Jason Reeves is a financial advisor with Consortium Private Wealth LLC and holds a Series 66 designation. He has eight years of industry experience and has worked at firms including Cetera Investment Services LLC, Regions Bank, and Equitable Advisors LLC. Outside of his advisory role, he is involved in residential housing research for an LLC focused on home renovation and rental. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, offering asset management, financial planning, and retirement plan consulting. The firm manages a small client roster with a multi-advisor team and emphasizes non-discretionary portfolio management tailored to client objectives.

Lowell Dever is a financial advisor with Charter Advisory Corporation in Slidell, LA, holding a Series 63 designation and over 56 years of industry experience. He has been with Charter Advisory Corporation since 2015 and has worked with LPL Financial LLC since 2009. Outside of his advisory roles, he is licensed in life and health insurance through Dever & Associates. Charter Advisory Corporation provides personalized investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and other business entities. The firm manages approximately $366 million in client assets and serves both retail and high-net-worth clients through a multi-advisor team approach.

Janae' Bridges is a financial advisor at Brooklyn FI, LLC with a Series 65 designation and three years of industry experience. Her prior roles include positions at AE Wealth Management, Gregory Ricks & Associates, JECohen & CO., LLC, and a five-year tenure at the State of Wyoming. Brooklyn FI serves individual and high-net-worth clients, offering investment management, financial planning, and retirement-account advisory services. The firm employs a primarily passive investment approach while incorporating specialized external strategies and aggregates clients’ held-away assets for comprehensive portfolio oversight.

Paul Guidry is a financial advisor with Summit Financial Wealth Advisors, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at ADG Wealth Management, Triad Advisors, and Industrial Management Group, Inc. Outside of advising, he owns and manages a small business consulting and management firm serving closely held businesses. Summit Financial Wealth Advisors offers discretionary portfolio management, financial planning, and investment consulting to individuals, high-net-worth clients, retirement plans, trusts, estates, and business entities. The firm provides a range of services including pension consulting, outsourced business management, and divorce financial consulting, utilizing a mix of analytical approaches and customized strategies overseen by an investment committee.

Michael Christy is a financial advisor with Consortium Private Wealth LLC and holds 18 years of industry experience. He serves as Chairman and CEO of The Consortium, LLC, a business involved in fixed life insurance and group benefits sales. Christy has worked at several firms including Ameritas Investment Corp. and Mass Mutual Investors Services. Consortium Private Wealth LLC caters primarily to high-net-worth individuals, trusts, retirement plans, and corporate clients. The firm employs a multi-advisor team approach with a focus on non-discretionary portfolio management and provides a range of services including asset management, financial planning, retirement plan consulting, and specialized corporate and tax-oriented planning.

Joseph Mitchell is a financial advisor at Consortium Private Wealth LLC with 19 years of industry experience. He holds the CFP®, ChFC®, and Series 66 designations. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2011 to 2023. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a small client roster managed by a four-advisor team. The firm emphasizes tailored portfolios, primarily on a non-discretionary basis, and offers comprehensive financial planning, asset management, and specialized corporate and tax-oriented services.

Eric Hite is a financial advisor at Consortium Private Wealth LLC with 18 years of industry experience. His prior roles include positions at Crown Capital Securities LP, ValMark Securities, Inc., Valmark Advisers, Inc., and Questar Capital Corporation. He holds Series 63 and Series 66 licenses. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients with a focus on tailored asset management, financial planning, and consulting services. The firm primarily manages non-discretionary portfolios and offers a range of corporate and tax-oriented planning services.

James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 11 years of industry experience. He holds a Series 66 designation and has worked with Consortium Private Wealth since 2024, following prior roles including at The Consortium, LLC and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients, focusing on tailored asset management and comprehensive financial planning. The firm is notable for managing primarily non-discretionary portfolios within a small client base and offering specialized corporate and tax-oriented planning services.

Dominick Messina is a financial advisor at Gibbs Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Gibbs Wealth Management in 2025, he worked at Coppell Advisory Solutions LLC dba Fusion Capital Management for three years and has operated Messina's Wealth Management since 2017. He is also the owner of Messina Wealth Group, where he conducts insurance sales. Gibbs Wealth Management provides discretionary investment advisory services to individual and high-net-worth clients through an advisor-directed Model Management program that utilizes third-party platforms and strategists. The firm focuses on selecting and monitoring third-party model portfolios based on clients’ financial situations, goals, and risk tolerance.

Jay Badeaux is a financial advisor with Capital Analysts in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has worked with firms including Lincoln Investment Planning, Inc. since 2005 and owns Next Generation Holdings, LLC. Outside of advisory services, he serves as COO of EldercareLA, LLC, an agency offering life and long-term care insurance products. Capital Analysts serves a diverse client base including individual and high-net-worth investors, trusts, foundations, businesses, and charitable organizations. The firm provides portfolio management and retirement plan advice through a combination of in-house investment management and third-party managers across a nationwide network of independent advisors.

