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.

Neal Hebert is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Van Clemens Wealth Management, LLC and previously held roles at firms including Gulf Coast Bank, LPL Financial, and Securities America Advisors. Hebert is also involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

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 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. 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 primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.

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.

Ali Lucas is a financial advisor at Edward Jones with 10 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and 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.

Scott Serio is a financial advisor with Cambridge Investment Research Advisors and holds the Series 66 designation. He has seven years of industry experience, including prior roles at MWA Financial Services, Modern Woodmen of America, and Sagepoint Financial. Serio previously managed Serios' Feed and Seed Inc. for nine years. He is also an independent insurance agent with Toro Asset Management, LLC. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and trusts by providing financial planning, investment management, and retirement plan advisory services through a network of independent Financial Professionals. The firm offers a range of portfolio management options and combines proprietary models with access to external strategists.

Courtney Guidry is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. Prior to joining LPL Financial in 2020, she worked for six years at the University of Louisiana at Lafayette. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.

Toni Boudreaux is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 29 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she owns and operates Toni's Quilting, a business focused on quilt production and labor for hire. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse clientele that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports advisory programs alongside municipal and public finance consulting.

M. Kevin Carrier is a financial advisor with LPL Financial in Lafayette, LA, holding Series 63 and Series 65 credentials and having 32 years of industry experience. He has been with LPL Financial since 2012, following seven years at Merrill. 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, model portfolio programs, and institutional platforms, supporting advisors with research tools and a broad array of financial products.

Manuel Thompson Jr. is a financial advisor at Edward Jones with 18 years of industry experience and holds a Series 66 designation. His prior work includes roles at Bank of America, Merrill, Cetera, Hancock Whitney Investment Services, and Western Southern Life. He is currently based in Carencro, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a broad spectrum, including high-net-worth households and corporate entities. The firm offers a range of investment strategies and fiduciary advisory services supported by a large nationwide network of advisors and branch offices.

Brett Letchworth is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at J.P. Morgan Securities and JPMorgan Chase Bank since 2022. Prior to that, he was involved with W&S Brokerage and WESTERN SOUTHERN Life, among other roles in both financial and entrepreneurial ventures. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. As a subsidiary of J.P. Morgan, the firm combines institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis.

Tracey Joubert is a Series 66 licensed financial advisor with Edward Jones, based in Opelousas, LA. She has two years of industry experience, all with Edward Jones. 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 and operates under a fiduciary standard.

Ricky Andreas is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 20 years of industry experience, including 13 years with Raymond James Financial Services Advisors, Inc. and Raymond James Financial Services, Inc. Andreas is the owner of RA Capital of Louisiana, a support company specializing in bookkeeping. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with a focus on municipal and public-finance work and specialized retirement plan advisory services.

Stephen Daste is a financial advisor with Edward Jones, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. His prior roles include positions at Raymond James & Associates, Inc., and Ffc Capital Advisors, LLC. He serves as a board member of The Black School, an independent alternative school in New Orleans, providing oversight of school operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of investment advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Jillian Rivers is a financial advisor at Edward Jones with seven years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2018. Prior to joining Edward Jones, she worked at Lawrence N. Curtis, Ltd. for one year. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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 with Raymond James & Associates, holding a Series 66 designation and 11 years of industry experience. Her career includes roles at Wells Fargo Advisors and Wells Fargo Clearing before joining Raymond James in 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning and non-discretionary investment consulting driven by fact-finding and risk profiling.

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.

Walter Smith II is a financial advisor with Edward Jones in Carencro, Louisiana, holding a Series 63 designation and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, he is involved in firearms-related businesses including gunsmithing and firearm safety training. Edward Jones is a full-service wealth management firm serving individual and institutional clients across various segments, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment strategies supported by a large network of financial advisors and branch offices nationwide.

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 at UBS Financial Services with 14 years of industry experience. She has been with UBS since 2010 and holds a Series 66 designation. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and capital market assumptions to tailor plans to clients’ goals and risk tolerances.

Malana Helton is a financial advisor at Edward Jones with 31 years of industry experience. She holds Series 66 and Series 63 designations and has been with Edward Jones for a total of 13 years. Outside of her advisory work, she is a member of Smithland Farm LLC, an agricultural business associated with farm land she inherited. 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, and operates under a fiduciary standard.

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.

Tara Rivers is a financial advisor at Edward Jones with nine years of industry experience. She holds a Series 66 designation and has worked previously at VALIC Financial Advisors, LPL Financial, Summit Brokerage Services, and Merrimac Asset Management. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

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.

Shelby Fisher is a financial advisor at Cetera with two years of industry experience. They hold a Series 66 designation and have worked previously in banking and automotive sectors, including positions at Hancock Whitney Bank and Sterling Automotive Group. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to various third-party managers and investment strategies.

Russell Gunter is a financial advisor at Edward Jones with Series 66 credentials and two years of industry experience. Prior to his current role, he worked in healthcare and physical therapy-related positions, including nearly two decades at Gunter Physical Therapy LLC. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a wide range of investment strategies and advisory services supported by a large network of financial advisors and branch offices.

Lisa Trahan is a financial advisor with Edward Jones in Opelousas, LA, holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. She has worked at Edward Jones since 2016 and previously held roles at Hancock Investment Services, Inc. and Concourse Financial Group Securities, Inc. Outside of her advisory work, she is also a bass player who performs periodically 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 manages approximately $1.01 trillion in assets under management and provides a range of advisory programs featuring discretionary and non-discretionary strategies, tax-efficient services, and affiliated investment options.

Alicia Guidry is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and seven years of industry experience. She has worked at Thrivent since 2023 and previously spent ten years with Ameriprise Financial Services, Inc. Outside of her advisory role, she serves as a Notary Public for the State of Louisiana. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial analyses and planning without discretionary trading authority. The firm offers these services primarily through a network of financial advisors and maintains a distinct approach by not managing institutional portfolios or selecting other advisers for institutional mandates.