Teresa Lebert is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she serves as treasurer for the local chapter of the Catholic Daughters of America and works as a notary in Lake Charles, Louisiana. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and a structured discovery process.

Kyle Mestayer is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at JD Bank, Bank FNBD, and the Kyle Mestayer Insurance Agency. Outside of his advisory role, he serves as an Investment Account Executive for Global Asset Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dianna Duhon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and secular return estimates to support its financial planning process.

Jeri Bostick is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Doumite is a financial advisor at Morgan Stanley in Lake Charles, LA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at Lake Charles Regional Airport, Gigi's Downtown, Gray Plantation Golf Course, and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning solutions.

Griffon Lestage is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Brian Low Financial Group, and Empower Retirement. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Jim Giffin Jr. is a financial advisor at Edward Jones in Lake Charles, LA, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eric Stevens is a financial advisor with Wells Fargo Advisors in Lake Charles, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Stevens serves as a power of attorney for family members and is involved in several investment-related entities, including financial consulting and commercial real estate ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Lindsey Fontenot is a financial advisor with Wells Fargo Advisors in Lake Charles, LA, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors. 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 tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and tools to develop recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

James Mulvey is a financial advisor with Ameriprise in Lake Charles, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored Recommendation Reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

David Baggett is a financial advisor with OSAIC based in Lake Charles, Louisiana. He holds a Series 66 designation and has 19 years of industry experience, including roles at Securities America Advisors and Securities America Inc. Outside of advising, Baggett is involved in his church as a youth leader, teaching Sunday school and youth services. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Natalie Garrison is a financial advisor with Morgan Stanley in Lake Charles, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm emphasizes structured financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.

Melissa Derouen is a financial advisor at Morgan Stanley with 17 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including JP Morgan Chase and Raymond James Financial Services. Outside of financial services, she has been involved with Lakeside Commercial Cleaners. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and advisory programs. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools to support its financial advisory services.

Fernando Davila is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Principal Advised Services, TD Ameritrade, and Edward Jones. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse clientele including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Bryce Dickinson is a financial advisor with Edward Jones in Lake Charles, LA, holding a Series 66 designation and with one year of industry experience. Prior to his role at Edward Jones, he was affiliated with McNeese State University from 2020 to 2024. Outside of his advisory work, he is the sole owner and operator of a lawn care business serving family and friends. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Richard Eisner is a financial advisor at LPL Financial with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera and First Federal Bank of Louisiana. His career includes over a decade at Cetera and a long tenure at First Federal Bank of Louisiana. 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, including discretionary and non-discretionary management, utilizing research and model portfolios from internal and third-party sources.

William Battestin is a financial advisor at Morgan Stanley with 40 years of experience in the industry. He holds Series 63 and Series 65 credentials. His prior work includes nine years with Wells Fargo Clearing and seven years with Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a range of advisory programs to individuals and institutional clients, including tailored financial and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm‑approved tools and investment models.

John Doumite is a financial advisor with Morgan Stanley in Lake Charles, Louisiana, holding a Series 66 designation and having 24 years of industry experience. He has been with Morgan Stanley since 2009 and with Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is involved as a manager in a family-related rental property business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and methodologies to support its clients’ financial goals.

Kenneth Martin is a Senior Financial Advisor with Merrill Lynch Wealth Management. He joined Merrill Lynch in 2012, bringing over thirty years of experience in operational and accounting management as well as ownership within the auto and heavy truck dealership industry. This extensive background provides him with valuable insight into the financial and business needs of business owners, enabling him to structure wealth management, estate planning, and business financial strategies tailored to their unique requirements. Mr. Martin graduated from Louisiana State University Baton Rouge in 1980 with a Bachelor of Science in Industrial Management. He holds the designation of Personal Investment Advisor (PIA). His expertise includes college education planning, corporate executive services, family wealth management, legacy planning, liquidity management, retirement planning, portfolio management, and investment strategy for individuals and businesses. A lifelong resident of Lake Charles, Louisiana, Kenneth Martin is actively involved in his community. He serves as a vestry member and finance committee member of the Good Shepherd Episcopal Church, where he has held leadership roles including Senior Warden. Additionally, he is a board member of the Chennault International Airport Authority. Outside of his professional and community commitments, he pursues interests such as big game hunting and enjoys spending time with his wife, Brigette Walker Martin, and their four children.

Frederick Carter is a financial advisor at Morgan Stanley with Series 66 credentials and 10 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2016 and at Morgan Stanley Smith Barney LLC since 2015. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs and financial planning services. The firm employs a structured planning process using firm-approved tools and provides investment advisory services without directly recommending individual securities as part of its standalone planning programs.