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Kenneth L

Series 63, Series 65

Larose, LA

Advisor Resource Council

Kenneth Lemoine is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His career includes roles at Signator Investors, Inc., LPL Financial, and Level Four Advisory Services. Outside of advisory services, he is involved in various insurance businesses and operates Lemoine Wealth Management LLC. Advisor Resource Council is an SEC-registered firm serving individuals, retirement plans, charitable organizations, and business entities. The firm combines artificial intelligence with fundamental analysis to offer model and separately managed account strategies, providing both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Payton L

Series 65

Larose, LA

Advisor Resource Council

Payton Lemoine is an advisor at Advisor Resource Council with a Series 65 credential and one year of industry experience. Prior to joining Advisor Resource Council, Payton worked at Barcar and has a background in insurance services with Riverlands Insurance Services and CRC Insurance Services. He also has six years of experience associated with Louisiana State University. Advisor Resource Council is an SEC-registered adviser serving individuals—including high-net-worth clients—retirement plans, charitable organizations, and business entities. The firm offers asset management, financial planning, retirement plan consulting, and referrals to third-party money managers, utilizing a combination of artificial intelligence tools and fundamental analysis to create customized investment strategies.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Executive Founder/Business Owner HENRY (High Earners, Not Rich Yet) Established Professionals
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Sydney H

Series 66

Larose, LA

Eagle Strategies (NY Life)

Sydney Hale is a financial advisor with Eagle Strategies (NY Life) in Larose, LA, holding a Series 66 designation and 16 years of industry experience. She has been associated with Eagle Strategies and related entities since 2012 and has worked with Emerald Wealth Partners LLC and Triche/Doverspike Financial Group, Inc. since 2024 and 2013, respectively. Hale serves as a board member of the New Orleans Estate Planning Council. Eagle Strategies serves a diverse client base including individuals, defined contribution and benefit plans, and corporate and charitable clients, offering financial planning, investment management, and retirement-plan advisory services. The firm delivers tailored advice and solutions through multiple program types, emphasizing strategies aligned with client goals and fiduciary responsibilities, with the majority of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Jack D

Series 63, Series 65

Larose, LA

Eagle Strategies (NY Life)

Jack Doverspike is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 65 licenses and has 39 years of industry experience. He has worked with Triche Doverspike Financial Group, Inc. since 2002 and has been associated with New York Life Insurance Co. and Nylife Securities Inc. since 1986. He owns Marlin Ventures Inc., which owns the building housing his business office. Eagle Strategies serves a broad range of individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers multiple program types and focuses on non-discretionary asset management, with a significant role in advisory services tied to insurance and annuity products.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Lonny B

Series 66

LaRose, LA

Eagle Strategies (NY Life)

Lonny Babin is a financial advisor with Eagle Strategies (NY Life) and holds a Series 66 designation. He has 10 years of industry experience, including roles at Eagle Strategies since 2017 and with New York Life Insurance Co. and Nylife Securities since 2015. Outside of his advisory work, he serves as a board member of the Diocese of Soroti Mission Partnership, which supports humanitarian and community development efforts in Uganda. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base comprising individual investors, institutional sponsors, and charitable and corporate entities. The firm offers multiple advisory programs tailored to client objectives and manages the majority of its assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Crystal F

Series 66

Raceland, LA

Edward Jones

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.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Case T

Series 66

Cut Off, LA

LPL Financial

Case Terrebonne is a financial advisor with LPL Financial, holding a Series 66 designation and 17 years of industry experience. He has worked at LPL Financial since 2012 and previously at Edward Jones from 2009 to 2012. Outside of advising, he is involved in several business ventures including co-ownership of a family gift shop and ownership roles in an automotive business and a local pop-up retail operation. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with various investment strategies, supported by advanced operational tools and a broad platform that includes insurance, credit services, and partnerships with banking entities.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Holden L

Series 66

Cut Off, LA

Cetera

Holden Ledet is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. He is also the owner of Holden Ledet CPA LLC, where he provides tax services. Prior to his current roles, he worked at Callais Capital Management from 2015 to 2017. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, with over 10,000 advisors and more than $256 billion in assets under management.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Alexandria A

Series 66

Cut Off, LA

LPL Financial

Alexandria Aucoin is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. She has worked at LPL Financial since 2021 and has prior experience at Nicholls State University and Vandebilt Catholic High School. 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, third-party asset management, and institutional platforms.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Chad C

ChFC®, Series 66

Cut Off, LA

Edward Jones

Chad Chustz is a ChFC®-credentialed financial advisor with Edward Jones, where he has worked for 16 years. He holds the Series 66 designation and is based in Cut Off, Louisiana. Outside of his advisory role, he is the owner of CGC Group, a commercial real estate business in Raceland, Louisiana, and is a limited partner in Night Trippin' LLC, a motion picture company in New Orleans. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets, providing a broad array of investment advisory programs and affiliated services through a large national network of advisors and branch offices.

Retirement income strategy Retirement plans for business owners (SEP, solo 401k) General estate planning guidance Multi-generational wealth transfer Retired Founder/Business Owner Executive Widow/Widower
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Raleigh G

CFP®, Series 63

Cut Off, LA

LPL Financial

Raleigh Galiano Jr. is a CFP®-certified financial advisor with 34 years of industry experience. He has been with LPL Financial since 2012, following six years at Edward Jones. Outside of his advisory work, he manages a local wealth management group under a DBA. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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