Sierra Walsh is a Series 66-licensed financial advisor with Edward Jones, based in Lake Charles, LA, with three years of industry experience. Her background includes multiple roles at Edward Jones since 2015, as well as positions at Empire of the Seed and McNeese State University. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Whitney Stewart is a financial advisor at OSAIC with 15 years of industry experience. Prior to joining OSAIC in 2024, Whitney worked for Woodbury Financial Services, Inc. for 13 years. Whitney holds Series 63 and Series 66 designations. OSAIC serves a diverse client base including individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers a range of brokerage and advisory services, utilizing firm-provided asset-allocation and portfolio management tools along with access to third-party money managers and investment platforms.

Lisette Jacobs is a Series 63 licensed financial advisor with Primerica Advisors in Lake Charles, LA, where she has worked since 1995. She has 30 years of industry experience and has been associated with Primerica Financial Services since 1993. Outside of advisory services, she is involved in sales of loan products and home-related services through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail clients rather than institutional or pension plans.

Mark Eckard Sr. is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2005. Based in Lake Charles, Louisiana, he serves clients through his role at LPL Financial and also works as a high school softball umpire. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, through a large network of investment adviser representatives.

Jake Hanks is a financial advisor at Morgan Stanley in Lake Charles, LA, holding a Series 66 credential with one year of industry experience. Prior to joining Morgan Stanley and its Private Bank in 2025, he attended Louisiana State University from 2020 to 2025 and worked at the Lake Charles Racquet Club and St. Louis Catholic High School. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving individual and institutional clients with a wide range of advisory programs, including financial and estate planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning processes incorporating firm-approved tools and market modeling techniques.

Josh Breaux is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and possessing 19 years of industry experience. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 2006. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm operates as both a broker-dealer and investment adviser, delivering advisory services alongside affiliated brokerage and investment management capabilities.

William Hambor is a financial advisor at Edward Jones in Lake Charles, LA, with 21 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he serves as a Reserve Deputy responsible for running the reserve division at the Calcasieu Parish Sheriff's Office. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment solutions. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Dylan Breaux is a financial advisor with Ameriprise Financial Services, holding a Series 66 designation and three years of industry experience. His prior roles include work at the PE Training Center and TWFG Kelly Lee Insurance. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service designed for clients approaching or in retirement, delivering tailored recommendation reports and ongoing planning focused on dependable income and tax-aware withdrawal strategies.