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.

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 Series 66 licensed financial advisor with six years of industry experience. He is currently with Cetera Planning Partners and has worked previously at Avantax Planning Partners and Avantax Advisory Services. In addition to his advisory role, he serves as an income partner at Darnall, Sikes and Frederick, CPAs, where he provides tax return preparation, accounting services, and business consulting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm’s investment approach centers on diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate planning delivered through third-party providers.

Ronald Lege is a financial advisor at NewEdge Advisors with 23 years of industry experience and holds a Series 66 designation. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advisory work, he is involved in tax preparation and operates a CPA entity in Lafayette, LA. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, and charitable organizations through a network of independent representatives. The firm offers a range of portfolio management and consulting services and combines in-house and third-party investment strategies supported by technology and centralized due diligence.

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 also serves as a CPA partner at Darnall, Sikes & Frederick CPAs, a firm with a tax practice. Additionally, she is a referring financial advisor for Darnall Sikes Wealth Partners LLC, providing investment advisory services. 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 integrates tax planning, bookkeeping, payroll support, and estate-planning services through its Legacy Wealth Strategies program, delivering diversified investment 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 at Cetera Planning Partners with 20 years of industry experience. He holds a Series 66 designation and has previously worked at firms including Avantax Investment Services and 1st Global Advisors. Outside of advising, he serves as a board member for the Ross Granger Memorial Fund, which provides scholarships and support to those battling cancer. Cetera Planning Partners serves individual and high-net-worth clients, focusing particularly on pre-retirees and retirees. The firm offers investment management and comprehensive financial planning, integrating tax, bookkeeping, and estate-planning services alongside its diversified, goal-oriented investment approach.

Benjamin Baudoin is a financial advisor with Cetera Planning Partners, holding a Series 66 credential and four years of industry experience. Prior to joining Cetera Planning Partners, he held roles at Avantax Planning Partners, Avantax Advisory Services, and Oak Crest Capital Partners. He is a board member of the Beaver Club of Lafayette, a nonprofit organization supporting youth in the Lafayette 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-related advice. The firm emphasizes diversified portfolios aligned with client objectives and integrates tax, bookkeeping, payroll, and estate-planning services through third-party providers.

Jeremy Meaux is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and seven years of industry experience. He has worked with Avantax Planning Partners, Cetera Wealth Services, and Avantax Advisory Services. In addition to his advisory role, Meaux is a shareholder at Darnall, Sikes & Frederick, a CPA firm providing tax, audit, and consulting services. 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 investment approach emphasizes diversified allocations matched to client objectives and risk tolerance, supported by an integrated suite of ancillary services including tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Jennifer Ziegler is a CFP® and PFS™ designated financial advisor with 25 years of industry experience. She is currently affiliated with Cetera Planning Partners and has prior experience at Avantax Advisory Services and 1st Global Advisors. Ziegler is also a member and financial advisor at Darnall Sikes Wealth Partners LLC and has a part-time role assisting with tax and retirement plan administration at Darnall, Sikes & Frederick. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate planning services with diversified investment portfolios tailored to client objectives and risk tolerance.

Jed Inzerella is a CFP® professional with 26 years of industry experience, currently with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He is a member and manager of Darnall Sikes Wealth Partners, an entity used to market wealth management services. 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, bookkeeping, payroll support, and estate planning through a third-party provider.

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.

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.

Terrance Keenan Jr. is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 11 years of industry experience. His prior work includes roles at Avantax and 1st Global Advisors. Keenan also markets wealth management services through his separate entity, Darnall Sikes Wealth Partners LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm’s investment approach emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives, complemented by ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

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.