CFP®-certified financial advisors working with engineering professionals in Louisiana

Gordon Brown III is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard.

Michael Fontenot is a financial advisor at Kovack Advisors, Inc. with 19 years of industry experience. He holds a Series 66 designation and has been with Kovack Advisors and Kovack Securities since 2009. Outside of advisory work, he serves on the boards for LSUE Community College Foundation and John Paul the Great Academy, and also officiates high school basketball games. Kovack Advisors, Inc. is a multi-team registered investment adviser serving a diverse client base including individuals, pension plans, charitable organizations, banks, and government entities. The firm employs an Envestnet-supported workflow utilizing internal and third-party managers to construct and monitor client portfolios across multiple custodians and execution venues.

Collin Kulivan is a financial advisor at J.P. Morgan Securities with four years of industry experience and holds the Series 66 designation. He has worked at JPMorgan Chase Bank and J.P. Morgan Securities since 2022. Outside of his advisory role, he is involved in conducting baseball lessons in his local community. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, focusing on asset-allocation advice, investment manager searches, and customized performance reporting through its Institutional Consulting Services program.

Julie Boswell is a financial advisor with intrua Financial, holding a Series 66 designation and 17 years of industry experience. She has been with Intrua Advisory Group LLC since 2014 and also maintains a relationship with LPL Financial LLC dating back to 2010. Outside of her advisory role, she operates a photography business. Intrua Financial provides investment advisory, portfolio management, and comprehensive financial planning services for individuals, high-net-worth clients, trusts, foundations, small businesses, and plan sponsors. The firm employs a multi-faceted investment process including fundamental and technical analysis, offering both discretionary and non-discretionary management along with access to third-party managers and wrap programs.

Mark Kebodeaux is a financial advisor at Meridian Wealth Management, LLC with 34 years of industry experience. He previously worked for First Financial for 10 years before joining Meridian in 2023. Kebodeaux holds Series 63 and Series 65 licenses. Meridian Wealth Management serves individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement plan services, utilizing equities, ETFs, mutual funds, fixed income, and alternative investments with ongoing monitoring and rebalancing.

Wesley Nunley is a financial advisor at Edward Jones in Knoxville, TN, holding a Series 66 designation. He has been with Edward Jones since 2026 and previously worked in advertising, recruiting, and insurance. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of investment strategies and advisory services supported by a large network of financial advisors and branch offices nationwide.

Erik Pelletier is a Financial Advisor with the Carcieri & Bock Group at Merrill Lynch Wealth Management in Providence, Rhode Island. He transitioned into financial advising after a career as an engineer in the automotive and aerospace & defense industries. Erik applies engineering principles such as system analysis, evaluating tradeoffs, and planning for uncertainty to help clients achieve their financial goals in a structured and thoughtful way. He specializes in assisting executives, STEM professionals, business owners, and families with complex financial decisions. His areas of focus include executive compensation planning, tax-efficient strategies, equity compensation and concentrated stock planning, business exit strategy, retirement planning, and multi-generational wealth and legacy planning. His clientele often face decisions related to executive compensation, equity awards, stock positions, tax planning, retirement, business ownership, and legacy considerations. Erik holds a Bachelor of Science in Mechanical Engineering and a Bachelor of Science in German Language from the University of Rhode Island. He is a Chartered Financial Analyst (CFA) and a Personal Investment Advisor (PIA). He remains active in professional communities as a member of the German American Business Council of Boston and the Tau Beta Pi Engineering Honor Society.

