Mary Lucy Bergeron is a CFP®-certified financial advisor at Hassell Wealth Management with two years of industry experience. She previously worked at Carr Riggs & Ingram and OneDigital Investment Advisers and held roles at Kansas State University of Financial Services. Hassell Wealth Management is an SEC-registered advisory team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, applying modern portfolio theory and fundamental security analysis to construct globally diversified portfolios.

John Hassell is a ChFC® with 42 years of industry experience. He has been with Hassell Wealth Management since 2018 and previously worked at LPL Financial for 13 years. Outside of his advisory work, he owns a bed and breakfast listed as the Guest House in Gray, Louisiana. Hassell Wealth Management is an SEC-registered advisory team serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million across diversified portfolios constructed using modern portfolio theory and combines fundamental security analysis with market and economic cycle assessments.

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, LLC. Hassell Wealth Management is a five-advisor SEC-registered team based in Houma, LA, serving individuals, families, businesses, and retirement plans. The firm manages approximately $387 million using modern portfolio theory and fundamental security analysis to create globally diversified discretionary portfolios.

Alexandra Hassell is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2018. Prior to joining her current firm, she spent five years with LPL Financial, LLC. Hassell Wealth Management is an SEC-registered advisory team managing approximately $387 million for about 414 clients, including individuals, families, businesses, and retirement plans. The firm utilizes principles of modern portfolio theory combined with fundamental security analysis and economic-cycle assessment to construct globally diversified portfolios managed on a discretionary basis.

Katherine Hebert is a CFP® with 12 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Prior to this, she worked at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc. from 2017 to 2020, and at Foresters Financial Services from 2016 to 2017. Hassell Wealth Management is a five-advisor SEC-registered team that provides discretionary portfolio management, financial planning, and retirement-plan services to individuals, families, businesses, and retirement plans. The firm manages approximately $387 million for around 414 clients, using modern portfolio theory and a combination of fundamental and market-trend analysis to create globally diversified portfolios.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 designation and bringing 20 years of industry experience. He has worked with Prime Investment Partners, LLC and Allocated Alliances, LLC, and also maintains a concurrent career as a medical doctor in Houma, Louisiana. Ash Matson Wealth Partners offers advisory services primarily by recommending third-party advisers to a diverse client base, including individuals and institutions. The firm employs a tailored asset-allocation process and monitors third-party adviser performance without exercising direct investment discretion or custody of client assets.

Troy Domangue is a financial advisor with Mutual Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, and Chase Investment Services Corp. In addition to his advisory work, he is a professional singer performing locally in his community. Mutual Advisors, LLC serves a diverse client base, including individual investors, trusts and estates, retirement plans, qualified purchasers, and institutional investors. The firm employs a combination of active and passive investment strategies tailored to client objectives, managing approximately $9.45 billion across 154 advisors, and is noted for its extensive institutional work including serving sovereign wealth fund clients.

David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has operated Tauzin Wealth Management, LLC since 2017 and previously worked with Tauzin Retirement Solutions and Change Path LLC. Tauzin is also a chapter instructor for the Society of Financial Awareness, a nonprofit organization. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm primarily operates through a network of Investment Advisor Representatives and third‑party money managers using a largely non‑discretionary model that incorporates client approval of transactions and a range of analytical approaches in portfolio management.

Misty Detiveaux is a financial advisor at Foundations Investment Advisors LLC with a Series 65 credential and six years of industry experience. She previously worked at Aflac and Arthur J. Gallagher & Co and co-owns Detivaux and Harkins LLC. Foundations Investment Advisors, LLC offers financial planning and portfolio management services to a diverse client base, including individual and high-net-worth clients, retirement plans, and registered investment companies. The firm uses a combination of fundamental, technical, and cyclical analysis, model portfolios, and third-party sub-advisers to tailor investment strategies.

Robert Dumas is an investment advisory representative with CWM, LLC, holding a Series 66 credential and 14 years of industry experience. His work history includes roles at Lafont & Associates since 2012 and LPL Financial from 2012 to 2019. Outside of financial advising, he serves as a football official at the college level and participates in roles with the National Football League related to game communication. CWM, LLC is an SEC-registered investment adviser serving individuals, families, institutions, and corporations through a large network of advisors. The firm employs discretionary management using model portfolios supported by an in-house Investment Committee and integrates fundamental and technical analysis along with third-party sub-advisors and customization tools.

Hunter Tabor is a financial advisor at CWM, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Parish Wealth Partners and CWM, LLC since 2021. Prior to his financial career, he held positions at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a nationwide network of more than 600 advisors. The firm offers portfolio management, financial planning, sub-advisory, and retirement plan services, utilizing a combination of fundamental and technical analysis, third-party sub-advisors, and customized investment tools.

Toby Lafont is an investment advisory representative with CWM, LLC and holds a Series 63 designation. He has 29 years of experience in the financial services industry, including roles at LPL Financial and as founder and CEO of Parish Wealth Partners. Outside of advisory work, he is the owner of Colonel Properties, LLC, which holds an office building. CWM, LLC is an SEC-registered investment adviser serving a diverse client base that includes individuals, high-net-worth families, foundations, corporations, and institutions. The firm offers portfolio management, financial planning, and retirement-plan services, employing a discretionary management approach guided by an in-house Investment Committee and various analytical and customization tools.

Adam Tarver is a financial advisor at CWM, LLC with six years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. He is located in Thibodaux, Louisiana. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a network of over 600 advisors. The firm offers portfolio management, financial planning, sub-advisory services, and retirement-plan solutions, typically managing accounts discretionary with model portfolios governed by an in-house Investment Committee.

Amy Lynn Hammock is a CFP® professional with 30 years of experience in the financial services industry. She currently serves as a financial advisor at Beacon Pointe Advisors, LLC and has held roles at multiple firms including LPL Financial and Rosenthal Advisory Services. Hammock is also involved in insurance sales, holding agent positions for both fixed and traditional insurance products. Beacon Pointe Advisors, LLC provides wealth advisory, retirement-plan platform services, and outsourced chief investment officer solutions to a diverse client base that includes individual investors, corporations, and institutional clients. The firm employs a combination of asset-allocation modeling and third-party independent managers across active and passive strategies, and it offers proprietary private funds and interval fund advisory services.

Lawrence Cabirac is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked with Knights of Columbus Asset Advisors LLC for three years and has a background spanning over two decades in hardware retail. He serves as a board member for Bags of Hope, a nonprofit organization. Eagle Strategies serves a diverse client base including individual investors and institutional plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailored recommendations, with most regulatory assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

Kevin Serigne is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked with Eagle Strategies since 2015 and also owns Serigne Employee Benefits, LLC, through which he brokers non-registered insurance products. Serigne has additionally held roles at NYLIFE Securities, LLC and New York Life Insurance Company since 2007. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients. The firm provides financial planning, investment management, and retirement-plan advisory services, focusing primarily on non-discretionary asset management and tailoring recommendations to client and plan sponsor objectives.

John Dupont IV is a financial advisor with LPL Financial in Houma, Louisiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2006. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning, advisory, and brokerage services. The firm offers various portfolio management options and utilizes advanced operational tools while overseeing over $819 billion in discretionary assets through a network of more than 22,800 advisors.

Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Molaison is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Outside of his advisory role, he co-owns Argent Wealth Management, LLC, a business related to managing expenses and operations separate from investment activities. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, employing a structured approach that includes algorithmic modeling and tax-efficient strategies to assist clients nearing or in retirement.