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Keith G

ChFC®, Series 63

Laplace, LA

Ameritas Advisory Services, LLC

Keith Gillies is a ChFC® credentialed financial advisor with 42 years of industry experience. He is currently with Ameritas Advisory Services, LLC and has previously worked with Fountainhead Private Client, The Acacia Group, and United Wealth Advisors Group, among others. Outside of advisory roles, he is the author of a book titled *The 10 C's of Success* with all proceeds donated to charity, and he serves as an officer for Engaged Learning Strategies, Inc., an organization providing educational resources to underserved students. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, and charitable organizations. The firm provides a variety of managed account solutions supported by an Investment Committee and third-party partners to align portfolio allocations with client objectives.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Robert M

Series 63, Series 65

LaPlace, LA

Ameritas Advisory Services, LLC

Robert Masson Jr. is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has held roles at Regions Institutional Trust and Ameritas Life Insurance Corp., among others. He is also a partner in SWRJ Benefits Entity dba Netchex Benefits and serves as Director of Financial Products at Southern Medical Association Services Inc. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to a diverse client base, including individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers a variety of managed account solutions and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and multiple custodial platforms.

Annuities Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Retired
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Tania L

Series 65, Series 63

Lutcher, LA

OSAIC

Tania Louque is a financial advisor at Osaic with eight years of industry experience. She holds Series 65 and Series 63 licenses and has previously worked at Lincoln Investment, Capital Analysts, Southern Wealth Strategies, and Absolute Financial Planning. OSAIC Wealth, Inc. serves a diverse client base including individual investors, pension plans, corporations, and charitable organizations through a large network of affiliated advisers and multiple advisory platforms. The firm offers brokerage and advisory services, financial planning, retirement consulting, and access to various managed account solutions using firm-provided portfolio construction tools and third-party services.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Eugene F

Series 63, Series 66

Gonzales, LA

Edward Jones

Eugene Fremaux III is a financial advisor with Edward Jones in Gonzales, LA, holding Series 63 and Series 66 credentials and possessing 19 years of industry experience. He has been with Edward Jones since 2006. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

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

Series 63, Series 65

LaPlace, LA

Mass Mutual Investors Services

Shane Duhe is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and has prior experience with Metlife Securities, Inc. from 2006 to 2017. In addition to his advisory role, he is an independent insurance agent specializing in life, accident, and health insurance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using a collaborative approach with clients and firm-approved analytical tools.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Andrew K

Series 66

Laplace, LA

Edward Jones

Andrew Kimble is a financial advisor at Edward Jones with two years of industry experience. Before joining Edward Jones, he worked for eight years at Beau Box Commercial Real Estate. He holds the Series 66 designation. 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 strategies, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

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

Series 66

Laplace, LA

Edward Jones

Ashley Hymel is a financial advisor at Edward Jones with one year of industry experience. Prior to joining Edward Jones, Hymel worked at Caroline's Cookies and Hymel's Florist. Outside of her advisory role, she serves as treasurer for the Phi Mu Fraternity chapter in Baton Rouge. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets with a large nationwide network of advisors and offers a range of investment strategies and affiliated financial services.

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

Series 65

Vacherie, LA

LPL Financial

Ethan Triche is a financial advisor with LPL Financial, holding a Series 65 designation and 11 years of industry experience. He has worked at Sorrento Pacific Financial, LLC for 13 years and First American Bank for 14 years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technological tools.

College savings (529s, UTMA, etc.)
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Chad T

Series 66

La Place, LA

LPL Financial

Chad Troxclair is a financial advisor at LPL Financial with 12 years of industry experience. He holds the Series 66 designation and previously worked at Edward Jones for six years before joining LPL Financial in 2020. LPL Financial is a registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with investment management supported by both internal research and third-party subadvisors.

College savings (529s, UTMA, etc.)
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Christopher P

Series 66

Paulina, LA

Edward Jones

Christopher Poche is a financial advisor at Edward Jones with a Series 66 designation and three years of industry experience. His background includes roles at First American Bank and Trust, Sunshine Cleaners, PepsiCo, and service in the United States Air Force and Air Force Reserves. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm provides a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

College savings (529s, UTMA, etc.) General estate planning guidance Multi-generational wealth transfer Wealth management General retirement planning Military & Veterans
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Noelle K

Series 66

Laplace, LA

Edward Jones

Noelle Kimble is a financial advisor at Edward Jones with 11 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including a range of households, pension plans, corporate clients, and charitable organizations. The firm offers discretionary and non-discretionary strategies, access to separately managed accounts and affiliated mutual funds, and operates under a fiduciary standard.

