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 with Edward Jones in Lafayette, LA. He holds a Series 66 designation and has one year of industry experience. Prior to joining Edward Jones, he worked at MTS Physical Therapy. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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 at Edward Jones in Lafayette, LA with 24 years of industry experience. He holds Series 63 and Series 66 designations and has been with Edward Jones since 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 and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

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.