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.

Ryan Earley is a financial advisor at PERS Pro with a Series 65 designation and one year of experience. His prior roles include positions at the University of Georgia's Terry School of Business, Catona Climate, and a decade with the Jackson County School District. PERS Pro provides fee-only financial planning and implementation services primarily to mid- to late-career state employee professionals. The firm emphasizes a passive, long-term buy-and-hold investment approach using low-cost index funds and ETFs, offers tailored financial plans, and operates on a fixed-fee model rather than percentage-based fees.

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

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.

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.

Lance Monk is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Monk works as a freelance singer and serves as a bookkeeper for Gulf Coast Custom Enclosure. CreativeOne Securities, LLC provides financial planning, consulting, and investment management services to a diverse client base, including individuals, corporate clients, and retirement plans. The firm offers discretionary and non-discretionary portfolio management, retirement plan fiduciary services, and access to proprietary model portfolios.

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.

Michael Pasvantis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and is the owner and president of Gulf Coast Financial Consultants, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management while offering discretionary model portfolios and multiple program structures.

Donald Finn is a financial advisor with Empower Advisory Group in Ocean Springs, MS, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Garrett Malone is a financial advisor with Osaic Advisory Services, LLC, holding a Series 65 designation. He has been with Osaic since 2025 and has prior work experience at United Parcel Service and GM Resale. Osaic Advisory Services, LLC is an SEC-registered investment adviser managing approximately $12.47 billion in client assets. The firm serves a diverse client base including individuals, charities, corporations, retirement plans, and institutional entities, offering managed accounts, financial planning, third-party consulting, and lending solutions through a representative-driven advisory model.

Victor Abendano Jr. is a financial advisor at Edward Jones with two years of industry experience. Prior to joining Edward Jones in 2023, he worked for Range Resources for 12 years. He is involved with the Mississippi Song Writer's Association as an Ambassador Coordinator, where he co-writes with local songwriters and organizes songwriting rounds throughout the year. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary managed solutions, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive advisor and branch network as well as its affiliated trust company and securities-based lending options.

Brian Hermetz is a ChFC® credentialed financial advisor at Cetera with 35 years of industry experience. He has worked at Hancock Whitney Bank since 2002 and has been with Cetera since 2022. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients 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 trust and institutional platform.

Wesley Williams is a financial advisor at Edward Jones in Pascagoula, MS, holding a Series 66 credential. He has one year of industry experience, including prior roles at The American Equity Underwriters, Inc. and Jason Keenum, CPA. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Jeffrey Hamm is a financial advisor at LPL Financial with 26 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Cuna Brokerage Services, Inc. and Cuna Mutual Group for 17 years. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Slay Wagoner is a financial advisor at LPL Financial with two years of industry experience. He holds the Series 66 designation and has worked at LPL Financial since 2023. Prior to this, he was involved with Tallahatchie Hunts and operates The Cornerstone Group LLC. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various investment delivery options supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Michael Odom is a financial advisor at Edward Jones in Pascagoula, MS, holding Series 63 and Series 65 credentials with 39 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies, tax-efficient services, and affiliated financial products, supported by a nationwide network of approximately 23,701 advisors.

George Cumbest is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. His prior roles include positions at Securities America Advisors and Sii Investments. Outside of his advisory work, he is involved in music through Cumbest Music Group and owns a business called Narra Trip. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its investment advice with an in-house research team and provides a range of delivery options, from financial planning and model portfolios to third-party asset management and participant-directed retirement advice.

Lisa Sigworth is a CFP® and Series 66 professional with 18 years of experience in financial advising. She has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Matthew Ludwick is a CFA® charterholder with six years of industry experience. He currently serves as a financial advisor at Edward Jones and previously worked at Hancock Whitney Bank, Cetera Investment Advisers LLC, LPL Financial, The Vanguard Group, and held roles at the University of North Carolina at Charlotte. 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, managing approximately $1.01 trillion in assets through a nationwide network of more than 23,000 financial advisors.

Jada Edwards is a financial advisor with OSAIC, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. She previously worked at Securities America Advisors and LPL Financial. Edwards is also an insurance agent specializing in fixed and hybrid life and long-term care policies. OSAIC is an SEC-registered investment adviser and FINRA member broker-dealer serving a diverse client base, including individual investors, pension plans, corporations, and charitable organizations. The firm combines risk tolerance assessments with advanced portfolio optimization tools and offers a broad range of investment and advisory solutions.

Mark Simpson is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at BancorpSouth Bank, Infinex Investments, and Hancock/Whitney Investment Services. 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.

Lloyd Baxter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. His career includes long-term roles at Thompson, Diaz, Baxter, Byrne & Assoc., P.A., and several other firms prior to joining LPL Financial. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of advisory and brokerage services supported by in-house research and a large network of investment adviser representatives.

