Joey Agular is a financial advisor with Agular Asset Management LLC in Metairie, LA, holding a Series 65 designation and possessing 34 years of industry experience. He previously worked at Johnson Rice & Company L.L.C. for 30 years and currently serves as a director for two private startup companies. Agular Asset Management LLC provides discretionary portfolio management services to individuals, high-net-worth clients, trusts, estates, and corporations. The firm uses a combination of fundamental, technical, charting, and cyclical analysis, employing various strategies including options writing and use of derivatives, with client accounts reviewed quarterly for suitability and tax-loss harvesting.

Mortimore Kelly is the principal of Mort Kelly Financial Services, LLC in New Orleans, LA, with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has led his independent firm since 2012. Outside of his advisory role, he serves as the licensed parliamentarian for the New Orleans Association of Health Underwriters, ensuring compliance with organizational bylaws and meeting procedures. Mort Kelly Financial Services provides financial planning, portfolio management, and third-party adviser recommendations focused primarily on mutual funds and exchange-traded funds. The firm customizes investment strategies to client objectives using both fundamental and technical analysis, employing long- and short-term purchase strategies with ongoing monitoring and formal annual reviews.

Brett Terrell is the sole advisor at Terrell Financial Group in Metairie, LA, holding a Series 65 credential with 17 years of industry experience. He has managed Terrell Financial Group since 2008 and is also an owner and agent at Asset Protection Specialties, LLC, where he spends approximately 25% of his time selling insurance products. Terrell Financial Group is a fee-based registered investment adviser serving individual clients, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm provides discretionary portfolio management and comprehensive financial planning, using an individualized investment process that incorporates fundamental, technical, and cyclical analysis, and offers client access to third-party money managers with ongoing oversight.

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.

Ryan Swayze is a Series 66 licensed financial advisor with 10 years of industry experience. He currently works at Bellingrath Wealth Management, L.L.C. and has prior experience with LPL Financial, Cetera Investment Services, Regions Bank, and Morgan Stanley. Bellingrath Wealth Management advises individuals, families, trusts, non-profits, and businesses on integrated financial, estate, and retirement planning along with portfolio management, serving high-net-worth clients and plan sponsors through a combination of discretionary account management and fee-based employee benefits services.

Michael Sellitto is a financial advisor with Royal Road Wealth Partners, LLC in New Orleans, LA, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Compass Capital Management, Minnesota Life Insurance Co, and Securian Financial Services Inc. In addition to his advisory work, he operates as an independent insurance agent. Royal Road Wealth Partners serves individuals, small businesses, and institutional clients by providing modular financial planning, portfolio management, retirement plan consulting, and educational workshops. The firm employs a blend of fundamental, technical, and cyclical analysis to create customized portfolios and offers specialized services such as digital asset management and government retirement plan consulting.

Nicole Stoufflet is a financial advisor at Rothwell Investment Advisors with 20 years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2013 before joining Rothwell Investment Advisors in 2026. Based in New Orleans, LA, she is part of a three-advisor team at Rothwell. Rothwell Investment Advisors provides wealth management services to individuals, trusts, estates, charitable organizations, and corporations, combining discretionary asset management with financial planning. The firm manages over 700 client accounts through its wrap fee program and constructs portfolios using fundamental, technical, and quantitative analysis alongside Modern Portfolio Theory.

Nicholas Danna IV is a financial advisor at ADG Wealth Management Group, LLC with 24 years of industry experience. He holds a Series 66 designation and has worked at ADG Wealth Management since 2012, with prior experience at Triad Advisors, Inc. Outside of his advisory role, he serves as a youth soccer coach and board member for Louisiana Fire Juniors. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs an active money management approach, combining technical and fundamental analysis and using model-based strategies across various asset classes.

Peter Giacona Jr. is a financial advisor at JB Meridian Advisors, LLC with 15 years of industry experience. He holds Series 63, 65, and 66 licenses and has been with JB Meridian Advisors since 2011. JB Meridian Advisors is a fee-only registered investment adviser serving individuals, families, small business owners, and various entities including trusts, estates, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management along with tailored financial planning services, using a structured interview process and minimum-variance efficient frontier modeling to set diversified, risk-managed asset allocations.

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.

