Frank Wood Jr. is a financial advisor at Morgan Stanley with 8 years of industry experience. He holds Series 63 and Series 65 licenses and has worked primarily within various divisions of Morgan Stanley since 2017, including the Morgan Stanley Private Bank. Before joining Morgan Stanley, he spent one year with the Diocese of Lake Charles. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individuals and institutional clients. The firm offers a range of advisory programs and financial planning services that utilize firm-approved tools and models, managing approximately $2.74 trillion in client assets.

Benson Terrell Jr. is a financial advisor with Mass Mutual Investors Services in Lake Charles, LA, holding the CFP® and ChFC® designations and over 33 years of industry experience. He has been with MML Investors Services Inc. and MassMutual since 2008. Outside of his advisory role, Terrell is involved in several business ventures, including ownership of a pleasure hunting and crawfish farm and a retail sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual collaborative planning engagements using firm-approved analytical tools and offers event-driven planning services such as divorce and estate-settlement planning.

Emily Sanders is a financial advisor at Morgan Stanley with seven years of industry experience. She holds a Series 66 designation and previously worked at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., First Federal Bank of Louisiana, and Waitr, Inc. Sanders also has experience in higher education through a role at McNeese State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer providing a wide range of advisory programs to individuals and institutional clients. The firm offers tailored financial planning services supported by structured discovery processes and firm-approved tools, managing approximately $2.74 trillion in client assets.

Mackenzie Wright is a CFP® professional with eight years of industry experience, currently affiliated with Raymond James & Associates. Prior to joining Raymond James in 2022, Wright worked at Merrill Lynch and Merrill from 2014 to 2022 and spent a year at Bethel School of Ministry. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services primarily through non-discretionary relationships.

Tiffany Bailey Duhon is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and seven years of industry experience. She has worked at notable firms including Raymond James Financial Services and Northwestern Mutual. Outside of finance, she is also a yoga and fitness instructor operating her own LLC. 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 team of Wealth Advisors.

Regan Jones is a Series 66 licensed financial advisor with Wells Fargo Advisors in Lake Charles, LA, with 13 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his work at Wells Fargo, he has a minority ownership interest in JONES-PRICE WEALTH MANAGEMENT, LLC. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services, including specialized areas such as business-owner transition and special-needs analysis, supported by proprietary research and planning tools.

Tab Finchum is a financial advisor at Edward Jones with Series 63 and Series 66 designations and 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1984. Outside of advising, Finchum serves as a board officer and manager of a local security services company. Edward Jones is a full-service wealth management firm serving individual and institutional clients with comprehensive investment advisory programs and a large nationwide network of advisors and branch offices. The firm offers a range of discretionary and non-discretionary strategies, affiliated mutual funds, and overlay tax-efficient services.

Lauren Caldwell is a financial advisor with Edward Jones in Sulphur, Louisiana. She holds a Series 66 designation and joined Edward Jones in 2026. Prior to her current role, she served on the Calcasieu Parish School Board for 11 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a wide range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices, with approximately $1.01 trillion in assets under management.

Brian Levens is a financial advisor with Edward Jones in Sulphur, Louisiana. He holds a Series 63 designation and has 19 years of industry experience, including over 20 years with Edward Jones. 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 discretionary and non-discretionary investment strategies, as well as affiliated mutual funds, a proprietary money market fund, and overlay and tax-efficient services.

Harold Jones is a Certified Financial Planner® with 38 years of industry experience, currently serving at Wells Fargo Advisors since 2017. He has held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC dating back to 2009. Outside of his advisory work, he holds ownership in Jones-Price Wealth Management, LLC, and acts as power of attorney for family members. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser offering investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a comprehensive planning menu tailored through research and simulation tools, with planning engagements generally structured as discrete projects.

Brian Jones is a financial advisor at Edward Jones in Lake Charles, LA, holding a Series 66 designation with nine years of industry experience. He has worked at Edward Jones since 2018, with prior roles at Terra Point, GeoShack, Doggett Machinery, Bidadoo, and Bottom Line Equipment. Outside of his advisory work, he is involved in accounting for his wife's crafts startup, Ollie Belle's. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large national network of financial advisors and branch offices.

Chad Babin is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. Before joining LPL Financial in 2026, he spent seven years at Raymond James Financial Services and worked at AT&T for 20 years. He is involved in a separate business entity, C&C Babin Capital Investments LLC, which serves tax and investment purposes. 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 representatives. The firm offers a range of financial planning and advisory programs, combining both discretionary and non-discretionary management with access to research and model portfolios from multiple sources.

Randyl Ratcliff is a CFP® professional with 35 years of industry experience, currently with Wells Fargo Advisors since 2022. Prior to this, he worked with Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Outside of his advisory role, Ratcliff owns and operates Ratcliff Farms, a business that produces and sells produce, flowers, trees, plants, and related products. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutions with a broad range of financial planning and investment services tailored to clients who meet a net-worth threshold.

Aaron Quinn is a CFP® professional with 12 years of industry experience, currently serving at Edward Jones since 2016. He also held a position at Cetera for one year and previously worked at Edward Jones from 2013 to 2015. Outside of his advisory role, he is a co-owner of The Village Coffeehouse in Sulphur, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options. The firm is recognized for its extensive retail advisor network and affiliated capabilities beyond traditional advisory services.

Philip Quinn is a financial advisor with Edward Jones in Sulphur, LA, holding Series 63 and Series 66 credentials and 31 years of industry experience. He has been with Edward Jones since 1995. Outside of his advisory role, he manages an office rental business in Sulphur. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both non–high-net-worth and high-net-worth households. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors and over 15,000 branch offices.

Richard Hinton is a CFP® with 41 years of industry experience, currently serving as a financial advisor at Ameriprise in Lake Charles, LA. He has been with Ameriprise and its affiliated entities since 2009. Ameriprise offers a retirement-income planning service designed for individuals with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to deliver tailored, non-discretionary advice through a centralized consulting team.

Tonya Griffith is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she serves as power of attorney for her mother. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s approach is IPS-driven and incorporates a range of investment products, including insurance-related vehicles and bank deposit sweep options.

James Guilbeaux Jr. is a financial advisor at Wells Fargo Advisors with 20 years of industry experience. He holds Series 63 and Series 66 designations and has been with Wells Fargo since 2010. Outside of his advisory work, he is a musician who plays guitar and sings. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services tailored to clients meeting net-worth thresholds, utilizing Wells Fargo research and tools to develop customized recommendations.

Charman Cruseturner is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones, Cruseturner worked at Amplify as a Professional Learning Specialist, training teachers to use educational reading products. Cruseturner also served on the Calcasieu Parish School Board for eight years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a broad range of advisory programs and services supported by a nationwide network of more than 23,700 financial advisors.

Keith Fontenot is a financial advisor at Wells Fargo Advisors with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo in various capacities since 2009. Outside of finance, he owns and operates Lil Hannah's Farm, LLC. Wells Fargo Advisors Financial Network offers investment and financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options including retirement, education, and specialized services such as business-owner and special-needs planning. The firm utilizes proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries.