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.

Thomas Meyer is a CFP® with 28 years of experience in financial services, currently serving at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 15 years. Meyer is president of the Ben Meyer Foundation, Inc. and serves on the board of Acadia Music Fest, LLC. Ameriprise provides retirement-income planning services primarily for clients with at least $1 million in net investable assets, combining research-driven modeling and tax-efficient strategies to deliver personalized recommendation reports. The firm also offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

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.

Kaitlyn Gravois is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and two years of industry experience. Her background includes roles at Ameriprise, M. Rodrigue & Son, Inc., and Nicholls State University. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a Premier Retirement Income service that provides written recommendation reports and annual planning advice focused on income sources and tax-aware withdrawal strategies.

Lloyd Kern III is a financial advisor at Ameriprise with 22 years of industry experience. He holds a Series 66 designation and has been with Ameriprise and its affiliated entities since 2005. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing annual advice focused on dependable income sources and tax-aware withdrawal strategies.

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.

Chelsy Pellegrin is a financial advisor at Raymond James & Associates with 9 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2015. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting through various programs and affiliated research.

Christopher Callahan is a financial advisor with Ameriprise in Thibodaux, Louisiana, holding a Series 66 designation and 10 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Outside of his advisory role, he serves on the Board of Directors for the Ben Meyer Inc Foundation. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide written recommendation reports. The firm is a large institutional provider of advisory, brokerage, and insurance solutions through affiliated entities.

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.

Blake Aucoin is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

Brett Hains is a financial advisor at Osaic Wealth with 19 years of industry experience and holds a Series 66 designation. He previously worked at Business First Bank and LPL Financial for 11 years. Osaic Wealth serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and various third-party services to manage diversified portfolios on both discretionary and non-discretionary bases.

Rachel White is a financial advisor with Morgan Stanley Wealth Management in Houma, Louisiana, holding a Series 66 license and bringing four years of industry experience. Her career history includes roles at Morgan Stanley Smith Barney, Ellendale Country Club, and Denham and Lillich Wealth Management. Outside of advising, she has contributed to Ellendale Country Club by managing email campaigns and training staff. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by advanced modeling tools and a structured discovery process.

Nicole Bland is a Series 66-licensed financial advisor with Edward Jones, based in Houma, Louisiana, with three years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is a co-owner of Clean Environmental Services, a janitorial business in Houma, where she assists with office administration. 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 programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.