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.

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.

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.

Clifford Favrot is a CFP® and CFA® with 22 years of experience in the financial advisory industry. He is currently with Dumaine Investments LLC, where he has worked since 2019, following 16 years at Delta Financial Advisors, L.L.C. Outside of his advisory role, he holds a non-controlling minority ownership in CDJ Apartments LLC, a family-related entity to which he also provides advisory services. Dumaine Investments offers investment management, wealth advisory, and financial consulting services to individuals, high-net-worth clients, trusts, pension and profit-sharing plans, charitable organizations, and businesses. The firm customizes portfolios based on client objectives, risk tolerance, and liquidity needs, with a focus on private real-estate placements including Opportunity Zone Fund investments and Delaware Statutory Trusts.

Richard Clement is a financial advisor with Pebble Management Group, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Pebble Management Group and Pebble Asset Management since 2009. Clement also serves as a FINRA arbitrator and is involved in commodity pool operations as president of Pebble Asset Management. Pebble Management Group is a state-registered investment adviser providing discretionary investment supervisory services and money management to a range of clients, including high-net-worth individuals, trusts, and retirement plans. The firm employs a top-down investment approach focusing on quality securities, diversification, and lower portfolio volatility, managing portfolios for allocation and tax efficiency.

Michele Von Hoven is a financial advisor at Pebble Management Group with 16 years of industry experience. She holds Series 63 and Series 65 licenses and has worked with Realty Executives International since 2011. In addition to her advisory role, she performs duties as a civil law notary, notarizing legal documents and handling incorporations and wills. Pebble Management Group is a state-registered investment adviser serving individuals, trusts, estates, retirement plans, and various business entities. The firm employs a top-down investment approach focused on quality securities, diversification, and lower portfolio volatility, tailoring portfolios to client goals and tax considerations.

John Barton III is a financial advisor at Ridge Road Wealth Management, LLC, holding a Series 65 credential. He has one year of industry experience and previously held roles at FreeGulliver, LLC, Settco Management, LLC, and Settoon Towing LLC. Ridge Road Wealth Management, LLC is a recently established registered investment adviser that provides portfolio management, pension and employee benefit plan consulting, and financial planning. The firm follows a long-term, research-driven approach emphasizing asset allocation and tailored investment profiles for pension plans, trusts, estates, and business entities.

Eric Deroche Jr. is a CFA charterholder with 18 years of industry experience, currently serving as an advisor at Ridge Road Wealth Management, LLC since 2026. Prior to this, he was a partner at freeGulliver, LLC for ten years. He holds board memberships at Access To Meaningful Employment and the LA/SPCA Foundation. Ridge Road Wealth Management, LLC is a registered investment adviser focusing on pension and employee benefit plan consulting, portfolio management, and financial planning. The firm employs a long-term, research-driven investment approach with tailored client profiles and utilizes a range of investment vehicles including mutual funds, ETFs, and private placements.

Amanda Kiefer is a financial advisor at Ridge Road Wealth Management, LLC with three years of industry experience. She holds a Series 65 designation and previously worked at FreeGulliver, LLC and the Kiefer & Kiefer Law Firm. Outside of her advisory role, she has experience in education and law. Ridge Road Wealth Management, LLC is a registered investment adviser serving pension plans, trusts, estates, and business entities with a long-term, research-driven approach focused on asset allocation and tailored investment profiles. The firm offers portfolio management, consulting services, and facilitates the use of third-party managers and turnkey asset management programs.

Aaron Gummer is a financial advisor at Royal Road Wealth Partners, LLC with nine years of industry experience. He holds a Series 66 designation and previously worked at Securian Financial Services Inc, Minnesota Life Insurance Co, Compass Capital Management, and J&M Industries. Since 2017, he has also operated as an independent insurance agent offering insurance products through unaffiliated issuers, including a Royal Road affiliate. Royal Road Wealth Partners serves individuals, small businesses, foundations, charitable organizations, government entities, and retirement plan sponsors. The firm provides financial planning, portfolio management, retirement plan consulting, and educational workshops while employing a range of investment strategies including fundamental, technical, and cyclical analysis.