Mark Duck is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA. He holds the ChFC® designation and Series 63 license and has 40 years of industry experience. Prior to joining Eagle Strategies in 2008, he has been associated with Nylife Securities Inc. and New York Life Insurance Co. since 1985. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services with a focus on tailored recommendations and predominantly non-discretionary asset management.

Kyle Saltzman is a financial advisor with Cetera Planning Partners, holding a Series 66 credential and three years of industry experience. He has a longstanding career with Darnall, Sikes & Frederick CPA's since 2002, where he is a shareholder and oversees audit and tax projects. Saltzman is also involved with Darnall Sikes Wealth Partners LLC, providing wealth management support to clients. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees, and offers comprehensive financial planning, investment management, and specialized retirement services. The firm integrates tax, bookkeeping, and estate-planning support with a diversified investment approach tailored to each client’s objectives and risk tolerance.

Bryan Touchet is a financial advisor with Guardian Life in Lafayette, LA, holding 27 years of industry experience. He has been with Guardian Life since 1999. Outside of his advisory role, he co-owns Financial Concepts of Louisiana LLC and is involved in a hunting lease entity, Gadwall Kings, LLC. Guardian Life’s subsidiary Park Avenue® Wealth Management serves individuals, including high-net-worth clients, retirement plan sponsors, and businesses. The firm offers a combination of advisor-led discretionary management and model-based strategies, along with access to insurance products and alternative investments.

Michael Domingue is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera Planning Partners. He has held roles at multiple Cetera entities and Avantax, as well as experience with Darnall, Sikes & Frederick CPAs as a consultant. Domingue serves on the advisory board of the Maraist Financial Services and Business Research Lab at the University of Louisiana B.I. Moody III College of Business Administration, where he provides perspective on student investment submissions. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider. Their investment approach focuses on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance.

Jennifer Mouton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at various affiliated firms within the Cetera and Avantax networks and has been associated with Darnell, Sikes, Gardes & Frederick since 2008. Outside of her advisor role, she provides administrative support through Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management and comprehensive financial planning services. The firm’s approach emphasizes diversified allocations aligned with client objectives and integrates ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Kyle Champagne is a financial advisor with Ameriprise in Lafayette, LA, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at the Louisiana Department of Health and has entrepreneurial experience with Louisiana Valve Source and Stonewall Consulting LLC. He is also the head coach of the Louisiana Kings youth baseball team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning and annual income advice focused on dependable income sources and tax-aware withdrawal strategies.

Guy Broussard III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2012 and also serves as a general partner in Bancker Plantation, where he manages farming and ranching contracts and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional focus on municipal and public finance advisory services.

Wendy Bourque is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Edward Jones in New Iberia, Louisiana, where she has worked since 2000. 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, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peyton Pourciau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Transamerica. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its investment recommendations.

Andree Willis is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, The Gleason Group, and Go CO Realty. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a non-discretionary approach supported by a range of portfolio management styles and affiliated research.

Brett Broussard is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1998 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he operates a cooking website called Chef Broussard. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Drew Detraz is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 designation and 13 years of industry experience. He has been with Wells Fargo Advisors or its affiliate firms since 2016. Detraz has ownership in Bordelon Detraz Group, LLC, an investment-related business outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Erin Dolan is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Wells Fargo Clearing and LPL Financial. Outside of her advisory work, she serves as president of the Flamingo Row Homeowners Association, overseeing community matters such as parking, maintenance, and crime. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include specialized areas like business-owner transition and special-needs planning. Advisors use firm research and tools to develop tailored recommendations, with clients able to select if and how to implement them through various brokerage or advisory programs.

Adam Chauvin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, following six years at The Sherwin Williams Company. 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 and investment solutions through a large network of financial advisors and branch offices nationwide.

Indy Colas is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. Prior to joining UBS in 2017, Indy worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through proprietary research, model-based asset allocations, and a broad platform that includes custody, underwriting, and capital markets solutions.

Chad Romero is a CFP® and ChFC® serving with Cambridge Investment Research Advisors. He has 15 years of industry experience, including nine years at Northwestern Mutual Wealth Management Company and prior roles at Northwestern Mutual Investment Management and Northwestern Mutual Life Insurance Company. He is also registered as an insurance agent in addition to his advisory work. Cambridge Investment Research Advisors serves a wide range of individual and institutional clients, including pension and charitable organizations, offering financial planning, investment management, retirement-plan advisory, and wrap-fee programs across multiple platforms and custodians.

Brad Kolder is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Avantax and 1st Global Advisors, and is also a partner at Kolder, Slaven & Company, an accounting firm providing audit, tax, and business services. Cetera Investment Advisers LLC supports over 10,000 advisors nationwide and offers comprehensive portfolio management and retirement services to individuals, employer-sponsored plans, and institutional clients through a multi-manager platform and a variety of program options.

Kendra Willis is a financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase Bank for 13 years. Outside of her advisory role, she assists with administrative tasks for a family-owned truck transportation business. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans to clients’ goals and risk tolerances.

Allison Fuselier is a financial advisor at Wells Fargo Advisors with Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked in educational roles within the Lafayette Parish School System, St. Pius Elementary School, and Ascension Episcopal School. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based 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 sports & entertainment planning, utilizing Wells Fargo research and tools to develop client recommendations.

Amber Palumbo is a financial advisor with Raymond James & Associates in New Iberia, LA, holding a Series 63 designation and 22 years of industry experience. She has worked with various Raymond James entities since 2009. Outside of her advisory role, she is a spousal owner of a consulting business, Quality Management and Consulting. Raymond James & Associates, Inc. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.