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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
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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
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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
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Patricia B

Series 66

Lafayette, LA

Elevation Point Wealth Partners, LLC

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.

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
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Coy W

Series 63, Series 66

Lafayette, LA

Prospera Financial Services, inc.

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.

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

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Ronald L

Series 66

Lafayette, LA

Newedge Advisors

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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Ronald P

Lafayette, LA

Newedge Advisors

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.

Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Brady A

Series 66

Lafayette, LA

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Johnny C

Series 66

Abbeville, LA

Eagle Strategies (NY Life)

Johnny Choate is a financial advisor with Eagle Strategies (NY Life) based in Abbeville, Louisiana, holding a Series 66 license and 16 years of industry experience. He has worked with Eagle Strategies since 2013 and New York Life Insurance Company since 2010. Outside of his advisory role, Choate serves as a Justice of the Peace in Vermilion Parish and owns a beef cattle and aquaculture farm. Eagle Strategies serves a broad client base including individual investors, institutional clients, and retirement plans, providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types and emphasizes tailoring recommendations to client objectives, managing the majority of its regulatory assets on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Randall H

Series 66

Lafayette, LA

Eagle Strategies (NY Life)

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.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Christine B

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Austin H

Series 66

Lafayette, LA

Commonwealth Financial Network

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.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Adam W

Series 66

Lafayette, LA

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Christopher M

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Benjamin B

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Jeremy M

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Jennifer Z

CFP®, PFS™, Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Jed I

CFP®, Series 66

New Iberia, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Hunter B

CFP®, Series 66

Broussard, LA

Empower Advisory Group

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.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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