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 Nobile is a CFP® with 17 years of industry experience, currently serving as an advisor at Crescent Sterling Ltd. since 2007. He acts as a FINRA arbitration case arbitrator, hearing 1-2 cases per year. He is also a minority owner in insurance-related businesses, though not involved in daily activities. Crescent Sterling Ltd. advises individual and high-net-worth clients, managing approximately $214 million in assets across a three-advisor team. The firm employs an internal investment committee for decision-making and provides discretionary portfolio management and financial planning services.

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.

Daniel Jaubert is a Series 65-licensed financial advisor at Crescent Sterling Ltd. with one year of experience in the industry. Prior to joining Crescent Sterling, he held positions at Gulf Coast Bank and Trust, First National Bankers Bank, and several other organizations across various fields. Crescent Sterling, Ltd. provides investment management, financial planning, and consulting services to individuals, corporations, retirement plans, foundations, and trusts. The firm primarily manages discretionary accounts using a bottom-up equity strategy focused on earnings growth and fundamental valuation, complemented by laddered fixed-income holdings and selective use of ETFs or money-market positions.

Ralph Freibert III is a CFP® professional with 35 years of industry experience, currently serving at Planning Associates Wealth Management, LLC since 2019. He previously worked at Ameriprise Financial Services, Inc. from 2015 to 2019. Outside of his advisory role, he is a Captain/Pilot and Assistant Training and Development Officer with the Louisiana Wing, Billy Mitchell Squadron of the Civil Air Patrol and serves as CFO for FlexLife Wellness, LLC, a practitioner assisted stretching franchise. Planning Associates Wealth Management is a small firm with two advisors managing approximately $72.3 million for around 84 individual and high-net-worth clients. The firm provides discretionary and non-discretionary asset management, comprehensive portfolio management, standalone financial planning, and employer retirement plan consulting, employing a diverse analytic approach and a disciplined fixed-income strategy.

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.

William Thompson is a CFP® and CFA® with 19 years of industry experience. He has been with Crescent Sterling Ltd. since 1992. Crescent Sterling Ltd. advises individual and high-net-worth clients, providing discretionary portfolio management and financial planning services. The firm manages approximately $214 million in client assets through a three-advisor team and employs an internal investment committee to guide investment decisions.

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.

Ronald Carazo is a financial advisor with Carazo Wealth Management in Metairie, LA, holding Series 63 and Series 65 credentials and over 34 years of industry experience. His career includes long-term roles at Ron Carazo & Associates, LLC, Spire Wealth Management, LLC, and Securities America, Inc. Outside of financial advising, he manages a commercial property with a restaurant and bar operation. Carazo Wealth Management provides asset management and financial planning services primarily to individual and high-net-worth clients, offering tailored strategies based on client goals and risk tolerance. The firm uses fundamental analysis and various investment instruments, with services that include portfolio management and comprehensive financial planning.

Mia Provenzano is a financial advisor at Hedged Private Wealth with one year of industry experience. She holds a Series 65 designation and previously worked at Deloitte for two years. Hedged Private Wealth offers discretionary asset management and financial consulting services to individuals, high-net-worth clients, and small businesses, using client-specific investment programs and a range of analytical methods including technical and fundamental analysis. The firm also provides educational seminars and employs performance-based fee arrangements for some clients.

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.

Ashley Graham is a financial advisor at Hedged Private Wealth with six years of industry experience. She holds the Series 65 designation and has worked at Hedged Private Wealth since 2020, following prior roles at Telerecovery and Kenner Seafood. Hedged Private Wealth offers discretionary asset management and financial consulting to individuals, high-net-worth clients, and small businesses, while also serving as a sub-advisor to third-party advisors. The firm utilizes client-specific investment programs and employs a range of strategies including index ETFs, technical and fundamental analysis, and complex instruments for hedging and tactical trading.

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.

Anthony Cangemi Jr. is a financial advisor at Crescent City Retirement Group with a Series 65 designation and one year of industry experience. Prior to joining the firm, he was a full-time student for seven years. Crescent City Retirement Group provides personalized financial planning and discretionary investment management primarily to individual clients, including high-net-worth individuals, as well as trusts, estates, and qualified retirement plans. The firm generally pursues a long-term, discretionary investment approach, utilizing a range of securities and third-party managers, and maintains a relatively high client load across its four-advisor team.

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.