Diana Garrard

Natalie Smith is a financial advisor with PNC Wealth Management and holds a Series 66 designation. She has been with PNC Investments LLC since 2025 and has a decade of experience at PNC Bank. Prior to joining PNC, she worked at WRNO from 2011 to 2016. PNC Wealth Management provides retail brokerage and advisory services through model-based programs, including an employee-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented via mutual funds and ETFs.

Todd Cobena is a financial advisor with Eagle Strategies (NY Life) in Diamondhead, MS, holding Series 63 and Series 65 credentials and 32 years of industry experience. He has been with Eagle Strategies since 2015 and has a long tenure with New York Life and its affiliated entities dating back to 1992. He is also appointed with various outside insurance carriers for brokering non-registered insurance products. Eagle Strategies LLC serves individuals, employer-sponsored retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of investment adviser representatives. The firm emphasizes client-directed solutions and the use of third-party managers and model portfolios, offering both discretionary and non-discretionary assets under management.

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Carter Bond is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has been with Primerica Advisors since 2025 and has prior experience at Primerica Financial Services beginning in 2024. Additionally, he has worked in education at Mississippi State University and Pass Christian Schools. Outside of advisory work, Bond is involved in sales of loan products and home security and automation services through affiliated businesses. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

Kyle Mclaughlin is a financial advisor at Cetera with a Series 66 designation and two years of industry experience. He has worked at several firms including Cetera Investment Services LLC, Hancock Whitney Bank, and Compass Capital Management. Outside of his advisory work, he is the owner of Diamond Lighting Company LLC, which rents lights to movie productions. Cetera Investment Advisers serves a broad client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers discretionary and non-discretionary portfolio management, financial planning, and fiduciary solutions, utilizing a mix of advisor-managed accounts, model portfolios, and third-party managed solutions.

Patricia Phillips Jack is a financial advisor with Ameriprise in Diamondhead, MS, holding a Series 66 designation and bringing 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily for clients with assets managed within Ameriprise accounts.