Kevin Bellard is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials. He has four years of industry experience, including prior roles at First Horizon Bank and J.P. Morgan Securities LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, retirement plans, financial institutions, and corporations. The firm offers a wide range of advisory programs, financial planning services, and portfolio management solutions supported by research and technology.

Jared Labue is a financial advisor with LPL Financial in Lafayette, LA, holding a Series 63 designation and 20 years of industry experience. He has previously worked at First Horizon Advisors, Iberia Wealth Advisors, and Hancock/Whitney Investment Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

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 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 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 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 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 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 Trahan is a financial advisor with Edward Jones in Opelousas, Louisiana, holding Series 63 and Series 65 licenses and 34 years of industry experience. She has been with Edward Jones since 2016, following five years at Hancock Investment Services and a two-decade period co-running The Magnolia Sisters/Lisa Trahan et l'Esprit Cadien. Outside of her advisory role, she is a bass player and performs periodically at festivals and concerts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm offers a range of advisory programs and investment options, managing approximately $1.01 trillion in assets through a network of over 23,000 financial advisors nationwide.

Matthew Briscoe is a financial advisor with Primerica Advisors, holding 28 years of industry experience. He has been with Primerica Advisors since 1997 and Primerica Financial Services since 1996. Prior to this, he worked at Walmart Distribution Center from 2014 to 2020. Outside of his advisory role, he is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

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.