Samuel Resultan is a financial advisor at Voyage Wealth Management, LLC with four years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Northwestern Mutual in various capacities from 2021 to 2025. Outside of finance, he has experience in the food service industry, including roles at Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm uses a core-and-satellite investment approach focused on diversified, low-cost ETFs combined with selective active management, and it offers specialized pension consulting and ERISA 3(38) investment management for retirement plan sponsors.

Brandon Allen is a financial advisor at AAIM Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at multiple firms, including Benefits Plus and TriCities Advisors. In addition to his advisory role, he is an insurance agent and agency owner involved in selling Medicare and group health insurance products. AAIM Financial provides portfolio management services primarily to individual and high-net-worth clients, developing customized Investment Policy Statements to guide investment decisions. The firm employs a combination of fundamental analysis, modern portfolio theory, and quantitative methods, offering a range of investment strategies including options trading and model portfolios.

Dieter Scherer is a CFP® with 13 years of experience in the financial services industry. He is the sole advisor at Adaptive Wealth, LLC, an independent registered investment adviser based in Charleston, SC, where he has worked since 2013. Adaptive Wealth provides discretionary asset management and financial planning services to individuals, trusts, estates, and other client entities. The firm employs a formulaic, quantitative investment approach using proprietary algorithms and tactical asset-allocation models, combining technical, fundamental, and macroeconomic analysis with risk controls.

Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.

James Dupuis is a financial advisor at Summit Financial Wealth Advisors with 25 years of industry experience. He previously worked at LPL Financial for 16 years and spent 40 years at Wright, Moore DeHart, Dupuis & Hutchinson, CPA. Outside of his advisory role, Dupuis manages several investment-related LLCs that hold securities and industrial real estate properties. 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, acts as an ERISA fiduciary, and offers non-investment services such as business management and divorce financial consulting.

Savannah Cooper is a CFP® certificant with eight years of experience in financial advising. She has worked at CogentBlue Wealth Advisors since 2025 and previously held roles at Morris Financial Concepts, Bank of America, and D.A. Davidson & Co. before that. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory-based approach tailored to each client’s investment policy statement and integrates third-party managers and technology solutions to support portfolio management.

Anthony Echang is a financial advisor at Simplicity Wealth with Series 63 and Series 65 credentials and one year of industry experience. Prior to his advisory career, he served 20 years in the US Navy. He is also a registered insurance agent involved in providing insurance products for personal asset protection and management. Simplicity Wealth serves a diverse client base, including individual and high-net-worth clients, as well as other financial intermediaries. The firm employs a model-driven, fund-of-funds investment approach and offers technology-driven managed account programs, portfolio management, and back-office services to advisors and institutions.

Justin O'Keefe is a ChFC® credentialed advisor at Simplicity Wealth with one year of experience in the financial services industry. Prior to joining Simplicity Wealth, he managed preplan funeral sales at Bradford-O'Keefe Funeral Home for 15 years. He serves on the Board of Directors and Finance Committee of the Ohr-O'Keefe Museum of Art. Simplicity Wealth serves individual and high-net-worth clients as well as financial intermediaries, offering discretionary portfolio management, financial planning, and retirement plan advisory services. The firm utilizes a model-driven, fund-of-funds investment approach and operates a technology platform that supports advisers with managed account programs and back-office services.

Karen Garner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Roberts Wealth Management, and RWM Capital. She is also CEO and financial advisor at Catalyst Wealth Advisory, where she offers retirement investment products and fiduciary retirement advice. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform and utilizing a third-party services platform for trading and compliance.

Douglas Brymer is a financial advisor with HighPoint Planning Partners and holds Series 63, 65, and 66 licenses. He has 27 years of industry experience and has been with HighPoint Planning Partners and LPL Financial since 2013. HighPoint Advisor Group provides discretionary asset management, financial planning, and consulting services to a diverse client base that includes individuals, pension plans, trusts, estates, charitable organizations, and corporations. The firm manages approximately $4.0 billion in client assets and employs a fundamental analysis investment approach with a variety of securities and program solutions.

Scott Davis is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. He has previously worked at Catalyst Wealth Advisory, RWM Capital, LLC, Roberts Wealth Management, LLC, and spent nearly a decade at Neuromonitoring Associates. Outside of advisory roles, he is involved with Catalyst Wealth Advisory in providing financial advisory services including annuities and life insurance. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Maria Wojciechowski is a financial advisor at Impact Partnership Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Wells Fargo. She is a partner and financial advisor at Catalyst Wealth Advisory LLC, where she writes annuities as part of retirement planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Amon Holcomb is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial, Avantax Advisory Services, and his own firms, Holcomb Wealth Management and Holcomb Financial. He serves as treasurer on the boards of the Arbor Homeowners Association and the Rotary Club in Ocean Springs, MS. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Brandon Blanchard is a financial advisor at AE Wealth Management, LLC with seven years of industry experience. He holds a Series 65 designation and has worked at several firms, including J.W. Cole Advisors, Global Financial Private Capital, and Postlethwaite & Netterville. In addition to his advisory role, he is involved with Gregory Ricks & Associates, where he serves as an insurance producer. AE Wealth Management is an SEC-registered investment adviser serving a broad range of clients, including individuals, retirement plans, trusts, charitable organizations, and businesses. The firm offers diversified services such as model portfolio solutions, discretionary asset management, financial planning, and plan services, operating a platform-centered approach that integrates internal and third-party managed models.

David Neumann is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 designation and 11 years of industry experience. He has worked at Piltz, Williams, LaRosa & Company since 2008. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform featuring an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Emile Koury Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Hancock Investment Services, Inc. and Hancock Bank. Koury operates through Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with an open-architecture approach, supporting both advisor-managed and model-based portfolios across multiple custodians and utilizing affiliated and unaffiliated sub-advisors.

Daryl Bush is a financial advisor with Centaurus Financial, Inc. in Biloxi, MS, holding a Series 66 designation and 19 years of industry experience. He has worked at firms including Woodbury Financial Services and Questar Capital Corporation. In addition to his advisory role, he is involved in selling Medicare supplements and fixed annuities through Platinum Capital Advisors. Centaurus Financial, Inc. provides advisory services through a network of independent representatives to individuals, families, businesses, and institutions, offering financial planning, investment management, and access to third-party money managers. The firm employs a combination of fundamental and technical analysis and supports a range of investment programs, including unified managed accounts and limited non-traded alternative investments.

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.

Marci Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Hancock Bank and BancorpSouth. Outside of her advisory role, she serves as Chief Operating Officer at MSCO Development, a real estate development firm, and owns an interior design business, Seventh A LLC. She is also involved with the City of Gulfport Election Commission and is a notary. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Ethan Smith is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding a Series 66 designation and 18 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, and previously at Hancock Investment Services, Inc. from 2009 to 2017. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on active monitoring and asset allocation across multiple custodians.