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.

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.

Kristopher Aubrey is a financial advisor with LPL Enterprise, holding a Series 66 designation and four years of industry experience. His prior roles include positions at CS Planning Corp. and Edward Jones. LPL Enterprise, LLC offers investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors as well as institutional entities. The firm emphasizes model-driven investment implementation and provides access to third-party asset managers, employer-sponsored retirement plans, and insurance products through affiliated entities.

Daniel Chassee is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he serves as a committee member for Miles Perret Cancer Services, participating in quarterly investment committee meetings. 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, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles and affiliated research support.

Brian Champagne is a CFP®-certified financial advisor with 19 years of industry experience. He has been with Wells Fargo Advisors since 2022 and previously worked within Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2022. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of investment and financial planning services, including specialized planning for business-owner transitions, sports and entertainment, special needs, and divorce, using proprietary research and planning tools.

Maria Tyler is a Series 66-credentialed financial advisor with six years of industry experience. She is currently with Raymond James Financial Services Advisors, where she has worked since 2019, and previously spent five years at Katie Sanford State Farm. She also works occasionally as an associate at Heggie Investment Partners, assisting with client interaction and trade placement. Raymond James Financial Services Advisors provides comprehensive financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional entities. The firm employs tailored, non-discretionary planning and employs advanced analytical tools to align recommendations with client goals.

Lois Melancon is a CFP® professional with 15 years of industry experience, currently serving as a financial advisor at Edward Jones since 2011. She is based in Lafayette, LA. Outside of her advisory role, she has been involved in donating farmland property. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment advisory programs and maintaining a large national network of advisors and branch offices.

Victor Raxsdale is a financial advisor with Morgan Stanley in Lafayette, LA, holding a Series 66 designation and 21 years of industry experience. He has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, and previously at Citigroup Global Markets. Outside of his advisory role, he serves as an Assistant District Governor for Rotary District 6200 and is a board member of the Foundation for Wellness. Morgan Stanley Wealth Management provides advisory programs to both individuals and institutional clients, offering tailored financial planning and a range of investment services supported by firm-approved planning tools and strategies.

Michael Morvant is a financial advisor with Ameriprise in Lafayette, LA, holding a Series 66 designation and 29 years of industry experience. He previously worked at LPL Financial for 14 years before joining Ameriprise in 2025. Outside of advising, he is a co-owner of Morvant Title and Notary LLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, typically with substantial investable assets. The firm provides written recommendation reports that incorporate research, modeling, and tax-efficiency analysis, delivered through a centralized consulting team in partnership with clients’ Ameriprise advisors.

Crystal Bergeron is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has prior experience working at The Law Office of Stephen C Gaubert for nine years. Outside of her advisory role, she serves as treasurer for the STM Lacrosse Parent Booster Club, managing funds raised to support her son's high school lacrosse team. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Ashleigh Angelle is a financial advisor with Mass Mutual Investors Services in Lafayette, LA, holding Series 63 and Series 65 credentials and possessing 14 years of industry experience. She previously worked at MetLife Securities Inc. from 2012 to 2017. Outside of advising, she is an independent insurance agent appointed with United Healthcare and co-owns a lawn care service business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning using firm-approved analytical tools.

Marcus White is a CFP® professional with nine years of industry experience, currently serving as a financial advisor at Edward Jones since 2017. Prior to joining Edward Jones, he worked at Baker Hughes Inc for six years. Outside of his advisory role, he is a part owner of an investment business focused on searching for investment properties and investing in businesses. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs, managed solutions, and affiliated investment products. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Daisy Boyce is a financial advisor with Primerica Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2004 and has been with Primerica Advisors since 2017. Outside of her advisory role, she owns Willful Wellness, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Richard Oliver is a financial advisor with Raymond James Financial who holds Series 63 and Series 65 credentials and has 40 years of industry experience. He has been affiliated with Raymond James Financial Services in various capacities since 1999 and has operated Oliver Investments since 2010. Outside of his advisory roles, he is involved in agriculture and farming activities in Lafayette, LA. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm provides tailored, non-discretionary planning and uses analytical tools to model potential outcomes, supporting implementation through its advisory programs or other providers.

Randy Landry is a financial advisor at Raymond James & Associates with 36 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Morgan Stanley and Morgan Stanley Private Bank for over 16 years. Outside of advising, he is a business owner involved in a commercial real estate company jointly operated with his wife. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and charitable organizations. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services, employing various portfolio management styles supported by firm research and model managers.

Ryan Stewart is a financial advisor with Ameriprise Financial Services, holding Series 63 and Series 65 credentials and 14 years of industry experience. His prior roles include positions at Northwestern Mutual Wealth Management Company and RBS & Company, LLC. Stewart is also an owner of RBS & Company, LLC, where he manages his Ameriprise business. Ameriprise Financial Services is a diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement planning advice focused on income sources and tax-aware withdrawal strategies.

Gerard Patin is a CFP®-certified financial advisor with 21 years of industry experience, currently affiliated with Cetera. He has previously worked at Mass Mutual Investors Services and MetLife Securities, among other firms. Patin is also involved in selling fixed insurance products and operates his own financial services businesses. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and supports multiple program structures and custodial relationships.

Emily Poupart is a financial advisor with LPL Financial based in Lafayette, LA, holding a Series 66 designation and three years of industry experience. Her background includes roles at Home Bank, Iberia Bank, and MidSouth Bank, as well as teaching positions at South Louisiana Community College and the University of Louisiana at Lafayette. 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 portfolios, third-party asset management, and institutional platforms.

Ivan Lafrance, ChFC®, is a financial advisor with OSAIC in Lafayette, LA, bringing 40 years of industry experience. He has worked with Securities America Advisors, Inc. for over two decades before joining OSAIC in 2024. Lafrance previously operated his own advisory practice and is involved with Retirement Resources of LA, primarily servicing existing insurance clients. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and nonprofits. The firm provides integrated advisory and brokerage services with access to multiple platforms and emphasizes portfolio construction using asset-allocation tools and third-party managed accounts.

Courtney Guidry is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2020, she worked for six years at the University of Louisiana at Lafayette. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.