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

CFP®, Series 66

Paulina, LA

Edward Jones

Ron Becnel is a financial advisor with Edward Jones in Paulina, Louisiana. He holds the CFP® designation and Series 66 registration, with 16 years of industry experience. He has been with Edward Jones since 2009. Outside of his advisory work, he is listed as a manager of a hair dressing and beauty salon business owned by his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies. The firm manages over $1 trillion in assets through a large national network of advisors and branch offices.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Founder/Business Owner
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Gregory C

Series 66

Laplace, LA

Cetera

Gregory Corso is a financial advisor with Cetera, holding a Series 66 designation and 10 years of industry experience. He has worked at Cetera and Regions Bank since 2018 and was previously with Capital One Investing, LLC from 2017 to 2018. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with access to model portfolios, third-party managers, and custom 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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Michael H

Series 63, Series 66

Laplace, LA

Edward Jones

Michael Hanley is a financial advisor with Edward Jones and holds Series 63 and Series 66 credentials. He has 35 years of industry experience, having been with Edward Jones since 1990. 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 and offers a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Business ownership considerations Business exit / sale strategy Business succession planning Retirement income strategy General estate planning guidance Retired Founder/Business Owner Executive Intergenerational Families
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Robert H

Series 63, Series 66

Laplace, LA

Edward Jones

Robert Hymel Jr. is a financial advisor at Edward Jones in Laplace, Louisiana, holding Series 63 and Series 66 licenses with 32 years of industry experience. He has been with Edward Jones since 2002. Outside of his advisory role, Hymel serves as President of the Belle Terre Lakes Homeowners Association, is a member of the Riverside Academy School Board Reserve, and has a minor ownership interest in Hymel's Florist LLC, where he helps with organizing and deliveries on select occasions. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment solutions, supported by a large network of advisors and branch offices across the United States.

Retirement income strategy Retirement withdrawal strategies Wealth management Business ownership considerations Founder/Business Owner
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Nolan S

PFS™, Series 63

Laplace, LA

Cetera

Nolan Schexnayder is a financial advisor with Cetera, holding the PFS™ designation and Series 63 license, and has 39 years of industry experience. He has a long history of working at firms including Avantax Advisory Services and Schexnayder Financial, where he has been active since 2004. Outside of his advisory work, he serves as board member and treasurer of the River Road Historical Society and is involved with the Carrollton Carnival Club in New Orleans. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and retirement services and operates a multi-manager platform with discretionary and non-discretionary accounts across multiple program structures.

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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Austin R

Series 65

La Place, LA

LPL Financial

Austin Roussel is a financial advisor with LPL Financial, holding a Series 65 credential and starting his advisory career in 2026. He has prior experience in the insurance industry, including roles at Higginbotham Insurance and Eagan Insurance Agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Adam W

La Place, LA

LPL Financial

Adam Williams is a financial advisor with LPL Financial, holding 20 years of industry experience. He has been with LPL Financial since 2008. Outside of advisory services, he operates an insurance agency offering home and auto insurance. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and various investment strategies.

College savings (529s, UTMA, etc.)
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Kristi T

Series 66

Laplace, LA

J.P. Morgan Securities

Kristi Tauzin is a financial advisor at J.P. Morgan Securities with 10 years of industry experience. She holds a Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities since 2016. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, offering asset-allocation advice, investment manager and fund searches, and customized performance reporting. The firm combines quantitative asset-allocation modeling with centralized due diligence and applies an ESG eligibility framework when recommending investment strategies.

Wealth management Executive Founder/Business Owner
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Frank S

Series 63, Series 65

Vacherie, LA

LPL Financial

Frank Smith is a financial advisor with LPL Financial holding Series 63 and Series 65 credentials and 27 years of industry experience. He previously worked at Sorrento Pacific Financial, LLC for 20 years and has been affiliated with First American Bank and Trust for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs and services including financial planning, portfolio management, and retirement plan consulting.

College savings (529s, UTMA, etc.)
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Dodi V

Series 63, Series 66

La Place, LA

LPL Financial

Dodi Vicknair is a financial advisor with LPL Financial, holding Series 63 and Series 66 designations and with 21 years of industry experience. He has been with LPL Financial since 2010. 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 range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management approaches alongside proprietary and third-party research.

College savings (529s, UTMA, etc.)
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Brock A

Series 66

La Place, LA

LPL Financial

Brock Anderson is a financial advisor with LPL Financial, holding a Series 66 designation and over 21 years of industry experience. He has been with LPL Financial since 2008. Outside of his advisory work, he is the owner and manager of Bull Eye Farms LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual clients, retirement plans, banks, corporations, and charitable organizations through a large network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management supported by model portfolios, research, and various technology tools.

College savings (529s, UTMA, etc.)
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