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.

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.

Thomas Schmidt Sr. is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2022. His prior experience includes roles at Avl/Wealthcare, LLC, Lan Holdings LLC dba Heritage Financial Group, and his own tax preparation and consulting business. Schmidt also operates Velocity Business Advisors, a business consulting firm. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians and uses affiliated and third-party sub-advisors.

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.

Timothy Roling is a financial advisor with VOYA Financial Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with VOYA Financial Advisors and Voya Financial since 2014. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products and owns rental properties, including a condo unit in Medellin, Colombia. VOYA Financial Advisors, Inc. provides investment advisory, brokerage, financial planning, and retirement plan services to a diverse client base that includes individuals, charitable organizations, corporations, and plan sponsors. The firm offers a range of advisory programs using model portfolios and manager-driven strategies, with a significant portion of assets managed on a non-discretionary basis.

Kimberly Marmalich is a financial advisor at Stratos Wealth Partners, Ltd with three years of industry experience. She holds a Series 65 credential and has a background as a partner and CPA at Alexander, Van Loon, Sloan, Levens & Farve PLLC. Stratos Wealth Partners serves a broad client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture platform that supports both advisor-managed and model-based portfolios.

Suzie Sawyer is a financial advisor at LPL Financial with 34 years of industry experience. She previously worked for Stifel Independent Advisors, LLC for 20 years. Sawyer serves as a FINRA arbitrator. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment delivery options supported by an in-house research team and combines large-scale advisory operations with a range of non-advisory products.

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.

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.

Brian Ellerman is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. His career includes roles at Hancock/Whitney Bank and Bank of America, among others. He is based in Gulfport, Mississippi. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement capabilities with a broad institutional platform.

Charles Rumsey is a financial advisor at LPL Financial with four years of industry experience. He holds a Series 66 designation and has worked at several firms including JPMorgan Chase Bank, Northwestern Mutual, and Cadence Bank. Outside of finance, he has experience in consulting engineering and has been involved with Strange Brew Coffeehouse. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Mark Holden is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for Ingalls Shipbuilding for 12 years and serves as a Construction Engineer Officer in the Mississippi Army National Guard. In his military role, he advises on construction activities and leads survey and design teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

Terry Cutrer is a financial advisor with Edward Jones in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in timber management and land maintenance for hunting through a partnership in Cutjack Ridge LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

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.

Courtney Peterson is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and previously worked at Community Bank, LPL Financial, and Hancock Whitney Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies and reported approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.

Robert Sawyer is a financial advisor with LPL Financial in Gulfport, MS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Prior to joining LPL Financial in 2026, he spent 20 years at Stifel Independent Advisors, LLC. He serves as a board member for Memorial Hospital, a nonprofit organization in Gulfport. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a broad range of solutions from financial planning and model-portfolio advisory programs to third-party asset management and participant-directed retirement advice, supported by an in-house research team and a large network of investment adviser representatives.