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Marcus V

Series 65

Ville Platte, LA

Simplicity wealth

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.

Tax-loss harvesting ESG / Sustainable investing Passive / index investing Wealth management Retired Founder/Business Owner Values-based investing
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Mark B

Series 66

Ville Platte, LA

Eagle Strategies (NY Life)

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.

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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Peter S

Series 63

Ville Platte, LA

Edward Jones

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.

Retirement income strategy General retirement planning Business ownership considerations Retirement plans for business owners (SEP, solo 401k) Wealth management Founder/Business Owner
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John L

Series 66

Ville Platte, LA

Edward Jones

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.

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

Series 66

Ville Platte, LA

Cetera

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.

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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Brandy F

Series 66

Ville Platte, LA

LPL Financial

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.

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

CFP®, Series 66

Ville Platte, LA

Edward Jones

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.

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