Steadfast guidance for your unique path in life

Whether you’re preparing for retirement, seeking a financial plan for your business or yearning to leave a lasting legacy, our experienced advisors can help get you there. We have deep roots in Louisiana, forging strong connections with clients by listening to their needs and providing objective advice. Discover financial guidance that fits your life, backed by the powerful resources of one of the largest independent financial services firms in the country.

Jude Huval
Managing Director, Investments
Complex Manager
Jenny Crafford Bernard
Complex Administrative Manager,
Louisiana
Holly Mayatte
Complex Business Coordinator
Mary Ellison Sewell
Complex Business Coordinator

Baton Rouge Branch

William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager
Jenny Crafford Bernard
Complex Administrative Manager
Operations Manager
Brian Berns
Financial Advisor
Ryan Bowen
Financial Advisor
David Broussard
Senior Vice President, Investments
Financial Advisor
Lisa Westmoreland Collier
Managing Director
Senior Vice President, Investments
Financial Advisor
Matthew “Matt” Colvin, CFP®
Associate Vice President, Investments
Financial Advisor
Chase Fresina
Financial Advisor
Jason Fontane
Vice President, Investments
Financial Advisor
Charles “Philip” Guercio, AIF®
Vice President, Investments
Financial Advisor
Thomas Hyde
Senior Vice President, Investments
Financial Advisor
Stephen R. Miller, CFP®, AAMS®
Financial Advisor
Rolfe Miller, AIF®
Managing Director
Senior Vice President, Investments
Financial Advisor
Richard Preis
Managing Director
Senior Vice President, Investments
Financial Advisor
Leo “Marc” Sanchez, AIF®
Managing Director
Senior Vice President, Investments
Financial Advisor
Gary Smith, CIMA®, CFA®, CPWA®
Managing Director
Senior Vice President, Investments
Financial Advisor

Baton Rouge Branch - Jefferson Hwy

William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager
Jenny Crafford Bernard
Complex Administrative Manager,
Operations Manager
Kyle W. Hawthorne, CFP®, J.D.
Financial Advisor
W. Bowen McRae, Jr., J.D., CRPC®
Senior Vice President, Investments
Roger Sullivan, Th.D.
Senior Vice President, Investments
Thomas O’Connor
Managing Director
Senior Vice President, Investments
Christopher “Chris” Crifasi, AWMA®
Vice President, Investments
Financial Advisor
Amy Andrews
Vice President, Investments
Financial Advisor
Andree Schneider
Financial Advisor

Houma Branch

Blake Peter Bergeron, Jr., AAMS
Vice President, Investments
Financial Advisor
Kassi Harrington
Operations Manager
William “Colin” Seibert, WMS®
Senior Vice President, Investments
Branch Manager

Lafayette Branch

Dan Chassee, RICP®, CPFA
First Vice President, Investments
Financial Advisor
Frank Domino, CFP®, CPFA
Managing Director
Senior Vice President, Investments
Louis Gary, CRPC®
Vice President, Investments
Financial Advisor
Scott Hollier, CFP®, RICP®, CPFA
Senior Vice President, Investments
Financial Advisor
Cory Lavergne, AAMS
Practice Business Coordinator
Eric Leblanc
First Vice President, Investments
Financial Advisor
Branch Manager
Henry Mayer, CFP®
Vice President, Investments
Financial Advisor
Beau Miller
First Vice President, Investments

Lake Charles Branch

Blake A. Brignac
First Vice President Investments
Timothy P. Woods
Senior Vice-President, Investments
Mitchell R. Woods
Financial Advisor

Mandeville Branch

Jude Huval
Branch Manager
Managing Director
Mary Ellison Sewell
Branch Operations Manager
William Andrews
AMP - Financial Advisor
James Farris
Senior Vice President, Investments
Financial Advisor
Jimmy Farris
Financial Advisor
Robert "Bob" Gardner
Financial Advisor
Wiley Gardner
Senior Vice President, Investments
Financial Advisor
Kevin Kiesel
First Vice President, Investments
Financial Advisor
Jerome “Rusty” Renaudin
Senior Vice President, Investments
Financial Advisor
Keith Steele
Associate Vice President, Investments
Financial Advisor
Peter "Pete" Steffens
Financial Advisor
John O. White
Senior Vice President, Investments
Financial Advisor
William Miller
Financial Advisor
Forrest "Stephen" Duncan, AAMS®
Financial Advisor
Stephen J. Green
Associate Vice President, Investments
Alan Moore, CRPC®, MBA
First Vice President, Investments
Preston J. Perez
Associate Vice President, Investments

