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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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Stephanie H

Series 66

Lafayette, LA

Cetera Planning Partners

Stephanie Higginbotham is a financial advisor at Cetera Planning Partners with 20 years of industry experience. She holds the Series 66 designation and has worked with firms including Avantax and 1st Global Advisors. In addition to her advisory role, she is a partner at Darnall, Sikes, & Frederick, where she assists in managing a tax and consulting practice. Cetera Planning Partners serves individual and high-net-worth clients, focusing on 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 with a diversified investment approach aligned 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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Mark D

ChFC®, Series 63

New Iberia, LA

Eagle Strategies (NY Life)

Mark Duck is a financial advisor with Eagle Strategies (NY Life) based in New Iberia, LA. He holds the ChFC® designation and Series 63 license and has 40 years of industry experience. Prior to joining Eagle Strategies in 2008, he has been associated with Nylife Securities Inc. and New York Life Insurance Co. since 1985. Eagle Strategies serves a diverse client base including individual investors, retirement plans, and institutional clients, offering financial planning, investment management, and retirement advisory services with a focus on tailored recommendations and predominantly non-discretionary asset management.

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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Kyle S

Series 66

Lafayette, LA

Cetera Planning Partners

Kyle Saltzman is a financial advisor with Cetera Planning Partners in Lafayette, LA. He holds a Series 66 designation and has three years of industry experience. Prior to joining Cetera Planning Partners, he worked at Avantax Planning Partners and affiliated firms. Outside of his advisory role, Saltzman is a shareholder and auditor at Darnall, Sikes & Frederick CPA's, where he has been employed since 2002 and performs tax planning and audit services. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, and additional services such as tax preparation and estate planning through third-party providers, 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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Jeffrey G

Series 63, Series 66

Lafayette, LA

Commonwealth Financial Network

Jeffrey Godchaux is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. He previously worked at Edward Jones for 20 years before founding Godchaux Wealth Management LLC in 2020. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs and back-office support including investment management, compliance, and technology services. The firm offers customizable investment solutions and discretionary model portfolios managed by its Investment Management and Research team.

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

Lafayette, LA

Guardian Life

Bryan Touchet is a financial advisor at Primerica Advisors with 26 years of industry experience. He has been with Primerica Advisors since 1999. Outside of his advisory role, he is involved in the sale of identity theft restoration services and holds a 50% ownership interest in Financial Concepts of Louisiana LLC. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services, utilizing a mix of proprietary and third-party investment strategies across various account types.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Michael D

CFP®, Series 66

Lafayette, LA

Cetera Planning Partners

Michael Domingue is a CFP® professional with 21 years of industry experience, currently affiliated with Cetera Planning Partners. He has held roles at multiple Cetera entities and Avantax, as well as experience with Darnall, Sikes & Frederick CPAs as a consultant. Domingue serves on the advisory board of the Maraist Financial Services and Business Research Lab at the University of Louisiana B.I. Moody III College of Business Administration, where he provides perspective on student investment submissions. Cetera Planning Partners serves individual and high-net-worth clients, emphasizing pre-retirees and retirees. The firm offers investment management, comprehensive financial planning, Social Security optimization, and retirement advice, along with ancillary services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider. Their investment approach focuses on diversified allocations using mutual funds and ETFs 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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Maxwell G

Series 66

Lafayette, LA

Empower Advisory Group

Maxwell Gill is a financial advisor at Empower Advisory Group with a Series 66 credential and one year of industry experience. He previously worked at J.P. Morgan Securities and JPMorgan Chase Bank, N.A. from 2023 to 2025, and has experience in insurance from his time at Michael Smith State Farm. 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 retail brokerage account holders. The firm’s integrated model links services with Empower’s recordkeeping and administrative platforms and emphasizes long-term portfolio returns and annual rebalancing.

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

Series 63, Series 65

Lafayette, LA

Cetera Planning Partners

Jennifer Mouton is a financial advisor with Cetera Planning Partners, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. Her career includes roles at multiple firms, notably 18 years with Darnell, Sikes, Gardes & Frederick and over a decade with Avantax Investment Services. She also provides administrative and support services through an affiliated entity connected to wealth management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through a third-party provider, utilizing a diversified investment approach based on client objectives and risk tolerance.

Retirement income strategy Social Security optimization General retirement planning General tax planning Approaching retirement Retired
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Kyle C

CFP®, Series 66

Lafayette, LA

Ameriprise

Kyle Champagne is a financial advisor with Ameriprise in Lafayette, LA, holding CFP® and Series 66 designations and six years of industry experience. He previously worked at the Louisiana Department of Health and has entrepreneurial experience with Louisiana Valve Source and Stonewall Consulting LLC. He is also the head coach of the Louisiana Kings youth baseball team. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides detailed retirement planning and annual income advice focused on dependable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Guy B

Series 63

Lafayette, LA

Raymond James Financial

Guy Broussard III is a financial advisor with Raymond James Financial Services Advisors, Inc. in Lafayette, LA, holding a Series 63 designation and over 40 years of industry experience. He has been affiliated with Raymond James and related entities since 2012 and also serves as a general partner in Bancker Plantation, where he manages farming and ranching contracts and income distribution. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals, with additional focus on municipal and public finance advisory services.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Wendy B

Series 66

New Iberia, LA

Edward Jones

Wendy Bourque is a Series 66-licensed financial advisor with nine years of industry experience. She is currently affiliated with Edward Jones in New Iberia, Louisiana, where she has worked since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets, offering a range of discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Peyton P

Series 66

Lafayette, LA

J.P. Morgan Securities

Peyton Pourciau is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and four years of industry experience. His career includes roles at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, LPL Financial, Gulfcoast Bank/LPL Financial, and Transamerica. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager and fund searches, and customized performance reporting through a select group of Wealth Advisors. As a subsidiary of J.P. Morgan, the firm delivers advisory services alongside affiliated brokerage, distribution, and investment management capabilities.

Wealth management Executive Founder/Business Owner
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Jamie D

Series 66

Lafayette, LA

Morgan Stanley

Jamie Duval is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, with prior experience at Morgan Stanley Smith Barney and Citigroup Global Markets. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs including tailored financial planning. The firm employs structured planning tools and investment models and manages approximately $2.74 trillion in client assets.

General estate planning guidance
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Andree W

Series 66

Lafayette, LA

Raymond James & Associates

Andree Willis is a financial advisor at Raymond James & Associates with five years of industry experience. She holds the Series 66 designation and has worked previously at Morgan Stanley Private Bank, N.A., Morgan Stanley Smith Barney LLC, The Gleason Group, and Go CO Realty. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including high-net-worth individuals, institutions, and municipal entities, offering financial planning and consulting with a non-discretionary approach supported by a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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