Seasoned, college savings (529s, UTMA, etc.) financial advisors in Lafayette, LA

Crystal Bergeron is a financial advisor at Merrill with a Series 66 credential and five years of industry experience. She previously worked for The Law Office of Stephen C Gaubert for nine years before joining Merrill in 2020. Outside of her advisory role, Bergeron serves as treasurer for her son’s high school lacrosse team booster club. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Daisy Boyce is a financial advisor with Primerica Advisors in Lafayette, LA, holding Series 63 and Series 65 licenses and 14 years of industry experience. She has worked with Primerica Financial Services since 2004 and has been with Primerica Advisors since 2017. Outside of her advisory role, she owns Willful Wellness, LLC, a non-investment-related business. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional pension or profit-sharing plans.

Hussain Ali is a ChFC® credentialed financial advisor with 25 years of industry experience, currently affiliated with W&S Advisory Services, LLC. He has worked at Fort Washington since 2000. Outside of his advisory role, he serves as an executor of an estate and is a member of the Youngsville Chamber of Commerce. W&S Advisory Services, LLC specializes in non-discretionary investment management for UGMA accounts through the Fabric by Gerber Life digital platform, offering custodians a choice among model portfolios managed by Fort Washington Investment Advisors. The firm operates as a subsidiary of Western & Southern Financial Group and is noted for its fixed fee arrangements and digital-first approach to portfolio management.

Chase Kenner is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Final Ascent Wealth Advisors, LLC since 2021. His prior experience includes roles at Fidelity Investments, RainCatcher, LLC, CETERA Advisor Networks LLC, and Summit Financial Wealth Advisors. Kenner is also the sole owner of Kenner Capital, L.L.C., an equity owner of Final Ascent entities, and serves as Vice President of Business Development for Final Ascent, LLC, a business exit planning and M&A advisory firm. Final Ascent Wealth Advisors provides discretionary portfolio management and financial planning primarily to individual and high-net-worth clients. The firm’s investment approach integrates cyclical, fundamental, and quantitative analysis with an emphasis on long-term asset allocation, typically using mutual funds and ETFs, and operates under discretionary authority guided by client-specific Investment Policy Statements.

Lana Dauterive is a financial advisor with Parish Investment Advisors LLC in Lafayette, LA, holding a Series 66 designation and 10 years of industry experience. Her prior roles include positions at First Horizon Advisors, infinex Investments, Inc., and Iberia Bank. She has been with Parish Investment Advisors since 2021. Parish Investment Advisors LLC provides discretionary and non-discretionary portfolio management, financial planning, and consulting services to individuals, employee benefit plans, charitable organizations, and business entities. The firm manages approximately $75.7 million in discretionary assets for about 111 clients, using tailored investment approaches based on modern portfolio theory, fundamental analysis, and other strategies, while also offering retirement plan participant education and employer plan seminars.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.

Scott Mahoney is a financial advisor with Morgan Stanley in New York, NY, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Morgan Stanley since 2009, including roles at Morgan Stanley Private Bank, N.A. Outside of his advisory work, he is involved with Giants Foot Cubed LLC. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a wide range of advisory programs and financial planning services supported by structured planning tools and broad investment resources.

Elizabeth Brown is a Series 66 licensed financial advisor with J.P. Morgan Securities in New York, NY, where she has worked since 2012. She has 26 years of industry experience. J.P. Morgan Securities provides institutional consulting services to clients such as 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. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

David Cade is a financial advisor with LPL Financial based in Houston, TX. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Next Financial Group, Inc. for 20 years and Raymond James Financial Services, Inc. for six years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management solutions, integrating proprietary research and third-party strategies.

Sarah Currier Barrella is a CFP® professional with 26 years of experience in financial advisory services. She currently works at Santander Securities LLC and Santander Bank, NA, having previously held positions at TD Bank and Citizens Securities, Inc. Barrella is based in Boston, MA. Santander Securities LLC serves a broad retail client base with approximately $3.14 billion in regulatory assets under management across 10,800 client relationships. The firm offers investment advisory services, portfolio management through wrap-fee programs, and financial planning, operating both as a registered investment adviser and a FINRA-registered broker-dealer.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.