Lafayette, LA Kaliste Saloom Rd Office

Brandon Porter is a financial advisor at Cetera Planning Partners with six years of industry experience. He holds a Series 66 designation and has previously worked at Avantax Investment Services and related firms. In addition to his advisory role, he is an income partner at a CPA firm, Darnall, Sikes and Frederick, where he is involved in tax preparation, accounting, and business consulting. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios aligned with client objectives and offers ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers.

Christine Berwick is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and six years of industry experience. She has held positions with various Cetera and Avantax entities since 2019. Berwick is also a partner at Darnall, Sikes & Frederick CPAs, where she has worked since 2007 and serves as a referring financial advisor through Darnall Sikes Wealth Partners LLC. 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 and preparation, bookkeeping, payroll support, and estate planning through a third-party provider, with an investment process centered on diversified allocations aligned with client objectives and risk tolerance.

Christopher Miller is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and over 20 years of industry experience. He has worked with several firms including Avantax and 1st Global Advisors, and he is also a partner at the CPA firm Darnall, Sikes, Gardes & Frederick. Miller serves as a board member for the Ross Granger Memorial Fund, a nonprofit supporting individuals battling cancer. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with a range of services including investment management, comprehensive financial planning, Social Security optimization, and retirement advice. The firm’s investment process emphasizes diversified allocations using mutual funds and ETFs tailored to client objectives and risk tolerance, supported by tax planning, bookkeeping, payroll, and estate-planning services.

Benjamin Baudoin is a financial advisor at Cetera Planning Partners with four years of industry experience. He holds a Series 66 license and has worked with several related firms, including Avantax Planning Partners and Cetera Wealth Services. Outside of his advisory role, he serves on the board of the Beaver Club of Lafayette, a nonprofit organization focused on supporting youth activities in the community. Cetera Planning Partners serves individual and high-net-worth clients, particularly pre-retirees and retirees, offering investment management, financial planning, Social Security optimization, and retirement advice. The firm employs a diversified investment approach based on mutual funds and ETFs tailored to client objectives and risk tolerance, supported by a larger Cetera network with additional tax, bookkeeping, and estate-planning services.

Jeremy Meaux is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and seven years of industry experience. He has worked with multiple firms including Avantax Planning Partners and Cetera Wealth Services. Meaux is also a shareholder at Darnall, Sikes & Frederick, a CPA firm providing tax, audit, and consulting services, where he participates in management. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees with comprehensive financial planning, investment management, and retirement-related advice. The firm integrates a document-driven planning process with diversified investment allocations and offers additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Jennifer Ziegler is a CFP® and PFS™ credentialed financial advisor with 25 years of industry experience. She is currently with Cetera Planning Partners and has previously worked at multiple firms including Avantax Advisory Services and 1st Global Advisors. In addition to her advisory role, she is a member of Darnall Sikes Wealth Partners LLC and works part-time with Darnall, Sikes & Frederick on tax and retirement plan administration. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations using mutual funds and ETFs aligned with client objectives, supported by ancillary services such as tax planning and estate strategies through third-party providers.

Adam Curry is a CFP® professional with 20 years of experience in the financial services industry. He is currently with Cetera Planning Partners and has prior experience at Avantax and 1st Global Advisors. In addition to financial advising, Curry is a partner at Darnall, Sikes & Frederick, a public accounting firm where he manages a tax and accounting practice. 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 approach includes diversified portfolios built from mutual funds and ETFs aligned with client objectives, along with ancillary services such as tax planning and estate planning delivered through third-party providers.

John Strother is a CFP® professional with 34 years of industry experience, currently serving as a financial advisor at Cetera Planning Partners. His career includes long tenures at Avantax and 1st Global Advisors, and he holds board and leadership roles in local economic development and investment groups. Strother is chairman of the board of trustees for a nonprofit economic development organization in Louisiana. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm’s approach includes diversified allocations tailored to client objectives and risk tolerance, supported by ancillary services such as tax planning, bookkeeping, and estate-planning solutions.

Craig Babineaux is a CFP® and PFS™ professional with 26 years of industry experience. He is currently with Cetera Planning Partners and has held prior roles at Avantax Investment Services and 1st Global Advisors, among others. He is a member and financial advisor at Darnall Sikes Wealth Partners LLC and also serves as a CPA at Darnall, Sikes & Frederick, a certified public accounting firm. 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 integrates a diversified investment approach with ancillary services such as tax planning, bookkeeping, payroll support, and estate-planning solutions through third-party providers.

Jacob Roberie is a financial advisor with Cetera Planning Partners, holding a Series 66 designation and 13 years of industry experience. He has worked with several firms including Avantax and Darnall Sikes & Frederick, where he is a partner in a tax and accounting practice. Outside of his advisory work, he serves as a board member for Lafayette Central Park, a nonprofit responsible for operating a public park in Lafayette, Louisiana. 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 integrates services such as tax planning, bookkeeping, and estate planning, using a diversified, document-driven investment process and leveraging affiliated custodial and broker-dealer resources.

Joan Moody is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 20 years of industry experience. She has worked with multiple firms within the Cetera and Avantax networks and serves as a partner at Darnall, Sikes & Frederick, a certified public accounting firm. Moody is also a member and financial advisor at DSF Wealth Partners LLC and acts as an estate executor. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees. The firm offers comprehensive financial planning and investment management alongside ancillary services such as tax planning, bookkeeping, and estate planning through third-party providers, employing a diversified investment approach tailored to client objectives and risk tolerance.

Blake Adams is a financial advisor with Cetera Planning Partners in Lafayette, LA, holding a Series 66 designation and 11 years of industry experience. His previous roles include positions at Avantax and Securities America. Outside of advising, he co-founded an online custom dress shirt business and serves on the boards of the Boys & Girls Clubs of Acadiana and the Beaver Club of Lafayette. 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 clients’ objectives and risk tolerance, supported by a broader Cetera network providing additional custodial, lending, and estate-planning resources.

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.

Clayton Darnall is a financial advisor at Cetera Planning Partners with 20 years of industry experience. He holds a Series 66 designation and has worked with several firms, including Avantax and 1st Global Advisors. Outside of his advisory role, he serves as a volunteer board member for the Community Foundation of Acadiana and as treasurer on the board of the Children’s Museum of Acadiana. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by providing investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a diversified investment approach with additional services such as tax planning, bookkeeping, and estate planning through third-party providers.

Robert Darnall Jr. is a CFP® and PFS™ credentialed financial advisor with six years of industry experience, currently serving at Cetera Planning Partners. He has an extensive background that includes roles at Avantax-affiliated firms and ongoing work at Darnall, Sikes, and Frederick CPAs, where he provides tax and audit services. He also serves as Co-Treasurer for the foundation supporting Our Lady of Fatima school in Lafayette, LA. Cetera Planning Partners serves individual and high-net-worth clients, focusing on pre-retirees and retirees by offering investment management, comprehensive financial planning, and retirement-related advice. The firm integrates a document-driven planning process with diversified allocations, and distinguishes itself through access to a broader Cetera network, including tax planning, bookkeeping, and estate planning services.