Charles Ledoux is a Personal Financial Specialist (PFS™) at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He has been affiliated with Going, Sebastien, Fisher & LeBouef, LLP since 2016 and serves as a partner in the firm’s accounting practice. Ledoux is also president and a shareholder of an accounting firm, Charles M. Ledoux, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm integrates financial planning and ongoing portfolio management with accounting services, managing assets on a discretionary, long-term buy-and-hold basis that incorporates tax-aware strategies.

Terry Delhomme II is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at Stone Wealth Partners LLC and previously held roles at Spire Investment Partners and Oxford Asset Management, LLC. Outside of advising, he is the owner of Geaux Park UL, a public parking lot in Lafayette, LA. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management services using a range of analytical approaches and customized portfolio strategies.

Ashley Blanc is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Elevation Point Wealth Partners and Purshe Kaplan Sterling Investment in 2025. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios with tactical asset allocation, incorporating third-party managers and private market opportunities.

Michael Huber is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 10 years before joining Prospera in 2018. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Benjamin Robinson is a financial advisor with Elevation Point Wealth Partners, LLC, bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Oneamerica Securities, and The Robinson Investment Group, LLC. He serves as a board member for the Acadiana Community Tennis Association, a non-profit organization. Elevation Point Wealth Partners is an SEC-registered multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through programmatic offerings and emphasizes model portfolios with tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

Jackie Goulas is a financial advisor with Meridian Wealth Management, LLC, holding a Series 65 designation and 21 years of industry experience. Her prior roles include positions at Integrity RIA LLC, Arete Wealth Management LLC, and Dupre Carrier Godchaux. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment vehicles and a network model that includes both employee and independent contractor advisors.

Thomas Hesse is a financial advisor at Meridian Wealth Management, LLC with a Series 65 designation. He has been with Integrity RIA, LLC since 2025 and previously worked at Integrity RIA from 2023 to 2025. Outside of his advisory role, he serves as the assistant pro shop manager at Oakbourne Country Club, where he coordinates membership and manages the pro shop. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan services with a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Kendra Cain is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Arvest Wealth Management and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and iBeria Financial Services. Outside of her advisory role, she is an owner and member of BOBBYO, LLC. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.

Michael Bohn is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously spent 25 years at UBS Financial Services. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and business entities, and employs a model portfolio approach with tactical asset allocation across various investment vehicles.

Byron Reyes is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Prior to joining Prospera in 2018, he worked at UBS Financial Services Inc. for 10 years and Citigroup Global Markets for 11 years. Reyes serves on the boards of Spark! Acadiana and the Schumacher Family Foundation and is involved with several non-investment related medical and community organizations. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning and portfolio management through multiple advisory programs and platforms.

Nicholas Sapienza is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Ritholtz Wealth Management since 2019 and previously worked at Edward Jones from 2016 to 2019. Ritholtz Wealth Management serves individual and institutional clients with a goal-based investment process that emphasizes asset allocation and behavioral finance. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform services for portfolio management.

Neal Hebert is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Van Clemens Wealth Management, LLC and previously held roles at firms including Gulf Coast Bank, LPL Financial, and Securities America Advisors. Hebert is also involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

John Mayeux is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of advisory work, he volunteers with the Opelousas Pregnancy Center, dedicating a portion of his time to this nonprofit. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm provides financial planning and portfolio management services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities using a range of advisory programs and third-party platforms.

Kevin Blanchard is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and has prior experience at firms including Meche and Associates LLC and Altitude Energy Partners. In addition to his advisory role, Mr. Blanchard operates as a licensed insurance professional. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support services to other advisers through its multi-team platform.

Mary Vincent is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with B. Riley Wealth Advisors, Inc. and has prior experience at Wunderlich Securities, Inc. and Morgan Stanley. Vincent serves on the Acadiana High School Academy of Business Advisory Board. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

Jude Viator is a financial advisor with Exodus Wealth, LLC, based in Lafayette, LA, with 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Fortune Financial Services, and Prosperity Wealth Management, Inc. He is also an insurance agent offering a range of insurance products including accident, health, disability, and life insurance. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a variety of investment strategies across multiple asset classes and emphasizes tailored, continuous account supervision.

Linda Malin is a CFP® professional with 36 years of industry experience, currently affiliated with Elevation Point Wealth Partners, LLC. She previously spent 21 years at UBS Financial Services. In addition to her advisory work, she serves on the board of the Louisiana Chapter of the International Women's Forum and participates in charitable fundraising activities in Lafayette, LA. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and trusts, using a model portfolio approach that incorporates tactical asset allocation and third-party managers across various investment vehicles.

Gregory Shuman is a financial advisor at ON Investment Management Company with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Ameriprise Financial Services, Principal Life Insurance Company, and Altitude Capital Management. Outside of his advisory role, he is the owner and independent agent of Guidents, where he markets life, health, and annuity insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a mix of discretionary and non-discretionary programs and maintains a dual-registration model involving broker-dealer activities.

Justin Descant is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has been active in the industry since 2026. His prior experience includes roles with The Trish Leleux Group and positions related to education at OLPS, Pineville High School, and ULL. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Randy Hux is a financial advisor at Simplicity Wealth with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Hux Capital Management, Hart Financial, LLC, and Merrill. Outside of his advisory work, he is an owner and insurance agent at Hux Capital Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, along with model portfolios that are continuously monitored and rebalanced. It also offers technology and operational services to other advisers through its managed account platform.