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Cory Hunter Easterling

Advisor at Prism Wealth Partners, LLC — Waveland, MS

Updated today

Credentials

Series 65

Experience

< 1 year

Location

Waveland, MS 39576

Prism Wealth Partners, LLC logo

Prism Wealth Partners, LLC

Independent

Total advisors

1

Clients per advisor

0 Very Low

Avg AUM per client

—

HNW client ratio

—

About

Cory Easterling is a financial advisor at Prism Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles at several firms, notably co-owning Southern Insurance Professionals, LLC, an insurance brokerage where he is a licensed agent. Prism Wealth Partners, LLC offers discretionary asset management tailored to individuals, high-net-worth clients, trusts, business owners, and estates, utilizing both in-house and sub-advised portfolio models. The firm maintains a unique approach by regularly selecting other advisers to manage client mandates and operates in affiliation with an insurance business.

Client services

Based on Prism Wealth Partners, LLC

Portfolio management Selection of other advisers

Expertise

Based on Prism Wealth Partners, LLC

Wealth management Active portfolio management

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Fee options

Percentage

$0 - $249,999: 1.35% $250,000 - $749,999: 1.10% $750,000 - $1,499,999: 0.90% $1,500,000+: 0.75%

Location

Waveland, MS

407 Highway 90, Suite F

Waveland MS 39576

Advisors at this office

1

Most active in

Alabama · Louisiana · Mississippi

Work history

< 1 year of industry experience

Prism Wealth Partners, LLC

2026 - Present • 1 year

Waveland, MS

Prism Insurance Services LLC

2026 - Present • 1 year

Waveland, MS

Impact Partnership Wealth, LLC

2026 - 2026 • 1 year

Marietta, GA

RWM Capital, LLC

2025 - 2025 • 1 year

Biloxi, MS

MS Lending LLC

2020 - 2022 • 2 years

Ocean Springs, MS

Hancock Whitney Bank

2020 - 2020 • 1 year

Gulfport, MS

Southern Insurance Professionals, LLC

2019 - 2026 • 7 years

Gulfport, MS

The First Bank

2014 - 2019 • 5 years

Gulfport, MS

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Natalie S

Series 66

Long Beach, MS

PNC Wealth Management

Natalie Smith is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank for ten years. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented with mutual funds and ETFs.

Passive / index investing Active portfolio management Wealth management Executive
user avatar

Todd C

Series 63, Series 65

Diamondhead, MS

Eagle Strategies (NY Life)

Todd Cobena is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company. His business activities include brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individuals, institutions, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations delivered primarily through non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Timothy R

Series 65, Series 63

Gulfport, MS

VOYA Financial Advisors, Inc.

Timothy Roling is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with VOYA Financial and VOYA Financial Advisors since 2014. Outside of advising, he is involved in independent insurance sales and owns rental property, including a condo in Medellin, Colombia. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, offering a variety of financial planning and portfolio management services through multiple program structures. The firm combines SEC-registered advisory and broker-dealer activities and primarily provides non-discretionary recommendations to its clients.

Retirement income strategy General retirement planning Business ownership considerations Founder/Business Owner Executive
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Diana G

Series 66

Bay St Louis, MS

Thrivent Investment Management

Diana Garrard is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 designation and has worked extensively within Thrivent-affiliated firms since 2017. Outside of her advisory role, she has engaged as an independent contractor with various soccer associations over a ten-year period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that cover topics such as retirement, tax, and estate planning. The firm separates its planning services from portfolio management, focusing on written recommendations without discretionary trading authority.

Business ownership considerations

Joshua E

Series 66

Bay St Louis, MS

Edward Jones

Joshua Eargle is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has been involved with Eargle LLC since 2022 and worked at LHC Mississippi HomeCare from 2021 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory services through a large nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides various discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment products.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Kyle M

Series 66

Bay St Louis, MS

Cetera

Kyle Mclaughlin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He has held roles at several firms, including Hancock Whitney Bank and Compass Capital Management. Outside of finance, he is the owner of Diamond Lighting Company LLC, which rents lights to movie productions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with discretionary and non-discretionary program options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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