Mary Lucy Bergeron is a CFP® and Series 65-licensed advisor with two years of industry experience. She currently works at Hassell Wealth Management and has prior experience at Carr Riggs & Ingram, OneDigital Investment Advisers, and Kansas State University of Financial Services. Hassell Wealth Management serves individuals, families, businesses, and retirement plans by providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach grounded in modern portfolio theory.

John Hassell is a financial advisor at Hassell Wealth Management with 42 years of industry experience. He holds the ChFC® and Series 63 designations and previously worked at LPL Financial LLC from 2005 to 2018 before joining his current firm in 2018. Outside of his advisory role, he is the owner of Hassell Family Enterprises, which operates a bed and breakfast in Gray, Louisiana. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory-based investment approach, building globally diversified portfolios tailored to each client’s risk profile and circumstances.

Stephen Hassell is a CFP® professional with nine years of industry experience. He has worked at Hassell Wealth Management since 2018 and previously spent ten years at LPL Financial, llc. Hassell also has a 20-year tenure associated with Hassell Wealth Management, LLC. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, offering discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm employs a modern portfolio theory approach to build globally diversified portfolios and manages accounts on a discretionary basis for approximately 400 clients.

Alexandra Hassell is a CFP® with 12 years of industry experience, currently serving at Hassell Wealth Management since 2018. Prior to this, she worked at LPL Financial, LLC from 2013 to 2018. Hassell Wealth Management serves individuals, families, businesses, and retirement plans, providing discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm manages approximately $348.6 million in discretionary assets for around 400 clients, employing a globally diversified investment approach based on modern portfolio theory and fundamental analysis.

Katherine Hebert is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Hassell Wealth Management since 2020. Her prior experience includes roles at Hancock/Whitney Bank and Hancock/Whitney Investment Services, Inc., as well as positions at Foresters Financial Services and LPL Financial. Hassell Wealth Management serves individuals, families, businesses, and retirement plans with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm applies modern portfolio theory to build globally diversified portfolios tailored to each client’s risk profile and objectives.

Ralph Bourgeois is a financial advisor with Ash Matson Wealth Partners, Inc., holding a Series 65 credential and 20 years of industry experience. He has previously worked with Prime Investment Partners, LLC and Allocated Alliances, LLC. Outside of his advisory career, Ralph Bourgeois is also a practicing medical doctor in Houma, Louisiana. Ash Matson Wealth Partners provides investment advisory services to individuals and various institutional clients, focusing on individualized asset-allocation analysis and recommending third-party investment advisers. The firm acts primarily as an adviser and referral source without discretionary trading authority or custody of client assets.

David Tauzin is a financial advisor with Gradient Advisors, LLC, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. He has worked at Gradient Advisors since 2019 and previously operated Tauzin Wealth Management LLC and Tauzin Retirement Solutions. Tauzin is also a chapter instructor for the nonprofit SOFA–Society of Financial Awareness. Gradient Advisors provides investment management, financial planning, and consulting services to a diverse client base including individuals, pension plans, trusts, and charitable organizations. The firm supports a network of 169 advisors and employs a variety of analytical tools to tailor strategies, typically offering non-discretionary portfolio services and financial planning on fixed-fee or hourly terms.

Robert Dumas is a financial advisor with CWM, LLC in Thibodaux, Louisiana, holding a Series 66 designation and 14 years of industry experience. His career includes roles at Cetera Wealth Services, LLC, LPL Financial, and Lafont & Associates. Outside of finance, he serves as a college football official and has worked with the National Football League as a K-ball and instant replay communicator. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, sub-advisory services, and variable insurance sub-account management, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Hunter Tabor is a financial advisor at CWM, LLC with a Series 65 designation and three years of industry experience. He has worked at CWM, LLC and Parish Wealth Partners since 2021. Prior to his advisory roles, Hunter was employed in education at Nicholls State University, Millsaps College, and Edward Douglas White Catholic High School. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm utilizes discretionary portfolio management through an Investment Committee and a combination of in-house models, third-party sub-advisors, and technology partners.

