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Jennifer Z
CFP®, PFS™, Series 66
Lafayette, LA
Cetera Planning Partners
Jennifer Ziegler is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at multiple firms including Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Darnall Sikes Wealth Partners LLC and works part-time with Darnall, Sikes & Frederick on tax and retirement plan administration. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies through third-party providers.
Jed I
CFP®, Series 66
New Iberia, LA
Cetera Planning Partners
Jed Inzerella is a CFP® professional with 26 years of experience in the financial services industry, currently affiliated with Cetera Planning Partners. His background includes roles at Avantax and 1st Global Advisors, among others. In addition to his advisory work, he is involved as a member and manager of wealth management entities and holds an ownership position in an investment-related venture. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs, supported by ancillary offerings such as tax planning and estate strategies.
Hunter B
CFP®, Series 66
Broussard, LA
Empower Advisory Group
Hunter Bertrand is a CFP® and holds a Series 66 license with four years of industry experience. He is currently with Empower Advisory Group and Empower Financial Services, joining in 2026 after roles at Elevation Point Wealth Partners, LLC and UBS Financial Services Inc. Prior to his financial services career, he worked in education at the University of Louisiana at Lafayette, Louisiana State University of Alexandria, and Saint Thomas More Catholic High School. 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 integrated model supports point-in-time financial plans and optional managed accounts, focusing on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
Linwood B
Series 63, Series 65
Lafayette, LA
Eagle Strategies (NY Life)
Linwood Broussard is a financial advisor with Eagle Strategies (New York Life) in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked with New York Life Insurance Company since 1983 and Nylife Securities LLC since 1986. Broussard serves as Treasurer for the Rotary District 6200 Foundation, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to a diverse client base, including individual investors and institutional sponsors. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, with the majority of its assets managed on a non-discretionary basis.
Terrance K
Series 66
New Iberia, LA
Cetera Planning Partners
Terrance Keenan Jr. is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Avantax and 1st Global Advisors. Keenan also markets wealth management services through his separate entity, Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, complemented by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
Adam C
CFP®, Series 66
Lafayette, LA
Cetera Planning Partners
Adam Curry is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. In addition to financial advising, Curry is a partner at Darnall, Sikes & Frederick, a public accounting firm where he manages a tax and accounting practice. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified portfolios built from mutual funds and ETFs aligned with client objectives, along with ancillary services such as tax planning and estate planning delivered through third-party providers.
John S
CFP®, Series 63, Series 66
Lafayette, LA
Cetera Planning Partners
John Strother is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. His career includes long tenures at Avantax and 1st Global Advisors, and he holds board and leadership roles in local economic development and investment groups. Strother is chairman of the board of trustees for a nonprofit economic development organization in Louisiana. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.
Christopher B
ChFC®, Series 63
Lafayette, LA
Eagle Strategies (NY Life)
Christopher Broussard is a financial advisor with Eagle Strategies (NY Life) based in Lafayette, LA. He holds the ChFC® designation and Series 63 license and has 27 years of industry experience. Mr. Broussard has worked with NYLife Securities LLC and New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a focus on non-discretionary asset management and advisory services linked to insurance and annuity products.
Craig B
CFP®, PFS™, Series 66
Lafayette, LA
Cetera Planning Partners
Craig Babineaux is a CFP® and PFS™ professional with 26 years of industry experience. He is currently with Cetera Planning Partners and has held prior roles at Avantax Investment Services and 1st Global Advisors, among others. He is a member and financial advisor at Darnall Sikes Wealth Partners LLC and also serves as a CPA at Darnall, Sikes & Frederick, a certified public accounting firm. 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 integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning solutions through third-party providers.
Michelle K
Series 66
New Iberia, LA
Cetera Planning Partners
Michelle Keenan is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 11 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, among other firms. Keenan also serves as the Chief Operating Officer of 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, and retirement-related advice. The firm integrates a diversified investment process with a range of ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.
Jacob R
Series 66
Lafayette, LA
Cetera Planning Partners
Jacob Roberie is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 13 years of industry experience. He has worked with several firms including Avantax and Darnall Sikes & Frederick, where he is a partner in a tax and accounting practice. Outside of his advisory work, he serves as a board member for Lafayette Central Park, a nonprofit responsible for operating a public park in Lafayette, Louisiana. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates services such as tax planning, bookkeeping, and estate planning, using a diversified, document-driven investment process and leveraging affiliated custodial and broker-dealer resources.
