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.

Pitch Blender Taylor is a financial advisor at Empower Advisory Group with a Series 66 designation and two years of industry experience. Prior to joining Empower Advisory Group, Taylor held positions at CUNA Brokerage Services, TruStage, LPL Financial, and Keesler Federal Credit Union. Taylor also serves as a non-profit board member for Obtaining Inward Light Ministries. 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, using an integrated service model tied to Empower’s recordkeeping and administrative platforms.

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Carter Bond is a financial advisor with Primerica Advisors holding Series 63 and Series 65 licenses. He has been with Primerica Advisors since 2025 and has prior experience at Primerica Financial Services beginning in 2024. Additionally, he has worked in education at Mississippi State University and Pass Christian Schools. Outside of advisory work, Bond is involved in sales of loan products and home security and automation services through affiliated businesses. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap fee structure rather than fixed fees.

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.

Lucas Cooley is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and with 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2008. Outside of investment advisory, he is involved in the sale of loan products and home security and automation services through Primerica-affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.

Kerry Milligan is a CFP® professional with 25 years of industry experience, currently affiliated with Cetera. His career includes long-term roles in accounting and tax preparation through various entities, including Strojny & Milligan LLC and The Strojny Corporation. He is also involved in managing several tax and accounting advisory businesses. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with access to multiple advisory programs and custodial platforms.

Dennis Liverett is a financial advisor at LPL Financial with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group. He also serves as an executor and trustee for a family testamentary trust. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm provides a range of financial planning and investment management options supported by an in-house research team and a large network of investment adviser representatives.

Daniel Anderson Jr. is a financial advisor with Edward Jones in Gulfport, MS, holding a Series 66 designation and eight years of industry experience. He previously worked for Farm Bureau of Mississippi from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.