Brandon Blanchard is a financial advisor with Empower Advisory Group in Lafayette, LA, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Empower Financial Services and several companies outside finance, as well as service in the United States Navy Reserves. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning while serving a large participant base relative to advisor headcount.

Timothy Armentor is a financial advisor with Kestra Advisory, holding a Series 63 designation and 32 years of industry experience. He has worked with Kestra Advisory since 2016 and has been affiliated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, he owns Armentor & Associates, LLC, where he consults with small business owners on retirement planning, investments, and life insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients that include sovereign wealth funds and large institutional investors.

Mark Duck is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA. He holds the ChFC® designation and Series 63 license and has 40 years of industry experience. Prior to joining Eagle Strategies in 2008, he has been associated with Nylife Securities Inc. and New York Life Insurance Co. since 1985. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services with a focus on tailored recommendations and predominantly non-discretionary asset management.

Jeffrey Godchaux is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 20 years before founding Godchaux Wealth Management LLC in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and technology services. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

Bryan Touchet is a financial advisor at Primerica Advisors with 26 years of industry experience. He has been with Primerica Advisors since 1999. Outside of his advisory role, he is involved in the sale of identity theft restoration services and holds a 50% ownership interest in Financial Concepts of Louisiana LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Maxwell Gill is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2023 to 2025, and has experience in insurance from his time at Michael Smith State Farm. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage account holders. The firm’s integrated model links services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

Kyle Champagne is a financial advisor with Ameriprise in Lafayette, LA, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at the Louisiana Department of Health and has entrepreneurial experience with Louisiana Valve Source and Stonewall Consulting LLC. He is also the head coach of the Louisiana Kings youth baseball team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning and annual income advice focused on dependable income sources and tax-aware withdrawal strategies.

Guy Broussard III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2012 and also serves as a general partner in Bancker Plantation, where he manages farming and ranching contracts and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional focus on municipal and public finance advisory services.

Wendy Bourque is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Edward Jones in New Iberia, Louisiana, where she has worked since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Peyton Pourciau is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LPL Financial, Gulfcoast Bank/LPL Financial, and Transamerica. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Jamie Duval is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models and manages approximately $2.74 trillion in client assets.

Andree Willis is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, The Gleason Group, and Go CO Realty. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a non-discretionary approach supported by a range of portfolio management styles and affiliated research.

Brett Broussard is a financial advisor with Ameriprise, holding a Series 66 designation and 27 years of industry experience. He has been with Ameriprise Financial Service, LLC since 1998 and worked with Ameriprise Financial Services, Inc. for 15 years. Outside of his advisory role, he operates a cooking website called Chef Broussard. Ameriprise is an institutional firm offering a retirement-income planning service designed for individuals nearing or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to provide tailored, non-discretionary recommendations primarily for clients with Ameriprise-managed accounts.

Drew Detraz is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 credential and 12 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2013. Outside of his advisory work, he has a 45% ownership interest in Bordelon Detraz Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, providing comprehensive planning from cash flow to specialized areas such as business-owner transition and special-needs analysis.

Elmo Zornes III is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following six years at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its process.

Erin Dolan is a financial advisor at Wells Fargo Advisors with 15 years of industry experience. She holds Series 65 and Series 63 licenses and has worked with Wells Fargo entities since 2013. Outside of her advisory role, she serves as president of the Flamingo Row Homeowners Association in Lafayette, Louisiana, where she oversees community meetings. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services and integrates advisory offerings with other financial products and referral channels.

Adam Chauvin is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years at The Sherwin Williams Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Indy Colas is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. Prior to joining UBS in 2017, Indy worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through proprietary research, model-based asset allocations, and a broad platform that includes custody, underwriting, and capital markets solutions.

Chad Romero is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 15 years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment roles from 2010 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Robert Foard is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the investment committee for the Franciscan Missionaries of Our Lady Health System and is a board member and finance committee participant for Our Lady of Lourdes Regional Medical Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models as part of its advisory services.