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.

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.

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.

Joshua Tootle is a financial advisor with Centaurus Financial, Inc. in Biloxi, MS, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Agia, Valic Financial Advisors, Questar Capital Corporation, and Platinum Capital Advisors. Outside of his advisory work, he serves in multiple leadership roles at Vancleave United Methodist Church and is a committeeman at New Prospect Methodist Campground. Centaurus Financial, Inc. provides advisory services through independent representatives to individuals, families, businesses, retirement plans, and trusts. The firm offers financial planning, investment management, access to third-party money managers, and unified managed account programs, combining fundamental and technical analysis with discretionary and non-discretionary advisory options.

Brett Walker is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2017, following seven years at Hancock Investment Services, Inc. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring, asset allocation across multiple custodians, and uses both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.

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.

Percy Kaigler is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2016. He is based in Gulfport, MS, and holds Series 63 and Series 66 licenses. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors managing around $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory and consulting services alongside access to various model strategies and managed account solutions.

Eric Bland is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 designation and 11 years of industry experience. He has worked at Stratos Wealth Partners since 2014 and has been associated with Piltz, Williams, LaRosa & Co. since 2000. Outside of advising, he is a partner in two property management businesses where he handles financial duties such as bookkeeping and tax preparation. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports customized portfolio management and active asset allocation across multiple custodians and sub-advisors.

Paul Sala Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. He has been with Stratos Wealth Partners and affiliated LPL Financial since 2015. Stratos Wealth Partners provides advisory services to a diverse client base, including individuals, trusts, charitable organizations, corporations, and institutional clients. The firm offers a Strategic Wealth Management platform that supports advisor-managed and model-based portfolios through an open-architecture approach, utilizing multiple custodians and a range of affiliated and third-party sub-advisors.