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Christopher A
Series 63, Series 66
Eunice, LA
Edward Jones
Christopher Ardoin is a financial advisor with Edward Jones in Eunice, LA, holding Series 63 and Series 66 licenses and 26 years of industry experience. He has been with Edward Jones since 2000. Ardoin owns his branch location through LOVA LLC. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of advisors and branch offices.
Scott P
Series 66
Opelousas, LA
Edward Jones
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 R
Series 66
Lafayette, LA
Mass Mutual Investors Services
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 been affiliated with MassMutual Life Insurance Company since 2016. He is the owner of Jack Ryan Financial Group LLC, a financial planning practice based in Lafayette, Louisiana. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm’s approach includes collaborative, annual planning engagements utilizing firm-approved analytical tools, with optional implementation of recommendations through separate brokerage or insurance arrangements.
Wendell G
Series 66
Lafayette, LA
Ameriprise
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.
James T
Series 63
Eunice, LA
Edward Jones
James Tucker is a financial advisor at Edward Jones with 41 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1985. Outside of his advisory role, he owns a farming business in Winnsboro, Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and affiliated financial services, supported by a large national network of advisors and branch offices.
Charles A
Series 63, Series 66
Lafayette, LA
LPL Financial
Charles Allain III is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 credentials and has worked at LPL Financial since 2011, following five years at Morgan Keegan & Company. He serves as a successor trustee in a family trust arrangement. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolios, third-party asset management, and various institutional platforms, supported by extensive operational and research tools.
Tara R
Series 66
Carencro, LA
Edward Jones
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.
Jared L
Series 63
Lafayette, LA
LPL Financial
Jared Labue is a financial advisor at LPL Financial with 20 years of industry experience. He holds a Series 63 designation and has worked at several firms including First Horizon Advisors, Iberia Wealth Advisors, Hancock/Whitney Investment Services, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. 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 with a focus on customizable investment strategies, supported by various technology tools and a broad platform including insurance and banking partnerships.
Troy B
Series 63
Lafayette, LA
Mass Mutual Investors Services
Troy Bergeron is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding a Series 63 designation and bringing 34 years of industry experience. His career includes 15 years with MetLife Securities and over nine years with Mass Mutual Investors Services. Outside of his financial work, he assists with home health care activities for his father. 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 programs with a collaborative, goal-oriented approach.
Frank F
Series 63, Series 66
Opelousas, LA
Edward Jones
Frank Finchum is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC and spent two years at the University of Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.
Sayde S
Series 66
Opelousas, LA
Edward Jones
Sayde Smith is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with a supplements multi-level marketing business, primarily to obtain discounts on products she uses. 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 nationwide network of financial advisors and branch offices.
Shelby F
Series 66
Lafayette, LA
Cetera
Shelby Fisher is a financial advisor at Cetera with two years of industry experience. They hold a Series 66 designation and have worked previously in banking and automotive sectors, including positions at Hancock Whitney Bank and Sterling Automotive Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.
Russell G
Series 66
Rayne, LA
Edward Jones
Russell Gunter is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to his current role, he worked in healthcare and physical therapy-related positions, including nearly two decades at Gunter Physical Therapy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.
Curtis R
Series 63, Series 66
Lafayette, LA
Ameriprise
Curtis Roy II is a financial advisor with Ameriprise in Lafayette, LA, holding Series 63 and Series 66 credentials and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Roy is also the owner of Roy Planning LLC, managing his advisory business. Ameriprise provides retirement-income planning services focused on individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.
Lisa T
Series 63, Series 65
Opelousas, LA
Edward Jones
Lisa Trahan is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has worked at Edward Jones since 2016 and previously held positions at Hancock Whitney Investment Services Inc. and Concourse Financial Group Securities, Inc. Outside of her advisory role, she is a bass player who occasionally performs at festivals and concerts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.
Alicia G
Series 66
Carencro, LA
Thrivent Investment Management
Alicia Guidry is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public for the State of Louisiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers these services primarily through a network of financial advisors and maintains a distinct approach by not managing institutional portfolios or selecting other advisers for institutional mandates.
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