Lena Ormond is a financial advisor at Summit Financial Wealth Advisors with 10 years of industry experience. She holds a Series 65 designation and has been with Summit Financial Wealth Advisors since 2015. Ormond is the managing member of LSatge LLC, a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm offers customized investment strategies overseen by an investment committee and a range of services including pension consulting, business management, and divorce financial consulting.

Michael Doise is a CFP® and CFA® with seven years of industry experience. He is currently with Cullen Investment Group, where he has worked since 2023. His prior roles include positions at Robertson Capital, Slant Energy, Robertson Midstream, and RBC Capital Markets. Cullen Investment Group provides discretionary investment management, cash management, and 401(k) plan consulting to individuals, trusts, estates, charitable organizations, and employer-sponsored retirement plans. The firm emphasizes a fundamental, value-oriented investment approach, managing portfolios with low turnover to reduce costs and tax impacts.

Ernest Domingue is a financial advisor with BCM Advisors, LLC in Lafayette, LA, holding a Series 65 designation and 16 years of industry experience. He has been with BCM Advisors (formerly Billeaud Capital Management, Inc.) since 2009 and also manages Hille Investments, LLC, a private investment firm with a 40% ownership interest in Venoscope, LLC. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF investment approach with multiple portfolio strategies and offers personalized indexing through a sub-advisory relationship with Vanguard Personalized Indexing Management.

Kaleb Price is a CFP® with four years of industry experience, currently affiliated with BCM Advisors, LLC. His prior roles include positions at Apex Capital Management, LLC, Arsement, Redd & Morella, LLC, and Thibodaux, Hebert, Deshotels, Leblanc, LLC. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm employs primarily indexed mutual fund and ETF strategies, offers personalized indexing through a Vanguard sub-advisory agreement, and manages accounts with regular reviews and rebalancing.

Seth Dabney is a financial advisor at Going CPAs & Wealth Advisors, LLP in Lafayette, LA, holding the PFS™ designation with two years of industry experience. He has been associated with Going, Sebastien, Fisher and LeBouef, LLP since 2008, totaling 18 years in related professional roles. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm offers financial planning, portfolio management, and retirement plan consulting, managing approximately $160.8 million in discretionary assets across more than 320 client relationships with a tax-aware, integrated accounting-advisory approach.

Suzette Broussard is a financial advisor at Summit Financial Wealth Advisors with 27 years of industry experience. She holds Series 66 and Series 65 licenses and has worked at Cetera Advisor Networks LLC and Summit Brokerage Services, Inc. She is the managing member of Suzette Broussard, LLC, a holding company with partial ownership in Southern Asset Managers, the management company of Summit Financial Wealth Advisors. Summit Financial Wealth Advisors provides discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm tailors portfolios based on client objectives and risk tolerances, implementing advice through customized accounts or model strategies overseen by an investment committee.

Erin Mcmenemon is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at BCM Advisors, LLC. She has been with BCM Advisors since 2016, including its predecessor firm Billeaud Capital Management. Outside of her advisory role, Mcmenemon holds a managing member position with Compass Capital Partners, where she is involved in oil and gas consulting and project work. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and various institutional and business clients. The firm employs an asset-class, primarily indexed mutual fund and ETF investment approach with regular portfolio monitoring and offers personalized indexing through a sub-advisory agreement with Vanguard Personalized Indexing Management.

Alida Villien is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA. She holds Series 63 and Series 65 licenses and has 27 years of industry experience. Her prior experience includes five years with Cetera Advisor Networks LLC and work with Summit Brokerage Services. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored, typically discretionary advisory relationships and offers non-investment services such as outsourced business management and divorce financial consulting.

Catherine Boudreaux is a financial advisor at Summit Financial Wealth Advisors with 17 years of industry experience. She holds a Series 66 designation and has worked at firms including Cambridge Investment Research Advisors and CETERA Advisor Networks LLC. Outside of her advisory role, she has served as a notary public since 2011. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships and a broad range of investment and non-investment services, including ERISA fiduciary roles and divorce financial consulting.

David Romagosa Sr. is a financial advisor at Summit Financial Wealth Advisors with over 52 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at LPL Financial. He serves as a board member and trustee for the University of Louisiana, Lafayette Foundation. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm employs tailored, typically discretionary advisory relationships and provides ERISA fiduciary services, non-investment offerings such as business management and divorce financial consulting, and utilizes a broad range of investment instruments.

Jonathan Eleser is a financial advisor at FMSA with a Series 65 credential and 10 years of industry experience. He has worked at FMSA since 2019 and has also operated Eleser Financial since 2018, where he provides insurance brokerage and business consulting services. Additionally, he offers tax preparation and advisory services. FMSA is a privately owned registered investment adviser serving individuals, corporate pension and profit-sharing plans, municipalities, and trusts. The firm manages approximately $216 million for over 1,200 clients using a fundamental, research-driven investment approach and provides comprehensive financial planning and discretionary portfolio management across a broad range of investments.

