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 with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors, Morgan Stanley, and Citigroup Global Markets. He serves on the finance committee of the Southern Miss Alumni Association. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs and investment management services combining proprietary strategies and third-party models, supported by an internal trading desk and custody solutions through Pershing.

Douglas Harrison is a financial advisor with First Command Advisory Services in Biloxi, MS. He holds Series 63 and Series 65 designations and has recently transitioned to the financial services industry following a 30-year career in the U.S. Coast Guard. Prior to joining First Command, he worked in construction and took time in retirement before starting his advisory role. 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 managed by a centralized Investment Management Team and Wealth Portfolio Managers using a disciplined, model-based investment approach.

Frank Van Kirk III is a financial advisor with Stratos Wealth Partners, Ltd, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Stratos Wealth Partners and affiliated with LPL Financial since 2014. Van Kirk serves as a trustee for several family trusts. 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 high-net-worth individuals, retirement plans, corporations, nonprofits, and institutional clients, offering a range of services such as advisor-managed wrap and non-wrap programs, financial planning, third-party manager programs, and outsourced CIO solutions. Its open-architecture investment approach integrates multiple third-party platforms and managers, including affiliated sub-advisors and major custodians, with a model that supports independent contractors and employees providing discretionary and non-discretionary portfolio management tailored to client goals.

James Luffey is a financial advisor with Stratos Wealth Partners, Ltd. He holds the Series 66 designation and has two years of industry experience. His prior work includes roles at LPL Financial and Apple Guerin Company. Stratos Wealth Partners is an SEC-registered enterprise adviser with approximately 379 advisors and $18.6 billion in assets under management, serving a diverse client base that includes individuals, retirement plans, corporations, nonprofits, and institutional clients. The firm utilizes an open-architecture investment approach, offering discretionary and non-discretionary portfolio management through a network of affiliated and independent advisors.

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 with Primerica Advisors in Kiln, MS, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked with Primerica Financial Services since 2024 and has prior experience in education at Pass Christian Schools and Mississippi State University. He is also involved in sales of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and $15.5 billion in assets under management, delivering advisory services through model-based strategies created 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.

Brian Ellerman is a Series 66-licensed financial advisor with 12 years of industry experience. He has worked at Cetera since 2022 and previously spent six years with Hancock Investment Services, Inc. He is based in Gulfport, Mississippi. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services, with a multi-manager platform that includes affiliated and third-party strategies and multiple program structures.

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.

Charles Rumsey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and Cadence Bank. Outside of finance, he has experience working at Strange Brew Coffeehouse and Rumsey Consulting Engineering Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with various model portfolios, third-party asset management, and institutional platforms.

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.

Mark Holden is a financial advisor with Edward Jones in Gulfport, MS, holding a Series 66 designation and five years of industry experience. Prior to joining Edward Jones in 2021, he worked for Ingalls Shipbuilding for 12 years. He also serves as a construction engineer officer in the Mississippi Army National Guard, advising on construction activities and project quality control. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs and investment strategies supported by a large nationwide network of advisors and branch offices.

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.