Russell Brown is a financial advisor with Cetera who holds a Series 66 designation and has four years of industry experience. Prior to joining Cetera in 2025, he worked with Avantax Advisory Services and related firms from 2022 to 2025. Brown also maintains a role as an insurance producer with Dwight Andrus Insurance, where he sells property and casualty insurance. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services, operating a multi-manager platform with over $256 billion in assets under management.

Stephen Theunissen is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and 13 years of industry experience. He has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2014. Outside of his advisory role, he serves as a registered official for the Louisiana High School Officials Association, officiating high school football games. 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. The firm combines large institutional advisory operations with multiple market-facing registrations and delivers its program on a non-discretionary basis.

Derrick La Garde is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His prior roles include positions at First Horizon Advisors, Iberia Bank, Infinex Investments, and State Farm VP Management Corp. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management supported by research from LPL and third-party subadvisors.

Maggie Bihm is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2022. Raymond James & Associates is a large 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 driven by fact-finding and risk profiling.

Christopher Hoyt is a CFP®-designated financial advisor with 16 years of industry experience, currently with Wells Fargo Advisors since 2023. He has also operated Hoyt Investment Services Inc. since 2001. Outside of his advisory role, he serves as a trustee for non-family trusts. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement those strategies.

Micah Moscovis is a ChFC® credentialed advisor with MassMutual Investors Services, bringing 21 years of industry experience. He has worked at MassMutual and its affiliated companies since 2017 and previously spent 13 years with MetLife Securities and Metropolitan Life Insurance Company. Outside of his advisory role, Moscovis owns a notary services business in Louisiana. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers with financial planning, asset management, and educational programs. The firm’s approach centers on collaborative, ongoing financial planning engagements that utilize firm-approved technology and structured event-driven planning services.

Walter Smith II is a financial advisor with Edward Jones in Carencro, Louisiana, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in firearms-related businesses including gunsmithing and firearm safety training. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Ashley Thayer is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. She holds a Series 66 designation and has worked at firms including Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Stratos Wealth Partners, and LPL Financial. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on annual, collaborative planning relationships using firm-approved software and strategies rather than specific product selections.

Thomas Banks is a Series 66-licensed advisor with J.P. Morgan Securities, based in Opelousas, LA, with 28 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Fritzie Fine is a Series 66-licensed financial advisor at Edward Jones with 23 years of industry experience. She has been with Edward Jones since 2012. Outside of her advisory role, Fine serves as a board member at Weil Company Incorporated, a property management firm, and handles accounting tasks there. 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.

Christine Dugas is a financial advisor at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances.

Delano Williams is a financial advisor with Mass Mutual Investors Services and has 30 years of industry experience. He previously worked at Metlife Securities Inc. for 22 years and has been with Mass Mutual Investors Services since 2017. Outside of his advisory role, he is a golf coach. Mass Mutual 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, and charitable organizations. The firm offers collaborative annual planning engagements utilizing firm-approved software and a range of investment programs.

Malana Helton is a financial advisor at Edward Jones with 31 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones for a total of 13 years. Outside of her advisory work, she is a member of Smithland Farm LLC, an agricultural business associated with farm land she inherited. 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 wrap fee strategies, and operates under a fiduciary standard.

Clint Laviolette is a financial advisor at OSAIC with 28 years of industry experience. He has been affiliated with OSAIC since 2024 and has a long history with Financial Advisory Solutions, LLC and Retirement Resources of Louisiana, Inc. He serves as President of the Lakes on the Teche Homeowners Association board of directors. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisors and offers integrated brokerage and investment advisory services, including access to third-party money managers and customized portfolio solutions.

Scott Pitre is a Series 66-licensed financial advisor with Edward Jones, based in Opelousas, LA. He has eight years of industry experience, including roles at National General Insurance and Gulf States Underwriters prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.

James Ryan is a financial advisor at Mass Mutual Investors Services with nine years of industry experience. He holds a Series 66 designation and has worked at MML Investors Services, LLC since 2017, following a year at MSI Financial Services, Inc. In addition to his advisory role, he owns Jack Ryan Financial Group LLC, a financial planning practice based in Lafayette, LA. Mass Mutual Investors Services operates as a subsidiary of MassMutual, providing ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers structured, annual planning engagements using firm-approved tools and focuses on recommending investment categories and strategies without investment discretion.

Carol Kinder is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and over 30 years of industry experience. Prior to joining LPL Financial in 2021, she worked for First Allied Advisory Services and First Allied Securities. 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 programs with discretionary and non-discretionary management options supported by research from LPL Research and third-party subadvisors.

Wendell Guidry II is a financial advisor at Ameriprise with 10 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for eight years before joining Ameriprise in 2023. Guidry is also the owner of Taurus Wealth Management, where he manages an advisory business outside of his primary role. Ameriprise provides a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations, supported by a centralized consulting team.

Charles Allain III is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and bringing 26 years of industry experience. He has been with LPL Financial since 2011. Outside of advising, he has served as a successor trustee in a fiduciary capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from internal and third-party sources.

Tara Rivers is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked previously at VALIC Financial Advisors, LPL Financial, Summit Brokerage Services, and Merrimac Asset Management. 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 strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.