Jacob Roberie is a financial advisor with Avantax Planning Partners, Inc. holding a Series 66 designation and 13 years of industry experience. He has worked extensively with Avantax and Cetera-related entities and is a partner at Darnall Sikes & Frederick, a tax and accounting firm. Roberie also serves as a board member of Lafayette Central Park, a nonprofit organization managing a public park in Lafayette, LA. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates through a network of CPA firms and registered advisors, offering tax-intelligent strategies and discretionary portfolio management supported by customized style allocation models.

Joan Moody is a financial advisor with Avantax Planning Partners, Inc. She holds the Series 66 designation and has 20 years of industry experience. Prior to joining Avantax, she worked at firms including Cetera and 1ST Global Advisors, and she is a partner at the CPA firm Darnall, Sikes & Frederick. Moody serves as an executor for estates and holds a general power of attorney to manage financial activities for family members. 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 registered advisors, managing assets with style allocation models and offering tax-intelligent strategies alongside platforms from Charles Schwab and Fidelity.

John Mayeux is a financial advisor at Prospera Financial Services, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial before retiring briefly from 2021 to 2023. Outside of his advisory role, he volunteers with the Opelousas Pregnancy Center in Louisiana. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion across 207 advisors, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Blake Adams is a financial advisor with Avantax Planning Partners, Inc. based in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Cetera Wealth Services and various Avantax affiliated entities. Outside of advisory work, he is a co-founder of an online custom dress shirt business and serves on the boards of the Boys & Girls Clubs of Acadiana and the Beaver Club of Lafayette. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through CPA firms and registered advisors, serving a diverse client base including high-net-worth individuals and charitable organizations. The firm utilizes style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies and centralized trading, with custodial relationships including Charles Schwab and Fidelity.

Kevin Blanchard is a financial advisor at Simplicity Wealth with a Series 65 credential and four years of industry experience. His prior roles include positions at Meche and Associates LLC, Impact Partnership Wealth, Altitude Energy Partners, and Schlumberger. He is also a licensed insurance professional. Simplicity Wealth serves a diverse client base, including individual and high-net-worth investors, retirement plans, corporations, and other financial firms. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, offers discretionary portfolio management, and provides technology and operational support for other advisers through its managed account platform.

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.

Sean Mahoney is a CFP® with 15 years of experience in financial advising. He is currently with Avantax Planning Partners, Inc. and has held roles with affiliated firms including Cetera Wealth Services and Avantax Investment Services. Outside of his advisory work, Mahoney serves as Treasurer for the Beaver Club of Lafayette, overseeing its financial affairs. 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 and offers tax-intelligent investment strategies with portfolio management largely driven by firm-designed style allocation models overseen by an investment advisory committee.

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.

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.

Robert Darnall Jr. is a CFP® and PFS™ professional with six years of experience in financial advisory services. He is currently with Avantax Planning Partners, Inc. and has prior experience with Cetera and several Avantax affiliates. In addition to his advisory roles, he serves as co-treasurer for a local school foundation, providing general accounting advice and tax return preparation. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm delivers these services primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets as of late 2025.

Gregory Shuman is a financial advisor at On Investment Management CO 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 owns and operates Guidents, an independent agency focused on life, health, and annuity insurance products. On Investment Management CO is a multi-team SEC-registered investment adviser that provides financial planning, portfolio management, and retirement-plan advisory services to individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors. The firm offers comprehensive and modular financial plans and access to various third-party investment programs, managing client accounts through both discretionary and non-discretionary advisory relationships.

Justin Descant is a financial advisor with Prospera Financial Services, Inc. He holds a Series 66 designation and has been with Prospera since 2026. He also has experience with The Trish Leleux Group and has been involved in educational roles at OLPS, Pineville High School, and ULL since 2015. Prospera Financial Services, Inc. serves a diverse client base, including individuals, corporate and charitable entities, and retirement plans. The firm offers a range of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations to manage client portfolios.

