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 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 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 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, 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.

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.