Carroll Domangue Jr. is a CFP®-certified financial advisor with LPL Financial, where he has worked since 2004. He has 33 years of industry experience and is based in Houma, Louisiana. In addition to his advisory role, he operates Domangue and Associates, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individual investors, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to various investment management programs, supported by both proprietary and third-party strategies.

Felix McElroy Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and having 44 years of industry experience. He worked at Next Financial Group Inc for 17 years before joining LPL Financial in 2019. 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, including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Boudreaux Jr. is a financial advisor with Primerica Advisors, holding a Series 63 designation and over 40 years of industry experience. He has been with Primerica Advisors since 1985 and Primerica Financial Services since 1991. In addition to his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and offers a tiered wrap-fee structure rather than fixed fees.

Cheryl Voss is a financial advisor with LPL Financial in Houma, Louisiana, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. Her prior roles include positions at Regions Bank, Cetera Investment Services, and Synovus Securities. She is also involved with Synergy Bank alongside her advisory work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with research and operational tools.

Matthew Lirette is a financial advisor with Edward Jones in Houma, LA, holding CFP® and ChFC® designations and the Series 66 license. He has 15 years of industry experience, all with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Chad Chustz is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Outside of his advisory role, he owns CGC Group, a commercial real estate business in Raceland, LA, and has a limited partnership interest in Night Trippin' LLC, a motion picture company based in New Orleans. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households. 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.

Bart Broussard is a CFP® with 27 years of industry experience and is currently affiliated with Mass Mutual Investors Services. His prior experience includes nearly two decades with Metlife Securities Inc. and Metropolitan Life Insurance Company. Broussard serves as treasurer of a homeowners association and manages a timber farm as part of his other business activities. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers programs including wrap accounts and money-manager strategies alongside educational seminars.

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.

Brooke Eastridge is a financial advisor at Edward Jones with eight years of industry experience. She holds a Series 66 designation and has worked at Edward Jones since 2018, following two years at Outfront Media Sports. Outside of her advisory work, Eastridge serves on the Finance Council for St. Joseph Co-Cathedral Church in Thibodaux, LA. 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 and manages approximately $1.01 trillion in assets through a nationwide network of financial advisors and branch offices.

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.