Dustin Le Ray is a financial advisor at Ameriprise Financial Services with eight years of industry experience. He holds a Series 66 designation and has worked at Ameriprise since 2017, following roles at Callais Capital Management, Aldridge & Valure CPA, and GNC. Outside of his advisory role, he serves as Vice President on the Board of Directors of the Chateau Severn Condominium Association. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning through written recommendation reports and ongoing advice. The firm’s approach integrates proprietary investment research and third-party data within a managed account framework that includes specific enrollment criteria and economic disclosures.

Toby Guillory Jr. is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and has previously worked at Brien Chiropractic Clinic and LA Health Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages approximately $1.01 trillion in assets, offers a range of advisory programs and investment strategies, and maintains a large nationwide network of financial advisors and branch offices.

Alexandria Aucoin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2021 and has prior experience at Nicholls State University and Vandebilt Catholic High School. 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 portfolio programs, third-party asset management, and institutional platforms.

Ann Summers is a CFP® with 26 years of experience in financial services, currently affiliated with LPL Financial. She has worked with LPL Financial and Synergy Bank since 2005 and previously held positions at Banc One Securities Corporation. She launched the non-deposit investment division at Synergy Bank and remains involved in its investment services operations. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to third-party asset managers and institutional platforms, supported by advanced operational tools.

Timothy Emerson is a financial advisor with Morgan Stanley, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. His career includes extensive tenure at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory role, he operates as a public notary and has served as a university-level instructor at Tulane University. Morgan Stanley Wealth Management provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery conversations and advanced modeling tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate-sponsored financial planning services.

Carroll Domangue Jr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2004. He has 33 years of industry experience and is based in Houma, Louisiana. In addition to his advisory role, he operates Domangue and Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment management programs, supported by both proprietary and third-party strategies.

Felix McElroy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 44 years of industry experience. He worked at Next Financial Group Inc for 17 years before joining LPL Financial in 2019. 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, third-party asset management, and institutional platforms.

James Boudreaux Jr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Cheryl Voss is a financial advisor with LPL Financial in Houma, Louisiana, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Regions Bank, Cetera Investment Services, and Synovus Securities. She is also involved with Synergy Bank alongside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Matthew Lirette is a financial advisor with Edward Jones in Houma, LA, holding CFP® and ChFC® designations and the Series 66 license. He has 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Leon Stiel III is a financial advisor with Edward Jones in Houma, Louisiana, holding the CFP® designation and Series 66 license. He has 12 years of industry experience and has been with Edward Jones since 2013. 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.

Curt Domingue is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. He holds Series 63 and Series 66 credentials and has been with J.P. Morgan Securities since 2012, also working at JPMorgan Chase Bank since 2003. 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. The firm combines large institutional advisory operations with brokerage and investment management capabilities.

John Sirois is a financial advisor at Raymond James Financial with 29 years of industry experience. He holds a Series 63 designation and has worked at Raymond James Financial since 2009, with prior experience at M Wealth Advisors and Wealth Management Solutions, LLC. In addition to his advisory role, Sirois is an attorney and an author, and he holds an ownership interest in a family business. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA employer consulting.

Heather Pickering Bradford is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 15 years of industry experience. She has been with Cetera and its related entities since 2014. Bradford serves as a board member and board president of the South Louisiana Wetlands Discovery Center. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program structures and custodial relationships.

Stephen Dufrene is a financial advisor at LPL Financial with 22 years of industry experience. He holds the Series 63 designation and previously spent 20 years with Primerica Advisors. Based in Houma, Louisiana, Dufrene operates under Dufrene Wealth Management LLC as a business entity for his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Austin Labat is a Series 66-licensed financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, he worked in various roles including at Enterprise Rental Car and Andrews and Sons. Outside of his advisory career, he operates a small landscaping business in Houma, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Chad Chustz is a ChFC®-credentialed financial advisor with Edward Jones, where he has worked for 16 years. He holds the Series 66 designation and is based in Cut Off, Louisiana. Outside of his advisory role, he is the owner of CGC Group, a commercial real estate business in Raceland, Louisiana, and is a limited partner in Night Trippin' LLC, a motion picture company in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, providing a broad array of investment advisory programs and affiliated services through a large national network of advisors and branch offices.

Raleigh Galiano Jr. is a CFP®-certified financial advisor with 34 years of industry experience. He has been with LPL Financial since 2012, following six years at Edward Jones. Outside of his advisory work, he manages a local wealth management group under a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Chelsy Pellegrin is a financial advisor at Raymond James & Associates in Houma, Louisiana, holding a Series 66 designation with 10 years of industry experience. She has been with Raymond James since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Kylee Buffinet is a financial advisor at J.P. Morgan Securities with four years of industry experience. She holds a Series 66 designation and has worked at J.P. Morgan Securities since 2022, as well as at JPMorgan Chase Bank, N.A. since 2016. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending strategies.