Michael Bonfanti is a CFP® professional with 22 years of industry experience, operating Bonfanti Investment Services, LLC in Prairieville, LA. He has worked with Bonfanti Investment Services since 2009 and was previously affiliated with LPL Financial. In addition to his advisory work, he manages an independent insurance agency and is involved in real estate through Bonfanti Realty, LLC. Bonfanti Investment Services, LLC provides fee-based discretionary investment management and financial planning to individuals, including high-net-worth clients, as well as retirement plans such as 401(k), 403(b), pension, and profit-sharing plans. The firm emphasizes tailored portfolio management based on clients’ goals, time horizons, and risk tolerances, using a combination of modern portfolio theory and fundamental, cyclical, and technical analysis.

Dustin Gomez is the principal of The Geauxmez Group Wealth Management LLC in Gesimar, LA. He holds a Series 65 designation and has been involved in financial advisory services since 2026. Prior to entering the wealth management field, he worked at Verizon for 19 years and has managed real estate activities through Geauxmez Real Estate LLC since 2017. The Geauxmez Group Wealth Management offers discretionary wealth management and financial planning services to individuals and high-net-worth clients, employing a fiduciary-oriented approach that includes strategic asset allocation and diversified portfolios using low-cost mutual funds, ETFs, and other securities. The firm is notable for its affiliation with a real estate fund and brokerage, providing clients access to alternative investment opportunities.

Tayler Fenton is a financial advisor at Fortune 45, LLC with one year of industry experience and holds a Series 65 designation. Prior to joining Fortune 45, Fenton's work history includes roles at Baton Rouge General, Orange Theory Fitness, and University Club Plantation. Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses by providing discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing within separately managed accounts.

Victoria Varisco Lulich is a Series 65 licensed financial advisor at Fortune 45, LLC with four years of industry experience. She has worked at Fortune 45 since 2020 and previously worked at Babcock Consulting Group and the YMCA of the Capital Area. Fortune 45 provides investment management, financial planning, and retirement plan services to individuals, trusts, estates, charitable organizations, and businesses. The firm uses ETF-based portfolios with technical, charting, and fundamental analysis, and explicitly discloses the use of derivatives and leverage in managed accounts.

Jesse Rodrigue is a Series 65-licensed financial advisor with Fortune 45, LLC in Gonzales, LA, where he has worked since 2014. He has 11 years of industry experience. Outside of his advisory role, he manages a podcast titled "Real Talk Money With Jesse." Fortune 45 serves individuals, high net worth clients, trusts, estates, charitable organizations, and businesses, offering discretionary portfolio management, financial planning, and retirement plan services. The firm’s investment approach emphasizes asset allocation primarily through ETFs, supplemented by other instruments, and includes the use of derivative instruments and borrowing in separately managed accounts.

Sean Harris is a financial advisor with Empower Advisory Group in Gonzales, Louisiana, holding Series 63 and Series 65 licenses and six years of industry experience. His professional background includes roles at J.P. Morgan Securities LLC and JPMorgan Chase Bank, N.A., as well as earlier work in telecommunications and academia. Outside of his advisory role, he works as an attorney/paralegal reviewer, focusing on document analysis and legal research. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and participants, as well as retail clients, using an integrated model linked to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing in its planning approach while serving a large participant base relative to its advisor headcount.

Chad Anderson is a financial advisor at Empower Advisory Group with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience at PFS Investments Inc., Primerica Financial Services, and the Louisiana Military Department. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders, using an integrated model linked to Empower’s recordkeeping and administrative platforms.

John Dawes is a CFP® with 22 years of industry experience, currently serving as a financial advisor at Edward Jones since 2003. He holds a Series 63 license and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard with a large network of financial advisors and branch offices nationwide.

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. 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 large network of financial advisors and branch offices nationwide.

Kory Waguespack is a financial advisor at Edward Jones with three years of industry experience. He holds a Series 66 designation and has previously worked at Total Exterior Solutions LLC, Austin Fire Systems, the Country Club of Louisiana, Cheesecake Bistro, and Pot and Paddle. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Linc Le Blanc is a financial advisor at J.P. Morgan Securities with 23 years of industry experience. He has held positions at J.P. Morgan Securities since 2012 and at JPMorgan Chase Bank, N.A. since 2005. He holds Series 63, Series 65, and Series 66 licenses. 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities, delivering recommendations on a non-discretionary basis.