Stephen Nickel is a CFP® with 25 years of industry experience, currently serving as an advisor at Cullen Investment Group since 2003. He also operates Stephen L. Nickel, APLC, a practice he has maintained since 2000. Cullen Investment Group manages approximately $795 million in discretionary client assets and serves individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses tailored strategies including discretionary portfolio management, cash management, and 401(k) plan consulting.

Jonas Lowery is a CFP® with six years of industry experience, currently serving as an advisor at BCM Advisors, LLC since 2019. Before joining BCM Advisors, he worked at Midsouth Bank from 2016 to 2019. BCM Advisors provides discretionary portfolio management, financial planning, and wealth management services to individuals, high-net-worth clients, and institutional and business clients. The firm implements asset-class, primarily indexed mutual fund and ETF strategies with daily monitoring and quarterly reviews.

Craig Lebouef is a CFP® and PFS™ professional with 17 years of experience at Going, Sebastien, Fisher & LeBouef, LLP in Lafayette, LA. He is a partner at the firm and also serves on the board of directors of Catalyst Bank, where he chairs the audit committee. Additionally, he owns an accounting firm, Craig C. Lebouef, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm that provides financial planning, portfolio management, and retirement plan consulting to individuals, trusts, estates, and pension/profit-sharing plans. The firm manages approximately $160.8 million in discretionary assets and integrates accounting with wealth advisory services, focusing on tax-aware planning and long-term investment management.

Christopher Breaux is a financial advisor at Summit Financial Wealth Advisors with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Cetera Advisor Networks LLC, Parish Investment Advisors, Go Marine Services, and Apex Environmental Solutions. Outside of financial advising, he manages a family-owned storage unit business. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm employs a tailored, typically discretionary approach, acting as an ERISA fiduciary for plan clients and providing a range of investment and non-investment services.

Anne Gaiennie is a CFP® with 15 years of industry experience and has been self-employed since 2004. She is an advisor at Cullen Investment Group, a team of six advisors based in Broussard, LA. Cullen Investment Group provides discretionary portfolio management, cash management, and 401(k) plan consulting to individuals, high-net-worth clients, trusts, estates, charitable organizations, and qualified plan sponsors. The firm employs a fundamentally driven, value-oriented investment approach and uses a Bucket Approach to Retirement to build concentrated portfolios with low turnover.

Douglas Daniel is a Series 65-licensed financial advisor with Summit Financial Wealth Advisors in Lafayette, Louisiana, where he has worked since 2014. He has eight years of industry experience. Outside of his advisory role, he is a partner in a forestry and tree farm business and is involved with the David R & Karen Daniel Family Foundation. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities with discretionary portfolio management, pension consulting, and related advisory services. The firm also offers non-investment services such as business management and divorce financial consulting, and employs a model portfolio approach overseen by an investment committee.

David Daniel II is a financial advisor with Summit Financial Wealth Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Summit Financial Wealth Advisors since 2014 and was previously with Cetera Advisor Networks LLC from 2019 to 2024. Outside of his advisory role, he is a member of the David R and Karen Daniel Family Foundation, a charitable organization. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities by providing discretionary portfolio management, pension consulting, and related advisory services. The firm offers tailored advisory relationships, acts as an ERISA fiduciary, and provides a range of investment and non-investment services, including outsourced business management and divorce financial consulting.

Michael Pharr is a CFP® with 29 years of experience in the financial industry. He has been with Summit Financial Wealth Advisors since 2014 and previously worked at Cetera Advisor Networks LLC. Outside of his advisory role, he is a partner in DTM Investment Properties, LLC, a real estate business. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management and related advisory services. The firm provides a broad range of investment options and non-investment services, including pension consulting and divorce financial consulting, with a focus on tailored, typically discretionary advisory relationships.

Charles Ledoux is a Personal Financial Specialist (PFS™) at Going CPAs & Wealth Advisors, LLP with two years of industry experience. He has been affiliated with Going, Sebastien, Fisher & LeBouef, LLP since 2016 and serves as a partner in the firm’s accounting practice. Ledoux is also president and a shareholder of an accounting firm, Charles M. Ledoux, CPA, LLC. Going CPAs & Wealth Advisors, LLP is a registered advisory and accounting firm serving individuals, trusts, estates, and pension/profit-sharing plans. The firm integrates financial planning and ongoing portfolio management with accounting services, managing assets on a discretionary, long-term buy-and-hold basis that incorporates tax-aware strategies.