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 designation and 13 years of industry experience. He has been with Wells Fargo Advisors or its affiliate firms since 2016. Detraz has ownership in Bordelon Detraz Group, LLC, an investment-related business outside of his advisory role. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser providing investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services and integrates advisory services with other financial product offerings.

Elmo Zornes III is a financial advisor with Morgan Stanley who holds a Series 66 designation and has 19 years of industry experience. His prior work includes roles at UBS Financial Services, J.P. Morgan Securities, Chase Investment Services Corp., and Ameriprise. He has been with Morgan Stanley since 2021. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs and tailored financial planning services, managing approximately $2.74 trillion in client assets.

Erin Dolan is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 16 years of industry experience. Her career includes roles at Wells Fargo Clearing and LPL Financial. Outside of her advisory work, she serves as president of the Flamingo Row Homeowners Association, overseeing community matters such as parking, maintenance, and crime. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutions, offering a broad range of planning options that include specialized areas like business-owner transition and special-needs planning. Advisors use firm research and tools to develop tailored recommendations, with clients able to select if and how to implement them through various brokerage or advisory programs.

Adam Chauvin is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and has worked at Edward Jones since 2019, following six years at The Sherwin Williams Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions through a large network of financial advisors and branch offices nationwide.

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.

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 financial advisor at UBS Financial Services with four years of industry experience. She holds a Series 66 designation and previously worked at JP Morgan Chase Bank for 13 years. Outside of her advisory role, she assists with administrative tasks for a family-owned truck transportation business. UBS Financial Services serves individual, corporate, and institutional clients through a broad range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management and proprietary research to tailor plans to clients’ goals and risk tolerances.

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.

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.

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 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.