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Charles U
Series 66
Baldwin, LA
Edward Jones
Charles Uze is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked for Onesubsea, an SLB company, for 12 years and served in the Louisiana Army National Guard for 16 years. 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 solutions, supported by a large nationwide network of financial advisors and branch offices.
Kyli V
Series 66
New Iberia, LA
Edward Jones
Kyli Vaughn is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and 17 years of industry experience. She previously worked at UBS Financial Services Inc for eight years before joining Edward Jones in 2022. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households across all wealth levels, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and supports its clients through a large network of financial advisors and branch offices nationwide.
Calen G
Series 63, Series 65
Lafayette, LA
OSAIC
Calen Gondran is a financial advisor with OSAIC in Lafayette, LA, holding Series 63 and Series 65 credentials and 14 years of industry experience. He worked at Woodbury Financial Services, Inc. for 13 years prior to joining OSAIC. Outside of his advisory role, Gondran manages a maritime LLC and has been involved in health insurance and Medicare supplement sales since 2008. OSAIC serves a diverse client base including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a variety of investment options and utilizes advanced asset-allocation and portfolio management tools.
Philip M
Series 63, Series 65
New Iberia, LA
LPL Financial
Philip Mayeux is a financial advisor with LPL Financial based in New Iberia, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with LPL Financial since 2009 and previously worked at Chase Investment Services Corp. from 2008 to 2009. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by operational tools and extensive non-advisory financial services.
Nicholas S
Series 66
Erath, LA
Edward Jones
Nicholas Suire is a financial advisor at Edward Jones in Erath, Louisiana, with eight years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, he worked at Liberty University and Our Savior's Church. He is a joint owner of Suire Provision LLC, which he established with his father to manage their Edward Jones joint team office. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, operates under a fiduciary standard, and maintains a large nationwide network of financial advisors and branch offices.
Rhett H
CFP®, ChFC®, Series 63, Series 66
Lafayette, LA
Edward Jones
Rhett Hackett is a CFP® and ChFC® with 25 years of experience in financial advising, all of which have been with Edward Jones since 2000. He is based in Lafayette, LA, and also serves as a college instructor for nine hours per year outside of trading hours. 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 range of advisory programs and investment solutions, operating under a fiduciary standard and supported by a large national network of advisors and branch offices.
Stephen S
Series 63, Series 66
Lafayette, LA
Edward Jones
Stephen Sexton is a financial advisor at Edward Jones in Lafayette, LA, holding Series 63 and Series 66 licenses with 22 years of industry experience. He has been with Edward Jones since 2003. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets through a large network of financial advisors and branch offices nationwide.
Kylie T
Series 66
Saint Martinville, LA
RBC Capital Markets
Kylie Talley is a financial advisor at RBC Capital Markets with five years of industry experience. She holds a Series 66 designation and has previously worked at UBS Financial Services and the Louisiana Attorney General's Office. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customizable portfolio management and financial planning services, utilizing both in-house and third-party investment managers.
John L
CFP®, Series 66
Lafayette, LA
J.P. Morgan Securities
John Landry Jr. is a CFP® with 17 years of experience in the financial services industry. He has worked at J.P. Morgan Securities since 2012 and is also affiliated with Jpmorgan Chase Bank, N.A. Outside of his advisory role, he was involved with St. Joe Properties LLC from 2020 to 2024. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.
Brady B
ChFC®, Series 63, Series 66
Lafayette, LA
Cetera
Brady Broussard is a financial advisor with Cetera, holding the ChFC® designation and Series 63 and 66 licenses, and has 40 years of industry experience. He has worked at Camellia Advisory and Cetera Wealth Services, and has operated Lifesource Financial Partners since 2010. Broussard also teaches a retirement planning course at a local university twice a year. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, employer-sponsored retirement plans, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform that supports both discretionary and non-discretionary authorities.
