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.

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.

Adam Curry is a financial advisor with Cetera Planning Partners who holds the CFP® designation and a Series 66 license, bringing 20 years of industry experience. He is also a partner at Darnall, Sikes & Frederick, a certified public accounting firm where he manages a tax and accounting practice. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm provides comprehensive financial planning, investment management, Social Security optimization, and retirement advice, with additional services including tax planning, bookkeeping, payroll support, and estate planning through a third-party provider.

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.

John Strother is a CFP® professional with 34 years of experience in financial advising. He is currently with Cetera Planning Partners and has held prior roles at Avantax and 1st Global Advisors, among others. Strother serves as chairman of the board of trustees for the Louisiana Capital Certified Development Company, a nonprofit economic development group. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services that include investment management, comprehensive financial planning, and Social Security optimization. The firm’s investment approach emphasizes diversified allocations aligned with client objectives and risk tolerance, supported by a formal planning process and access to a broad network of affiliated resources.

Allen Berard is a financial advisor with Empower Advisory Group, holding a Series 66 designation and 11 years of industry experience. His work history includes roles at GWFS Equities, Farm Bureau, Hancock/Whitney Bank, Hancock/Whitney Investment Services, Inc., and Edward Jones. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.

Michael Hebert is a financial advisor with Commonwealth Financial Network based in Lafayette, LA. He holds a Series 63 designation and has 22 years of industry experience. Prior to joining Commonwealth and founding 4th Quarter Wealth Management in 2021, he worked at Gulf Coast Bank and LPL Financial for ten years each. Commonwealth Financial Network is a registered investment adviser supporting a national network of approximately 2,950 advisors. The firm provides a range of advisory programs and operational support, allowing advisors to construct client portfolios from diverse securities and insurance products while offering managed model portfolios and distinct program structures.

Christopher Broussard is a financial advisor with Eagle Strategies (NY Life) based in Lafayette, LA. He holds the ChFC® designation and Series 63 license and has 27 years of industry experience. Mr. Broussard has worked with NYLife Securities LLC and New York Life Insurance Company since 1999. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated representatives. The firm offers multiple program types tailored to client objectives and Plan Sponsor criteria, with a focus on non-discretionary asset management and advisory services linked to insurance and annuity products.

Craig Babineaux is a CFP® and PFS™ credentialed financial advisor with 26 years of industry experience. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors, among others. He is also a member and financial advisor at 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, and retirement-related advice. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning services into its offerings, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Michelle Keenan is a financial advisor with Cetera Planning Partners who holds a Series 66 designation and has 11 years of industry experience. She has previously worked with Avantax Advisory Services and 1st Global Advisors, among other firms. Keenan also serves as the Chief Operating Officer of 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, and retirement-related advice. The firm integrates a diversified investment process with a range of ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

Dennis Guidry is a financial advisor with Empower Advisory Group in Lafayette, LA, holding Series 66 and Series 63 credentials and two years of industry experience. His prior experience includes roles at Northwestern Mutual and Empower Financial Services. Outside of finance, he has worked in local media and family entertainment businesses. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, using an integrated model tied to Empower’s recordkeeping and administrative platforms. The firm focuses on long-term portfolio returns and offers both point-in-time financial plans and optional managed account solutions.

Harry Meaux is a financial advisor with Eagle Strategies (NY Life) in Lafayette, LA, holding Series 63 and Series 65 licenses and five years of industry experience. He has worked with Eagle Strategies since 2024 and has been affiliated with NYLIFE Securities LLC and New York Life Insurance Company since 2020. Prior to his current roles, he spent five years at Acadiana Valve. Eagle Strategies serves individual and institutional clients with financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis.

Jacob Roberie is a financial advisor at Cetera Planning Partners with 13 years of industry experience. He holds a Series 66 credential and has previously worked with Avantax and 1st Global Advisors. In addition to his advisory role, he is a partner at a CPA practice providing tax and accounting services and serves as a board member for Lafayette Central Park, a nonprofit organization managing a public park in Lafayette, LA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management alongside ancillary services such as tax planning, bookkeeping, and estate planning, using a document-driven process with diversified allocations tailored to client objectives and risk tolerance.

Joan Moody is a Series 66 licensed financial advisor with 20 years of industry experience. She is currently with Cetera Planning Partners and has previously worked with Avantax and 1st Global Advisors. Moody is also a partner at the CPA firm Darnall, Sikes & Frederick and serves as a member and financial advisor at Darnall Sikes Wealth Partners LLC. She acts as an estate executor and holds a general power of attorney for family financial matters. 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 integrates ancillary services such as tax planning, bookkeeping, and estate planning through a third-party offering, using a diversified investment approach tailored to client objectives and risk tolerance.

Blake Adams is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Avantax and Securities America. Outside of advising, he co-founded an online custom dress shirt business and serves on the boards of the Boys & Girls Clubs of Acadiana and the Beaver Club of Lafayette. 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 investment approach emphasizes diversified allocations tailored to clients’ objectives and risk tolerance, supported by a broader Cetera network providing additional custodial, lending, and estate-planning resources.

Janelle Rodrigue is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA, holding Series 63 and Series 66 licenses and bringing 34 years of industry experience. She has been associated with NYLife Securities Inc. since 1994. Rodrigue serves as a member of Our Lady of Perpetual Help Catholic Church, a nonprofit organization. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm emphasizes tailored recommendations and manages predominantly non-discretionary assets while working within the New York Life affiliate structure.

Kristi Kelly is a financial advisor at Centaurus Financial, Inc. with seven years of industry experience. She holds a Series 66 designation and has worked at Centaurus since 2018. Kelly is also involved with Broussard-Kelly Financial Group, where she serves as an insurance agent and operations manager, focusing on insurance sales and client consultations. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services using a mix of fundamental and technical analysis under both discretionary and non-discretionary arrangements.