

Series 63

Lake Charles, LA

Primerica Advisors

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.

ESG / Sustainable investing Tax-loss harvesting Income planning
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Philip O

Series 63, Series 65

Lake Charles, LA

LPL Financial

Philip O'quin is a financial advisor with LPL Financial in Lake Charles, LA, holding Series 63 and Series 65 licenses and 18 years of industry experience. He previously worked at FSC Securities Corporation and has been with LPL Financial since 2012. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions including model portfolios and third-party asset management.

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

Series 66

Sulphur, LA

Edward Jones

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.

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

CFP®, Series 66

Lake Charles, LA

Edward Jones

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.

Retirement income strategy General retirement planning Wealth management Oil & Gas
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