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.

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 CFP® professional with 20 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. In addition to financial advising, Curry is a partner at Darnall, Sikes & Frederick, a public accounting firm where he manages a tax and accounting practice. 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 approach includes diversified portfolios built from mutual funds and ETFs aligned with client objectives, along with ancillary services such as tax planning and estate planning delivered through third-party providers.

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 industry experience, currently serving as a financial advisor at Cetera Planning Partners. His career includes long tenures at Avantax and 1st Global Advisors, and he holds board and leadership roles in local economic development and investment groups. Strother is chairman of the board of trustees for a nonprofit economic development organization in Louisiana. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

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™ professional with 26 years of industry experience. He is currently with Cetera Planning Partners and has held prior roles at Avantax Investment Services and 1st Global Advisors, among others. He is a member and financial advisor at Darnall Sikes Wealth Partners LLC and also serves as a CPA at Darnall, Sikes & Frederick, a certified public accounting firm. 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 a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning solutions 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 with Cetera Planning Partners, holding a Series 66 designation and 13 years of industry experience. He has worked with several firms including Avantax and Darnall Sikes & Frederick, where he is a partner in a tax and accounting practice. Outside of his advisory work, he serves as a board member for Lafayette Central Park, a nonprofit responsible for operating a public park in Lafayette, Louisiana. 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 services such as tax planning, bookkeeping, and estate planning, using a diversified, document-driven investment process and leveraging affiliated custodial and broker-dealer resources.

Joan Moody is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has worked with multiple firms within the Cetera and Avantax networks and serves as a partner at Darnall, Sikes & Frederick, a certified public accounting firm. Moody is also a member and financial advisor at DSF Wealth Partners LLC and acts as an estate executor. 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 through third-party providers, employing 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.

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.

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.

Clayton Darnall is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Avantax and 1st Global Advisors. Outside of his advisory role, he serves as a volunteer board member for the Community Foundation of Acadiana and as treasurer on the board of the Children’s Museum of Acadiana. 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 approach with additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Robert Darnall Jr. is a CFP® and PFS™ credentialed financial advisor with six years of industry experience, currently serving at Cetera Planning Partners. He has an extensive background that includes roles at Avantax-affiliated firms and ongoing work at Darnall, Sikes, and Frederick CPAs, where he provides tax and audit services. He also serves as Co-Treasurer for the foundation supporting Our Lady of Fatima school in Lafayette, LA. 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 integrates a document-driven planning process with diversified allocations, and distinguishes itself through access to a broader Cetera network, including tax planning, bookkeeping, and estate planning services.

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.

Eugene Darnall III is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and over 20 years of industry experience. His career includes roles at Avantax Investment Services, 1st Global Advisors, and a longstanding position as a CPA and shareholder at Darnall, Sikes & Frederick. He is also a general partner and manager of Cutrone/Carline Properties, a limited partnership involved in land investments. 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 specialized retirement advice. The firm integrates investment portfolios primarily through diversified mutual funds and ETFs and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.