Amber Andre is a financial advisor with Capital Analysts based in Slidell, LA, holding Series 63 and Series 65 credentials and 11 years of industry experience. She has been affiliated with Lincoln Investment and SABADIE GROUP since 2014. Outside of her advisory work, she participates in community projects as a member of the Slidell Kiwanis Club and coaches youth volleyball. Capital Analysts serves retail and institutional clients, including high-net-worth individuals, trusts, and foundations, offering portfolio management, advisor-managed custom and model portfolios, and retirement-plan advice. The firm utilizes both discretionary and non-discretionary investment approaches, supported by an in-house research team and proprietary mutual fund screening processes.

Troy Richards is a financial advisor at Arkadios Wealth Advisors with 23 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at LPL Financial for 19 years before joining Arkadios in 2024. Arkadios Wealth Advisors offers investment and wealth management services to individuals, trusts, businesses, and retirement plans, combining advisor-managed accounts, third-party money managers, and financial planning. The firm employs an integrated operating model supported by an internal portfolio team and provides a range of advisory and reporting services.

Joseph Pearson is a financial advisor with SPC in Slidell, LA, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He has worked with Sigma Planning Corporation and Sigma Financial Corporation since 2009. SPC serves a diverse client base, including high-net-worth individuals, charitable organizations, corporations, and retirement plans, managing approximately $5.66 billion in assets through a network of over 460 advisors. The firm offers portfolio management, financial planning, and ERISA-related retirement services, with a corporate structure that integrates affiliated broker-dealers and insurance agencies, allowing for a broad range of fiduciary and non-fiduciary retirement services.

Davis Scharp is a financial advisor at Sanctuary Advisors, LLC with a Series 66 designation and less than one year of industry experience. Prior to joining Sanctuary Advisors, he held roles at Sanctuary Securities, Inc., the United States Marine Inc., and The Lyric. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations, through a network of more than 400 independent advisors. The firm offers portfolio management, financial planning, and retirement plan consulting using various analytical approaches and maintains a range of investment platform affiliations.

John Harkins Jr. is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. He is also the owner of A.E.I., LLC, a cargo securing design and analysis business serving the oil field offshore transport sector since 2006, and Harkins, LLC, which focuses on insurance and retirement strategies. At Foundations Investment Advisors, John provides financial planning and portfolio management as part of a large, multi-team firm. Foundations Investment Advisors serves a broad client base including individuals, high-net-worth clients, employer-sponsored retirement plans, and registered investment companies, employing a combination of fundamental, technical, and cyclical analysis alongside model portfolios and sub-advisory arrangements.

Tracy Clanton is a Series 66-registered financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. She has worked at Sanctuary Advisors since 2020, and previously held roles at Bank of America and Merrill Lynch. Clanton serves as a member of the Slidell Civil Service Board, an independent board that oversees personnel-related appeals and rulemaking for the City of Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base that includes individuals, corporations, pension plans, trusts, and charitable organizations. The firm offers various portfolio management options through a network of more than 400 independent advisers and employs multiple analytical approaches, acting as a fiduciary where advisory agreements exist.

Steven Longo is a financial advisor at Sanctuary Advisors, LLC with 25 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He has been with Sanctuary Wealth since 2020. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a wide range of clients, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm supports over 400 independent investment adviser representatives who offer portfolio management, financial planning, retirement plan consulting, and other services using various investment approaches and platforms.

Chris Collins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. His previous roles include positions at Bank of America, N.A. and Merrill. He is based in Slidell, Louisiana. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension plans, trusts, and charitable organizations. The firm supports more than 400 independent investment adviser representatives who develop their own investment strategies under firm supervision and offers a range of portfolio management options along with fiduciary services.

Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 designations and bringing 40 years of industry experience. His prior roles include positions at Merrill Lynch and Bank of America, where he worked for over three decades combined. Longo serves on the executive board of the Pine Burr Area Council for the Boy Scouts of America and is a board member of the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates through a large network of independent advisers offering portfolio management, retirement plan consulting, and access to various managed account platforms, delivering advice with a range of analytical approaches while acting as a fiduciary under written agreements.

Jennifer Taranto is a ChFC® professional with nine years of industry experience, currently affiliated with Eagle Strategies (NY Life). She has worked with NYLIFE Securities LLC and New York Life Insurance Company since 2017, and prior to that, she was involved with Plexus Worldwide and Absolute Pressure Washing, LLC. Taranto is the president of Professional Women of St. Tammany, an organization that supports women through networking, education, and scholarships. Eagle Strategies serves a diverse client base including individuals, institutional investors, and retirement plans, offering financial planning, investment management, and advisory services primarily on a non-discretionary basis. The firm operates within the New York Life affiliate network and emphasizes tailored recommendations for clients and plan sponsors.