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.

Ronald Lege is a Series 66-licensed financial advisor at NewEdge Advisors with 24 years of industry experience. He previously worked at LPL Financial for 13 years and has been with Ahrens Investment Partners, LLC since 2015. He is also involved in tax preparation and has operated a CPA entity in Lafayette, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, and charitable organizations through independent representatives. The firm provides a range of services including portfolio management, financial planning, retirement consulting, and access to third-party managers, utilizing multiple program structures and technology tools to support advisor and client needs.

Ronald Prejean is a financial advisor at NewEdge Advisors with seven years of industry experience. He previously operated Prejean Direct Inc. and worked at Prejean Company Acc Pa for nearly three decades. Outside of advising, he is a partner in several businesses, including oil and gas investments and a medical clinic. NewEdge Advisors is a large registered investment adviser serving individuals, plans, corporations, and organizations through independent advisers. The firm offers various portfolio management and consulting services, employing multiple program structures and technology tools to support client and advisor needs.

Brady Aymond is a financial advisor at Empower Advisory Group with 15 years of industry experience and a Series 66 designation. He has previously worked at Fidelity Investments, Hancock/Whitney Bank, BANK of AMERICA, N.A., and Merrill. 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 delivers services through an integrated model tied to Empower’s recordkeeping and administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Randall Hopkins is a financial advisor with Eagle Strategies (New York Life) in Lafayette, Louisiana, holding a Series 66 designation and six years of industry experience. His prior experience includes roles at J.P. Morgan Securities and JPMorgan Chase Bank. Outside of his advisory work, he is also engaged in insurance brokering with outside carriers. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers a variety of program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

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.

Austin Hebert is a financial advisor with Commonwealth Financial Network in Lafayette, LA, holding a Series 66 designation and three years of industry experience. His prior roles include positions at 4th Quarter Wealth Management, Commonwealth Financial Services, and Ross Bernard State Farm LLC. Hebert is also involved in fixed insurance sales, dedicating part of his professional time to this activity. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a variety of advisory programs and services, providing operational, technology, compliance, and practice-management support while enabling advisors to deliver customized portfolio solutions.

Adam Whelan is a financial advisor at Empower Advisory Group with a Series 66 designation and one year of industry experience. His prior work includes roles at Knights of Columbus and FOCUS Catholic. 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, utilizing an integrated model tied to Empower’s recordkeeping and administrative platforms.

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.

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.

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 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.

Thomas Robin is a financial advisor with Eagle Strategies (NY Life) in Lafayette, LA, holding Series 65 and Series 63 licenses and two years of industry experience. Prior to his advisory roles starting in 2024, he worked for ten years at Fastenal. Outside of his advisory work, he is a silent investor in a local skin care business, The Esthi. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services through a large network of advisors. The firm offers a variety of program types and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis.

Tracey Breaux is a CFP® and Series 66-licensed advisor at Creative Planning with 20 years of industry experience. Prior to joining Creative Planning, she held roles at Tapfin/EY, Fruitful, Inc., Origin Financial, multiple agencies, and Charles Schwab & Co. Inc. She is based in Lafayette, LA. Creative Planning offers wealth management, financial planning, and retirement-plan advisory services to individuals, including high-net-worth and ultra-affluent clients, as well as institutional clients. The firm employs a financial-planning-led investment approach emphasizing low-cost indexing, buy-and-hold strategies, and selective private market exposure while providing fiduciary oversight for retirement accounts.

Russell Brown is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 designation and has worked at various firms including Avantax Advisory Services and Cetera. In addition to his advisory role, he is involved in insurance sales as a producer at Dwight Andrus Insurance. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm also provides ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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.

Aaron Thevenet is a financial advisor with Eagle Strategies (NY Life) based in Lafayette, LA, holding a Series 66 license and six years of industry experience. He has been associated with Eagle Strategies and New York Life entities since 2018. Outside of his advisory role, he owns and operates a lawn care business and assists with parking lot striping projects. Eagle Strategies serves individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm provides a range of program types tailored to client objectives, with the majority of assets managed on a non-discretionary basis.