Jake Richard is a financial advisor at OSAIC with eight years of industry experience. He holds the Series 66 designation and has worked previously at Woodbury Financial Services, Royal Alliance Associates, and Capital One Bank, among other firms. His professional background also includes managing an investment-related LLC. OSAIC serves a diverse client base, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers a range of advisory services and employs various asset-allocation tools and third-party platforms to construct and manage portfolios.

Chase Bentley is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and over 10 years of industry experience. His background includes multiple roles within J.P. Morgan Securities and JPMorgan Chase Bank, as well as prior experience at LPL Financial and Prospera Financial Services. Outside of finance, he is an owner and partner in Louisiana Salsa Co. LLC, a local food and beverage business specializing in salsa. J.P. Morgan Securities 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 when recommending strategies.

Payden Hays is a Series 66-licensed financial advisor at J.P. Morgan Securities with 10 years of industry experience. He has been with J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. 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. The firm applies an ESG eligibility framework when recommending strategies and operates within the broader J.P. Morgan broker-dealer and banking organization.

Russell Gunter is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to his current role, he worked in healthcare and physical therapy-related positions, including nearly two decades at Gunter Physical Therapy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Richard Mccrocklin is a financial advisor at Wells Fargo Advisors with 21 years of industry experience. He holds the Series 66 designation and has worked at Wells Fargo entities since 2009. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using Wells Fargo research and planning tools.

Dennis Vallejo is a financial advisor with LPL Financial in Lafayette, LA, holding a Series 65 designation and one year of industry experience. He has been with LPL Financial since 2024 and also maintains a role at Insurance Advisors LLC since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management supported by research and model portfolios.

Donald Paul is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation with one year of industry experience. Prior to joining Edward Jones, he worked in physical therapy at MTS Physical Therapy. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Curtis Roy II is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Roy is also the owner of Roy Planning LLC, managing his advisory business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Grant Nelson is a CFP® professional with nine years of industry experience, currently serving at Cambridge Investment Research Advisors. Prior to joining Cambridge, he worked with Northwestern Mutual in various capacities from 2016 to 2020. He is also an independent insurance agent and operates his own advisory business, Grant J. Nelson, LLC. Cambridge Investment Research Advisors is an SEC-registered firm that serves a diverse client base, including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platform arrangements.

Justin Henderson is a financial advisor with OSAIC holding Series 63 and Series 66 licenses and has 20 years of industry experience. He has worked at Woodbury Financial Services since 2018 and has been involved with ShareBuilder 401K since 2015. Henderson also serves as president of Capital Investment Advisors LLC. OSAIC serves a diverse client base including individual and institutional investors, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs a range of portfolio construction tools and supports various advisory platforms, including managed accounts and model solutions.

Gregory Bordelon is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 registrations and bringing 39 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, he manages a wholesale lumber business in Lafayette. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services with a broad range of planning options. The firm utilizes proprietary research and planning tools to develop tailored recommendations, offering clients flexibility in implementation through various brokerage and advisory programs.

Raymond Walters Jr. is a financial advisor with Edward Jones in Lafayette, LA, holding Series 63 and Series 66 credentials and possessing 25 years of industry experience. He has been with Edward Jones throughout his career, starting in 2001. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of investment strategies and affiliated capabilities under a fiduciary standard.

Matthew Briscoe is a financial advisor with Primerica Advisors, holding 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Prior to this, he worked at Walmart Distribution Center from 2014 to 2020. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Alicia Guidry is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public for the State of Louisiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers these services primarily through a network of financial advisors and maintains a distinct approach by not managing institutional portfolios or selecting other advisers for institutional mandates.

Denise Niland is a financial advisor with Merrill in Lafayette, Louisiana, holding a Series 66 credential and 31 years of industry experience. She has been with Merrill since 1993 and concurrently associated with Bank of America since 2015. Her outside roles include serving as power of attorney for family members. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a variety of model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.