Joshua Perello is a financial advisor with Ameriprise in New Iberia, Louisiana, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James Financial Services and Edward Jones. He is also an owner of Live Oak Wealth Partners, an advisory business. Ameriprise offers a retirement-income planning service tailored for individuals approaching or in retirement with significant investable assets, providing written Recommendation Reports that incorporate income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic tools to deliver personalized, non-discretionary retirement income advice.

John Marceaux is a financial advisor with Edward Jones in Lafayette, LA, holding a Series 66 designation and eight years of industry experience. He has been with Edward Jones since 2017. Outside of his advisory role, he is involved with several family and business ventures, including serving as owner and general manager of a climate-controlled storage facility and participating as a non-active partner in pool service and construction businesses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory and investment solutions, supported by a nationwide network of approximately 23,701 financial advisors and 15,121 branch offices.

Beau Lasseigne is a CFP® professional with eight years of industry experience, currently serving as a financial advisor at Edward Jones since 2018. Prior to joining Edward Jones, he worked at Baker Hughes for eight years. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, offering a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm manages approximately $1.01 trillion in assets and operates a large network of financial advisors and branch offices across the United States.

Heidi Jacobs is a financial advisor at J.P. Morgan Securities with 21 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012. Outside of her advisory role, she serves as a board member for Lafayette Community Fridge, a nonprofit providing accessible food resources, and is an owner of Foodies of Lafayette, a local business producing apparel and promotional items. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Craig Viator is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax and 1st Global Advisors, and is also a partner and tax manager at Broussard, Poche, Lewis & Breaux, LLP, a public accounting firm. Viator serves as treasurer of the Optimist Club of New Iberia, a local youth service organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

David Van Geffen is a financial advisor at Ameriprise with 37 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James Financial and Aegis Capital. In addition to his advisory role, he is involved in independent insurance brokering and financial planning through Gulf South Wealth Advisors. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated entities.

David Hollier is a CFP®-designated financial advisor with Raymond James & Associates, based in Lafayette, LA, and has 29 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advising, he is a part owner of several business entities, including MKLF, LLC and 1220 Cameliia Bklvd. Property, LLC. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser that serves a broad client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a nationwide adviser network.

Steven Barbosa is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 licenses and six years of industry experience. He previously worked at Osaic Wealth Inc, Royal Alliance, and Northwestern Mutual entities. Barbosa is a business owner of Barbosa Holdings LLC, which he uses for tax and investment 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 financial planning and investment management solutions through a large network of investment adviser representatives.

Beau Miller is a financial advisor at Raymond James & Associates with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and Thrivent Investment Management. Miller was previously the owner of BDM, LLC, a business that concluded operations in mid-2024. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse clientele including individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and consulting services with a focus on client-directed implementation, supported by a variety of portfolio management styles and research resources.

Barry Uze is a financial advisor at Edward Jones in Lafayette, LA, with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has been with Edward Jones since 1999. Outside of his advisory work, he is a trustee and owner of the Broussard family farm in Kaplan, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a variety of advisory strategies and affiliated investment products, supported by a large network of financial advisors and branch offices nationwide.

Lisa Heath is a CFP® professional with 37 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2005. She has been affiliated with Cambridge Investment Research, Inc. since 2001. Outside of her advisory work, Heath is a member of the Tri Delta Housing Board of Directors. Cambridge Investment Research Advisors serves a diverse client base including individual, pension, and charitable organizations by providing financial planning, investment management, retirement-plan advisory, and wrap-fee programs. The firm supports both discretionary and non-discretionary management and offers proprietary model strategies under the Founders Gate Capital brand.

Arthur Mixon is a financial advisor with Cetera, holding a Series 66 credential and 14 years of industry experience. He has worked previously at Avantax Investment Services and 1ST Global Capital Corp., and he maintains partnerships in CPA firms and wealth management services based in New Iberia, Louisiana. Outside his advisory role, he is a partner in Kolder Slaven and Company LLC, a CPA firm. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers multiple portfolio management options and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Alyssa Sarkies is a financial advisor at Wells Fargo Advisors with nine years of industry experience. She holds a Series 66 designation and has worked previously at Home Bank, National Association, The Investment Center LLC, and LPL Financial, LLC. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients by providing investment and fee-based financial planning services. The firm offers a broad planning menu, including specialized services such as business-owner transition and special-needs planning, using proprietary research and planning tools to develop tailored recommendations.

Lanie Kipp is a financial advisor with LPL Financial in New Iberia, LA, holding a Series 66 designation and beginning her advisory career in 2026. Prior to joining LPL Financial, she worked at First Horizon Bank and the Cardiovascular Institute of the South. 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 range of advisory and brokerage services, including financial planning and access to various managed portfolio programs.

Karl Vincent is a financial advisor with LPL Enterprise, holding the ChFC® designation and over 43 years of industry experience. He previously worked for Prudential Insurance Company of America and Pruco Securities, LLC for several decades. Vincent also operates a property and casualty insurance agency, representing Liberty Mutual/Comparion for more than 20 years. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individuals, high-net-worth investors, and institutional entities. The firm emphasizes model-driven investment implementation and offers access to third-party asset managers, financial planning, and related insurance and trust services.

William Stracener III is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, OSAIC, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management solutions, supported by advanced operational and research tools.

Richard Baldwin Jr. is a financial advisor with Raymond James & Associates in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Edward Jones. 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, institutional clients, and municipal entities, providing financial planning and advisory services through a range of portfolio management styles and affiliated research.

Krystal Boudreaux is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. She has worked at LPL Enterprise since 2024 and previously at Pinnacle Group and Pruco Securities, LLC. Outside of her advisory work, she manages accounting for two real estate-related LLCs in Lafayette, Louisiana. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and participation in wrap programs.

Gregory Daigle is a Series 66-licensed financial advisor with 30 years of industry experience. He is currently with LPL Enterprise and has previously worked at The Prudential Insurance Company of America and Pruco Securities, LLC. Daigle serves as the board president of the South Louisiana Community College Foundation. LPL Enterprise, LLC provides investment advisory and brokerage services to a diverse client base including individual and high-net-worth investors, as well as institutional clients. The firm primarily uses model-driven investment strategies and offers access to third-party asset managers, financial planning, and insurance products through its affiliated entities.

Michelle Derouen is a financial advisor at Cetera with 21 years of industry experience and holds a Series 66 designation. She has worked at multiple firms, including KCS Wealth Advisors LLC DBA Kore Financial Group and Avantax Advisory Services. Outside of her financial advisory roles, she serves as a board member of the American Cancer Society in Lafayette and is involved with the Junior League of Lafayette. She is also an artist and owner of ChelleBelle1812 Art, creating local artwork with her mother. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various investment options, including discretionary and non-discretionary portfolio management, and manages over $256 billion in assets through a network of more than 10,000 advisors.