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Adam C

CFP®, Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Aaron T

Series 66

Lafayette, LA

Eagle Strategies (NY Life)

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.

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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John S

CFP®, Series 63, Series 66

Lafayette, LA

Cetera Planning Partners

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.

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

Series 66

Lafayette, LA

Empower Advisory Group

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.

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

Series 63

Lafayette, LA

Commonwealth Financial Network

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.

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

CFP®, PFS™, Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Michelle K

Series 66

New Iberia, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Dennis G

Series 66, Series 63

Lafayette, LA

Empower Advisory Group

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.

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

Series 63, Series 65

Lafayette, LA

Eagle Strategies (NY Life)

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.

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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Jacob R

Series 66

Lafayette, LA

Cetera Planning Partners

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.

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

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Blake A

Series 66

Lafayette, LA

Cetera Planning Partners

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.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Janelle R

Series 63, Series 66

New Iberia, LA

Eagle Strategies (NY Life)

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.

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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Kristi K

Series 66

Lafayette, LA

Centaurus Financial, Inc.

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.

Wealth management Private / alternative investments Annuities Retirement plans for business owners (SEP, solo 401k) General tax planning Founder/Business Owner
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Sean M

CFP®, Series 66

Lafayette, LA

Cetera Planning Partners

Sean Mahoney is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding CFP® and Series 66 designations and bringing 15 years of industry experience. He has worked at various firms including Avantax and 1st Global Advisors, and maintains an ongoing role with Darnall Sikes Wealth Partners LLC. Outside of advising, Sean serves as treasurer for the Beaver Club of Lafayette, where he oversees financial planning and budgeting. 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 like tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, leveraging a diversified investment approach aligned with clients’ objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Clayton D

Series 66

Lafayette, LA

Cetera Planning Partners

Clayton Darnall is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and over 20 years of industry experience. He has worked with firms including Avantax Investment Services and 1st Global Advisors and maintains an accounting role at Darnall, Sikes & Frederick. He serves as a board member for the Community Foundation of Acadiana and the Children’s Museum of Acadiana, where he is also treasurer. 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 client objectives and risk tolerance, combined with ancillary services such as 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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Robert D

CFP®, PFS™, Series 66

Lafayette, LA

Cetera Planning Partners

Robert Darnall Jr. is a financial advisor at Cetera Planning Partners with six years of industry experience. He holds the CFP®, PFS™, and Series 66 credentials and has prior experience with Avantax and Cetera firms. Outside of his advisory work, he serves as co-treasurer for a foundation supporting Our Lady of Fatima school. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with investment management and comprehensive financial planning services. The firm integrates tax planning, bookkeeping, payroll support, and estate-planning offerings and utilizes diversified allocations of mutual funds and ETFs tailored to clients’ objectives and risk tolerance.

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

Series 66, Series 63

Lafayette, LA

Empower Advisory Group

Brandon Blanchard is a financial advisor with Empower Advisory Group in Lafayette, LA, holding Series 63 and Series 66 licenses and one year of industry experience. His prior work includes roles at Empower Financial Services and several companies outside finance, as well as service in the United States Navy Reserves. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, delivering services through a model integrated with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and client savings rates in its planning while serving a large participant base relative to advisor headcount.

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

Series 66

Lafayette, LA

Cetera Planning Partners

Eugene Darnall III is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds a Series 66 designation and has a background that includes roles at Avantax Investment Services and 1st Global Advisors, Inc. He is also a member and financial advisor at Darnall Sikes Wealth Partners LLC and serves as a general partner and manager for Cutrone/Carline Properties, a limited partnership. 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 its Legacy Wealth Strategies program.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Timothy A

Series 63

Youngsville, LA

Kestra Advisory

Timothy Armentor is a financial advisor with Kestra Advisory, holding a Series 63 designation and 32 years of industry experience. He has worked with Kestra Advisory since 2016 and has been affiliated with Kestra Investment Services, LLC since 2003. Outside of his advisory role, he owns Armentor & Associates, LLC, where he consults with small business owners on retirement planning, investments, and life insurance. Kestra Advisory Services offers investment advisory and retirement-plan consulting to plan sponsors and a diverse client base, including institutional and individual investors. The firm provides a range of services such as fiduciary consulting, plan design, investment advice, and access to multiple management platforms, serving clients that include sovereign wealth funds and large institutional investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Annuities Wealth management Founder/Business Owner Executive
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