Andre Caubarreaux is the sole advisor at his independent firm, Andre Caubarreaux, with 39 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Crown Capital Securities, LP for 16 years. Outside of his advisory work, he owns Caubarreaux Stables, where he breeds and races Thoroughbred horses, and provides business consulting for small businesses. His firm offers personalized financial planning and non-discretionary investment advisory services to individuals, corporations, pension and profit-sharing plans, trusts, estates, charitable organizations, and small businesses. The investment approach focuses on long-term fundamental analysis and avoids active trading or market timing, with clients retaining full decision-making authority for transactions.

Benjamin Luke is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and three years of industry experience. He has also been managing his own businesses in Marksville, LA, including Benjamin Luke Abstract & Title Co., LLC, which provides title insurance products, and Benjamin A. Luke, Attorney at Law, LLC, where he practices law. Ash Matson Wealth Partners offers advisory services to a range of clients including individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm recommends and facilitates engagements with third-party advisers based on an individualized asset-allocation process, monitoring performance without directly managing client portfolios or custodying assets.

Richard Quarantello is a Series 65-licensed advisor with Ash Matson Wealth Partners, Inc. in Palm City, Florida. He has one year of experience in the financial industry and has also worked at City Furniture since 2012. Ash Matson Wealth Partners serves individuals and various institutional clients by recommending third-party advisers to implement investment strategies based on individualized asset allocation. The firm does not manage portfolios directly but monitors third-party adviser performance while acting as a solicitor and sharing advisory fees.

Joseph Matson is a ChFC® and Series 63 licensed advisor with 53 years of industry experience. He has been with Ash Matson Wealth Partners, Inc. for 14 years. Outside of advisory work, he serves as an insurance agent and as a consultant for Matson Money. Ash Matson Wealth Partners is a team-based firm serving individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm recommends third-party advisers for portfolio implementation, using an individualized asset-allocation process and monitors TPA performance without exercising investment discretion or custody.

Jessica Couvillion is a financial advisor with Independent Financial Group, LLC, holding a Series 66 designation and over 21 years of industry experience. She has been with Independent Financial Group since 2007 and serves as Executive Vice President on the board of Health Agents for America, an organization representing independent health insurance agents in regulatory matters. Couvillion is also the owner of Couvillion Consulting, LLC, which offers sales of various insurance products. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and institutional plans. The firm employs a combination of strategic asset allocation, multi-manager portfolios, and both passive and active investment approaches tailored to client risk profiles.

Albert Leger is a CFP® and PFS™ credentialed financial advisor with 33 years of industry experience. He is currently affiliated with Cetera and has previously worked at Avantax Advisory Services and Empower Wealth Management. In addition to his advisory role, Leger operates a CPA practice focused on tax preparation and planning and serves as treasurer and director of a local nonprofit organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary account management.

Alexis Gaspard is a financial advisor with LPL Financial, holding the CFP® and Series 66 designations and bringing 18 years of industry experience. Before joining LPL Financial in 2024, Alexis worked at Andre Caubareaux for 12 years and Crown Capital Securities, LP for 17 years. He also operated Alexis Gaspard Marketing for 17 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset management.

Chrystal Adams is a CFP® professional with 17 years of experience in the financial industry. She is currently with Cetera and has held previous roles at Avantax Insurance Agency, Avantax Advisory Services, and Empower Wealth Management, which she also owns. Outside of her advisory work, Adams serves as president of the Rotary Club of Avoyelles, where she leads weekly meetings and community fundraising efforts. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of discretionary and non-discretionary portfolio management services, financial planning, and access to third-party money managers.

Craig Roy is a financial advisor at LPL Enterprise with eight years of industry experience. He holds a Series 66 designation and previously worked at Edward Jones for eight years. Outside of his advisory role, he is involved with the Westside Habilitation Center. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and charitable entities. The firm uses model-driven investment implementation and offers access to third-party asset managers, with additional services that include financial planning, trust custody, insurance products, and a collateralized lending program.

Maria Moreau is a financial advisor at Cetera with 10 years of industry experience. She holds a Series 66 designation and has worked at Cetera and its affiliates since 2015. Outside of her advisory work, she volunteers with the Exchange Club of Alexandria and serves as a notary public. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with access to both affiliated and unaffiliated investment strategies.