Randy Hux is a financial advisor at Simplicity Wealth with 16 years of industry experience and holds the Series 66 designation. His prior roles include leadership at Hux Capital Management and positions at Hart Financial, Hux Safe Money Solutions, and multiple other firms dating back to 2012. Outside of his advisory work, he is involved in insurance sales as an agent and owner. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, and institutional clients. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a managed account platform with discretionary authority and model portfolio management combined with technology and operational support for other advisers.

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.

Michael Goff is a financial advisor with Prospera Financial Services, Inc. in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. He worked at Edward D. Jones & Co., L.P. for 21 years before joining Prospera in 2019. Goff serves as a board member of the Le Triomphe Homeowners Association in Broussard, LA. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer managing approximately $12.4 billion across 207 advisors and 140 offices. The firm serves a broad mix of individuals, corporate and charitable entities, and retirement plans, offering investment advisory and financial planning services through multiple platforms and customizable portfolio management options.

Kyle Saltzman is a financial advisor at Avantax Planning Partners, Inc. with three years of industry experience. He holds the Series 66 designation and has a longstanding career at Darnall, Sikes & Frederick CPA's since 2002, where he became a shareholder in 2022 and oversees financial statement audits, tax planning, and tax preparation services. Outside of his advisory role, he is a member of DSG&F Real Estate Investments, LLC, which owns office buildings leased to various businesses, including his CPA firm. Avantax Planning Partners, Inc. serves individuals, pension and profit-sharing plans, charitable organizations, and businesses, delivering portfolio management and financial planning primarily through a network of CPA firms and registered Advisor Representatives. The firm manages assets using style allocation models overseen by an investment advisory committee and offers tax-intelligent strategies and centralized trading, with services supported by affiliations including Cetera Wealth Services and custodians like Charles Schwab and Fidelity.

Travis Godley is a financial advisor with Prospera Financial Services, Inc. in Lafayette, LA, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at UBS Financial Services from 2012 to 2017 before joining Prospera in 2017. Outside of his advisory role, Godley serves on the board of Hospice of Acadiana and is involved with the Community Foundation of Acadiana, providing advisory services on investment performance. Prospera Financial Services is an enterprise-scale firm serving a diverse client base including individuals, corporations, charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors, offering investment advisory and financial planning services via multiple platforms and customizable portfolio solutions.

Patricia Barnett is a financial advisor at Elevation Point Wealth Partners, LLC with 16 years of industry experience. She holds a Series 66 designation and previously worked at UBS Financial Services Inc. for 14 years before joining her current firm in 2025. 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, focusing on model portfolios that employ tactical asset allocation across various investment vehicles and include alternative and private-market opportunities.

Michael Domingue is a CFP® professional with 21 years of experience, currently affiliated with Avantax Planning Partners, Inc. He has worked in various capacities across Avantax entities and Cetera Wealth Services since 2019 and has consulting experience with Darnall, Sikes & Frederick CPAs. Domingue serves on the advisory board for Maraist Financial Services and Business Research Lab at the University of Louisiana’s B.I. Moody III College of Business Administration, providing investment opinions on student projects. Avantax Planning Partners, Inc. offers portfolio management, financial planning, and managed retirement plan services to individuals, pension plans, charitable organizations, and businesses. The firm operates primarily through a network of CPA firms and registered advisors, managing approximately $7.57 billion in assets with a focus on style allocation models, tax-intelligent strategies, and discretionary account management.

Coy Watson is a financial advisor with Prospera Financial Services, Inc. in Lafayette, LA, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He previously worked at Edward Jones for 18 years before joining Prospera in 2019. Outside of advising, he is involved in non-investment ventures including subleasing office space, membership in Walala, LLC, and pursuing music activities. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors across 140 offices, offering a variety of investment advisory and financial planning services through multiple platforms and customizable portfolio options.