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.

Brandon Porter is a financial advisor with Avantax Planning Partners, Inc. based in Lafayette, LA. He holds a Series 66 designation and has six years of industry experience. He is also an Income Partner at Darnall, Sikes and Frederick, CPAs, where he has been involved in tax return preparation, accounting services, and business consulting since 2007. Additionally, Porter serves as a Referring Financial Advisor with Darnall Sikes Wealth Partners, LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, businesses, and charitable organizations, primarily through a network of CPA firms and registered advisor representatives. The firm manages assets using style allocation models with an emphasis on tax-intelligent strategies and offers access to affiliated broker-dealer and trust company services.

Michael Huber is a financial advisor with Prospera Financial Services, Inc., holding a Series 66 designation and 25 years of industry experience. He worked at UBS Financial Services Inc. for ten years before joining Prospera in 2018. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving a diverse client base including individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services across multiple platforms with customizable portfolio construction and ongoing oversight.

Benjamin Robinson is a financial advisor with Elevation Point Wealth Partners, LLC, bringing 25 years of industry experience. His prior roles include positions at Brookstone Capital Management, Oneamerica Securities, and The Robinson Investment Group, LLC. He serves as a board member for the Acadiana Community Tennis Association, a non-profit organization. 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 and emphasizes model portfolios with tactical asset allocation, integrating insurance distribution and annuity servicing within its advisory services.

Christine Berwick is a financial advisor with Avantax Planning Partners, Inc. in Lafayette, LA, holding a Series 66 designation and six years of industry experience. She is also a partner at Darnall, Sikes & Frederick CPAs, where she has worked since 2007. Berwick serves as a referring financial advisor for Darnall Sikes Wealth Partners LLC. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and a managed retirement plan platform to individuals, charitable organizations, and businesses, primarily through a network of CPA firms and Advisor Representatives. The firm uses style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual reviews.

Jackie Goulas is a financial advisor with Meridian Wealth Management, LLC, holding a Series 65 designation and 21 years of industry experience. Her prior roles include positions at Integrity RIA LLC, Arete Wealth Management LLC, and Dupre Carrier Godchaux. 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 clients. The firm offers discretionary and non-discretionary portfolio management, financial planning, and retirement-plan services, utilizing a range of investment vehicles and a network model that includes both employee and independent contractor advisors.

Christopher Miller is a financial advisor with Avantax Planning Partners, Inc. He holds a Series 66 designation and has 20 years of industry experience. Prior to joining Avantax, he was associated with several firms including Cetera Wealth Services and 1st Global Advisors. Miller serves as a partner at the CPA firm Darnall, Sikes, Gardes & Frederick and is a board member of the Ross Granger Memorial Fund, a nonprofit organization focused on cancer-related scholarships and fundraising. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm delivers its services primarily through a network of CPA firms and registered advisor representatives, managing assets with tax-intelligent strategies and firm-designed allocation models.

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.

Benjamin Baudoin is a financial advisor at Avantax Planning Partners, Inc. with four years of industry experience. He holds the Series 66 designation and has held roles at multiple firms including Cetera Wealth Services and Oak Crest Capital Partners. Outside of advising, he serves as a board member of the Beaver Club of Lafayette, a nonprofit supporting local youth. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and advisor representatives. The firm manages approximately $7.57 billion in assets and uses firm-designed style allocation models with a tax-intelligent approach.

Kendra Cain is a Series 66-licensed financial advisor with 23 years of industry experience. She is currently with Arvest Wealth Management and has previously worked at First Horizon Advisors, Infinex Investments, Inc., and iBeria Financial Services. Outside of her advisory role, she is an owner and member of BOBBYO, LLC. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans tailored to client objectives.

Jeremy Meaux is a financial advisor at Avantax Planning Partners, Inc. with seven years of industry experience. He holds a Series 66 designation and has previously worked with Cetera Wealth Services and Avantax-affiliated firms. Meaux is also a shareholder at Darnall, Sikes & Frederick, a CPA firm providing tax, audit, and consulting services where he participates in management. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors, serving individuals, pension plans, charities, and businesses. The firm employs style allocation models overseen by an investment advisory committee and incorporates tax-intelligent strategies and centralized trading in its investment approach.

Jed Inzerella is a CFP® with 25 years of experience in the financial services industry. He is currently affiliated with Avantax Planning Partners, Inc. and Cetera, having previously worked with 1ST Global Advisors and other Avantax entities. In addition to his advisory role, he is a member and manager of Darnall Sikes Wealth Partners, a firm marketing wealth management services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses, primarily through a network of CPA firms and registered advisors. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies, centralized trading, and annual account reviews.

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., holding Series 63 and Series 65 credentials and bringing 35 years of industry experience. He previously worked at UBS Financial Services Inc. for ten years before joining Prospera in 2018. Outside of his advisory role, Mr. Reyes serves on the boards of several nonprofit organizations including Spark! Acadiana and the Schumacher Family Foundation. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans through approximately 207 advisors. The firm offers a range of investment advisory and financial planning services using firm-sponsored, third-party, and advisor-managed models, with portfolios managed on both discretionary and non-discretionary bases.

Terrance Keenan Jr. is a financial advisor with Avantax Planning Partners, Inc. in New Iberia, LA, holding a Series 66 designation and 11 years of industry experience. He has worked with Avantax in various capacities since 2016 and was previously with 1st Global Advisors, Inc. and 1st Global Capital Corp. Keenan is also affiliated with Darnall Sikes Wealth Partners LLC, a firm through which he markets wealth management services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension and profit-sharing plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and advisor representatives, utilizing style allocation models overseen by an investment advisory committee and offering tax-intelligent strategies with discretionary account management.

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.

Adam Curry is a CFP® professional with 20 years of experience in financial advising. He is currently with Avantax Planning Partners, Inc. and has previously worked at firms including 1ST Global Advisors, Inc. and Cetera Wealth Services. In addition to his advisory role, Mr. Curry is a partner at Darnall, Sikes & Frederick, a public accounting firm where he manages a tax and accounting practice. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm employs tax-intelligent strategies and a firm-designed style allocation model overseen by an investment advisory committee, serving clients primarily through CPA networks and registered advisors.

Neal Hebert is a CFP® professional with 31 years of experience in the financial services industry. He is currently with Van Clemens Wealth Management, LLC and previously held roles at firms including Gulf Coast Bank, LPL Financial, and Securities America Advisors. Hebert is also involved with Body Symmetry, L.L.C., a non-investment related business. Van Clemens Wealth Management, LLC provides investment advisory and financial planning services to individuals, trusts, estates, and institutional clients, including both non-high-net-worth and high-net-worth individuals. The firm customizes portfolios through discretionary and non-discretionary arrangements, employing methods such as modern portfolio theory and fundamental and technical analysis, and utilizes a range of third-party managers alongside an in-house Growth Opportunities model focused on micro- and small-cap equities.

Michelle Keenan is a financial advisor with Avantax Planning Partners, Inc. and holds a Series 66 designation. She has 10 years of industry experience and also serves as the Chief Operating Officer of Darnall Sikes Wealth Partners LLC. Her prior work includes roles at Avantax Investment Services and Cetera Wealth Services. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered advisors. The firm manages approximately $7.57 billion in assets across about 164 advisors and 7,500 clients, offering tax-intelligent strategies and discretionary account management.