Scott Hayes is a financial advisor with Going CPAs & Wealth Advisors, LLP in Opelousas, Louisiana. He holds the PFS™ designation and has two years of industry experience. Prior to his current role, Hayes worked at Fruge Seafood. He is a partner at Going, Sebastien, Fisher & LeBouef, LLP, where he focuses on tax preparation and accounting and also owns an accounting firm. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and retirement plans. The firm combines financial planning with portfolio management and retirement consulting, managing about $160.8 million in discretionary assets with a tax-aware, long-term investment approach.

Kristi Pool is a financial advisor at Arete Wealth Advisors, LLC with three years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Integrity Registered Investment Advisors and Consolidated Electrical Distributors. Arete Wealth Advisors provides investment advisory and financial planning services to a wide range of clients, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, using third-party sub-advisers and maintaining a due diligence process for recommended managers and private investments.

Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Marcus Veillon is a financial advisor with Simplicity Wealth holding a Series 65 designation and seven years of industry experience. Prior to joining Simplicity Wealth, he spent five years at AE Wealth Management LLC. In addition to his advisory role, he is a licensed insurance agent selling and servicing life insurance and annuity products. Veillon is also affiliated with Mossy Oak Properties of Louisiana, maintaining his real estate licensing through continuing education but not engaging in real estate transactions. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management along with a managed account platform for advisors.

Scott Peyton is a financial advisor at Advisory Services Network with two years of industry experience. He holds a Series 66 designation and has worked at firms including Cornerstone Advisors LLC and Actus Wealth Strategies. Outside of advising, Peyton is involved in community activities such as serving on the board of the Opelousas Museum and Interpretive Center and managing a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business. Advisory Services Network provides investment advisory and planning services to individuals, families, and institutions through a large network of independent representatives. The firm offers a range of portfolio management and consulting services with flexible engagement models and employs a multi-asset investment approach tailored to client objectives and risk tolerances.

Joseph Godchaux Jr. is a Series 65-credentialed financial advisor with 34 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC and has been involved with DCG Agency Inc. since 2005. Outside of his advisory role, he is engaged in several business ventures including ownership and partnership positions in insurance agencies and other financial services, as well as investments in banking and hospitality sectors. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm offers discretionary portfolio management, investment consulting, and employs both advisor-driven and proprietary model allocations while acting as an ERISA fiduciary when applicable.

Mark Buller is a financial advisor with Eagle Strategies (NY Life) based in Ville Platte, LA, holding a Series 66 license and with 36 years of industry experience. He has been associated with Nylife Securities Inc. since 1990. Outside of his advisory role, Buller serves on the boards of Cabot Corporation of Ville Platte and the Ville Platte Medical Center, and is actively involved in several local Catholic school and church fundraising and leadership activities. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes customized recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Jonathan Lewis is a financial advisor with SPC in Opelousas, LA, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 39 years of industry experience, including roles at Parkland Securities, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, Lewis serves as a minister for a local church and occasionally speaks at church functions. SPC provides investment management, financial planning, and retirement-plan advisory services to a wide range of clients, including individuals, employer-sponsored retirement plans, charitable organizations, and corporations. The firm operates a large advisory network and delivers tailored, discretionary advice through various account programs supported by partnerships with Fidelity and third-party advisers.

Jennifer Varga is a financial advisor with Principal Financial Services in Opelousas, LA, holding a Series 66 designation and two years of industry experience. Prior to joining Principal Securities, Inc., she worked at Pruco Securities, LLC and has a background in dental hygiene. She is also licensed as an insurance agent, providing sales and service of fixed insurance products including life, annuities, disability, long-term care, health, and group insurance. Principal Securities offers brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm emphasizes direct advisory programs, financial planning, and access to third-party money manager asset allocation and separately managed account solutions.

Frank Finchum is a financial advisor at Edward Jones with 38 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Edward Jones since 1988. Outside of his advisory role, he owns and manages a commercial rental property in Opelousas, Louisiana. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Tracey Joubert is a financial advisor at Edward Jones in Opelousas, LA, holding a Series 66 designation with three years of industry experience. She has a history of employment with Edward Jones since 2013. 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 under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Peter Strawitz III is a financial advisor with Edward Jones in Ville Platte, LA, holding a Series 63 designation and bringing 26 years of industry experience. He has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a broad range of advisory programs, discretionary and non-discretionary wrap fee strategies, and affiliated investment products. The firm manages approximately $1.01 trillion in assets and is notable for its extensive advisor and branch network along with affiliated capabilities such as a trust company and securities-based lending.

