Mark Holden is a financial advisor at Edward Jones with a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, he worked for Ingalls Shipbuilding for 12 years and serves as a Construction Engineer Officer in the Mississippi Army National Guard. In his military role, he advises on construction activities and leads survey and design teams. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 financial advisors. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and managing approximately $1.01 trillion in assets.

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.

Terry Cutrer is a financial advisor with Edward Jones in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is involved in timber management and land maintenance for hunting through a partnership in Cutjack Ridge LLC. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Joshua Eargle is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has been involved with Eargle LLC since 2022 and worked at LHC Mississippi HomeCare from 2021 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory services through a large nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides various discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment products.

Kyle Mclaughlin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He has held roles at several firms, including Hancock Whitney Bank and Compass Capital Management. Outside of finance, he is the owner of Diamond Lighting Company LLC, which rents lights to movie productions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with discretionary and non-discretionary program options.

Courtney Peterson is a financial advisor at Edward Jones with six years of industry experience. She holds the Series 66 designation and previously worked at Community Bank, LPL Financial, and Hancock Whitney Investment Services. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory programs and investment strategies and reported approximately $1.01 trillion in assets under management, supported by a nationwide network of over 23,000 financial advisors.

Robert Sawyer is a financial advisor at LPL Financial with 39 years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked for Stifel Independent Advisors, LLC for 20 years. Sawyer serves as a board member for Memorial Hospital in Gulfport, MS. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a broad network of representatives. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Bogdan Gard is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing nine years of industry experience. He has worked at Wells Fargo Clearing Services since 2018 and previously at Stratos Wealth Partners and LPL Financial. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with services including investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Jerome Dattel is a financial advisor with Raymond James & Associates in Gulfport, MS, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2013 and is also a member of Stowaway BNA-1 Investors, LLC, a personal private investment entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Crystal Broadus is a financial advisor at Stifel with 18 years of industry experience. She holds a Series 66 designation and has worked at Stifel since 2009, with prior experience at UBS Financial Services. Broadus is also commissioned as a notary in Gulfport, Mississippi. Stifel serves a broad range of clients, including individuals, institutional investors, and municipal entities, offering brokerage and investment advisory services supported by proprietary capital market analysis and probabilistic modeling. The firm provides fee-based financial planning and other services designed to support client decision-making.

Effie Strojny is a financial advisor with Cetera in Biloxi, MS, with 39 years of industry experience. Prior to joining Cetera in 2025, she worked for Avantax Advisory Services and Avantax Investment Services, Inc. for several decades. She also manages a tax preparation and accounting business. Cetera Investment Advisers LLC is an SEC-registered firm that provides advisory services through a nationwide network of independent advisors. The firm serves individuals, employer-sponsored plans, corporate, charitable, and institutional clients, offering portfolio management, financial planning, and access to third-party managers across a range of program structures.

Patricia Phillips Jack is a financial advisor with Ameriprise in Diamondhead, MS, holding a Series 66 designation and bringing 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily for clients with assets managed within Ameriprise accounts.

Jonah Monson is a financial advisor with Cetera in Biloxi, MS, holding Series 63 and Series 65 licenses and having four years of industry experience. He also serves as a tax advisor with Strojny Financial Services and SFS of Biloxi LLC, providing tax advice and preparation. Cetera Investment Advisers LLC operates as an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with a variety of portfolio management options and access to third-party money managers.

Cindy Carraway is a financial advisor with LPL Financial in Gulfport, MS, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with LPL Financial since 2016. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing discretionary and non-discretionary management, model portfolios, and research from internal and third-party sources.

Robert Flowers II is a financial advisor at Edward Jones in Gulfport, MS, holding a Series 66 designation with eight years of industry experience. Prior to joining Edward Jones in 2018, he worked at Ingalls Shipbuilding for 18 years and has been involved with the City of Gulfport since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Britton Walker is a financial advisor with Cetera, holding a Series 66 designation and 16 years of industry experience. He has worked at Cetera since 2022 and has been with Hancock Bank since 2014. Outside of his advisory role, Walker serves on the finance committee of the First United Methodist Church of Gulfport, assisting with budgeting. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services, utilizing a multi-manager platform with various program options and custodial relationships.

Ralph Lunt is a financial advisor at LPL Enterprise with 32 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Thrivent Financial, MassMutual, FSC Securities Corporation, and Strategic Capital Advisors. Outside of his advisory work, Lunt provides personal financial counseling to military service members and their families and also works as a substitute teacher. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolios, third-party asset management, and a broad range of brokerage and insurance products.

Patrick Kergosien serves as a Senior Resident Director and Wealth Management Advisor at Merrill. He has developed a holistic approach to constructing and managing wealth over more than 35 years of experience. Patrick works closely with clients to create personalized financial strategies that address their full financial picture and adapt to changing market conditions. His expertise includes areas such as college education planning, family wealth management strategies, legacy planning, retirement income, and services for endowments, foundations, and non-profits. Patrick follows the Merrill tradition of community involvement and dedicates time to volunteering with local organizations. Patrick holds a Bachelor's Degree from the University of Southern Mississippi and is a Personal Investment Advisor (PIA). Outside of his professional work, he enjoys fishing, gardening, and hunting.

Mary Gilfoil is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and bringing 19 years of industry experience. She has worked with Hancock Bank since 2013 and was affiliated with Hancock Investment Services, Inc. from 2015 to 2022. In addition to her advisory role, she serves as a private banker for Hancock Whitney. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors.

James Davis is a CFP® professional with 14 years of industry experience, currently serving as a financial advisor at Edward Jones since 2012. He holds a Series 66 license and is based in Gulfport, MS. Outside of his advisory role, Davis serves as an Associate Pastor at Michael Memorial Baptist Church, where he assists with preaching and teaching. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and operates a broad network of over 23,700 advisors and more than 15,000 branch offices nationwide.