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.

John Harkins Jr. is a financial advisor with Foundations Investment Advisors LLC, holding a Series 65 credential and four years of industry experience. He has been with Foundations Investment Advisors since 2021 and also owns Harkins, LLC, which focuses on insurance and retirement strategies. Additionally, he owns A.E.I., LLC, a company specializing in cargo securing design and analysis for heavy haul transports, primarily servicing oil field offshore transports. Foundations Investment Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, retirement plans, registered investment companies, and businesses. The firm manages portfolios through a network of affiliated offices using model allocations and third-party sub-advisers, and it is affiliated with related insurance and legal services entities.

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.

Jay Badeaux is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Lincoln Investment Planning, Inc. since 2005 and owns Next Generation Holdings, LLC. Outside of advisory work, he serves as COO of EldercareLA, LLC, an insurance agency focused on life and long-term care insurance. Lincoln Investment is an SEC-registered investment adviser and broker-dealer with nearly 900 advisors and approximately $18.9 billion in assets under management. The firm serves individuals, employers, retirement plan participants, charitable organizations, corporations, and other advisers, offering financial planning, custom and model portfolios, third-party manager access, and retirement plan advice through a combination of advisor consultation and programmatic management.

Tracy Clanton is a Series 66 credentialed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. Prior to joining Sanctuary Advisors in 2020, she worked at Bank of America and Merrill Lynch. She also serves as a member of the Slidell Civil Service Board, an independent board overseeing personnel matters for the City of Slidell, Louisiana. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses an integrated affiliate structure with multiple affiliated entities and strategic partnerships.

Amber Andre is a financial advisor at Capital Analysts with 10 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Lincoln Investment since 2015 and SABADIE GROUP since 2014. Outside of her advisory role, she is a member of the Slidell Kiwanis Club and coaches youth volleyball. Capital Analysts serves a diverse client base including individuals, high-net-worth clients, charitable and corporate organizations, and institutional clients. The firm employs a quantitative investment process supported by an in-house research team to construct model portfolios and offers various discretionary and non-discretionary managed programs.

Steven Longo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Sanctuary Wealth since 2020 and previously held roles at Bank of America and Merrill. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of sub-advisors and third-party platforms to implement strategies.

Chris Collins is a financial advisor at Sanctuary Advisors, LLC with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America and Merrill. He is based in Slidell, Louisiana. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes sub-advisors and third-party models to implement strategies.

Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of advisory work, he serves on the boards of the Pine Burr Area Council of the Boy Scouts and the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors and affiliated entities to support a broad range of strategies.

Jennifer Taranto is a financial advisor with Eagle Strategies (NY Life) in Slidell, LA, holding the ChFC® designation and Series 63 license. She has eight years of industry experience and has worked with New York Life Insurance Co. and NYLIFE Securities LLC since 2017. In addition to her advisory role, she serves as president of the Professional Women of St. Tammany, a community organization focused on supporting women through networking and education. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions and utilizes third-party managers and model portfolios, delivering its services through a large network of investment adviser representatives.

Wilfred Cortez Jr. is a financial advisor at SPC with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked with SPC since 2002, alongside prior roles at Parkland Securities and his own firm, Will Cortez. Outside of advisory work, he is involved with Will Cortez Insurance Agency, Inc., which sells life, health, cancer, and Medicare supplement insurance products. SPC serves a diverse client base including individuals, high-net-worth households, charitable organizations, corporations, and employer-sponsored retirement plans. The firm offers portfolio management, financial planning, and ERISA-related retirement services, emphasizing client suitability and both discretionary and nondiscretionary management options.

Todd Melerine is a CFP® professional with 26 years of experience in financial services. He is affiliated with CWM, LLC and has held roles at Cetera Wealth Services, LPL Financial, and his own firm, Melerine Wealth Management. In addition to advisory services, he owns a tax and accounting business. CWM, LLC serves a diverse client base including individuals, high-net-worth families, corporations, endowments, and institutional sponsors. The firm offers asset management, financial planning, retirement plan consulting, and sub-advisory services, utilizing a combination of in-house models, third-party sub-advisors, and technology partners to implement discretionary portfolio management.

Stephanie Lawson is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Sanctuary Securities, Inc. since 2020, following a 14-year tenure at Merrill. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary arrangements, supported by a large network of independent advisors and affiliated entities.

Chad Dusang is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and municipal finance activities.