Henry Mayer III is a CFP® professional with 29 years of industry experience, currently advising at Raymond James & Associates since 2013. Based in Lafayette, LA, he holds Series 63 and Series 65 licenses. Outside of his advisory role, Mayer is a partner and passive owner in several business ventures, including FUGAZI LLC. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, providing financial planning and consulting with a non-discretionary approach that leverages firm research and a variety of portfolio management styles.

Michael Hunter is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He is also authorized to act as a power of attorney on investment-related matters. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services, offering a broad range of planning options tailored to clients who meet specific net-worth criteria. The firm delivers personalized recommendations using proprietary research and tools, integrating advisory services with other financial products and referral channels.

Rachelle Picard is a financial advisor with UBS Financial Services in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. She has been with UBS since 2014. Outside of her advisory role, she is a managing partner of a family LLC that oversees the management and expenses of a family home. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering proprietary research and a broad platform of capital markets products.

Jeffrey Roy is a financial advisor at Cetera with 37 years of industry experience. He holds Series 63 and Series 66 designations and has worked at firms including Raymond James & Associates, Morgan Keegan & Company, LLC, and Hancock Whitney Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting strategies from model portfolios to bespoke solutions.

Phillip Ortego is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2015. Outside of his advisory role, he owns The Investment Advisory Group, a support company based in Lafayette, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs, including municipal and public finance services.

Evan Haik is a financial advisor with LPL Enterprise holding a Series 66 designation. He has been with LPL Enterprise since 2026 and has additional experience at Pinnacle Group Insurance and Financial Services as well as roles spanning education and banking. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients including individual and high-net-worth investors, retirement plans, and corporate entities. The firm employs a model-driven investment approach and offers services such as financial planning, access to third-party asset managers, and insurance products through affiliated entities.

Frank Domino Jr. is a CFP® professional with 42 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. He was previously involved with Lafayette Central Park, Inc., working on the Moncus Park project from 2020 to 2023. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services that are generally non-discretionary with a variety of portfolio management styles and affiliated research resources.

Jarrod Lege is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses with 22 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he operates Jarrod Lege Consulting LLC, a business used for commission and payroll purposes. 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, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jeffrey Heard is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. His career includes roles at Cetera, Hancock Whitney Bank, Regions Bank, Infinex Investments, and IBERIA Financial Services. Outside of his advisory work, he serves as Vice President of the Board at Carencro's Greater First Apostolic Church and is President of CFAC Ministries, where he participates in church operations and leads speaking engagements. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program options and third-party managers.

Jay Owen is a financial advisor with UBS Financial Services in Lafayette, LA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has been with UBS since 1996. Outside his advisory work, Owen serves on the Board of Directors for Ducks Unlimited Inc. and acts as a State Major Donor Chairman for Louisiana, assisting local chapters in fundraising efforts related to wetlands conservation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, combining proprietary research and model-based asset allocations to tailor financial plans. The firm offers a broad range of capital markets services alongside wealth management and operates with institutional trading capabilities uncommon among large advisory institutions.

David Mire is a financial advisor with OSAIC, holding a Series 63 designation and bringing 39 years of industry experience. He has worked at Royal Alliance Associates, Inc. since 1993. Mire is also president and CEO of Rock Financial Group, LLC, a company involved in the sale of insurance and annuity products, which he is in the process of transitioning to his two sons. OSAIC serves a wide range of clients, including individuals, institutions, and charitable organizations, offering integrated brokerage and advisory services alongside financial planning and retirement consulting. The firm utilizes various asset-allocation and portfolio construction tools, supporting both discretionary and non-discretionary management.

Christopher Dardeau is a financial advisor with LPL Financial, holding Series 65 and Series 66 credentials and 19 years of industry experience. He has been with LPL Financial since 2010 and also serves as a commercial and consumer loan officer at Gulf Coast Bank, where he has worked since 1992. Additionally, he is a licensed notary public and life insurance and fixed annuity agent in Louisiana. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms such as the Bank Wealth Program.

Aron Sexton is a Series 66 registered financial advisor with Edward Jones, where he has worked since 2008. He is based in Lafayette, LA, and has 18 years of industry experience. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Lane Tamburo is a financial advisor at OSAIC with 18 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Capital One Investment Services, and Edward Jones. In addition to his advisory role, he is active as an insurance agent advising and selling insurance products. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs a range of asset-allocation tools and third-party platforms to deliver tailored portfolio solutions across multiple investment types.

Raymond Romero III is a CFP® professional with eight years of experience in the financial industry, currently serving at Edward Jones since 2018. Prior to joining Edward Jones, he worked at inVentiv Health and briefly operated a career coaching business assisting job seekers with resume review and interview skills. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, offering a range of advisory programs and maintaining a large national network of financial advisors and branch offices. The firm provides discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products under a fiduciary standard.

Matthew Hackett is a financial advisor at Edward Jones in Lafayette, LA, holding a Series 66 designation. He has experience at Edward Jones spanning multiple periods since 2021, with prior work at Best Buy and Red Lerilles. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including various household types and organizations. The firm offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Shelley Moncrief is a CFP®-credentialed financial advisor with 38 years of industry experience, currently affiliated with LPL Financial since 2015. She previously worked at Capital One Financial Advisors and Capital One Investments. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, employing various investment strategies and platforms supported by advanced operational tools.

Paul Fink is a financial advisor at Edward Jones with eight years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2017. In addition to his advisory role, he has worked at Ortego Oil & Supply Co. since 2006. 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 and investment solutions supported by a large nationwide network of financial advisors and branch offices.

Christopher Stutes is a Series 66-licensed financial advisor with Ameriprise in Lafayette, Louisiana, and has three years of industry experience. Prior to joining Ameriprise in 2022, he worked in banking and mortgage roles at Family First Mortgage, The Bank, and Capital One Bank. Ameriprise provides retirement-income planning services targeted at clients nearing or in retirement with significant investable assets, combining research-driven modeling and tax-efficient strategies through a centralized consulting team. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Brandon Cordero is a financial advisor at Ameriprise with Series 66 credentials and approximately one year of industry experience. His prior work includes roles at the University of Louisiana at Lafayette and Picture Pros Photography. Ameriprise Financial Services is a large, diversified advisory firm that serves both individual and institutional clients. It offers a specialized Premier Retirement Income service focused on retirement-income planning and tax-aware withdrawal strategies, utilizing investment research, third-party data, and algorithmic tools in its recommendations.