Todd Tillery is a CFA® charterholder with 19 years of industry experience. He has worked at Deane Retirement Strategies, Inc. since 2002. The firm provides discretionary portfolio management and offers financial and retirement planning services to individual and high-net-worth investors, trusts, estates, and employer-sponsored retirement plans. Deane Retirement Strategies employs a balanced investment approach using stocks, bonds, and ETFs, including some alternative ETF strategies and cryptocurrency exposure, while also providing specialized retirement-plan solutions for plan sponsors.

Michael Yest is a CFA® charterholder and holds a Series 65 license with 18 years of industry experience. He has been with Deane Retirement Strategies, Inc. since 2001 and has also been affiliated with Tulane University since 2000. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm employs a Balanced Management Style that combines equities, fixed income, and cash, with a focus on ETFs and tactical strategies including non-leveraged inverse, enhanced ETFs, and optional cryptocurrency exposure.

Keith Deane is a CFP® professional with 16 years of experience in financial advising. He has been with Deane Retirement Strategies, Inc. since 2010, where he is part of a four-advisor team based in New Orleans, LA. Deane Retirement Strategies provides discretionary investment management, retirement planning, and financial consulting to individuals, high-net-worth clients, trusts, estates, and employer-sponsored retirement plans. The firm is known for its Balanced Management Style, using a diversified portfolio with tactical ETF strategies and serving as an ERISA investment manager for collectively managed 401(k) programs.