Steven Longo

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.

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.

James Churchill Jr. is a financial advisor at Consortium Private Wealth LLC with 10 years of industry experience. He holds the Series 66 designation and has worked previously at Prudential Insurance Company of America, Pruco Securities LLC, and Uber. Consortium Private Wealth LLC serves high-net-worth individuals, trusts, employee retirement plans, and corporate clients. The firm offers asset management, financial planning, retirement plan consulting, and referrals to third-party money managers, with a distinctive approach that emphasizes non-discretionary portfolios and a small client roster managed by a multi-advisor team.

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.

Paul Guidry is a financial advisor at Summit Financial Wealth Advisors with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Summit since 2022. Prior to that, he was with ADG Wealth Management, LLC and Triad Advisors, and he has managed a small business consulting and management firm since 1986. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acting as an ERISA fiduciary for plan clients and offering a range of investment and non-investment services including business management and divorce financial consulting.

Dominick Messina is a financial advisor at Gibbs Wealth Management, LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Coppell Advisory Solutions LLC dba Fusion Capital Management. Outside of his advisory role, Messina is the owner of Messina Wealth Group, where he is involved in insurance sales. Gibbs Wealth Management serves individual and high-net-worth clients with discretionary portfolio management and related advisory services, utilizing advisor-directed model management and sub-advisory arrangements through third-party platforms such as Orion Portfolio Solutions and TownSquare Capital. The firm employs a mix of analytical approaches and emphasizes risk assessment, tax efficiency, and guaranteed-income solutions in its investment process.