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Gerald B

Series 66

New Iberia, LA

Cetera

Gerald Beaullieu IV is a financial advisor with Cetera, holding a Series 66 designation and 26 years of industry experience. His career includes roles at Avantax Advisory Services, 1st Global Advisors, and a longstanding position at Cosource Financial Group. He serves as a state representative for Louisiana’s District 48 and is active on the endowment board of Sacred Heart of Jesus Catholic Church, among other community and civic involvements. Cetera Investment Advisers LLC is a nationwide advisory firm serving individual, corporate, and institutional clients through a multi-manager platform that offers discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Craig V

Series 66

New Iberia, LA

Cetera

Craig Viator is a financial advisor with Cetera, holding a Series 66 designation and 19 years of industry experience. He has worked at multiple firms, including Avantax and 1st Global Advisors, and is also a partner and tax manager at Broussard, Poche, Lewis & Breaux, LLP, a public accounting firm. Viator serves as treasurer of the Optimist Club of New Iberia, a local youth service organization. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with various program structures and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Chase B

Series 66

New Iberia, LA

Cetera

Chase Buteaux is a financial advisor at Cetera with a Series 66 designation and three years of industry experience. His prior roles include positions at J.P. Morgan Securities, Raymond James Financial Services, and Avantax firms. He is also associated with CoSource Financial Group LLC, where he provides financial planning services for business and individual clients. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Shawn H

Series 63, Series 65

New Iberia, LA

Cetera

Shawn Harrison is a financial advisor with Cetera, holding Series 63 and Series 65 designations and bringing 27 years of industry experience. His prior roles include positions at Avantax Advisory Services and 1st Global Advisors, with a longstanding involvement in financial services through Cosource Financial Group, where he serves as managing partner. Outside of advisory work, Harrison is active in nonprofit boards focused on waterfowl conservation, Down syndrome awareness, and local athletic programs. Cetera Investment Advisers LLC is a nationwide SEC-registered advisor serving a diverse client base including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services tailored across discretionary and non-discretionary structures.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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