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Investment Committee

The Horizon Advisor Network formally established a network-wide investment committee in 2018 to bring together advisors from around the country monthly to discuss the investment markets, changes to client portfolio allocations and discuss the various strategists that each team follows.  

What makes these calls unique is that advisors can hear directly from other client-facing advisors as to what they are recommending to clients, versus the load of industry options from analysts, economists and strategists who never actually sit with clients.  In 2020, the committee was renamed Investylitics and led by veteran advisor Jesse Hurst of Impel Wealth Management, the group produces a monthly recap that is distributed to the network and can be sent to clients as desired.

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Pete Bush, CFP®

Pete Bush, CFP®

CEO, Partner, OSJ, Registered Principal
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Ultimately responsible for your supervision. A long-time member of Cetera Advisors advisory council and 2018 Chair, Pete has been an advisor since 1991 and an OSJ since 1999. Very influential and active with Cetera Advisors. He is a strong believer in business coaching and can offer advice on a wide range of topics pertaining to the financial services industry. Pete is a producing OSJ, splitting time between firm leadership, actively advising clients and attracting new opportunities.

Pete Bush, CFP®

CEO, Partner, OSJ, Registered Principal

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Brooke Gautreau

Brooke Gautreau

COO, Partner
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Oversees all team members and operations functions at Horizon Financial Group.  Joined the team in 2001, and has designed most of the businesses processes and workflows of the firm.  A tremendous resource to help your firm develop processes and procedures as well as overall business strategy.  Brooke also works closely with the firm’s top clients and is a regular contributor to Cetera conferences and committees.

Brooke Gautreau

COO, Partner

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Colby Cypriano

Colby Cypriano

CCO, Partner, OSJ Delegate
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Joined the firm in 2006 and serves as OSJ delegate and Chief
Compliance Officer, handling the day to day OSJ supervision on behalf of
Horizon Financial Group, interacting with advisors and their staff as well as
conferring and consulting with both Pete Bush, Chad Soileau and Cetera
Advisors regularly and as needed on the business of advisors we supervise and support. Colby
is a member of several focus groups at Cetera Advisors.

Colby Cypriano

CCO, Partner, OSJ Delegate

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Chad Soileau

Chad Soileau

Practice Management Consultant
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Chad Soileau has over 15 years of experience in the financial services industry serving in various roles as Financial Advisor, Regional Sales Manager and Registered Principal. He currently maintains his series 4, 6, 7, 24, 26, 53, 66 and Louisiana Life, Health and Disability licenses. Throughout his career he has worked at several institutions, including, J.P. Morgan Chase, Iberia Bank/ Financial, Hancock Whitey Bank/Investments, MetLife and Prudential.

As the Practice Management Consultant, Chad’s role will primarily focus on practice development, advisor development and agency growth. Chad will work to connect advisors and their teams to strategies and solutions that will help them reach both their long- and short-term goals.

Within this role, Chad will also play a pivotal role in the development of practice acquisitions, continuity plans and succession planning throughout the Advisor Network.

Chad is a native of Opelousas, LA, but has called Lafayette home for the past 20+ years. He and his wife Tiffany  have two children, Collin and McKenzi.

As a sports enthusiast, he enjoys attending and watching collegiate and pro sporting events as well as cooking, traveling and entertaining close friends and cherished family. Chad also actively supports several organizations such as St. Jude, The United Way and Holy Cross Catholic Church.

 

Chad Soileau

Practice Management Consultant

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Jennifer Peralta

Jennifer Peralta

Operations and Compliance Associate
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As the Compliance and Operations Associate for Horizon Financial Group, Jennifer plays a critical role in our firm by ensuring outstanding client and advisor service through direct contact with clients, our broker dealer, advisors and fellow staff members. With responsibility for assisting with the day-to-day operational and compliance duties of the firm, her goal is to ensure that all service needs are handled in a timely, accurate, and professional manner.

Prior to joining Horizon, Jennifer has 11 years’ experience combined in the internal audit, financial, and insurance industries. Jennifer earned a Bachelor’s degree in Psychology and her MBA from Louisiana State University. She holds a Life, Accident, and Health Insurance License.

When not in the office, her hobbies include working out and spending time with family which includes her husband, Matt, nieces, and nephew.

Jennifer Peralta

Operations and Compliance Associate

Strategic Partners

Horizon Financial Group has partnered with leading independent broker-dealer Cetera Advisors and its predecessor firms since 1993. Sitting on the advisory council as well as many other committees, Horizon has a very deep rooted partnership with the firm and its executive leadership. Visit their website to learn more about Cetera Advisors and how they partner with financial advisors.

Affiliated Advisors

The majority of advisors join the network as an affiliated office under their own brand and DBA. This allows them to maintain their brand identity and build their firm with the vision they have in mind. While most advisors choose to create their own brand identity, some advisors utilize the Cetera Advisors brand.
Mont Wealth Financial Advisors
Spencer Financial Services
JW Wealth Management
LowCountry Financial Group
Texada Wealth Management
Blue Bear Financial
Clayton Fell Advisors LLC
Chastain Park Capital Partners, LLC
Directions Wealth Management
Freeman Heyne Toma Financial Advisors
Prospera Wealth Management Solutions
Core Financial Group
Sutherland Financial Services
Lowcountry Retirement Services
Trusted Financial Advisors
Purpose Planning
Masters Private Client Group
Mazza Financial Group
Kenwick Advisors
Impel Wealth Management
ATL Global Advisors

Don't take our word for it...

Advisor Applause

"As I was looking for an OSJ I knew I wanted a forward thinking, outside of the box group with the character and integrity to assist me with looking forward into our industry's direction. I want to see where our industry is going and meet it, not play catch up..."

"Horizon has built a professional, process-driven platform that allows our firm to conduct business effectively and confidently. The Horizon team goes beyond providing exceptional service by partnering with their advisors and helping them reach their potential. They are ardent believers in coaching and accountability and have developed the resources and relationships needed for advisors to increase their value and achieve greater success."

“As I was in the process of founding Impel Wealth Management, I was looking to affiliate with a group that not only provided a culture of excellence, but a sense of community, where all advisors could collaborate, work together and share best ideas and best practices. I found that and more with my friends in the Horizon Advisor Network.”

“My team returned to Horizon after a period of a few years where we explored other business opportunities. After working in other environments, we can say with confidence that Horizon offers unparalleled support for financial advisors. The support staff has many years of experience and the resulting knowledge base ensures that they have the network and solutions to properly address nearly any situation that might arise.”

“I have had many opportunities over the five years I have been affiliated with Cetera Advisors to get to know Pete and many members of Horizon and I always came away from those conversations feeling good about Horizon, the way they do things and how the organization approaches building and growing a practice. I know Pete and the Horizon team are focused on helping me become the best version of myself as an advisor and helping me achieve my professional goals.”