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.

Dirk David is a CFP® with 26 years of industry experience and has been with Edward Jones since 1999. He serves as trustee for the Joseph Bernie Wayne David Testamentary Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory and investment solutions, supported by a nationwide network of over 23,000 financial advisors.

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.

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.

Kori Comeaux is a financial advisor at Edward Jones with eight years of industry experience. She holds the CFP® and Series 66 designations. Her prior experience includes roles at LPL Financial, HB Financial, and Home Bank. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a broad range of households, pension plans, corporate clients, and charitable organizations. The firm offers various advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large nationwide network of advisors and branch offices.

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.

Amber Palumbo is a financial advisor with Raymond James & Associates in New Iberia, LA, holding a Series 63 designation and 22 years of industry experience. She has worked with various Raymond James entities since 2009. Outside of her advisory role, she is a spousal owner of a consulting business, Quality Management and Consulting. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Ali Lucas is a financial advisor at Edward Jones with nine years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2016. 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 and investment strategies, supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Joshua Tweedel is a financial advisor with Edward Jones in Lafayette, LA, holding the ChFC® and Series 66 designations and having eight years of industry experience. He has been with Edward Jones since 2017 and previously worked for ten years at Environmental, Safety, & Health Consulting Services, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies and affiliated investment options, operating under a fiduciary standard and supported by a large network of financial advisors and branch offices.

Scott Serio is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has seven years of industry experience, including prior roles at MWA Financial Services, Modern Woodmen of America, and Sagepoint Financial. Serio previously managed Serios' Feed and Seed Inc. for nine years. He is also an independent insurance agent with Toro Asset Management, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and combines proprietary models with access to external strategists.

Roy Heiken is a financial advisor with Edward Jones in Youngsville, LA. He holds the CFP® designation and Series 66 license and has seven years of industry experience. Prior to joining Edward Jones in 2018, he worked at PepsiCo Frito Lay for one year and Walgreens for 23 years. 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. The firm offers a variety of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Troy Arceneaux is a financial advisor at Cetera with 26 years of industry experience. He has worked at Cetera and Cetera Wealth Services since 2025 and previously spent 26 years with Concourse Financial Group Securities Inc. Arceneaux also operates Arceneaux Financial Services LLC, an investment-related business he has owned since 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers, operating a multi-manager platform that supports a range of discretionary and non-discretionary program structures.

Todd Newberg is a CFP® and holds a Series 66 license, with 25 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, he serves as chairman of Newberg Holdings LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices. The firm offers a range of investment strategies and affiliated services under a fiduciary standard.