Samuel Resultan is a financial advisor with Voyage Wealth Management, LLC in Diberville, MS, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he has experience in the restaurant industry, having been associated with Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm employs a core-and-satellite investment strategy using diversified, low-cost ETFs alongside active managers, with a focus on pension consulting and serving as an ERISA 3(38) investment manager for plan sponsors.

Cory Easterling is a financial advisor at Prism Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles at several firms, notably co-owning Southern Insurance Professionals, LLC, an insurance brokerage where he is a licensed agent. Prism Wealth Partners, LLC offers discretionary asset management tailored to individuals, high-net-worth clients, trusts, business owners, and estates, utilizing both in-house and sub-advised portfolio models. The firm maintains a unique approach by regularly selecting other advisers to manage client mandates and operates in affiliation with an insurance business.

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.

Carter Lewis is a financial advisor at RWM Capital, LLC with a Series 65 credential and four years of industry experience. He has worked at RWM Capital since 2023 and previously spent time at Foundations Investment Advisors and Roberts Wealth Management. Outside of advising, he is involved with Roberts Wealth Management’s insurance business. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, supported by quantitative algorithms and AI-assisted processes, across a multi-office platform.

Jordan Thomas is a financial advisor at RWM Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Beau Rivage Resort & Casino and Panda Express. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes tailored asset allocations, external model portfolios, and algorithmic tools across a multi-office platform to manage client relationships and portfolios.

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® professional with eight years of industry experience, currently serving as an advisor at CogentBlue Wealth Advisors, LLC. Prior to joining CogentBlue, she worked at Morris Financial Concepts, Inc. for seven years and has additional experience at Bank of America and D.A. Davidson & Co. Outside of finance, she has worked briefly in the fitness industry with O2 Fitness. 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 approach tailored to each client’s investment policy statement and incorporates outside managers and sub-advisors as appropriate.

Robert Kirby is a financial advisor at RWM Capital, LLC with the Series 65 designation and one year of industry experience. Prior to joining RWM Capital, he served in the Mississippi Air National Guard for 37 years. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, combining multi-office scale and algorithmic allocation tools to manage approximately $222 million across 1,437 client relationships.

Douglas Brymer is a financial advisor at HighPoint Planning Partners with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with HighPoint Planning Partners and LPL Financial since 2013. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, using a range of investment products and third-party platforms to implement client portfolios.

Brandon Blanchard is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and eight years of industry experience. He has worked at AE Wealth Management since 2019 and has prior experience with J.W. Cole Advisors, INC., Global Financial Private Capital, LLC, Postlethwaite & Netterville, and other firms. Blanchard is also involved with Gregory Ricks & Associates as an insurance producer. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and combines fundamental, technical, and cyclical investment strategies, managing approximately $49.8 billion across more than 127,000 clients.

David Neumann is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been associated with Piltz, Williams, LaRosa & Company since 2008. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors managing about $18.6 billion in assets. The firm serves individuals, retirement plans, corporations, nonprofits, and other institutional clients, delivering services through affiliated and independent adviser representatives using an open-architecture approach that integrates multiple third-party platforms and managers.

Emile Koury Jr. is a CFP® with 35 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has held advisory roles at LPL Financial and Hancock Investment Services, Inc. Prior to his current position, he worked at Hancock Bank. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advisory firm with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients, offering customized portfolio management through an open-architecture platform that incorporates multiple third-party managers and a range of financial planning services.

Daryl Bush is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Ameritas Investment Corp. Outside of his advisory role, he is also active as an insurance agent, focusing on Medicare supplements and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

Natalie Smith is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank for ten years. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented with mutual funds and ETFs.

Marci Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 22 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at firms including Hancock Bank, UBS Financial Services, and Morgan Keegan & Company. Outside of her advisory role, she serves as Chief Operating Officer of MSCO Development, a residential and commercial real estate development company, and is the owner of Seventh A LLC, an interior design business. She is also involved with the City of Gulfport Election Commission. Stratos Wealth Partners, Ltd is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutions, offering a range of portfolio management and financial planning services through an IAR-driven, open-architecture model that integrates multiple third-party platforms and managers.

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 previously worked at Hancock Investment Services, Inc. and Hancock Whitney Investment Services Inc. from 2009 to 2017. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise advising a diverse client base including individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm employs an IAR-driven model with open architecture, integrating multiple third-party platforms and managers to offer customized portfolio management, financial planning, and outsourced CIO solutions.

Thomas Schmidt Sr. is a CFP® and PFS™ credentialed advisor with 26 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, Velocity Business Advisors, and Heritage Financial Group. Outside of his advisory work, Schmidt is involved in business consulting and tax preparation through non-investment-related activities. Stratos Wealth Partners, Ltd. is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management. The firm serves individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services including advisor-managed portfolios, financial planning, third-party manager programs, and outsourced CIO solutions using an open-architecture platform and multiple third-party managers.

Todd Cobena is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company. His business activities include brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individuals, institutions, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations delivered primarily through non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Ulysses Chavez is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and one year of industry experience. Prior to his advisory roles, he served in the United States Air Force for 23 years. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, using a centralized Investment Management Team to design and monitor model portfolios and selected third-party managers.