Marcus Veillon is a Series 65-licensed advisor at Simplicity Wealth with six years of industry experience. He previously worked at AE Wealth Management LLC for five years and is involved with Mossy Oak Properties of Louisiana and Capital Planning Associates. In addition to his advisory role, he holds life and health insurance licenses and sells life insurance and annuity products. Simplicity Wealth serves a diverse client base including individual, high-net-worth, corporate, institutional investors, and other financial firms. The firm offers a range of advisory services using a fund-of-funds approach, model portfolios, independent managers, and technology solutions for advisers, including a managed account platform.

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.

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.

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 and holds a Series 66 designation. She has eight years of industry experience and has worked with Mayeux Wealth Partners and LPL Financial since 2013. LPL Financial is an SEC‑registered investment adviser and broker‑dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non‑discretionary management supported by research and model portfolios.

Beau Wilson is a CFP® with five years of industry experience, currently serving as a financial advisor at Edward Jones since 2021. Prior to joining Edward Jones, he worked in various roles including positions at Louisiana Valve Source and Cameron, A Schlumberger Company. In addition to his advisory work, Wilson has served as a councilman for the Town of Washington, Louisiana since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment solutions, operating under a fiduciary standard with a nationwide network of more than 23,000 financial advisors.