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Blake A

Series 63, Series 66

Houma, LA

Edward Jones

Blake Aucoin is a financial advisor at Edward Jones with 28 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1998. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, affiliated mutual funds, and tax-efficient services through a large nationwide network of financial advisors and branch offices.

College savings (529s, UTMA, etc.) Retirement income strategy General retirement planning Wealth management General estate planning guidance Retired Founder/Business Owner Executive
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Lena C

CFP®, Series 63, Series 66

Thibodaux, LA

Edward Jones

Lena Cortez is a Certified Financial Planner® with 19 years of industry experience. She has been with Edward Jones since 2006. Outside of her advisory role, she is an owner involved in managing rental property in Houma, Louisiana. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals and institutions. The firm offers a range of advisory programs and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

General estate planning guidance Multi-generational wealth transfer Retirement income strategy General retirement planning Wealth management Oil & Gas Doctor or Medical Professional Women Professionals
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Denise O

CFP®, Series 66

Thibodaux, LA

OSAIC

Denise Osadchuk is a CFP® professional with 12 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services and Capital One Advisors. She is the owner of Southern Wealth Strategies, LLC, an investment-related business. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment vehicles.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brett H

Series 66

Houma, LA

OSAIC

Brett Hains is a financial advisor at Osaic Wealth with 19 years of industry experience and holds a Series 66 designation. He previously worked at Business First Bank and LPL Financial for 11 years. Osaic Wealth serves a broad range of retail and institutional clients, offering integrated brokerage and investment advisory services through a large network of advisers and multiple platforms. The firm employs firm-provided asset-allocation tools and various third-party services to manage diversified portfolios on both discretionary and non-discretionary bases.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Rachel W

Series 66

Houma, LA

Morgan Stanley

Rachel White is a financial advisor with Morgan Stanley Wealth Management in Houma, Louisiana, holding a Series 66 license and bringing four years of industry experience. Her career history includes roles at Morgan Stanley Smith Barney, Ellendale Country Club, and Denham and Lillich Wealth Management. Outside of advising, she has contributed to Ellendale Country Club by managing email campaigns and training staff. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including customized financial planning supported by advanced modeling tools and a structured discovery process.

General estate planning guidance
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Nicole B

Series 66

Houma, LA

Edward Jones

Nicole Bland is a Series 66-licensed financial advisor with Edward Jones, based in Houma, Louisiana, with three years of industry experience. She has worked with Edward Jones since 2009. Outside of her advisory role, she is a co-owner of Clean Environmental Services, a janitorial business in Houma, where she assists with office administration. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Anthony T

Series 66

Thibodaux, LA

Edward Jones

Anthony Tranchina is a financial advisor at Edward Jones with 14 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2012. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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