Jennifer Mouton is a financial advisor with Avantax Planning Partners, Inc. in Lafayette, LA, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. She has worked with several firms, including Avantax Insurance Services, Inc. and 1st Global Capital Corp., and is associated with Darnell, Sikes, Gardes & Frederick, where she has served for 18 years. Avantax Planning Partners, Inc. provides portfolio management, financial planning, and managed retirement plan services primarily through a network of CPA firms and registered Advisor Representatives, managing approximately $7.57 billion in assets as of the end of 2025. The firm emphasizes tax-intelligent strategies, discretionary account management, and integrates services via affiliated broker-dealer and investment advisory firms.

Ronald Lege is a financial advisor with NewEdge Advisors in Lafayette, LA, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Ahrens Investment Partners, LLC since 2015. Outside of advising, he is involved in tax preparation and operates a legal entity for tax and accounting purposes under the name Ronald P. Lege CPA. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations, offering discretionary and non-discretionary portfolio management through a wrap fee program. The firm employs asset allocation across mutual funds, ETFs, and individual securities, combining fundamental and technical analysis with periodic portfolio reviews.

Ronald Prejean is a financial advisor with NewEdge Advisors in Lafayette, LA, holding six years of industry experience. He has prior experience running Prejean Direct Inc. and Prejean Company Acc Pa, spanning nearly three decades. Outside of advising, he is a partner in several ventures including oil and gas investments, real estate, and a medical clinic. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

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.

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.

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.

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.

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.

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.

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.

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.

Janelle Rodrigue is a financial advisor with Eagle Strategies (NY Life) holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. She has been with Nylife Securities Inc. since 1994. Rodrigue is also a member of Our Lady of Perpetual Help Catholic Church in New Iberia, LA. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated investment adviser representatives. The firm delivers tailored advice and solutions across multiple program types and primarily manages assets on a non-discretionary basis.

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.