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.

Timothy Perry is a financial advisor with Valic Financial Advisors, holding a Series 66 designation. He has one year of industry experience and previously worked at Inman Jager Wealth Management and the University of Mississippi. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a technology-driven investment approach.

Connor Bashaw is a financial advisor with First Command Advisory Services in Biloxi, MS. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to joining First Command, he served in the United States Navy from 2019 to 2024. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs, utilizing a centralized Investment Management Team to design and manage model portfolios and third-party manager selections.

Cole Radzewicz is a financial advisor with Valic Financial Advisors who holds a Series 66 designation and has three years of industry experience. Prior to joining Valic, he has held roles at AGIA, Acara Solutions Inc., Lowe's, and Aflac. Outside of advisory work, he is appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors, leveraging centralized technology and third-party model managers.

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.

Douglas Harrison is a financial advisor with First Command Advisory Services, holding Series 65 and Series 63 licenses. He has one year of experience in the financial industry, having previously served 30 years in the U.S. Coast Guard and four years at Wilco Construction. 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 a range of wrap-fee asset management programs, utilizing a centralized investment management team to select and oversee model portfolios and third-party managers.

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.

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.

Regina Wood is a financial advisor with Edward Jones in Ocean Springs, MS, holding a Series 66 designation. She has 13 years of industry experience, including 12 years at Cadence Bank, a division of Huntington National Bank, prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.

Bryant Harvey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Cetera Investment Services in various roles since 2012. Outside of his advisory work, he is a joint owner of an educational learning and intervention business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Jennifer Milligan is a CFP® with 28 years of industry experience, currently affiliated with Cetera. She has held multiple roles in tax advisory and accounting services, including ownership positions in several related entities. Additionally, Milligan is the sole owner of Revitalize Coaching, where she provides career and life coaching services. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Brian Hermetz is a financial advisor with Cetera who holds a ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at Cetera since 2022 and previously at Hancock Whitney Bank and Hancock Investment Services for over 20 years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Anthony Echang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He previously served in the U.S. Navy for 20 years and has worked at several financial services firms including Memorial Asset Protection Plan and Simplicity Wealth. Outside of advising, he is a registered insurance agent providing insurance products for personal asset protection and management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Victoria Molino is a financial advisor at Cetera with 19 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Hancock Whitney Bank and Hancock Investment Services, Inc. before joining Cetera in 2022. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that includes affiliated and third-party model portfolios.

Michael Strojny is a financial advisor at Cetera with 37 years of industry experience. He holds a Series 63 designation and has previously worked with Avantax Insurance Services, Avantax Advisory Services, and runs Strojny and Milligan LLC. Outside of advising, he serves as a trustee for the Episcopal Diocese of Mississippi and is involved in tax preparation and accounting through his ownership of Strojny Tax Partners and The Strojny Corp, Inc. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 advisors and approximately 800,000 clients nationwide, offering a range of portfolio management, financial planning, and retirement services through a multi-manager platform.

Wesley Williams is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at The American Equity Underwriters, Inc. and with CPA Jason Keenum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient portfolio management and securities-based lending.

Mahalie Martinez is a financial advisor at Primerica Advisors with seven years of industry experience. She holds the Series 65 and Series 63 designations and has worked at PFS Investments Inc. and Primerica Financial Services. Outside of advising, she is involved in the sale of loan products, home security, and automation services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services using model-driven strategies managed by unaffiliated asset managers and supports accounts with custody and trade execution from Pershing and BNY Mellon Advisors.

Robert Sawyer is a financial advisor with LPL Financial, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. His prior roles include two decades at Stifel Independent Advisors and earlier positions at Stifel and Merrill. He serves as a board member for Memorial Hospital, a nonprofit organization in Gulfport, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advisor-facing technology and a large network of over 22,800 advisors.