Kimberly Marmalich is a Series 65-licensed advisor with Stratos Wealth Partners, Ltd and has three years of industry experience. She is also a partner and CPA at Alexander, Van Loon, Sloan, Levens & Farve PLLC, where she has worked for over two decades. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed portfolios, access to model portfolios and third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

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 serving a diverse client base including individuals, retirement plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting through a range of model and custom portfolios monitored by an Investment Strategy Committee.

Eric Bland is a financial advisor at Stratos Wealth Partners, Ltd with 11 years of industry experience. He holds a Series 65 designation and has been with Stratos Wealth Partners since 2014. Bland is also a partner involved in financial duties and tax preparation for two private property management entities. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers comprehensive financial planning, portfolio management, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

Paul Sala Jr. is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 66 credentials and 11 years of industry experience. He has been with Stratos Wealth Partners and LPL Financial since 2015. Stratos Wealth Partners serves a wide range of individual and institutional clients, including high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, advisor-managed programs, model portfolios, and retirement plan consulting through a large network of investment adviser representatives who provide both discretionary and non-discretionary management using proprietary and third-party strategies.

Bridget Weatherly is a CFP®-certified financial advisor with 29 years of industry experience, currently with Benjamin F. Edwards & Company, Inc., where she has worked since 2016. She serves as secretary for the Gulfport School District and is a board member of the Mississippi Tennis Association Junior Tennis Council. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer that serves a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs and a range of investment strategies monitored by an Investment Strategy Committee.

Amber Pfarrer is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and beginning her advisory career in 2026. She has prior experience with the University of Southern Mississippi Foundation, Eley Guild Hardy Architects, and Zender Communications. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of investment management and financial planning services through fee-based wrap programs that utilize strategies managed internally, by advisors, and third-party managers, supported by a firm-wide Investment Strategy Committee.

Frank Van Kirk Jr. is a financial advisor with Stratos Wealth Partners, Ltd., holding Series 63 and Series 65 credentials and possessing 45 years of industry experience. His prior experience includes roles at Stifel and UBS Financial Services. He serves as trustee for multiple family trusts. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations, offering financial planning, portfolio management, model portfolios, third-party manager solutions, and retirement plan consulting through a broad network of investment adviser representatives. The firm combines individualized asset allocation with access to proprietary and third-party strategies and supports both discretionary and non-discretionary account management, with a platform that includes affiliations to SEI-affiliated entities and specialized services such as OCIO and executive planning.

Thomas Wiltz III is a financial advisor at Centaurus Financial, Inc. with 35 years of industry experience. He holds Series 63 and Series 65 designations and has worked at several firms, including Woodbury Financial Services and Ameritas Investment Corp. He is also the owner and advisor of Platinum Capital Advisors, where he places clients in life insurance and annuity products. Centaurus Financial, Inc. provides advisory and brokerage services to individuals, families, businesses, trusts, and foundations. The firm delivers financial planning, portfolio management, and retirement-plan consulting using a combination of fundamental and technical analysis, offering both discretionary and non-discretionary arrangements.

Pierce Weatherly is a financial advisor at Benjamin F. Edwards & Company, Inc. He holds a Series 66 designation and has professional experience including roles at Community Bank, The First ANBA, and Bancorp South. Outside the financial sector, he has worked with Lee's Detailing, LLC and at Mississippi State University. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm offers fee-based wrap programs, financial planning, and investment management consulting, utilizing a range of managed strategies and an internal trading desk.

Angela Wolfe is a financial advisor with Benjamin F. Edwards & Company, Inc. in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. She has been with Benjamin F. Edwards since 2016. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs, financial planning, retirement consulting, and investment management services supported by several hundred advisors and tens of billions in assets under management.

Heidi Ardis is a financial advisor with AE Wealth Management, LLC, holding Series 63 and Series 65 licenses and 11 years of industry experience. She has worked at multiple firms including Foundations Investment Advisors LLC and Roberts Wealth Management. Outside of her advisory role, she serves as treasurer for the nonprofit organization For The Coast. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a broad client base including individuals, corporations, trusts, and ERISA plan sponsors. The firm utilizes discretionary model portfolios and various investment strategies, managing approximately $49.8 billion for over 127,000 clients.

Stephen Byrne is a CFP® with 42 years of experience in the financial services industry. He is currently with Stratos Wealth Partners, Ltd. and has previously worked at LPL Financial and Thompson, Diaz, Baxter and Associates. Byrne holds Series 63 and Series 66 licenses. Stratos Wealth Partners serves a diverse range of individual and institutional clients, including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed wrap and non-wrap programs, model portfolios, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives.

Matthew Lawing is a financial advisor at Benjamin F. Edwards & Company, Inc. with 18 years of industry experience. He holds the Series 66 designation and previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Lawing serves as a finance committee member for the Southern Miss Alumni Association. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers various investment strategies and managed portfolios through fee-based wrap programs, supported by an in-house trading desk and a committee that oversees portfolio monitoring and rebalancing.

Frank Van Kirk III is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 registrations, and has 12 years of industry experience. He has worked with Stratos Wealth Partners and LPL Financial since 2014. Van Kirk serves as a trustee for multiple trusts, acting in a fiduciary capacity outside his advisory role. Stratos Wealth Partners serves individual and institutional clients such as high-net-worth individuals, retirement plans, and charitable organizations. The firm offers financial planning, portfolio management, third-party manager solutions, and retirement plan consulting through a large network of investment adviser representatives, combining individualized asset allocation with access to proprietary and third-party strategies.

James Luffey is a financial advisor at Stratos Wealth Partners, Ltd with a Series 66 credential and two years of industry experience. His prior roles include positions at LPL Financial and Apple Guerin Company, and he has worked in finance-related activities since 2019. Stratos Wealth Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers financial planning, advisor-managed programs, model portfolios, third-party manager solutions, and retirement plan consulting, delivered through a large network of investment adviser representatives using both proprietary and third-party strategies.

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.

Suzie Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 35 years of industry experience. Her prior roles include 20 years at Stifel Independent Advisors and earlier positions at STIFEL and Merrill. Sawyer also serves as a FINRA arbitrator. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a wide range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives.

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.

Carter Bond is a financial advisor at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked at Primerica Financial Services and has experience in education at Mississippi State University and Pass Christian Schools. Bond also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers.

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.