Pitch Blender Laberinto Taylor

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 at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked at Primerica Financial Services and has experience in education at Mississippi State University and Pass Christian Schools. Bond also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers.

Wendy Roper is a financial advisor with Edward Jones in Gulfport, MS, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with Edward Jones since 2012. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large network of advisors and branch offices nationwide.

Lucas Cooley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2008. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

Maurita Richards is a Series 66 licensed financial advisor with Edward Jones, based in Gulfport, MS. She has two years of experience at Edward Jones and previously worked at Tinker Federal Credit Union and Infuze Credit Union. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

Kerry Milligan is a CFP® professional at Cetera with 26 years of industry experience. He has held positions at various Avantax entities and operates several tax and accounting advisory businesses, including Strojny & Milligan LLC and related companies. Milligan is involved in managing multiple tax and accounting firms where he oversees financial management and employee training. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diversified range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers.