Overwhelmed by options?

Answer a few questions to see advisors matched to you.

Filters

369 advisors near
70582

Out of 400,000+ nationwide

user avatar
firm logo

Terry D

Series 66

Lafayette, LA

Stone Wealth Partners LLC

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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner
user avatar
firm logo

Ashley B

Series 66

Lafayette, LA

Elevation Point Wealth Partners, LLC

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.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
user avatar
firm logo

Michael H

Series 66

Lafayette, LA

Prospera Financial Services, inc.

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Benjamin R

Lafayette, LA

Elevation Point Wealth Partners, LLC

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.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
user avatar
firm logo

Jackie G

Series 65

Lafayette, LA

Meridian Wealth Management, LLC

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.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar
firm logo

Thomas H

Series 65

Lafayette, LA

Meridian Wealth Management, LLC

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.

Retirement income strategy Charitable giving tax strategies Options & derivatives strategies Private / alternative investments Founder/Business Owner
user avatar
firm logo

Kendra C

Series 66

Lafayette, LA

Arvest Wealth management

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.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Founder/Business Owner Retired
user avatar
firm logo

Michael B

Series 66

Lafayette, LA

Elevation Point Wealth Partners, LLC

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.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
user avatar
firm logo

Byron R

Series 63, Series 65

Lafayette, LA

Prospera Financial Services, inc.

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Nicholas S

Series 66

Lafayette, LA

Ritholtz Wealth 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.

Tax-loss harvesting Passive / index investing Options & derivatives strategies Private / alternative investments Founder/Business Owner Executive Technology Professional HENRY (High Earners, Not Rich Yet)
user avatar
firm logo

Neal H

CFP®, Series 63, Series 65, Series 66

Breaux Bridge, LA

Van Clemens Wealth Management, LLC

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.

Annuities Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Cash flow / budgeting Founder/Business Owner
user avatar
firm logo

John M

Series 63, Series 65

Lafayette, LA

Prospera Financial Services, inc.

John Mayeux is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 31 years of industry experience. His prior roles include positions at LPL Financial and Edward Jones. Outside of advisory work, he volunteers with the Opelousas Pregnancy Center, dedicating a portion of his time to this nonprofit. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm provides financial planning and portfolio management services to individuals—including high-net-worth clients—as well as retirement plans, trusts, estates, charitable organizations, and business entities using a range of advisory programs and third-party platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Mary V

Series 66

Lafayette, LA

B. Riley Wealth Advisors, Inc.

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.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
user avatar
firm logo

Jude V

Lafayette, LA

Exodus Wealth, LLC

Jude Viator is a financial advisor with Exodus Wealth, LLC, based in Lafayette, LA, with 28 years of industry experience. His prior roles include positions at Lincoln Financial Securities Corporation, Fortune Financial Services, and Prosperity Wealth Management, Inc. He is also an insurance agent offering a range of insurance products including accident, health, disability, and life insurance. Exodus Wealth serves individuals, trusts, estates, charitable organizations, and pension/profit-sharing plans by providing asset management, financial planning, and consulting services. The firm employs a variety of investment strategies across multiple asset classes and emphasizes tailored, continuous account supervision.

Options & derivatives strategies Charitable giving & philanthropy
user avatar
firm logo

Linda M

CFP®, Series 63, Series 65

Lafayette, LA

Elevation Point Wealth Partners, LLC

Linda Malin is a CFP® professional with 36 years of industry experience, currently affiliated with Elevation Point Wealth Partners, LLC. She previously spent 21 years at UBS Financial Services. In addition to her advisory work, she serves on the board of the Louisiana Chapter of the International Women's Forum and participates in charitable fundraising activities in Lafayette, LA. Elevation Point Wealth Partners is a multi-team SEC-registered investment adviser with over $8 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, and trusts, using a model portfolio approach that incorporates tactical asset allocation and third-party managers across various investment vehicles.

Private / alternative investments Concentrated stock management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive Retired Financial Professional
user avatar
firm logo

Gregory S

Series 65, Series 63

Lafayette, LA

ON Investment Management CO

Gregory Shuman is a financial advisor at ON Investment Management Company with eight years of industry experience. He holds Series 65 and Series 63 licenses and has worked at several firms, including Ameriprise Financial Services, Principal Life Insurance Company, and Altitude Capital Management. Outside of his advisory role, he is the owner and independent agent of Guidents, where he markets life, health, and annuity insurance products. ON Investment Management Company is a SEC-registered adviser serving individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers financial planning, portfolio management, and retirement-plan advisory services through a mix of discretionary and non-discretionary programs and maintains a dual-registration model involving broker-dealer activities.

General retirement planning Retirement income strategy College savings (529s, UTMA, etc.)
user avatar
firm logo

Justin D

Series 66

Lafayette, LA

Prospera Financial Services, inc.

Justin Descant is a financial advisor at Prospera Financial Services, Inc. He holds a Series 66 designation and has been active in the industry since 2026. His prior experience includes roles with The Trish Leleux Group and positions related to education at OLPS, Pineville High School, and ULL. 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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Kevin G

Series 66

Lafayette, LA

B. Riley Wealth Advisors, Inc.

Kevin Gayle Jr. is a financial advisor with B. Riley Wealth Advisors, Inc., holding a Series 66 credential and bringing 24 years of industry experience. He has been with B. Riley Wealth Management since 2014 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves on the board of directors for a family land holding company. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through around 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a broad range of advisory programs and financial solutions.

Wealth management Retirement income strategy Executive Founder/Business Owner Retired
user avatar
firm logo

Michael G

Series 63, Series 66

Broussard, LA

Prospera Financial Services, inc.

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.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
user avatar
firm logo

Travis G

Series 63, Series 65

Lafayette, LA

Prospera Financial Services, inc.

Travis Godley is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He previously worked at UBS Financial Services and Edward Jones before joining Prospera in 2017. Godley serves as a board member of Hospice of Acadiana and is involved in a partnership operating Gardenview & Greenpoints Assisted Living, a non-investment-related business. Prospera Financial Services 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 other business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Wealth management Active portfolio management Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
Warmer team member

Not sure where to start?

We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.

Find your advisor

For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.

Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.

By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev

© 2026 Warmer Holdings Inc. ("Warmer")