Jonathan Lewis is a financial advisor with SPC in Opelousas, LA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Parkland Securities, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, Lewis serves as a minister for a local church and occasionally speaks at church functions. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm operates a large advisory network and delivers tailored, discretionary advice through various account programs supported by partnerships with Fidelity and third-party advisers.

Russell Brown is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Avantax Advisory Services and Cetera. In addition to his advisory role, he is involved in insurance sales as a producer at Dwight Andrus Insurance. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm also provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

Allen Berard is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at GWFS Equities, Farm Bureau, Hancock/Whitney Bank, Hancock/Whitney Investment Services, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Steven Moosa is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 20 years of industry experience. He has previously worked with Avantax Planning Partners, Avantax Investment Services, and 1st Global Advisors, among others. Moosa is also a CPA and an audit partner at Darnall, Sikes & Frederick CPAs, where he provides audit, tax, and consulting services. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates diversified allocations through mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies within a larger Cetera network.

Michael Hebert is a financial advisor with Commonwealth Financial Network based in Lafayette, LA. He holds a Series 63 designation and has 22 years of industry experience. Prior to joining Commonwealth and founding 4th Quarter Wealth Management in 2021, he worked at Gulf Coast Bank and LPL Financial for ten years each. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and operational support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering managed model portfolios and distinct program structures.

Dennis Guidry is a financial advisor with Empower Advisory Group in Lafayette, LA, holding Series 63 and Series 66 licenses and two years of industry experience. His background includes roles at Northwestern Mutual Wealth Management Company and Empower Financial Services, Inc., along with earlier experience in media and fitness sectors. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services through Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by sponsors.

Brandon Blanchard is a financial advisor with Empower Advisory Group in Lafayette, LA. He holds the Series 63 and Series 66 designations and has one year of industry experience. His prior work includes roles at Empower Financial Services, Two Men and a Truck, Magnolia Strategies, FLYGUYS, STULLER INC, and service in the United States Navy Reserves. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.

Jennifer Varga is a financial advisor with Principal Financial Services in Opelousas, LA, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities, Inc., she worked at Pruco Securities, LLC and has a background in dental hygiene. She is also licensed as an insurance agent, providing sales and service of fixed insurance products including life, annuities, disability, long-term care, health, and group insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Maxwell Gill is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2023 to 2025, and has experience in insurance from his time at Michael Smith State Farm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model links services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Frank Finchum is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1988. Outside of his advisory role, he owns and manages a commercial rental property in Opelousas, Louisiana. 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, operating under a fiduciary standard.

Ali Lucas is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Scott Serio is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has seven years of industry experience, including prior roles at MWA Financial Services, Modern Woodmen of America, and Sagepoint Financial. Serio previously managed Serios' Feed and Seed Inc. for nine years. He is also an independent insurance agent with Toro Asset Management, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and combines proprietary models with access to external strategists.

Ashleigh Angelle is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. She previously worked at MetLife Securities Inc. from 2012 to 2017. Outside of advising, she is an independent insurance agent appointed with United Healthcare and co-owns a lawn care service business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Pamela Woodall is a Series 66-credentialed financial advisor with J.P. Morgan Securities, where she has worked since 2015. She has 27 years of industry experience, including a brief tenure at Morgan Keegan & Company, LLC. Outside of her advisory role, she is a partial owner of Sidekick Sports, a soccer store in Lafayette, Louisiana, where she manages the accounting. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework.

David Fontenot is a financial advisor with Mass Mutual Investors Services who holds a Series 66 designation and has 36 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and was previously with Metlife Securities Inc. for 28 years. Outside of his advisory role, he is involved in owning and racing horses through his entities David Fontenot Racing LLC and Vintage Racing. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved analytical tools to provide collaborative, goal-based recommendations.

Sadie Latiolais is a financial advisor at Edward Jones with eight years of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2017. Prior to that, she was with Schumacher Clinical Partners from 2012 to 2017. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies through a large nationwide network of financial advisors and branch offices.

John Boudreaux is a CFP®-certified financial advisor with 20 years of industry experience. He is currently with Ameriprise and has previously worked at Lincoln Financial Advisors and LPL Financial. Outside of his advisory role, he is involved in independent insurance brokering and operates a financial advisory practice through The WOWM Group, LLC. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

M. Kevin Carrier is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 2012, following seven years at Merrill. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of financial products.

Manuel Thompson Jr. is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, Cetera, Hancock Whitney Investment Services, and Western Southern Life. He is currently based in Carencro, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Brett Letchworth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC since 2022. Prior to that, he held roles at W&S Brokerage, WESTERN SOUTHERN Life, and engaged in entrepreneurial activities including managing Acadiana Office Cleaning Services, LLC. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.