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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

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.

Drew Detraz is a financial advisor with Wells Fargo Advisors in Lafayette, LA, holding a Series 66 credential and 12 years of industry experience. He has been with Wells Fargo Advisors and its affiliated entities since 2013. Outside of his advisory work, he has a 45% ownership interest in Bordelon Detraz Group, LLC, an investment-related business. Wells Fargo Advisors Financial Network serves individuals, trusts, and institutional clients, offering a broad range of investment and fee-based financial planning services tailored to clients who meet net-worth thresholds. The firm integrates advisory services with other financial products and referral channels, providing comprehensive planning from cash flow to specialized areas such as business-owner transition and special-needs analysis.

Elmo Zornes III is a financial advisor at Morgan Stanley with 18 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2021, following six years at UBS Financial Services. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques as part of its process.

Erin Dolan is a financial advisor with Wells Fargo Advisors, holding Series 65 and Series 63 licenses and bringing 16 years of industry experience. She has worked with Wells Fargo Advisors and related entities since 2013 and previously with LPL Financial. Outside of her financial advisory role, she serves as president of the Flamingo Row Homeowners Association in Lafayette, Louisiana. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that provides investment and financial planning services to individuals, trusts, and institutional clients. The firm offers a broad range of planning services using proprietary research and tools, delivering tailored recommendations through meetings and written summaries, with implementation options through brokerage or advisory programs.

Adam Chauvin is a financial advisor with Edward Jones in New Iberia, Louisiana, holding a Series 66 designation and six years of industry experience. He has worked at Edward Jones since 2019 and previously spent six years at The Sherwin Williams Company. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices. The firm offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Indy Colas is a Series 66-licensed financial advisor at UBS Financial Services with 11 years of industry experience. Prior to joining UBS in 2017, Indy worked at JP Morgan Securities LLC and JP Morgan Chase Bank from 2013 to 2017. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services through proprietary research, model-based asset allocations, and a broad platform that includes custody, underwriting, and capital markets solutions.

Chad Romero is a financial advisor with Cambridge Investment Research Advisors, holding the CFP® and ChFC® designations and over 15 years of industry experience. He previously worked at Northwestern Mutual in various wealth management and investment roles from 2010 to 2025. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent Financial Professionals. The firm provides a range of portfolio management options and proprietary and third-party model strategies tailored to client objectives.

Robert Foard is a financial advisor with Morgan Stanley in Lafayette, Louisiana, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and Morgan Stanley Smith Barney LLC since 2009. He serves on the investment committee for the Franciscan Missionaries of Our Lady Health System and is a board member and finance committee participant for Our Lady of Lourdes Regional Medical Center. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering advisory programs to individuals and institutions, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and proprietary market models as part of its advisory services.

Brad Kolder is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. He has worked at several firms including Avantax and 1st Global Advisors, and is also a partner at Kolder, Slaven & Company, an accounting firm providing audit, tax, and business services. Cetera Investment Advisers LLC supports over 10,000 advisors nationwide and offers comprehensive portfolio management and retirement services to individuals, employer-sponsored plans, and institutional clients through a multi-manager platform and a variety of program options.