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Michael B

Series 66

Baton Rouge, LA

Cetera

Michael Breard is a financial advisor with Cetera, holding a Series 66 designation and bringing 24 years of industry experience. He has worked with Hays Breard Financial Group since 2009 and has been associated with Cetera and its affiliated entities since 2022. Outside of financial services, he is involved in managing interests in a restaurant and a data center, and he owns an LLC created to invest in Divergent Networks, LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to various program structures and 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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George S

Series 63, Series 66

Baton Rouge, LA

Edward Jones

George Schwing Jr. is a financial advisor with Edward Jones in Baton Rouge, LA, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. He has been with Edward Jones since 1998. Outside of his advisory role, he is involved in an agricultural venture related to crop management. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment advisory programs. The firm manages approximately $1.01 trillion in assets and operates a large network of advisors and branch offices, offering both discretionary and non-discretionary strategies along with affiliated mutual funds and proprietary investment options.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Clint G

CFP®, Series 66

Baton Rouge, LA

Cetera

Clint Gautreau is a CFP® professional with 12 years of industry experience, currently affiliated with Cetera. He has been associated with Cetera Advisors LLC and Horizon Wealth Management since 2013. His outside activities include serving as a financial advisor for several entities operating under the Horizon Wealth Management umbrella. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with various program options 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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