Ceata Hackett is a CFP® and Series 66-registered financial advisor with Edward Jones, based in Lafayette, LA, with two years of industry experience. She previously worked at Edward Jones from 2001 to 2024 and spent ten years at Teurlings Catholic High School. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, with a large network of financial advisors and branch offices across the country.

Shelby Fisher is a financial advisor at Cetera with two years of industry experience. They hold a Series 66 designation and have worked previously in banking and automotive sectors, including positions at Hancock Whitney Bank and Sterling Automotive Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Dudley Labauve III is a financial advisor at Wells Fargo Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at LPL Financial, Summit Brokerage Services Inc, and UBS Financial Services. Outside of his advisory role, he owns and operates a residential construction business specializing in custom homes. Wells Fargo Advisors Financial Network serves individual, trust, and institutional clients with investment and fee-based financial planning services. The firm offers a wide range of planning options, including niche areas such as business-owner transition and special-needs analysis, utilizing proprietary research and tools to develop tailored client recommendations.

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 11 years of industry experience. He has worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. since 2015. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.

Richard Mccrocklin is a financial advisor at Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation with 22 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Ameritas Investment Company, and Ameriprise. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad range of planning solutions, including cash-flow, retirement, education, risk, and wealth-transfer planning, supported by proprietary research and tools.

Dennis Vallejo is a financial advisor with LPL Financial based in Lafayette, LA. He holds the Series 65 designation and has two years of industry experience. Prior to joining LPL Financial, Vallejo has been associated with Insurance Advisors LLC since 2016. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, combining scale and diverse non-advisory financial services with oversight of more than $819 billion in discretionary assets.

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 at OSAIC with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Woodbury Financial Services and Capital One Financial Advisors. Henderson is also president of Capital Investment Advisors LLC. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services, retirement consulting, and access to multiple investment platforms and third-party money managers.

Gregory Bordelon is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Wells Fargo Advisors since 2020, following four years at Wells Fargo Clearing. Outside of his advisory role, Bordelon manages Stanley Bordelon, Inc., a wholesale lumber business. Wells Fargo Advisors provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and niche services such as business-owner transition and special-needs planning. The firm uses proprietary research and planning tools to develop tailored recommendations, with implementation offered through brokerage or 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.

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.