Lauren Hebert is a financial advisor with Cetera Planning Partners, holding the PFS™ designation and Series 66 license, with 20 years of industry experience. She has a background that includes long-term roles with Avantax Advisory Services and Darnall, Sikes & Frederick CPAs, where she is a shareholder. Outside of advising, Hebert serves on the Accounting Advisory Board at Nicholls State University and operates a small eBay business selling doll accessories, as well as managing a boutique focused on craft products. 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 process emphasizes diversified portfolios aligned with client objectives and risk tolerance, supported by ancillary services including tax planning, bookkeeping, and estate planning through third-party providers.

John Armato is a financial advisor with Cetera Planning Partners, holding PFS™ and Series 66 designations and bringing 20 years of industry experience. His career includes roles at Avantax Investment Services and 1st Global Advisors, as well as a long-standing position at the CPA firm Darnall, Sikes & Frederick, where he is a shareholder. Outside of his advisory work, he is involved as a member of a hunting club LLC and serves as a trustee for multiple trusts. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm integrates tax planning, bookkeeping, payroll services, and estate planning under its Legacy Wealth Strategies, utilizing a diversified investment approach aligned with clients’ objectives and risk tolerance.

Claire Reiners is a financial advisor at Cetera Planning Partners with the PFS™ designation and two years of industry experience. She has held roles at Avantax Planning Partners, Cetera, and Darnall Sikes Wealth Partners, where she currently provides investment advisory services including retirement, estate, and tax planning. Outside of her advisory work, Claire serves as treasurer for the Louisiana Shrimp and Petroleum Festival and Fair Association and is a board member of the Morgan City Rotary Club. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, Social Security optimization, and retirement-related advice. The firm emphasizes diversified portfolios using mutual funds and ETFs aligned with client objectives, and supplements its services with tax planning, bookkeeping, payroll support, and an estate-planning offering called Legacy Wealth Strategies.

Robert Marcell is a CFP® with 36 years of industry experience and is currently associated with Cetera Planning Partners. His career includes roles at Avantax and 1st Global Advisors, among others. He serves as a financial advisor at Darnall, Sikes Wealth Partners, LLC. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, providing investment management, financial planning, Social Security optimization, and retirement advice. The firm offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Timothy Hebert is a financial advisor with Eagle Strategies (NY Life) based in Morgan City, LA, holding Series 63 and Series 65 licenses and having 30 years of industry experience. He has worked with New York Life Insurance Company and Nylife Securities Inc. since 1996. Hebert serves as Sergeant at Arms on the local Rotary Board. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients through a large network of affiliated advisers. The firm offers a range of advisory programs tailored to client objectives and plan sponsor criteria, with the majority of its assets under management held on a non-discretionary basis.

Ashlie Wiggins is a financial advisor at Money Concepts Capital Corp with a Series 66 designation and one year of industry experience. Her background includes roles at Money Concepts since 2022, as well as business ownerships in realty and tax and accounting services dating back to 2005. Money Concepts Advisory Service provides investment advisory, financial planning, and consulting services to a diverse client base, including individual investors, pension plans, trusts, estates, and corporations. The firm employs model-driven and asset-allocation strategies across discretionary and non-discretionary programs, managing approximately $4.07 billion in client assets through a broad network of advisors.

Ed Sikes is a financial advisor at Cetera Planning Partners with 26 years of industry experience. He holds the PFS™ designation and Series 66 license. Mr. Sikes has a background that includes long-term roles at Avantax Advisory Services and 1st Global Advisors, as well as serving as president of a CPA firm, Darnall, Sikes & Frederick, since 1989. 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 provides ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, integrating a diversified investment approach aligned with client objectives and a broad network of affiliated resources.

Craig Walker is a financial advisor with Ameritas Advisory Services, LLC, holding 26 years of industry experience. He has held positions with Ameritas Life Insurance Corp, Ameritas Investment Corp, INSGroup, and C&W Financial Services, Inc., serving as president of the latter. His background includes financial planning, investments, retirement planning, and employee benefits. Ameritas Advisory Services, LLC provides investment advisory and planning services to a varied client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a diverse range of investment strategies and program platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, alongside an affiliation with a mutual holding company that includes brokerage and insurance entities.

Jakob Dworaczyk is a Series 66-licensed financial advisor with 15 years of industry experience. He has been with Edward Jones since 2017 and previously worked at iBeria Financial Services from 2010 to 2017. Jakob is based in Morgan City, Louisiana. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory and investment strategies supported by a large national network of financial advisors and branch offices.

Cory Adams is a financial advisor with Edward Jones in Morgan City, LA, holding a Series 66 designation and seven years of industry experience. He worked at Hassell Wealth Management from 2014 to 2018 before joining Edward Jones in 2018. Outside of his advisory role, he manages Adams Management LLC, a rental property management business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory services. The firm operates a large national network of advisors and offers discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Dane Robison is a financial advisor at Raymond James Financial Services Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and previously worked at Commonwealth Financial Network and Edward Jones. Robison serves as a finance and investment committee member on the advisory board of Central Catholic in Morgan City, LA. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutions. The firm uses fact-finding, risk profiling, and modeling tools to tailor non-discretionary planning and investment consulting to client goals and supports municipal and public finance work through a unique municipal advisor affiliation.

Michael Bordelon is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016, following two years at Gulf Island Fabricators Inc / Dolphin Steel Sales, LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large network of financial advisors and branch offices nationwide.

Kimberly Lowry is a Series 66 licensed financial advisor with Edward Jones, based in Morgan City, LA, and has 10 years of industry experience. She has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Denise Osadchuk is a CFP® professional with 12 years of industry experience, currently serving at OSAIC since 2024. Her prior experience includes roles at Woodbury Financial Services and Capital One Advisors. She is the owner of Southern Wealth Strategies, LLC, an investment-related business. OSAIC serves a broad mix of retail and institutional clients through a large network of financial advisers and offers integrated brokerage and advisory services, including financial planning, retirement consulting, and access to third-party money managers. The firm employs various asset-allocation tools and supports both discretionary and non-discretionary account management across multiple investment vehicles.