James Westbrook II is a financial advisor with Edward Jones, holding Series 63 and Series 66 credentials and bringing 27 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, he has ownership interests in several businesses, including Delta Millwork, Inc. and Gwinn Exteriors LLC, which provides billboard rental income. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large national network of financial advisors and branch offices.

Luke Dehart is a financial advisor at Ameriprise with a Series 66 credential and no prior industry experience. Before joining Ameriprise in 2025, he worked at Louisiana Tech University and Edward Douglas White Catholic High School. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis in its approach and delivers services through a centralized retirement-income consulting team.

Donald Robinson is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 44 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. Outside of his advisory role, Robinson is president of Don Robinson, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed account options to individual and high-net-worth clients under a wrap-fee structure. The firm curates third-party asset managers and delegates model implementation to BNY Mellon Advisors.

Benton Ayo is a financial advisor with Cetera, holding a Series 66 designation and 24 years of industry experience. He has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers.

Michael Waguespack is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 16 years of industry experience. He has been with Ameriprise since 2012. Outside of his advisory role, Mr. Waguespack is involved in tax preparation through a CPA practice he co-owns and serves as CFO and treasurer for an industrial contracting firm. Ameriprise provides retirement-income planning services primarily for clients with substantial investable assets, combining research, modeling, and tax-efficient withdrawal strategies. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Zachary Lapeyrouse is a Series 66-licensed financial advisor with Edward Jones in Houma, Louisiana, bringing seven years of industry experience. He previously worked at Candies Shipbuilders, LLC for nine years before joining Edward Jones in 2018. Outside of his advisory role, he serves as Float Captain for the Krewe of Terreanians, managing budgeting and planning responsibilities. 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 and investment strategies supported by a nationwide network of more than 23,700 advisors.

Chasity Collins is a financial advisor with J.P. Morgan Securities and holds a Series 66 designation. She has 10 years of industry experience and has been with JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2015. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors. The firm offers asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors.

Michele Dantin is a financial advisor at Morgan Stanley with 18 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Outside of her advisory role, she is a part owner and director of Partek Laboratories, Inc., a private company specializing in metallurgy, metal testing, and welding certification. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market-based modeling techniques.

Jacques Rathle is a financial advisor at Ameriprise with one year of industry experience. He holds a Series 66 designation and has previously worked at Callais Capital Management and Auburn Swim Camp. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that includes written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Kirby Rhodes III is a CFP® professional with 22 years of industry experience. He has worked at Primerica Advisors and Primerica Financial Services for over two decades before joining LPL Financial in 2024. Rhodes also operates Trinitas Wealth Management, a business related to his work with LPL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Paul Mazarac is a Series 66 credentialed financial advisor with Ameriprise, based in Thibodaux, Louisiana, and has four years of industry experience. Prior to joining Ameriprise in 2021, he held roles outside the financial sector, including at Da Swamp Trampoline Park and Moe's Southwest Grill. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which focuses on dependable income sources and tax-aware withdrawal strategies.

Trent Brady is a financial advisor with LPL Financial in Houma, Louisiana, holding a Series 66 credential and four years of industry experience. His prior roles include positions at Morgan Stanley and Callais Capital Management. Outside of his advisory work, Brady owns two small businesses, Steady Shot IP and Outdoor Sporting Products. 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 advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by extensive investment tools and a large network of advisors.

Melissa Trosclair is a Series 66 licensed financial advisor with Edward Jones in Houma, LA. She has 20 years of experience with Edward Jones, having been with the firm since 2006. 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 wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Marguerite Knight is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 65 credentials and has been with Morgan Stanley and its related entities since 2011. Outside of her advisory role, she is involved in several community and civic positions, including serving on the City of Thibodaux Board of Adjustments and presiding over the Lafourche Parish Tourist Commission. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and emphasizes structured planning tools and advisory services without providing individual security recommendations within its standalone planning offerings.

Gilbert Dardar Jr. is a financial advisor with Edward Jones in Houma, Louisiana, holding a Series 66 designation and eight years of industry experience. Prior to joining Edward Jones in 2017, he worked at Edison Chouest Offshore from 2013 to 2017. He is also a director at Louisiana State Police Troop C Grant-A-Wish LA, an organization that helps organize wishes for children with terminal or life-threatening illnesses. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Samuel Rodrigue is a CFP® with 10 years of industry experience, currently serving as a financial advisor at Edward Jones since 2016. He holds a Series 66 license and is based in Thibodaux, Louisiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of financial advisors and branch offices.

Cade Babineaux is a financial advisor with Ameriprise Financial Services, holding Series 63, 65, and 66 licenses and 17 years of industry experience. His prior work includes roles at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. He is co-owner of two non-investment-related businesses in Louisiana. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. It offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

April Blanton is a financial advisor with Ameriprise in Houma, Louisiana, holding a Series 66 designation and 18 years of industry experience. She has been with Ameriprise and its affiliated entities since 2007. Outside of her advisory role, she participates in Leadership Terrebonne, a community program focused on local development and leadership skills. Ameriprise is a large institutional firm offering a range of advisory, brokerage, and insurance solutions. It provides a retirement-income planning service designed for clients approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations.

Angela Blanchard is a financial advisor at Edward Jones in Houma, Louisiana, with 16 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2009. 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 and investment strategies, supported by a large network of financial advisors and branch offices across the United States.

Christopher Domangue is a financial advisor with LPL Financial, holding a Series 63 designation and 22 years of industry experience. He has been with LPL Financial since 2004. Outside of advising, he serves as a non-profit board member for the Bayou Lafourche Freshwater District and performs notary public services. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions and supports its advisors with research, technology, and various financial products.