Jason Gass is a financial advisor at Cetera with 22 years of industry experience. He holds Series 63 and Series 66 credentials. His prior work includes long-term roles at Avantax and Strojny & Strojny. Outside of advisory services, he owns and manages tax and accounting practices through entities such as GCMC LLC and SFS of South Mississippi LLC. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers diversified portfolio management and financial planning services, using a multi-manager platform with options ranging from automated allocations to bespoke strategies.

Martha Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, Wells Fargo Clearing, A. G. Edwards & Sons, Citigroup Global Markets, and Morgan Stanley DW Inc. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, and institutional platforms, combining advisory services with a range of non-advisory financial products.

Lisa Wagoner is a financial advisor with LPL Financial in Ocean Springs, MS, holding Series 63 and Series 65 credentials and having 32 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1998. In addition to her advisory role, Wagoner serves as an independent insurance agent for Guardian products and acts as a notary public for clients. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various portfolio strategies and advisor-support technologies.

Gus Brand is a financial advisor with LPL Financial in Biloxi, MS, holding a Series 66 license and with two years of industry experience. Prior to joining LPL Financial, he spent nine years at Community Bank of Mississippi in various roles. He serves as an advisory director on the boards of Community Bank of Mississippi and Community Bancshares of Mississippi, and co-owns a family social club in Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Darryl Meadows is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., with over three decades as owner of Meadows Industries Inc. He is also a business owner of Camolot in Ocean Springs, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services delivered through a large network of investment adviser representatives.

Zane Wells is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Optimal for five years. Wells is based in Ocean Springs, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Blackwell is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Blackwell Distribution LLC and Chevron Corporation. Outside of finance, he was involved in Gulf Breeze Landscaping for seven years. 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, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services, operating under a fiduciary standard.

Martin Wagoner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 1998 and has also been associated with Gulley & Associates since 1982. Outside of his advisory role, Wagoner is involved in selling disability and term life insurance through local brokerage firms. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jenna Richardson is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022, previously affiliated with CUNA Brokerage Services and Navigator Credit Union. In addition to her advisory role, she serves as a licensed sales assistant at Navigator Credit Union and is a commissioned notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives employing various discretionary and non-discretionary strategies.

Joshua Boone is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with one year of industry experience. His prior work includes roles at Bradford O'Keefe Funeral Home, Serenity Funeral Home, Brantley Ellison Fitness, and Huntington Ingalls. 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 under management and offers a range of advisory programs, discretionary and non-discretionary strategies, and affiliated investment options through a network of over 23,700 financial advisors.

Carl Fallo is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he assists his wife with her part-time photography business, Outlaw Photographers. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth investors, retirement plans, and charitable entities. The firm’s investment approach is model-driven, using portfolios from LPL’s Research Department and third-party strategists, and it offers financial planning, access to third-party asset managers, and affiliated insurance and trust services.

Gregory Mason is a financial advisor with LPL Financial in Biloxi, MS, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Cadence Bank, Infinex Investments, Cetera, PNC Wealth Management, Hancock Whitney Investment Services, Investment Professionals, Inc., and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment solutions through a large network of advisors, combining advisory platforms with a range of non-advisory financial services.