Jon Reynolds is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 66 credentials and has previously worked at Sterne Agee Investment Advisor Services and Sterne Agee Financial Services. Outside of his advisory role, he is involved in radio broadcasting in Pascagoula, MS. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Charles Galle is a CFP®-designated financial advisor with Edward Jones in Ocean Springs, MS, where he has worked since 2019. He has five years of industry experience and previously worked for Huntington Ingalls Shipbuilding for 19 years. Outside of his advisory role, he is involved with Natural Born Traveller, an entrepreneurial venture. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Stewart Keene is a Series 66-licensed financial advisor with Edward Jones in Ocean Springs, Mississippi, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner of Keene Concepts LLC, a rental property business. 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, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kimberlee Alexander is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Charles Boyd is a financial advisor with LPL Financial in Ocean Springs, MS, holding Series 63 and Series 65 licenses and bringing 35 years of industry experience. He has been with LPL Financial since 1998. 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, combining large-scale advisory operations with various non-advisory product offerings.

Stephen Daigle is a financial advisor with Cambridge Investment Research Advisors, holding Series 63 and Series 65 credentials and 16 years of industry experience. His prior roles include positions at LPL Financial, Bidmoni Inc., Gwn Securities, Inc., and Primerica. Outside of his advisory work, he is the founder of Bidmoni Inc., a technology services company, and owns Daigle RV LLC, a travel and transportation business. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using multiple account platforms and a combination of model-based and individualized investment approaches.

Matthew Loomis is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and one year of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Bank, as well as a long tenure at Signet Jewelers Inc. He is based in Pascagoula, Mississippi. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, employing a mix of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed solutions.

Daniel Flanders Jr. is a financial advisor at Edward Jones in Ocean Springs, MS, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2017, he worked for Sanofi Pharmaceuticals from 1995 to 2017. Outside of advising, he has interests in rental property management alongside his wife, who is a real estate professional. Edward Jones is a full-service wealth management firm serving both individual and institutional clients with a variety of advisory programs and investment strategies. The firm is notable for its large network of financial advisors and branch offices and offers capabilities including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Andrea May is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Edward Jones and has also held roles at First Command Insurance Services and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory offerings.

Douglas Duke Jr. is a financial advisor at Cetera with 21 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors. Outside of his advisory role, he is involved as an independent insurance agent specializing in the sale of fixed insurance products. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.

Timothy Taranto is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 25 years of industry experience. His prior roles include positions at Securities America Advisors, VOYA Financial Advisors, and Balance Financial, PLLC. He also operates as an independent insurance agent in Ocean Springs, MS. 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 wide range of investment solutions supported by an in-house research team, combining large-scale advisory operations with non-advisory product offerings such as insurance and annuities.

Ronald Simmons Jr. is a financial advisor with Edward Jones in Pascagoula, 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 a partner in Planet Beach tanning salons located in Mississippi and Louisiana, where he provides general business oversight. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and proprietary mutual funds.

Martha Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. She previously worked at Sterne Agee Investment Advisor Services, Inc. and Sterne Agee Financial Services for a combined total of 17 years before joining LPL Financial in 2023. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team, delivering services through a large network of investment adviser representatives.

Lisa Wagoner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with LPL Financial and its predecessor firms since 1998. In addition to her advisory work, she is a notary public providing services to clients. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm supports its advisors with comprehensive research and a variety of investment models and service options, combining large-scale advisory operations with a range of non-advisory financial products.

Darryl Meadows is a Series 66-credentialed financial advisor with seven years of industry experience. He is currently with LPL Financial and has prior experience at Securities America Advisors and OSAIC. Meadows is also a business owner of Camolot, a non-investment-related venture based in Ocean Springs, MS. 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 financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Zane Wells is a CFP® and Series 66-licensed financial advisor with Edward Jones, based in Ocean Springs, MS. He has seven years of industry experience, including five years at Optimal prior to joining Edward Jones in 2018. 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, including discretionary and non-discretionary wrap fee solutions and separately managed accounts, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Paul Blackwell is a financial advisor at Edward Jones in Pascagoula, MS, with two years of industry experience. He holds a Series 66 designation and has prior work experience at Blackwell Distribution LLC and Chevron Corporation. Outside of finance, he was involved with Gulf Breeze Landscaping for several years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a large network of financial advisors and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment options.

Martin Wagoner is a financial advisor with LPL Financial in Ocean Springs, MS, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has been with LPL Financial and its predecessor entities since 1998 and has also been affiliated with Gulley & Associates since 1982. Outside of his advisory role, Wagoner is involved in selling disability and term life insurance through local brokerage firms. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers diverse investment solutions supported by in-house research, model portfolios, and a broad network of investment adviser representatives.

Jenna Richardson is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at firms including CUNA Brokerage Services, Navigator Credit Union, and Merchants & Marine Bank. In addition to her advisory role, she serves as a licensed sales assistant at Navigator Credit Union and is commissioned as a notary. 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 variety of investment solutions supported by an in-house research team and a broad network of investment adviser representatives.