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.

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.

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.

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 Edward Jones and CS Planning Corp. Kristopher has been involved with Ragin Kajun Networks, a business entity related to tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage services. The firm offers financial planning, model portfolios, third-party asset management, and access to a range of financial products, combining adviser programs with insurance sales and lending services.

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.

Kenneth Stansbury is a financial advisor with Cetera who holds a Series 66 designation and has 18 years of industry experience. He previously worked at LPL Financial for 16 years and serves as an adjunct professor at the University of Louisiana at Lafayette as well as a parish councilman for Lafayette Parish Government. He is also an intelligence officer in the Louisiana Air National Guard. 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 a range of portfolio management and consulting services, utilizing a multi-manager platform that includes affiliated and third-party model portfolios, with flexible program structures and custodial arrangements.

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.