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.

Michael Domingue is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera Planning Partners. He has held roles at multiple Cetera entities and Avantax, as well as experience with Darnall, Sikes & Frederick CPAs as a consultant. Domingue serves on the advisory board of the Maraist Financial Services and Business Research Lab at the University of Louisiana B.I. Moody III College of Business Administration, where he provides perspective on student investment submissions. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider. Their investment approach focuses on diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance.

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.

Jennifer Mouton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and 25 years of industry experience. She has worked at various affiliated firms within the Cetera and Avantax networks and has been associated with Darnell, Sikes, Gardes & Frederick since 2008. Outside of her advisor role, she provides administrative support through Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management and comprehensive financial planning services. The firm’s approach emphasizes diversified allocations aligned with client objectives and integrates ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

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.

Peyton Pourciau is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial and Transamerica. 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 an ESG eligibility framework in its investment recommendations.

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 with Wells Fargo Advisors, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She has worked with Wells Fargo Advisors and related entities since 2013 and previously with LPL Financial. Outside of her financial advisory role, she serves as president of the Flamingo Row Homeowners Association in Lafayette, Louisiana. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries, with implementation options through brokerage or advisory programs.

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.

Brad Kolder is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Avantax and 1st Global Advisors, and is also a partner at Kolder, Slaven & Company, an accounting firm providing audit, tax, and business services. Cetera Investment Advisers LLC supports over 10,000 advisors nationwide and offers comprehensive portfolio management and retirement services to individuals, employer-sponsored plans, and institutional clients through a multi-manager platform and a variety of program options.

Kendra Willis is a Series 66-licensed financial advisor with UBS Financial Services, based in Lafayette, LA, and has three years of industry experience. Prior to joining UBS in 2022, she worked for JP Morgan Chase Bank from 2009 to 2022. Outside of her advisory role, she assists with administrative tasks for a family-owned trucking business. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings tailored using proprietary research and model-based asset allocations.

Elizabeth Diebold is a Series 66 registered financial advisor with 17 years of industry experience. She has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. She receives residual income from prior work as an independent insurance agent. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors. The firm offers holistic, goal-based financial analyses and allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan,” while keeping planning and portfolio management services separate.

Frank Finchum is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1988. Outside of his advisory role, he owns and manages a commercial rental property in Opelousas, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm 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.

Allison Fuselier is a financial advisor at Wells Fargo Advisors with Series 66 credentials and two years of industry experience. Prior to joining Wells Fargo Advisors, she worked in educational roles within the Lafayette Parish School System, St. Pius Elementary School, and Ascension Episcopal School. 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, including specialized areas such as business-owner transition and sports & entertainment planning, utilizing Wells Fargo research and tools to develop client recommendations.