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.

Mahalie Martinez is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and possessing seven years of industry experience. Her background includes roles at PFS Investments Inc. and Primerica Financial Services. She is also involved in the sale of home-related products and services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, primarily using model-delivery strategies managed by unaffiliated asset managers. The firm operates at scale with nearly 3,700 advisors and approximately $15.5 billion in assets under management.

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.

Kade Carpenter is a financial advisor at Cetera with two years of industry experience. He holds a Series 66 designation and owns GCMC, a tax and accounting firm. Carpenter also serves as a tax advisor and administrative assistant at related financial services firms, where he assists with tax preparation and financial planning activities. Cetera Investment Advisers LLC operates as a multi-manager platform serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a nationwide network of independent advisors.

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 who has 40 years of industry experience. She has worked at Avantax Advisory Services and Avantax Investment Services, Inc. and has managed The Strojny Corporation since 2003. Outside of her advisory work, she is involved in tax preparation and accounting management. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting various program structures and custodial relationships.

Connie Kittrell is a financial advisor at Ameriprise with 21 years of industry experience. She holds a Series 66 designation and has been with Ameriprise and its affiliate since 2005. Outside of her advisory role, she is involved with Kevin L. Murphy LLC, managing an advisory business in Biloxi, MS. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, focusing on clients with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Andre' Gautier Jr. is a financial advisor at Edward Jones in Biloxi, MS, holding a Series 66 designation with six years of industry experience. He has worked at Edward Jones since 2019 and previously operated Gautier Processors, LLC from 2012 to 2019. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory services and investment strategies through a large network of financial advisors and branch offices nationwide.

Jonah Monson is a financial advisor with Cetera and holds Series 63 and Series 65 licenses. He has four years of industry experience and has worked previously at Avantax Advisory Services and Avantax Investment Services. In addition to his advisory role, he provides tax preparation and advisory services through Strojny Financial Services and SFS of Biloxi LLC. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

George Birdrow III is a financial advisor with LPL Financial, holding a Series 66 designation and 24 years of industry experience. His prior work includes positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, Citigroup Global Markets, and UBS Financial Services. He serves as a commissioner for the City of Biloxi Housing Authority and operates a golf mat distribution business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by advanced operational tools and oversight of substantial discretionary assets.

Cindy Carraway is a financial advisor at LPL Financial with 27 years of industry experience. She holds Series 63 and Series 66 licenses and has been with LPL Financial since 2016. 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, and institutional platforms, supported by technology and access to third-party asset managers.

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 with LPL Enterprise who holds Series 63 and Series 66 credentials and has 33 years of industry experience. His prior roles include positions at MassMutual, Thrivent Financial, and FSC Securities Corporation. Outside of his advisory work, he serves as a personal financial consultant providing counseling to military service members and families, and also works as a substitute teacher. LPL Enterprise offers investment advisory and brokerage services to a diverse clientele including individual and high-net-worth investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach and provides access to third-party asset managers and various financial planning services.

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.

Mark Laville is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and nine years of industry experience. He has been affiliated with PFS Investments Inc. since 2016 and Primerica Financial Services since 2015. In addition to advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies supported by third-party asset managers and custodians.

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.