Joan M
Series 66
Lafayette, LA
Cetera Planning Partners
Joan Moody is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has worked with multiple firms within the Cetera and Avantax networks and serves as a partner at Darnall, Sikes & Frederick, a certified public accounting firm. Moody is also a member and financial advisor at DSF Wealth Partners LLC and acts as an estate executor. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management alongside ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, employing a diversified investment approach tailored to client objectives and risk tolerance.
Blake A
Series 66
Lafayette, LA
Cetera Planning Partners
Blake Adams is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Avantax and Securities America. Outside of advising, he co-founded an online custom dress shirt business and serves on the boards of the Boys & Girls Clubs of Acadiana and the Beaver Club of Lafayette. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s investment approach emphasizes diversified allocations tailored to clients’ objectives and risk tolerance, supported by a broader Cetera network providing additional custodial, lending, and estate-planning resources.
Janelle R
Series 63, Series 66
New Iberia, LA
Eagle Strategies (NY Life)
Janelle Rodrigue is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been associated with NYLife Securities Inc. since 1994. Rodrigue serves as a member of Our Lady of Perpetual Help Catholic Church, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages predominantly non-discretionary assets while working within the New York Life affiliate structure.
Sean M
CFP®, Series 66
Lafayette, LA
Cetera Planning Partners
Sean Mahoney is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked at various firms including Avantax and 1st Global Advisors, and maintains an ongoing role with Darnall Sikes Wealth Partners LLC. Outside of advising, Sean serves as treasurer for the Beaver Club of Lafayette, where he oversees financial planning and budgeting. 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 like tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, leveraging a diversified investment approach aligned with clients’ objectives and risk tolerance.
Clayton D
Series 66
Lafayette, LA
Cetera Planning Partners
Clayton Darnall is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Avantax and 1st Global Advisors. Outside of his advisory role, he serves as a volunteer board member for the Community Foundation of Acadiana and as treasurer on the board of the Children’s Museum of Acadiana. 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 integrates a diversified investment approach with additional services such as tax planning, bookkeeping, and estate planning through third-party providers.
Robert D
CFP®, PFS™, Series 66
Lafayette, LA
Cetera Planning Partners
Robert Darnall Jr. is a CFP® and PFS™ credentialed financial advisor with six years of industry experience, currently serving at Cetera Planning Partners. He has an extensive background that includes roles at Avantax-affiliated firms and ongoing work at Darnall, Sikes, and Frederick CPAs, where he provides tax and audit services. He also serves as Co-Treasurer for the foundation supporting Our Lady of Fatima school in Lafayette, LA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a document-driven planning process with diversified allocations, and distinguishes itself through access to a broader Cetera network, including tax planning, bookkeeping, and estate planning services.
Eugene D
Series 66
Lafayette, LA
Cetera Planning Partners
Eugene Darnall III is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Advisors, and a longstanding position as a CPA and shareholder at Darnall, Sikes & Frederick. He is also a general partner and manager of Cutrone/Carline Properties, a limited partnership involved in land investments. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and specialized retirement advice. The firm integrates investment portfolios primarily through diversified mutual funds and ETFs and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
Timothy A
Series 63
Youngsville, LA
Kestra Advisory
Timothy Armentor is a financial advisor with Kestra Advisory, holding a Series 63 designation and 32 years of industry experience. He has worked with Kestra Advisory since 2016 and with Kestra Investment Services, LLC since 2003. Armentor also owns Armentor & Associates, LLC, where he consults with small business owners on retirement planning and life insurance. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services that include fiduciary consulting, plan design, compliance testing, and employee education. The firm manages approximately $79.8 billion in assets and serves large institutional investors, including sovereign wealth funds.
Stephanie H
Series 66
Lafayette, LA
Cetera Planning Partners
Stephanie Higginbotham is a financial advisor at Cetera Planning Partners with 20 years of industry experience and holds a Series 66 credential. She has an extensive background in wealth management and tax consulting, including partnerships at Darnall, Sikes & Frederick CPAs since 1982 and previous roles at Avantax and 1st Global Advisors. Outside of her advisory work, she serves as secretary and treasurer of an inactive hunting club. 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 advice. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.
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