Ken M
Series 63, Series 65
Lafayette, LA
Wells Fargo Advisors
Ken Meyers is a financial advisor at Wells Fargo Advisors with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has worked with Wells Fargo Clearing and Wells Fargo Advisors since 2016. In addition to his advisory role, he has ownership interests in Acadiana Wealth Advisors, LLC and Meyers Investments, LLC, and is involved in house flipping activities. Wells Fargo Advisors Financial Network provides investment and financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include cash-flow, retirement, education, and specialized services like business-owner transition and special-needs planning.
Thomas M
ChFC®, Series 63
Lafayette, LA
LPL Financial
Thomas Maggio is a financial advisor with LPL Financial in Lafayette, LA, holding the ChFC® designation and a Series 63 license. He has 57 years of industry experience, including over 20 years with LPL Financial and two years at WS Griffith Securities, Inc. Outside of advising, he is involved with an insurance agency under the name Weber and Maggio. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management options through a large network of advisors using both proprietary and third-party strategies.
Cory L
Series 66
Lafayette, LA
Raymond James & Associates
Cory Lavergne is a financial advisor with Raymond James & Associates, holding a Series 66 designation and nine years of industry experience. Prior to joining Raymond James in 2017, he worked at Halliburton for three years. Lavergne serves as a board member of the Cathedral-Carmel Foundation, where he participates in managing investments for the school's foundation. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and investment consulting through a variety of portfolio management styles and affiliated research resources.
Andrew G
Series 63, Series 66
Lafayette, LA
Raymond James & Associates
Andrew Gutierrez is a financial advisor at Raymond James & Associates with 20 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Morgan Stanley and its affiliated entities for over a decade before joining Raymond James. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.
Christopher B
Series 66
Lafayette, LA
Raymond James Financial
Christopher Bienvenu is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 15 years of industry experience. His prior experience includes tenure at Commonwealth Financial Network and Edward Jones. He is the owner and president of Bienvenu Wealth Management, LLC, where he manages the day-to-day operations of a financial advising practice. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports municipal and public-finance work through unique affiliations.
Chase B
Series 66
New Iberia, LA
Cetera
Chase Buteaux is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Raymond James Financial Services, and Avantax firms. He is also associated with CoSource Financial Group LLC, where he provides financial planning services for business and individual clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.
Clayton B
Series 63, Series 66
Lafayette, LA
Edward Jones
Clayton Begnaud is a financial advisor at Edward Jones with 13 years of industry experience. He holds the Series 63 and Series 66 designations and has worked at Edward Jones since 2017. Prior to joining Edward Jones, he was with inVentiv Health for one year. 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, discretionary and non-discretionary investment strategies, and affiliated mutual funds, operating under a fiduciary standard.
Shawn H
Series 63, Series 65
New Iberia, LA
Cetera
Shawn Harrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors, with a longstanding involvement in financial services through Cosource Financial Group, where he serves as managing partner. Outside of advisory work, Harrison is active in nonprofit boards focused on waterfowl conservation, Down syndrome awareness, and local athletic programs. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services tailored across discretionary and non-discretionary structures.
Matthew B
CFP®, Series 63, Series 65
Lafayette, LA
Cetera
Matthew Boudreaux is a CFP® professional at Cetera with 11 years of industry experience. He previously held roles at Avantax Advisory Services and 1st Global Advisors and serves on the Investment Committee for the Community Foundation of Acadiana. Cetera Investment Advisers LLC is a SEC-registered advisor serving a broad client base, including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various program options, combining discretionary and non-discretionary management through a nationwide network of over 10,000 advisors.
Jeffrey G
Series 63, Series 66
Lafayette, LA
Charles Schwab
Jeffrey Gunnels is a financial advisor at Charles Schwab with 24 years of industry experience. He holds Series 63 and Series 66 designations and has worked at Schwab since 2020, following prior roles at TD Ameritrade and Scottrade. Outside of his advisory work, he owns JLG Ventures LLC, an entity established for liability and tax purposes related to his independent broker relationship. Charles Schwab serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment management with multi-asset model portfolios and centralized operational support.
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