Cary Amann is a financial advisor with A V Capital Management, LLC, holding Series 63 and Series 65 licenses and 19 years of industry experience. He has been with A V Capital Management since 2007. A V Capital Management is a two-advisor registered investment adviser managing approximately $57 million for individuals, pension and profit-sharing plans, charitable organizations, trusts, and estates. The firm provides discretionary and non-discretionary portfolio management, retirement plan consulting, and limited investment-related consulting, using client-specific investment objectives across equity, balanced, and fixed-income styles.

Mark Provenzano is a financial advisor at Hedged Private Wealth with 12 years of industry experience. He holds a Series 65 designation and has previously worked at CoreCap Investments, Inc. He is also a partner in several medical brokerage-related companies but does not devote time to their operations. Hedged Private Wealth provides discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses. The firm offers educational seminars and uses a variety of investment strategies, including index ETFs, mutual funds, and complex instruments, while often employing performance-based fee arrangements.

Michael Rivas is a Certified Financial Planner® with 15 years of experience in the financial advisory industry. He has been with Bienvenue Wealth LLC since 2010. The firm provides investment advisory and financial planning services to individuals, high-net-worth clients, and business entities, combining portfolio management with financial planning. Their investment approach emphasizes fundamental analysis and strategic, long-term allocation tailored to client goals, with the use of tactical tools when appropriate.

Steven Jacobson is a financial advisor with Aldebaran Capital in New Orleans, LA, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Union Capital Management Corp., and advisory work through his own firms. Aldebaran Capital provides discretionary asset management and financial planning primarily for individuals and high-net-worth clients, along with retirement-plan advisory services as a limited-scope ERISA 3(21) fiduciary. The firm uses a combination of fundamental, technical, and charting analysis to manage portfolios, offering active trading strategies and regular reviews of allocations and tax-loss harvesting.

While the milestones may not be unique, how you approach them will be. Just yesterday, you graduated and began your career. Now, the stakes are higher. Your household doubled. Then, it doubled again. You’re starting a business, facing a liquidity event, changing jobs, and upsizing your home. A trusted partner can ensure you’re balancing today’s realities with your dreams of tomorrow. Our process integrates money and life so we have better financial conversations. Real conversations. Because life isn’t all about dollars and cents. By uncovering your values and providing education, we can help you create a decision-making framework that ensures your resources are spent purposefully through life’s most beautiful and humbling transitions. As someone who is passionate about my local community, it is my honor to serve those who are the bedrock of what makes our neighborhoods so special - our innovators, creators, and go-getters who bring us together and push us forward. My goal is to provide them with financial guidance, confidence, and resources so that they can focus on the things that excite and drive them. Here to answer the questions that really keep you up at night, let Upbeat Wealth bring clarity to your entire financial picture.

Christopher White is a financial advisor at Bellingrath Wealth Management, L.L.C. in New Orleans, LA, with 17 years of experience in the industry. He holds the Series 66 designation and has worked at LPL Financial since 2010. White started providing advisory services through Bellingrath Wealth Management in 2025. Bellingrath Wealth Management advises individuals, families, trusts, and businesses on integrated financial planning and investment management, including employee benefits and qualified retirement plan advisory services. The firm primarily manages portfolios on a discretionary basis, using a combination of internally determined allocations and model portfolios available through LPL Financial programs, and sponsors its own wrap fee program alongside its LPL-affiliated advisory practice.

Sara Sroka is a CFP® and Series 65 licensed advisor with seven years of industry experience, currently serving at Bienvenue Wealth LLC since 2019. Her prior roles include positions at Accountax Business Group LLC and Smoothie King Company. Bienvenue Wealth LLC is a Louisiana-registered investment adviser serving individuals, including high-net-worth clients, and businesses. The firm provides discretionary portfolio management alongside financial planning and consulting, delivering both services under a single client relationship.

Stephanie Kelly is a financial advisor at ADG Wealth Management Group, LLC with 25 years of industry experience. She holds a Series 66 designation and previously worked at Triad Advisors, GWM Advisors, LLC, and LPL Financial. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm manages approximately $336 million in client assets using active money management techniques that combine technical and fundamental analysis and model-based strategies.

Pierre Adams is a financial advisor at ADG Wealth Management Group, LLC with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at ADG Wealth Management, LLC and Triad Advisors, Inc. Outside of his advisory role, he is involved in several investment-related ventures, including property development projects and managing family recreational properties. ADG Wealth Management Group provides investment advice, portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, trusts, corporations, and business entities. The firm employs an active money management approach that integrates technical and fundamental analysis, utilizing model-based strategies and market data to adjust allocations and manage risk.