Ethan Triche is a financial advisor at LPL Financial with 12 years of industry experience. He holds a Series 65 designation and has worked at First American Bank since 2012 and Sorrento Pacific Financial, LLC from 2012 to 2025. He is based in Vacherie, LA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Matthew Hamner is a financial advisor at Edward Jones with seven years of industry experience. He has been with Edward Jones since 2019 and previously worked at Alliance Safety Council for three years. Hamner holds the Series 66 designation and is based in Gonzales, Louisiana. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient overlay services.

Traylor Brymer is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, Brymer held roles at Cintas Corporation, the Mid-South Association of Independent Schools, and Belhaven University. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

Gregory Fulcher is a financial advisor with Ameriprise who holds the Series 66 designation and has 29 years of industry experience. He has been with Ameriprise since 2005 and also has a longstanding role at Bergeron & Lanaux, CPAs. Outside of advising, he owns several small businesses including a candy and baked goods company and serves on the board of directors for WealthPromise, Inc., a nonprofit organization. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes a written Recommendation Report and ongoing advice focused on income sources and tax-aware withdrawal strategies. The firm employs a centralized service team and uses proprietary research and third-party data to support its recommendations within a defined investment universe.

Anastasia Stanley is a financial advisor at Edward Jones with 23 years of industry experience. She holds the Series 63, Series 65, and Series 66 credentials. Her prior work experience includes roles at Raymond James Financial, Ameriprise, RBC Capital Markets, Morgan Keegan & Company, UBS Financial Services, A. G. Edwards & Sons, and Wells Fargo Investments. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as its affiliated capabilities beyond advisory services.

Ryne Simmons is a financial advisor with Edward Jones in Paincourtville, Louisiana, holding Series 63 and Series 66 credentials and 21 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, Simmons is a member and owner of several agricultural and land-related business entities in Louisiana. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,000 financial advisors and 15,000 branch offices.

Matthew Leblanc is a Series 66 licensed financial advisor with Edward Jones in Donaldsonville, LA, where he has worked since 2012. He has 13 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large national network of advisors and branch offices. The firm provides discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and overlay and tax-efficient services under a fiduciary standard.

Kyle Robichaux is a financial advisor with Edward Jones in Plaquemine, LA, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. He has been with Edward Jones since 2006. Outside of his advisory role, he is a co-signer for a childcare business in Gonzales, LA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies and operates under a fiduciary standard, supported by a large network of financial advisors and branch offices nationwide.

Ben Glueck is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. 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 strategies, operating under a fiduciary standard and supported by a large nationwide network of financial advisors and branch offices.

Alexis Blackwell is a financial advisor at Ameriprise in Gonzales, LA, holding a Series 66 designation. Blackwell has recently begun a career in the industry with experience starting in 2026 and prior roles across diverse sectors including education and healthcare. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that focuses on written recommendation reports and ongoing retirement-income planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Frank Smith is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Sorrento Pacific Financial, LLC and New England Securities. In addition to his advisory role, he is involved with First American Bank and Trust. 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 portfolio programs, and institutional platforms, supported by a broad network of investment adviser representatives.

Jeffrey Leavell is a financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at ShareBuilder 401K, Capital One Financial Advisors, J.P. Morgan Securities, Chase Investment Services, and Edward Jones. He is associated with SLWM, LLC, a pass-through entity used for tax purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by technology tools and a broad platform of financial products.

Ronald Brown is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 36 years of industry experience, including roles at Altus Wealth Management and Geneos Wealth Management. Outside of his advisory work, he is part owner of Altus Benefit Solutions, an insurance agency, and is involved in business entities used for tax and investment purposes. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Cortney Wagner is a financial advisor with J.P. Morgan Securities, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. She has worked at J.P. Morgan Chase Bank, N.A. and J.P. Morgan Securities since 2019, and previously spent 16 years at Hancock Investment Services, Inc. Outside of her advisory role, she is a co-owner of NCW2, LLC, a passive investment entity. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory capabilities with brokerage and investment management services, delivering recommendations on a non-discretionary basis while clients retain final decision authority.