Terry Delhomme II is a Series 66-licensed financial advisor with 17 years of industry experience. He currently works at Stone Wealth Partners LLC and previously held roles at Spire Investment Partners and Oxford Asset Management, LLC. Outside of advising, he is the owner of Geaux Park UL, a public parking lot in Lafayette, LA. Stone Wealth Partners LLC is a team-based SEC-registered investment adviser managing approximately $118 million in discretionary assets for about 342 clients. The firm offers portfolio management, financial planning, pension consulting, and 401(k) investment management services using a range of analytical approaches and customized portfolio strategies.

Ashley Blanc is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services for 13 years before joining Elevation Point Wealth Partners and Purshe Kaplan Sterling Investment in 2025. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities using model portfolios with tactical asset allocation, incorporating third-party managers and private market opportunities.

Michael Huber is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds the Series 66 designation and previously worked at UBS Financial Services Inc. for 10 years before joining Prospera in 2018. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Jackie Goulas is a Series 65-credentialed advisor with 22 years of industry experience. She is currently with Meridian Wealth Management, LLC and previously worked at Integrity RIA LLC, Arete Wealth Management LLC, and Dupre Carrier Godchaux. Meridian Wealth Management serves individuals, including high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm provides discretionary portfolio management, financial planning, and retirement-plan services, delivering IPS-driven, tailored advice primarily through a supervised network of Investment Adviser Representatives.

Thomas Hesse is a financial advisor at Meridian Wealth Management, LLC with a Series 65 designation. He has been with Integrity RIA, LLC since 2025 and previously worked at Integrity RIA from 2023 to 2025. Outside of his advisory role, he serves as the assistant pro shop manager at Oakbourne Country Club, where he coordinates membership and manages the pro shop. Meridian Wealth Management, LLC is an SEC-registered advisory firm serving individual and high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate/business clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, consulting, and retirement-plan services with a tailored investment approach that includes equities, ETFs, mutual funds, fixed income, and alternative investments.

Michael Bohn is a financial advisor at Elevation Point Wealth Partners, LLC with 25 years of industry experience. He holds a Series 66 designation and previously spent 25 years at UBS Financial Services. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, retirement plans, trusts, and business entities, and employs a model portfolio approach with tactical asset allocation across various investment vehicles.

Byron Reyes is a financial advisor with Prospera Financial Services, Inc. He holds Series 63 and Series 65 credentials and has 36 years of industry experience. Prior to joining Prospera in 2018, he worked at UBS Financial Services Inc. for 10 years and Citigroup Global Markets for 11 years. Reyes serves on the boards of Spark! Acadiana and the Schumacher Family Foundation and is involved with several non-investment related medical and community organizations. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning and portfolio management through multiple advisory programs and platforms.

Nicholas Sapienza is a Series 66 credentialed financial advisor with 11 years of industry experience. He has been with Ritholtz Wealth Management since 2019 and previously worked at Edward Jones from 2016 to 2019. Ritholtz Wealth Management serves individual and institutional clients with a goal-based investment process that emphasizes asset allocation and behavioral finance. The firm manages approximately $9.4 billion in assets and offers both advisor-led and digital platform services for portfolio management.

Kevin Blanchard is a financial advisor at Simplicity Wealth with four years of industry experience. He holds a Series 65 designation and has prior experience at firms including Meche and Associates LLC and Altitude Energy Partners. In addition to his advisory role, Mr. Blanchard operates as a licensed insurance professional. Simplicity Wealth serves a diverse client base ranging from individual and high-net-worth investors to corporate and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers technology and operational support services to other advisers through its multi-team platform.

Mary Vincent is a Series 66-licensed financial advisor with 11 years of industry experience. She is currently with B. Riley Wealth Advisors, Inc. and has prior experience at Wunderlich Securities, Inc. and Morgan Stanley. Vincent serves on the Acadiana High School Academy of Business Advisory Board. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a broad range of services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and proprietary asset allocation models.

Linda Malin is a CFP® professional with 37 years of industry experience, currently serving as an advisor at Elevation Point Wealth Partners, LLC since 2025. She previously worked for UBS Financial Services for 21 years. Outside of her advisory role, she is a board member of the Louisiana Chapter of the International Women's Forum, where she is involved in developing activities to foster women's leadership. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other business entities through model portfolio strategies that incorporate tactical asset allocation across various investment vehicles and third-party managers.

Randy Hux is a financial advisor at Simplicity Wealth with 17 years of industry experience and holds a Series 66 designation. His prior roles include positions at Hux Capital Management, Hart Financial, LLC, and Merrill. Outside of his advisory work, he is an owner and insurance agent at Hux Capital Management. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and selected individual securities, along with model portfolios that are continuously monitored and rebalanced. It also offers technology and operational services to other advisers through its managed account platform.

Michael Goff is a financial advisor with Prospera Financial Services, Inc. in Broussard, Louisiana, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at Edward D. Jones & Co., L.P. for 21 years before joining Prospera in 2019. Outside of his advisory work, he serves as a board member of the Le Triomphe Homeowners Association. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory platforms and programs.

Patricia Barnett is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining her current firm in 2025. Elevation Point Wealth Partners is an SEC-registered, multi-team investment adviser managing approximately $8.29 billion in assets. The firm serves individuals, retirement plans, trusts, estates, corporations, and other entities through programmatic offerings, focusing on model portfolios that employ tactical asset allocation across various investment vehicles and include alternative and private-market opportunities.

Coy Watson is a financial advisor with Prospera Financial Services, Inc. in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. He previously worked at Edward Jones for 18 years before joining Prospera in 2019. Outside of advising, Mr. Watson is involved in a non-investment business as a musician and participates in a separate business entity, Walala, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and businesses, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Brandon Porter is a financial advisor at Cetera Planning Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and related firms. In addition to his advisory role, he is an income partner at a CPA firm, Darnall, Sikes and Frederick, where he is involved in tax preparation, accounting, and business consulting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios aligned with client objectives and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Christine Berwick is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and six years of industry experience. She has held positions with various Cetera and Avantax entities since 2019. Berwick is also a partner at Darnall, Sikes & Frederick CPAs, where she has worked since 2007 and serves as a referring financial advisor through Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm offers additional services such as tax planning and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

Christopher Miller is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and over 20 years of industry experience. He has worked with several firms including Avantax and 1st Global Advisors, and he is also a partner at the CPA firm Darnall, Sikes, Gardes & Frederick. Miller serves as a board member for the Ross Granger Memorial Fund, a nonprofit supporting individuals battling cancer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with a range of services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by tax planning, bookkeeping, payroll, and estate-planning services.

Benjamin Baudoin is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 license and has worked with several related firms, including Avantax Planning Partners and Cetera Wealth Services. Outside of his advisory role, he serves on the board of the Beaver Club of Lafayette, a nonprofit organization focused on supporting youth activities in the community. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs tailored to client objectives and risk tolerance, supported by a larger Cetera network with additional tax, bookkeeping, and estate-planning services.

Jeremy Meaux is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He has worked with multiple firms including Avantax Planning Partners and Cetera Wealth Services. Meaux is also a shareholder at Darnall, Sikes & Frederick, a CPA firm providing tax, audit, and consulting services, where he participates in management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm integrates a document-driven planning process with diversified investment allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.