Monroe Branch

John Clausen, AWMA®
Branch Manager
Managing Director, Investments
Earl Smith
Associate Vice President, Investments
Branch Manager
Jenny Crafford Bernard
Complex Administrative Manager
Operations Manager
Derek Daniels
First Vice President, Investments
Financial Advisor
Howard "Gil" Johnson
Financial Advisor
Jason Tiser
Financial Advisor
William Clausen, J.D.
Financial Advisor

New Orleans Branch

Julie Alexander, AAMS®
Associate Vice President, Investments
Financial Advisor
Leonard Alsfeld
Managing Director
Senior Vice President, Investments
Leo Barros, CFA
Financial Advisor
Claudia Billeaud
Vice President, Investments
Financial Advisor
Bryan Bordelon
First Vice President, Investments
Financial Advisor
Jon Emerson, JD
Financial Advisor
Octave J. Francis III, CIMA®
Managing Director
Senior Vice President, Investments
Greggory “Gregg” Harris
Vice President, Investments
Financial Advisor
Andrew Holman
Vice President, Investments
Branch Manager
Meg Kaul, J.D., AAMS®
Financial Advisor
Willis "Andy" Lovell, CPWA®
Senior Vice President, Investments
William Michael Mann, Jr.
 Financial Advisor
Christopher McLaughlin
Investment Portfolio Associate
Christopher Montgomery, CIMA®
Managing Director
Senior Vice President, Investments
Rebecca Laiche
Registered Business Coordinator
Paul C. Morgan, CFP®, AWMA®
Vice President, Investments
Financial Advisor
William “Will” Nalty
Vice President, Investments
Kevin Phillips
Financial Advisor
Michael Minvielle
Financial Advisor
Alyssa Klein
Sr. Financial Planning Consultant
Mary Ellison Sewell
Branch Operations Manager
Brad Hubbard
Branch Business Coordinator

Ruston Branch

Bobby Conville
Managing Director
Senior Vice President, Investments
Earl Smith
Associate Vice President, Investments
Branch Manager
Ron Deal, CFP®
Senior Vice President, Investments
Bruce Cowan
Financial Advisor
Mary Ellison Sewell
Branch Operations Manager

Shreveport Branch

Crystal Wooldridge
Branch Manager
Jennifer Taylor
Branch Operations Manager
Buddy Allen
Financial Advisor
Charlie Clawson, III, CRPC®, CPFA, AAMS®
Financial Advisor
Jeff Lyons, CFP®, AAMS®, WMS®
Financial Advisor
Jonathan Terry
Financial Advisor
Matt Coady
Financial Advisor
Norman Duhon. Jr., WMS®, MBA
Sr. Vice President Investments
Financial Advisor
Peyton Cockrell
Financial Advisor
Robert Cockrell, Jr.
Financial Advisor
Thomas O’Brien
Financial Advisor
Tommy Cockrell, Sr.
Financial Advisor

Shreveport South Branch

Crystal Wooldridge
Branch Manager
Jennifer Taylor
Branch Operations Manager
Tandy Lewis, CFP®, AWMA®, AAMS®, WMS
Managing Director
Financial Advisor
Lee Bowen
Managing Director
Financial Advisor
Matt Dodson
Financial Advisor

Slidell Branch

Andrew Holman
Branch Manager
Mary Ellison Sewell
Branch Operations Manager
John Meyer, CFP®
Managing Director, Sr. Vice President, Investments
Kevin Rotolo, CPFA™
First Vice President, Investments
Don Gallaty II, CPFA™
Financial Advisor
David Jacob Indest, CPFA™
Financial Advisor
Chad P. Dusang, CPFA™
Practice Manager
Drew Necaise
Financial Advisor

Texarkana Branch

Crystal Wooldridge
Branch Manager
Jennifer Taylor
Branch Operations Manager
Joe H. Byrd. Jr., AWMA®, CRPC®
Financial Advisor
Perry Brown
Financial Advisor