Dane Bernard Robison

Lauren Hebert is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ and Series 66 designations and bringing 20 years of industry experience. She has a background that includes extensive work with Avantax-related entities and Cetera, as well as a longstanding association with the CPA firm Darnall, Sikes & Frederick, where she is a shareholder. Outside of advising, she serves on the Nicholls State University Accounting Advisory Board and manages small business ventures including an eBay sales operation and a crafts boutique. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm employs firm-designed style allocation models and tax-intelligent strategies, serving individuals, pension plans, charitable organizations, and businesses with over $7.5 billion in assets under management.

John Armato is a financial advisor with Avantax Planning Partners, Inc., holding the PFS™ and Series 66 credentials and having 20 years of industry experience. He has held roles at various firms including Avantax Investment Services, Cetera Wealth Services, and a longstanding position at the CPA firm Darnall, Sikes & Frederick. Outside of his financial advisory work, he is involved as a member of a hunting club LLC and serves as a trustee for multiple trusts. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, charitable organizations, and businesses. The firm delivers investment management mainly through style allocation models overseen by an investment advisory committee, offering tax-intelligent strategies and centralized trading primarily through CPA firm networks and registered advisors.

Claire Reiners is a financial advisor at Avantax Planning Partners, Inc. with the PFS™ designation and two years of industry experience. She has worked at several firms including Cetera and Darnall Sikes Wealth Partners, LLC, and also manages accounting and tax services as a manager at Darnall, Sikes & Frederick CPAs. Outside of her advisory role, Reiners serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Avantax Planning Partners provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm utilizes firm-designed style allocation models with an emphasis on tax-intelligent strategies, serving approximately 7,500 clients through a network of CPA firms and advisors.

Robert Marcell is a CFP® professional with 36 years of industry experience. He is currently with Avantax Planning Partners, Inc. and has held various roles within the Avantax and Cetera organizations since 2011. Marcell also serves as secretary for Mako Partnership and Div-Tech Supply, Inc. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through CPA networks and registered advisors, managing approximately $7.57 billion in assets as of 2025.

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA. He holds Series 63 and Series 65 licenses and has 29 years of industry experience. He has been affiliated with New York Life Insurance Company and Nylife Securities Inc. since 1996. He serves as a Sergeant at Arms on the local Rotary Board. Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated investment adviser representatives. The firm provides tailored advice across multiple program types, with a significant portion of its assets managed on a non-discretionary basis.

Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held roles at Ameritas-related entities since 2006 and serves as President of C&W Financial Services, Inc., where he has been involved in employee benefits and financial planning since 1988. In addition to his advisory work, he is active in insurance and employee benefits through INSGroup. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management using model portfolios, third-party sub-advisers, and custom strategies, with a strong focus on retirement-plan consulting and fiduciary advice for plan sponsors and participants.