Charles Boagni IV is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 24 years of industry experience. He has worked at Cetera since 2026 and has prior experience at LPL Financial and in his own firms, including Peak Wealth Management LLC since 2009. His activities outside of advisory work include operating insurance agencies focused on fixed and life insurance products, as well as involvement in real estate ventures through multiple LLCs. Cetera Investment Advisers LLC is an SEC-registered firm serving a nationwide network of independent advisors and their clients, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to affiliated and unaffiliated third-party money managers, overseeing more than $256 billion in assets under management.

Maggie Bihm is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds a Series 66 designation and previously worked at Wells Fargo Clearing for six years before joining Raymond James in 2022. 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, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized services such as municipal advisory and employer consulting programs.

John Latiolais Jr. 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 at Entergy for 11 years. 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 services, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Christopher Hoyt is a CFP®-designated financial advisor with 16 years of industry experience, currently with Wells Fargo Advisors since 2023. He has also operated Hoyt Investment Services Inc. since 2001. Outside of his advisory role, he serves as a trustee for non-family trusts. Wells Fargo Advisors Financial Network offers investment and fee-based financial planning services to individuals, trusts, and institutional clients, providing a broad range of planning options that include retirement, education, and niche areas such as business-owner transition and special-needs analysis. The firm combines proprietary research and planning tools to develop tailored recommendations delivered through meetings and written summaries, with clients choosing how to implement those strategies.

Thomas Banks is a Series 66-licensed advisor with J.P. Morgan Securities, based in Opelousas, LA, with 28 years of experience in the financial industry. He has been with J.P. Morgan Securities since 2012 and has worked at JPMorgan Chase Bank, N.A. since 1999. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Fritzie Fine is a financial advisor with Edward Jones in Sunset, LA, holding a Series 66 designation and bringing 24 years of industry experience. Fine has worked at Edward Jones since 2012, with prior roles at 1st Global Advisors Inc and LPL Financial. Outside of advising, Fine serves as a board member and manages accounting duties for Weil Company Incorporated, a property management business. Edward Jones is a full-service wealth management firm serving a broad client base, including individual and institutional investors. The firm offers a range of advisory programs, investment options, and fiduciary services, supported by a large nationwide network of advisors and branch offices.

Christine Dugas is a financial advisor with UBS Financial Services and holds a Series 66 designation. She has 15 years of industry experience, including 16 years with UBS Financial Services Inc. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, offering fee-based financial planning, portfolio management, and a range of investment products. The firm integrates institutional trading capabilities with wealth management, utilizing proprietary research and trading services to support client investment strategies.

Malana Helton is a financial advisor at Edward Jones with 32 years of industry experience. She holds Series 66 and Series 63 designations. Outside of her advisory work, she is involved with Smithland Farm LLC, an agricultural business she inherited from her father. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment solutions supported by a nationwide network of financial advisors and branch offices.

Scott Pitre is a Series 66-licensed financial advisor with Edward Jones, based in Opelousas, LA. He has eight years of industry experience, including roles at National General Insurance and Gulf States Underwriters prior to joining Edward Jones in 2017. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary wrap fee 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.

Casey Ardoin is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He is an equity partner at Kolder, Slaven & Company LLC, where he manages the Ville Platte office and provides tax and audit services. Ardoin also serves as a referring advisor for KCS Wealth Advisors, LLC. Cetera Investment Advisers LLC is an SEC-registered firm offering portfolio management, financial planning, and retirement services to a wide range of clients including individuals, employer-sponsored plans, and institutional accounts. The firm operates a multi-manager platform, allowing advisors to implement model portfolios, select third-party managers, or construct customized strategies.

Brandy Fontenot is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. She has been associated with Mayeux Wealth Partners and LPL Financial since 2013. 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 portfolios, third-party asset management, and institutional platforms.

Frank Finchum is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Fidelity Brokerage Services LLC and spent two years at the University of Texas. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Sayde Smith is a financial advisor at Edward Jones with 23 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Outside of her advisory role, she is associated with a supplements multi-level marketing business, primarily to obtain discounts on products she uses. 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 strategies, supported by a nationwide network of financial advisors and branch offices.

Beau Wilson is a CFP® professional with six years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked at Louisiana Valve Source and Dupre Carrier Godchaux. He also holds a role as a councilman for District 1 in the Town of Washington, Louisiana. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, supported by a large national network of advisors and branch offices.

Lisa Trahan is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 65 licenses and possessing 35 years of industry experience. She has worked at Edward Jones since 2016 and previously held positions at Hancock Whitney Investment Services Inc. and Concourse Financial Group Securities, Inc. Outside of her advisory role, she is a bass player who occasionally performs at festivals and concerts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.