Lauren Hebert

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) in Morgan City, LA, holding Series 63 and Series 65 credentials and bringing 29 years of industry experience. He has worked with New York Life Insurance Company and NYLIFE Securities Inc. since 1996. Outside of his advisory role, he serves as an officer and Sergeant at Arms on the local Rotary Board. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios rather than discretionary mandates.

John Armato is a financial advisor with Cetera, holding the PFS™ designation and Series 66 license, and has 19 years of industry experience. His prior work includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position with the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of advisory work, he is involved in various real estate ventures and serves as a trustee for multiple trusts. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with integrated retirement and trust capabilities.

Claire Reiners is a financial advisor at Cetera with the PFS™ designation and two years of industry experience. She has worked at Darnall Sikes Wealth Partners, Avantax Advisory Services, and has been a manager at Darnall, Sikes & Frederick CPAs since 2013. Outside of her advisory roles, she serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Investment Advisers supports a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a broad network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining discretionary and non-discretionary solutions with access to multiple program structures and third-party managers.

Robert Marcell is a CFP®-certified financial advisor with 35 years of industry experience, currently with Avantax Planning Partners, Inc. in Morgan City, LA. He has held various roles within Avantax and affiliated firms since 2011 and is also a financial advisor at Darnall Sikes Wealth Partners, LLC. Outside of advisory work, he serves as secretary for both DIV-TECH Supply, Inc., a payroll service company, and Mako Partnership. Avantax Planning Partners provides investment advice and planning primarily to individuals, pension and profit-sharing plans, charitable organizations, and businesses through collaborative referral arrangements with independent CPA firms and registered advisor representatives. The firm employs model-based style allocation strategies and discretionary portfolio management, supported by an Investment Advisory Committee and tax-intelligent overlays, and operates within a larger corporate group that includes broker-dealer and insurance affiliates.

Jakob Dworaczyk is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2017 and previously worked at iBeria Financial Services from 2010 to 2017. Jakob is based in Morgan City, Louisiana. 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 and investment strategies supported by a large national network of financial advisors and branch offices.

Cory Adams is a financial advisor with Edward Jones in Morgan City, LA, holding a Series 66 designation and seven years of industry experience. He worked at Hassell Wealth Management from 2014 to 2018 before joining Edward Jones in 2018. Outside of his advisory role, he manages Adams Management LLC, a rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates a large national network of advisors and offers discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.