After nearly a decade in corporate finance at Phillips 66, I now help high-income professionals and their families with investment, tax, and retirement planning. Before launching Refined Wealth, I completed the CFP® education program at Rice University and gained hands-on experience at two Houston firms, where I was part of teams that collectively served over 250 families and oversaw more than $650M in client assets. I also earned advanced certifications in tax planning (TPCP®) and retirement income planning (RICP®) to deliver more targeted advice. Now I’m building the firm I’d want for myself, my family, friends, and former colleagues. Most of my clients are: ◻︎ High-income professionals (O&G, medicine, sales, dual-income households) ◻︎ Retirees with complex assets and income sources ◻︎ Families navigating liquidity events (real estate sales, inheritances, business exits) Refined Wealth is an independent, fee-only fiduciary firm built on transparency and alignment. No product sales. No commissions. If this resonates, let’s connect for a complimentary introductory call to see if we’re a fit.

Stephen Jimenez is a financial advisor at Peerless Wealth with Series 63 and Series 66 credentials and 23 years of industry experience. He has held roles at multiple firms, including Thornburg Investment Management and Calamar Financial Group. In addition to his advisory work, he serves as a wholesaler for Peerless ETFs and works as a sales consultant for Gore Range Capital. Peerless Wealth serves individuals, families, trusts, business entities, and qualified retirement plans, offering financial planning, investment management, and consulting services. The firm employs a strategic asset-allocation framework and a proprietary portfolio construction methodology, managing both customized and model portfolios, and acts as a sub-adviser to an exchange-traded fund employing options strategies.

Henry is a CERTIFIED FINANCIAL PLANNER® professional and Wealth Advisor at Keel Point who believes the best financial planning happens through real relationships. He works with pre-retirees, retirees, and young professionals who want to feel confident about where they are headed and why, bringing clarity and purpose to some of life’s most important decisions. With a background in comprehensive financial planning across retirement, tax, insurance, investment, and estate planning, Henry makes complex topics approachable without ever losing sight of the person behind the plan. Before entering financial planning, Henry worked as a broadcast engineer for Auburn Athletics, facilitating more than 300 live broadcasts on ESPN and the SEC Network. He holds a Master of Business Administration and a Bachelor of Arts in Media Studies, both from Auburn University. Outside of work, Henry founded Rocket City Fellowship, a community for young men in Huntsville, and served with Young Life for over a decade, including leadership roles at Frontier Ranch and Auburn High School. He serves on the Auburn University Harbert College of Business Young Alumni Council and is a graduate of Leadership Greater Huntsville Connect Class 27. Originally from Memphis, Tennessee, Henry now lives in Huntsville with his wife Lizzie and their black lab, Sage.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Ethan Siekkinen is a CFP® and holds a Series 65 license, currently serving as a financial advisor with Plante Moran Financial Advisors. He has one year of industry experience and has previously worked at J Wilson Wealth Management and operated Rizzo Lawn Care. Plante Moran Financial Advisors, LLC provides investment advisory, financial planning, and estate planning services to a diverse client base including individual households, institutional clients, and sovereign wealth funds. The firm employs a multi-disciplinary investment process and offers both discretionary and non-discretionary portfolio management, manager search, and tax-lot accounting services.

Jace Hart is a CFP® with nine years of industry experience and currently serves as a financial advisor at Rockwall Wealth Management. His prior experience includes roles at Leo Wealth, LPL Financial, and Fidelity Brokerage Services. Rockwall Wealth Management provides portfolio management, financial planning, and consulting services to individuals, trusts, plans, charitable organizations, and businesses. The firm emphasizes diversified, low-cost ETF model portfolios with a focus on tax efficiency, liquidity, and systematic macro tilts, offering both traditional and advanced investment strategies tailored to client objectives.

Jeffrey Macdonald is a CFP® and ChFC® with 18 years of industry experience. He has worked at Investment Management & Planning LLC and LPL Financial since 2010, following two years at Wells Fargo Clearing. Investment Management & Planning LLC provides investment advisory and financial planning services primarily to individual and high-net-worth clients. The firm constructs tailored portfolios using mutual funds, ETFs, equities, and fixed-income securities, employing fundamental analysis and continuous supervision, and operates as both a wrap program sponsor and affiliated registered representatives of LPL Financial.