Pamela Woodall is a financial advisor at J.P. Morgan Securities with 26 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities and Jpmorgan Chase Bank, N.A. since 2015. Outside of her advisory work, she is a partial owner of Sidekick Sports, a retail soccer store specializing in equipment, trophies, and uniforms, where she handles the accounting. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors.

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.

Toni Boudreaux is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she owns and operates Toni's Quilting, a business focused on quilt production and labor for hire. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs alongside municipal and public finance consulting.

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.

Lehman Abshire is a financial advisor with Cetera, holding a Series 66 license and 19 years of industry experience. He has previously worked at Avantax Investment Services and 1st Global Advisors among other firms. Outside of advising, Abshire is engaged in several business ventures including serving as president of a residential generator sales company, vice president of an auto and residential glass service, and owner of a CPA practice. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

M. Kevin Carrier is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has been with LPL Financial since 2012. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides various advisory programs, financial planning, and retirement plan consulting, with access to model portfolios and research from multiple sources.

Manuel Thompson Jr. is a Series 66-licensed financial advisor at Edward Jones with 17 years of industry experience. His prior roles include positions at Bank of America, Merrill, Cetera, and Hancock Whitney Investment Services. 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 options, operating under a fiduciary standard, supported by a nationwide network of approximately 23,701 financial advisors.

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 J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he was involved with W&S Brokerage and WESTERN SOUTHERN Life, among other roles in both financial and entrepreneurial ventures. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tracey Joubert is a Series 66 licensed financial advisor with Edward Jones, based in Opelousas, LA. She has two years of industry experience, all with Edward Jones. 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 and operates under a fiduciary standard.

Alex Cleveland is a financial advisor with Primerica Advisors in Lafayette, LA, holding a Series 63 designation and over 31 years of industry experience. He has worked at PFS Investments Inc. and Primerica Financial Services since the early 1990s. Outside of his advisory role, he maintains an eBay business selling clothing and related items as a hobby. Primerica Advisors serves primarily individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm manages a large-scale wrap-fee asset management program that employs model-delivery strategies developed by unaffiliated asset managers and uses custodial support from Pershing.

Ricky Andreas is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 20 years of industry experience, including 13 years with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Andreas is the owner of RA Capital of Louisiana, a support company specializing in bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public-finance work and specialized retirement plan advisory services.

Stephen Daste is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., and Ffc Capital Advisors, LLC. He serves as a board member of The Black School, an independent alternative school in New Orleans, providing oversight of school operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jillian Rivers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Lawrence N. Curtis, Ltd. for one year. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Ramona Bellard is a financial advisor with LPL Financial, holding a Series 66 designation and 10 years of industry experience. Her prior work includes roles at Meche and Associates LLC and Hibernia Wealth Partners, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, and corporations. The firm provides a range of financial planning, advisory programs, and retirement consulting services supported by research and model portfolios.

David Stelly is a financial advisor with J.P. Morgan Securities in Lafayette, LA, holding Series 63, 65, and 66 licenses and bringing 32 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1997. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with affiliated brokerage and investment management capabilities.

Sabrina Bayless is a financial advisor at LPL Financial with three years of industry experience. She holds the Series 66 credential and has previously worked at First Horizon and Fidelity Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management and access to model portfolios and research.

Nancy Kinchen is a financial advisor with LPL Financial, holding a Series 66 designation and over 41 years of industry experience. She has been with LPL Financial since 1984. Outside of her advisory work, Kinchen provides accounting services for two tax preparation and financial planning businesses. She is also involved in education at South Louisiana Community College. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, with access to model portfolios, third-party research, and various portfolio management strategies.

Joseph Signorelli III is a CFP®-designated financial advisor with Edward Jones, where he has worked since 2009. He has 24 years of industry experience. Outside of his advisory role, he owns and manages a movie exhibition business in Crowley, LA. 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 solutions supported by a large network of financial advisors and branch offices nationwide.

Scott Lowry is a financial advisor with Edward Jones in Crowley, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory role, he is the owner of VGT Holdings, LLC, a real estate business. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages over $1 trillion in assets through a broad network of advisors and offers a range of discretionary and non-discretionary investment solutions under a fiduciary standard.

Charles Boagni IV is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cetera since 2026 and has prior experience at LPL Financial and in his own firms, including Peak Wealth Management LLC since 2009. His activities outside of advisory work include operating insurance agencies focused on fixed and life insurance products, as well as involvement in real estate ventures through multiple LLCs. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and unaffiliated third-party money managers, overseeing more than $256 billion in assets under management.