Toby Lafont is a financial advisor with CWM, LLC, holding a Series 63 designation and 28 years of industry experience. He is the founder and CEO of Parish Wealth Partners and has worked with firms including LPL Financial and Cetera Wealth Services. Outside of advisory roles, he is the owner of Colonel Properties, LLC, which manages office property holdings. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing discretionary portfolio management through an Investment Committee and partnerships with third-party managers and technology providers.

Adam Tarver is a financial advisor at CWM, LLC with five years of industry experience. He holds a Series 65 designation and has been with Parish Wealth Partners since 2020. CWM serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors, offering asset management, financial planning, retirement plan consulting, and sub-advisory services. The firm employs discretionary portfolio management through an Investment Committee and utilizes a combination of in-house models, third-party sub-advisors, and technology partners.

Amy Lynn Hammock is a CFP® professional with 29 years of experience in the financial services industry. She is currently a financial advisor at Beacon Pointe Advisors, LLC and Purshe Kaplan Sterling Investments, having previously worked at LPL Financial, Rosenthal Advisory Services, National Planning Corporation, and Honor Private Wealth Management. In addition to her advisory roles, she is licensed to sell fixed and traditional insurance products. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients. The firm employs a manager-driven investment approach, utilizing third-party independent managers selected through a formal due-diligence process, and offers a suite of services including discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Lawrence Cabirac is a financial advisor with Eagle Strategies (New York Life) based in Houma, Louisiana. He holds Series 63 and Series 65 licenses and has two years of industry experience. Prior to joining Eagle Strategies, he worked at Knights of Columbus Asset Advisors and KOFC and spent over two decades in the hardware business. Outside of financial advising, he serves on the board of Bags of Hope, a nonprofit organization. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and employs third-party managers and model portfolios, coordinating investment advice with affiliated insurance and broker-dealer entities as part of New York Life.

Kevin Serigne is a financial advisor with Eagle Strategies (NY Life) based in Houma, Louisiana, holding Series 63 and Series 65 licenses and with 18 years of industry experience. He has been with Eagle Strategies since 2015 and also owns Serigne Employee Benefits, LLC, through which he brokers non-registered insurance products. Eagle Strategies serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, operating as an indirect subsidiary of New York Life.

John Dupont IV is a financial advisor with LPL Financial in Houma, Louisiana, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial since 2006. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Lynna Marcel is a financial advisor with Ameriprise, holding a Series 66 designation and 20 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Ben Meyer Foundation, Inc. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research-driven recommendations and tax-efficient strategies. The firm delivers these services through a centralized consulting team and offers a broad range of advisory, brokerage, and insurance solutions.

Arlen Ledet is a financial advisor with Wells Fargo Clearing, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Crystal Foster is a financial advisor at Edward Jones with 13 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2012. Outside of her advisory role, she pursues chalk painting and collects glass, often refurbishing old furniture. Edward Jones is a full-service wealth management firm serving individual and institutional clients with approximately $1.01 trillion in assets under management and a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Garrett Molaison is a financial advisor at Ameriprise with six years of industry experience. He holds the Series 66 designation and has been with Ameriprise since 2018. Outside of his advisory role, he co-owns Argent Wealth Management, LLC, a business related to managing expenses and operations separate from investment activities. Ameriprise is a large institutional firm offering retirement-income planning services for clients typically with at least $1 million in net investable assets. The firm provides comprehensive advisory, brokerage, and insurance solutions, employing a structured approach that includes algorithmic modeling and tax-efficient strategies to assist clients nearing or in retirement.

Zachary Chauvin is a financial advisor at J.P. Morgan Securities with seven years of industry experience. He holds Series 65 and Series 66 licenses and has worked at JPMorgan Chase Bank, N.A. and JPMorgan Securities, LLC since 2019. Prior to that, he was with Advisory Services Network, LLC and Piper Wealth Management, and served on the Terrebonne Parish School Board for ten years. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting. The firm combines large institutional advisory operations with brokerage and investment management capabilities, delivering recommendations on a non-discretionary basis supported by an in-house manager solutions team and a centralized due-diligence framework.