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.

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.

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.

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.

Britton Walker is a financial advisor at Cetera with 16 years of industry experience and holds a Series 66 designation. He has worked at Cetera and Cetera Investment Services LLC since 2022 and has been with Hancock Bank since 2014. Outside of his advisory work, he serves on the finance committee for the First United Methodist Church of Gulfport, assisting with budgeting. Cetera Investment Advisers serves 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, combining retirement and institutional capabilities within a broad advisory platform.

Jonathan Foster is a Series 66 licensed financial advisor with Edward Jones in Bay St Louis, MS, where he has worked since 2013. He has 12 years of industry experience. Outside of advisory work, he is involved in commercial rental property ownership and recreational land maintenance through partnerships with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.

Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.

Stephen A. Ethridge is a financial advisor at Morgan Stanley with 21 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked for Guardian Investment Management for 12 years before joining Morgan Stanley in 2025. Morgan Stanley Wealth Management serves individuals and institutional clients with a range of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Jason Lindholm is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 23 years of industry experience. He has been with LPL Financial since 2014. Outside of his advisory work, he owns the Prancing Poodle Pepper Company, a home-based business. 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 and a large network of investment adviser representatives.

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.

Charlene Murphy is a financial advisor with Raymond James Financial in St. Louis, MS, holding a Series 66 designation and two years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2017 and currently also works with Martinez Wealth Management, Inc. Outside of advising, she owns a business focused on thrifting and reselling clothing, music memorabilia, and household goods. Additionally, she serves as a board member and subcommittee member for the Saint Stanislaus Booster Club, supporting local school sports activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a collaborative approach to portfolio management, with a significant portion of assets managed on a non-discretionary basis.

James Field Jr. is a financial advisor with LPL Financial in Baton Rouge, LA, holding a Series 63 designation and 39 years of industry experience. He has been with Linsco / Private Ledger since 2003. Outside of his advisory work, he is involved with Field Equine LLC, a non-investment related business. LPL Financial serves a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households, offering a range of advisory and brokerage services supported by an in-house research team and multiple investment delivery options.

Ronald Weatherly Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 26 years of industry experience. He previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group for eight years each. Outside of his advisory role, he serves as a board member of the Hancock County Port and Harbor Commission. 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 accommodates both advisory and brokerage service needs.

Robert Edgecombe is a financial advisor with LPL Financial who holds Series 63, 65, and 66 licenses and has 38 years of industry experience. He has worked at Next Financial Group Inc since 2014 and joined LPL Financial in 2025. Outside of his advisory work, he is involved in non-variable insurance activities. 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 range of delivery options supported by an in-house Research team, combining large-scale advisory operations with non-advisory product activities such as insurance and annuity sales.

Patrick Martinez is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Hadden Investments, Inc. before his current roles. Martinez is also the owner and president of Martinez Wealth Management Inc., a company he operates in Bay St. Louis, MS. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Stephen Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hancock Whitney Bank for 11 years. Outside of his advisory role, he owns a rental property business in Bay St. Louis, Mississippi. 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 national network of advisors and branch offices.

John Grantham is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles in real estate and hospitality. Outside of advising, Grantham is associated with Grantham Investments LLC, a business focused on managing rental properties, though it currently holds no properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Bailey Braswell is a CFP® and holds a Series 66 designation, with 10 years of experience in the financial industry. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.