Top retirement plans for business owners (SEP, solo 401k) financial advisors in Lafayette, LA

Crystal Bergeron is a financial advisor at Merrill with four years of industry experience. She holds the Series 66 designation and has prior experience working at The Law Office of Stephen C Gaubert for nine years. Outside of her advisory role, she serves as treasurer for the STM Lacrosse Parent Booster Club, managing funds raised to support her son's high school lacrosse team. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through model-based and discretionary investment strategies. The firm serves individuals, high-net-worth clients, pension and profit-sharing 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.

Craig Mcdaniel Jr. is a financial advisor with Capital Investment Advisory Services, LLC in Columbia, SC. He holds Series 63 and Series 65 licenses and has 13 years of industry experience. He has been with Capital Investment Group, Inc. and The McDaniel Corporation since 2012. Outside of his advisory role, he is involved in life insurance sales and serves as an independent agent for annuities and related products. Capital Investment Advisory Services, LLC provides investment advisory and supervisory services to individuals, retirement plans, corporations, trusts, estates, and charitable organizations. The firm offers customized investment management through discretionary mandates, third-party managers, and private-label model portfolios, using a blend of analytical methods with ongoing portfolio monitoring.

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.

Elanna Gould is a CFP® professional with six years of experience, currently advising at Cambridge Investment Research Advisors in Cleveland, OH. Her background includes roles at PepsiCo and The Cleveland Clinic Lerner Research Center, as well as academic experience at The Ohio State University. She is also an independent insurance agent for various companies. Cambridge Investment Research Advisors serves a broad client base, including individuals, retirement plans, and charitable organizations, offering financial planning, investment management, and retirement advisory services through a network of independent professionals. The firm provides a range of portfolio management options, proprietary and third-party strategies, and various custody platforms tailored to client objectives.

Thomas Trefzger is a Series 66-credentialed financial advisor with eight years of industry experience. He has worked at Hantz Financial Services, Inc. since 2018 and previously held roles at Sprint and Cleveland State University. Hantz Financial Services, Inc. serves a diverse client base including individuals, high-net-worth households, pension and profit-sharing plans, and business owners. The firm offers financial planning and wealth management primarily through ETF-based model portfolios across five risk levels, supplemented by third-party managers and Direct Indexing, and combines advisory, broker-dealer, mortgage, and insurance activities under one platform.

Taylor Reed is a financial advisor at Oppenheimer with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at NYLIFE Securities LLC, New York Life Insurance Co, and Atlas Capital Advisors LLC. Oppenheimer is a registered investment adviser and broker-dealer serving individuals, corporations, pension and profit-sharing plans, charitable organizations, and pooled investment vehicles. The firm offers a range of programs including asset management, consulting, and retirement services, managing both discretionary and non-discretionary accounts across diverse portfolio strategies.