Paula Winzer is a financial advisor with Edward Jones in Lake Charles, LA, holding a Series 66 designation and 20 years of industry experience. She has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Timothy Andreas is a Series 66-credentialed financial advisor with 25 years of industry experience, currently with Raymond James Financial Services Advisors, Inc. since 2013. He has served as President and CEO of Global Asset Management Group, LLC and as an officer of TA Capital, LLC. 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 emphasizes tailored, non-discretionary planning and employs analytical tools such as risk profiling and probability modeling to support client decision-making.

William Price is a financial advisor at Wells Fargo Advisors with 29 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. He also holds a partial ownership interest in Jones-Price Wealth Management, LLC, an investment-related business based in Lake Charles, LA. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that serves individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, and special-needs analysis.

Sandra Dally is a financial advisor at Morgan Stanley with 20 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. In addition to her advisory work, she is a notary public in Lake Charles, Louisiana. Morgan Stanley Wealth Management serves both individual and institutional clients with a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and methodologies. The firm manages approximately $2.74 trillion in client assets and offers services through various delivery models including direct client relationships and corporate financial planning agreements.

Timothy Aguillard is a financial advisor at OSAIC with 27 years of industry experience. He holds the PFS™ and Series 66 designations and has worked at Securities America Advisors, Inc. and Securities America, Inc. for over two decades before joining OSAIC. Outside of his advisory role, he serves as a commissioner on a local water district board and is active in community organizations including a civic club and his church finance council. OSAIC serves a broad range of retail and institutional clients through a large network of financial advisers, offering integrated brokerage, investment advisory services, and access to third-party money managers and unified managed accounts. The firm uses asset-allocation tools and automated rebalancing to construct diversified portfolios and supports both discretionary and non-discretionary management.

Dakota Jarreau is a financial advisor with Edward Jones in Lake Charles, Louisiana, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and also serves as a Reserve Deputy with the Ward 3 Marshal's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages approximately $1.01 trillion in assets and supports its clients through a nationwide network of financial advisors and branch offices.

Dale Ferdinandsen II is a CFP® professional with 27 years of industry experience, currently affiliated with OSAIC since 2024. He spent over two decades at Woodbury Financial Services prior to joining OSAIC. Outside of advisory work, he serves on several nonprofit boards, including organizations focused on scholarships and services for disabled adults, and participates in community foundations and local advisory boards in Lake Charles, LA. OSAIC serves a diverse range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm utilizes various asset-allocation tools and supports discretionary and non-discretionary portfolio management across multiple investment types.

Teresa Lebert is a financial advisor at Morgan Stanley with 30 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Morgan Stanley Smith Barney since 2012. Outside of her advisory role, she serves as treasurer for the local chapter of the Catholic Daughters of America and works as a notary in Lake Charles, Louisiana. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs including tailored financial planning, utilizing firm-approved tools and a structured discovery process.

Kyle Mestayer is a financial advisor with Raymond James Financial, holding a Series 66 designation and six years of industry experience. His prior work includes roles at JD Bank, Bank FNBD, and the Kyle Mestayer Insurance Agency. Outside of his advisory role, he serves as an Investment Account Executive for Global Asset Management Group. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary advisory services supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Dianna Duhon is a financial advisor at Morgan Stanley with 24 years of industry experience. She holds the Series 63 and Series 66 credentials and has been with Morgan Stanley Smith Barney since 2012. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools such as Monte Carlo simulations and secular return estimates to support its financial planning process.

Nataliya Espey is a Series 66-credentialed financial advisor with six years of industry experience. She is currently with LPL Financial and has prior experience at Cetera and First Federal Bank of Louisiana. Espey also operates MCBD Consulting, an entrepreneurial venture she has been involved with for eight years. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm provides diverse advisory programs, financial planning, and retirement consulting through a national network of investment adviser representatives.

Jeri Bostick is a financial advisor with Morgan Stanley Wealth Management, holding Series 63 and Series 66 licenses and with 21 years of industry experience. She has worked at Morgan Stanley Smith Barney since 2009 and at Citigroup Global Markets since 2006. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs and employs a structured financial planning process using firm-approved tools and modeling techniques.

John Doumite is a financial advisor at Morgan Stanley in Lake Charles, LA, holding Series 63 and Series 65 credentials with four years of industry experience. His prior work includes roles at Lake Charles Regional Airport, Gigi's Downtown, Gray Plantation Golf Course, and Louisiana State University. Morgan Stanley Wealth Management provides advisory programs and tailored financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets and offering a range of investment and planning solutions.

Griffon Lestage is a financial advisor at Morgan Stanley with seven years of industry experience. He holds a Series 66 designation and has worked previously at Wells Fargo Clearing Services, Brian Low Financial Group, and Empower Retirement. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools supported by its Global Investment Committee.

Jim Giffin Jr. is a financial advisor at Edward Jones in Lake Charles, LA, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering various advisory programs and investment strategies. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices nationwide.

Eric Stevens is a financial advisor with Wells Fargo Advisors in Lake Charles, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2009. Outside of his advisory role, Stevens serves as a power of attorney for family members and is involved in several investment-related entities, including financial consulting and commercial real estate ownership. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, with flexible implementation options through brokerage or advisory programs.

Lindsey Fontenot is a financial advisor with Wells Fargo Advisors in Lake Charles, LA, holding a Series 66 designation and bringing 17 years of industry experience. She has worked at various Wells Fargo entities since 2011, including Wells Fargo Clearing and Wells Fargo Advisors. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options tailored to clients who meet certain net-worth criteria. The firm uses proprietary research and tools to develop recommendations, with clients deciding how to implement them through various brokerage or advisory programs.

James Mulvey is a financial advisor with Ameriprise in Lake Charles, LA, holding a Series 66 designation and 17 years of industry experience. He has been with Ameriprise and its affiliated firms since 2013. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides tailored Recommendation Reports and ongoing advice focused on income stability and tax-aware withdrawal strategies.

David Baggett is a financial advisor with OSAIC based in Lake Charles, Louisiana. He holds a Series 66 designation and has 19 years of industry experience, including roles at Securities America Advisors and Securities America Inc. Outside of advising, Baggett is involved in his church as a youth leader, teaching Sunday school and youth services. OSAIC serves a diverse range of retail and institutional clients through a wide network of affiliated financial advisers. The firm offers integrated brokerage and advisory services, utilizing various asset-allocation tools and investment platforms to manage portfolios that include stocks, bonds, mutual funds, ETFs, and alternative investments.

Natalie Garrison is a financial advisor with Morgan Stanley in Lake Charles, LA, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley Private Bank, National Association, and Morgan Stanley Smith Barney LLC since 2016. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning services. The firm emphasizes structured financial planning supported by advanced modeling tools and manages approximately $2.74 trillion in client assets.