Direct booking
Book time directly with this advisor, no back-and-forth required
Find a financial advisor
Out of 400,000+ nationwide
Alajahwon R
Series 63, Series 66
Lafayette, LA
A.B. Ridgeway Wealth Management LLC
Alajahwon Ridgeway is a financial advisor at A.B. Ridgeway Wealth Management LLC in Lafayette, LA, with 13 years of industry experience. He previously worked at JPMorgan Chase Bank, N.A. and J.P. Morgan Securities LLC. Ridgeway holds Series 63 and Series 66 licenses. A.B. Ridgeway Wealth Management provides investment management and financial planning services to individual and high-net-worth clients, employing a strategy that combines passive and active investments based on Modern Portfolio Theory. The firm offers comprehensive planning, estate planning support, and values-based investment options, including ESG and Biblically Responsible Investing.
Heather A
Series 65
Lafayette, LA
Alleman Capital Management, LLC
Heather Alleman is the sole advisor at Alleman Capital Management, LLC, holding a Series 65 credential with experience dating back to 2022 in self-employment and prior work from 2009 to 2022 at Unitech Training Academy. Alleman Capital Management is an investment manager specializing in pooled investment vehicles and institutional accounts, providing discretionary portfolio management and active trading services. The firm operates with a single portfolio manager who also administers compliance and ethics programs.
Justin M
Series 65
Lafayette, LA
Marcantel Wealth Management
Justin Marcantel is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with five years of industry experience. He has worked at PFS Investments Inc. since 2018 and Primerica Financial Services since 2017. Prior to his financial services career, he was employed at the University of Louisiana at Lafayette from 2012 to 2017. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing on low-cost index funds and passive strategies. The firm employs a long-term, passive investment approach based on Vanguard research, emphasizing low costs, broad diversification, and tax-aware asset allocation, with options for active, value-oriented strategies upon request.
Tyler L
Series 65
Lafayette, LA
Marcantel Wealth Management
Tyler Leblanc is a financial advisor at Marcantel Wealth Management in Lafayette, LA, holding a Series 65 designation with one year of industry experience. He has been associated with Na since 2014. Marcantel Wealth Management provides investment advisory and portfolio management services to individual clients and legal entities, focusing primarily on low-cost index funds and passive strategies with an emphasis on tax-aware asset allocation and long-term investment horizons. The firm serves around 128 clients with two advisors and offers tailored active strategies upon request.
Gregory S
Series 63, Series 65
Lafayette, LA
Altitude Capital Management LLC
Gregory Shuman is an investment advisor representative at Altitude Capital Management LLC with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms, including Ameriprise and Principal Life Insurance Company. Outside of his advisory role, he is an owner and independent agent at Guidents, where he markets life, health, and annuity insurance products. Altitude Capital Management LLC provides investment advisory and financial planning services to individuals and high net worth clients, offering tailored portfolio management and consulting with no account minimums. The firm’s investment approach is centered on client goals, risk tolerance, and time horizon, using a variety of strategies and primarily managing accounts on a discretionary basis.
Andre G
Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Andre Guerin is a financial advisor at Arete Wealth Advisors, LLC with a Series 65 credential. He joined Arete Wealth Advisors in 2025 and has prior experience at Dupre Carrier Godchaux and a long tenure at Tri-City Physical Therapy. Outside of advising, he is a shareholder and franchisee in several businesses, including a physical therapy clinic and a StretchZone franchise. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm employs both advisor-driven and proprietary model allocations, utilizes third-party sub-advisers, and acts as an ERISA fiduciary when applicable.
Kendra C
Series 66
Lafayette, LA
Arvest Wealth management
Kendra Cain is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Arvest Wealth Management and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and iBeria Financial Services. Outside of her advisory role, she is an owner and member of BOBBYO, LLC. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.
Scott P
Series 66
Opelousas, LA
Advisory Services Network
Scott Peyton is a financial advisor with Advisory Services Network holding the Series 66 designation and two years of industry experience. He previously worked at Cornerstone Advisors LLC and Actus Wealth Strategies, among other firms. Outside of his advisory role, he serves on the board of the Opelousas Museum and Interpretive Center and is involved in a family LLC focused on advocacy for sexual abuse survivors. He also owns a collectibles resale business on eBay. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisers. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.
Kevin G
Series 66
Lafayette, LA
B. Riley Wealth Advisors, Inc.
Kevin Gayle Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 24 years of industry experience. He has been with B. Riley Wealth Management since 2014 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves on the board of directors for a family land holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs and financial solutions.
Joseph G
Series 65
Opelousas, LA
Arete Wealth Advisors, LLC
Joseph Godchaux Jr. is a Series 65 credentialed financial advisor with 33 years of industry experience. He is affiliated with Arete Wealth Advisors, LLC, and has been involved with DCG Agency Inc. since 2005. Outside of advising, he has ownership interests in several insurance agencies and holds shareholder positions in Investar Bank and Evangeline Hospitality. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis using advisor-driven and proprietary model allocations, and it incorporates affiliated financial businesses and third-party managers into its service offerings.
