Thomas Sorrels is a financial advisor at Cetera with 15 years of industry experience and holds a Series 66 designation. He has worked at Cetera and its related entities since 2022 and was previously with Hancock Investment Services, Inc. for 11 years. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and a variety of program structures.

Jose De La Fuente is a financial advisor at Edward Jones with 24 years of industry experience. He has been with Edward Jones since 2001 and holds the Series 63 and Series 66 designations. 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 wide range of advisory programs and investment solutions under a fiduciary standard.

John Grantham is a CFP®-certified financial advisor at Edward Jones with seven years of industry experience. He has worked at Edward Jones since 2018 and previously held roles in real estate and hospitality. Outside of advising, Grantham is associated with Grantham Investments LLC, a business focused on managing rental properties, though it currently holds no properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Karen Wallace is a financial advisor at Cetera with 14 years of industry experience. She holds a Series 66 designation and has worked with Hancock Bank since 2011 before joining Cetera in 2022. Outside of her advisory role, she serves on the boards of the Long Beach Chamber of Commerce and the Mississippi Gulf Coast Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving a wide range of clients, including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Daniel Anderson Jr. is a financial advisor with Edward Jones in Gulfport, MS, holding a Series 66 designation and eight years of industry experience. He previously worked for Farm Bureau of Mississippi from 2015 to 2018 before joining Edward Jones in 2018. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Jason Huffman is a CFP® professional with 12 years of industry experience, currently serving as a financial advisor at Raymond James Financial since 2020. Prior to this, he worked at Wells Fargo Advisors and Wells Fargo Clearing from 2014 to 2020. He is also the owner of Mississippi Sound Financial Planning, a financial planning support company based in Gulfport, MS. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning supported by analytical tools and maintains unique offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting programs.

Phillip Hartness is a financial advisor with Ameriprise in Gulfport, MS, holding Series 63 and Series 65 licenses and 25 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis delivered through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its recommendations.

Bailey Braswell is a CFP® and holds a Series 66 designation, with 10 years of experience in the financial industry. He has worked at Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including various types of households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

James Hardaman is a financial advisor with Raymond James Financial in Gulfport, MS, holding Series 63 and Series 66 credentials and bringing 29 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2004 and with Raymond James Financial since 2009. Outside of his advisory role, he works as an independent contractor for Gulf Coast Group. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools and supports clients through a broad network of advisors and affiliated firms.