Charles A
ChFC®, Series 63
Eunice, LA
Lifemark Securities Corp.
Charles Aguillard is a financial advisor with Lifemark Securities Corp. in Eunice, Louisiana, holding the ChFC® and Series 63 designations and bringing 27 years of industry experience. He has been with Lifemark Securities Corp. since 2012 and also operates the Aguillard Agency, where he serves as an independent insurance agent specializing in life, health, Medicare supplements, auto, and home insurance. Lifemark Securities Corp. provides fee-based investment advisory services and financial planning primarily to individual investors and sponsors of participant-directed retirement plans. The firm offers a range of programs, including Unified Managed Accounts, Separately Managed Accounts, and Advisor as Portfolio Manager options, tailoring advice through risk assessments and managing accounts on a discretionary or non-discretionary basis.
Ronald L
Series 66
Lafayette, LA
Newedge Advisors
Ronald Lege is a financial advisor with NewEdge Advisors in Lafayette, LA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advising, he is involved in tax preparation and operates a legal entity for tax and accounting purposes under the name Ronald P. Lege CPA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, combining fundamental and technical analysis with periodic portfolio reviews.
Brady A
Series 66
Lafayette, LA
Empower Advisory Group
Brady Aymond is a financial advisor at Empower Advisory Group with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Fidelity Investments, Hancock/Whitney Investment Services, Bank of America, Merrill, and J.P. Morgan. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage account holders. The firm integrates its services with Empower’s administrative platforms and emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.
Austin H
Series 66
Lafayette, LA
Commonwealth Financial Network
Austin Hebert is a financial advisor with Commonwealth Financial Network in Lafayette, LA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at 4th Quarter Wealth Management, Commonwealth Financial Services, and Ross Bernard State Farm LLC. Hebert is also involved in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, technology, compliance, and practice-management support while enabling advisors to deliver customized portfolio solutions.
Jonathan L
ChFC®, Series 63, Series 65
Opelousas, LA
SPC
Jonathan Lewis is a financial advisor at SPC with 38 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at Parkland Securities, LLC, Sigma Planning Corporation, and Acadiana Insurance Agency Inc. Outside of his advisory work, he serves as a minister for a local church and occasionally speaks at church functions. SPC serves a diverse client base including individuals, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement plan services, delivering strategies through discretionary and nondiscretionary arrangements tailored to client needs.
Allen B
Series 66
Lafayette, LA
Empower Advisory Group
Allen Berard is a financial advisor with Empower Advisory Group in Lafayette, LA, holding a Series 66 credential and 10 years of industry experience. His prior work includes roles at GWFS Equities, Farm Bureau, Hancock/Whitney Bank, Hancock/Whitney Investment Services, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s services integrate with Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns and client savings rates.
Michael H
Series 63
Lafayette, LA
Commonwealth Financial Network
Michael Hebert is a financial advisor with Commonwealth Financial Network based in Lafayette, LA. He holds a Series 63 designation and has 22 years of industry experience. Prior to joining Commonwealth and founding 4th Quarter Wealth Management in 2021, he worked at Gulf Coast Bank and LPL Financial for ten years each. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and operational support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering managed model portfolios and distinct program structures.
Dennis G
Series 63, Series 66
Lafayette, LA
Empower Advisory Group
Dennis Guidry is a financial advisor with Empower Advisory Group in Lafayette, LA. He holds Series 63 and Series 66 licenses and has one year of industry experience. Prior to joining Empower Advisory Group, he was affiliated with Northwestern Mutual and Empower Financial Services. Outside of finance, he has experience in entertainment and fitness sectors, including roles at Epic Family Entertainment Center and Fusion Fitness. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services connected to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing in their financial planning.
Brandon B
Series 63, Series 66
Lafayette, LA
Empower Advisory Group
Brandon Blanchard is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 designations and has prior work experience with several firms including Empower Financial Services, Two Men and a Truck, Magnolia Strategies, FLYGUYS, Stuller Inc, and the United States Navy Reserves. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns, annual rebalancing, and clients’ savings rates in its financial planning approach.
Jennifer V
Series 66
Opelousas, LA
Principal Financial Services
Jennifer Varga is a financial advisor at Principal Financial Services with a Series 66 designation and two years of industry experience. She previously worked at Pruco Securities, LLC and has a background that includes roles in dental and healthcare settings. Outside of her advisory role, she is also licensed as an insurance agent, focusing on the sales and service of fixed insurance products. Principal Financial Services provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement consulting, and access to third-party money manager solutions under various advisory and promoter arrangements.
Not sure where to start?
We'll help you think it through — whether you ultimately need an advisor or not.
Warmer helps you compare advisors clearly — so you can choose with confidence.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")
Finding advisors...
We found advisors who
match your criteria
Add your contact info to see them and get help making the right introduction.
We'll only reach out about your advisor search.
No spam.
Find a financial advisor
Out of 400,000+ nationwide