Starlitte Townsend is a financial advisor with Stifel in Gulfport, MS, holding Series 63 and Series 66 licenses and having 24 years of industry experience. She has been with Stifel since 2009. Outside of her advisory role, Townsend serves as a notary. Stifel serves a broad range of clients, including individuals, institutional clients, and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies developed by its Investment Strategy Group, focusing on forward-looking capital market assumptions and probabilistic modeling.

Cheri Evans is a financial advisor at LPL Financial with one year of industry experience. She holds a Series 66 designation and previously worked at Forrest County Sheriff's Office and Jackson Tullos & Rogers. Outside of advising, she owns Charles G Evans Enterprises, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, supported by technology and a large network of over 22,800 advisors.

Larry Farish is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 35 years of industry experience. He has worked with firms such as Avantax Advisory Services and has maintained a separate business, Strojny and Strojny Financial Services, specializing in tax preparation and accounting. Based in Biloxi, MS, Farish has been with Cetera since 2025. Cetera Investment Advisers LLC is a large, SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers.

Harry Hewes is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 13 years of industry experience. He previously worked at Cetera and Regions Bank for 11 years before joining Wells Fargo. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jennifer Gates is a Wealth Management Advisor at Merrill Lynch Wealth Management, where she focuses on helping high net worth families accomplish their financial goals. She utilizes investment and banking solutions tailored to each client's risk tolerance, time horizon, liquidity needs, investment objectives, and associated costs. Jennifer also provides access to banking services through Bank of America, including home financing, residential lending, merchant services, and business loans. Jennifer has been working in the investing industry on the Gulf Coast since 2007. Her areas of expertise include family wealth management strategies, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management services, women and wealth, and retirement income. She holds multiple professional designations including Certified Financial Planner (CFP), Certified Divorce Financial Analyst (CDFA), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jennifer received her bachelor's degree in International Business from the University of Southern Mississippi and earned a master's degree from the College for Financial Planning. She is actively involved in her community, serving with organizations such as Catholic Charities of South Mississippi, First Methodist Church Long Beach, and previously as president of the Kiwanis International Club. In her personal life, Jennifer enjoys reading, running, and yoga, and spends time with her husband and two children.

Jonathan Foster is a Series 66 licensed financial advisor with Edward Jones in Bay St Louis, MS, where he has worked since 2013. He has 12 years of industry experience. Outside of advisory work, he is involved in commercial rental property ownership and recreational land maintenance through partnerships with his wife. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, investment strategies, and affiliated services through a nationwide network of financial advisors and branch offices.

Terry King is a Series 66-licensed financial advisor with Thrivent Investment Management, where he has worked since 2002, totaling 23 years in the industry. He is involved in several community organizations in Slidell, Louisiana, including serving as a board member of Rotary Rebuilds Slidell and the Concerned Citizens of St. Tammany, and as Foundation Chair for the Rotary Club of Slidell. King is also an author working on books and media projects related to historical accounts of public corruption in Louisiana. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofits, providing goal-based financial analysis and planning without portfolio management or institutional advisory roles.

Thad Rhodes is a Series 66-registered financial advisor with Edward Jones in Biloxi, MS, where he has 19 years of industry experience, all with the same firm since 2007. Outside of advising, he pursues painting as a hobby and has sold art through a local consignment shop. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and is notable for its extensive retail advisor and branch network as well as affiliated financial capabilities.

Lucas Cooley is an advisor with Primerica Advisors holding Series 63 and Series 65 licenses and has 12 years of industry experience. He has worked with PFS Investments Inc. since 2013 and Primerica Financial Services since 2008. Outside of advising, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including 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 manages approximately $15.5 billion in assets, offering model-driven investment strategies supported by third-party asset managers and custodial services.

Stephen A. Ethridge is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 designations and possessing 22 years of industry experience. His career includes roles at Stewart & Patten Co LLC and Guardian Investment Management prior to joining Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is a large SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

John Glicco is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His prior work includes roles at Commonwealth Financial Network and WBR Investment Services, among others. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to individual, high-net-worth, corporate, and institutional clients. The firm utilizes risk profiling and analytical modeling to tailor non-discretionary advice aligned with client goals, supporting implementation through various advisory programs.

Jason Lindholm is a financial advisor with LPL Financial in Long Beach, Mississippi, holding a Series 66 designation and 24 years of industry experience. He previously worked at Edward Jones from 2007 to 2014 before joining LPL Financial in 2014. Outside of his advisory work, he owns the Prancing Poodle Pepper Company, a home-based business. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides diverse investment options and platforms, supporting over 22,800 advisors and managing over $819 billion in discretionary assets.

Jason Salminen is a financial advisor with Cetera, holding a Series 66 designation and one year of industry experience. His background includes roles at Avantax Advisory Services and Avantax Investment Services, as well as experience in the plumbing industry. Outside of his advisory work, he serves as an administrative assistant for Strojny Financial Services and Strojny Tax Partners, supporting retirement planning and tax preparation activities. Cetera Investment Advisers LLC is an SEC-registered firm serving individual and institutional clients nationwide. 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.

Maurita Richards is a Series 66 licensed financial advisor with Edward Jones, based in Gulfport, MS. She has two years of experience at Edward Jones and previously worked at Tinker Federal Credit Union and Infuze Credit Union. 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 advisory programs and strategies, supported by a nationwide network of financial advisors and branch offices.

Joshua Mc Niel is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, he worked as a physician assistant providing emergency room services on a PRN basis. He has held positions in healthcare and community organizations, including roles at Mississippi Emergency Department Services and Memorial Hospital at Gulfport. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive network of financial advisors and branch offices, offering discretionary and non-discretionary strategies alongside affiliated mutual funds and other financial services.

Charles Hawkins III is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Company, Valic Financial Advisors, AIG, and Edward Jones. Outside of financial advising, he is a business owner of Stir Spirits and Fine Wines, LLC in Biloxi, 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives and advanced operational tools.

Charlene Murphy is a financial advisor at Raymond James Financial with three years of industry experience. She holds a Series 66 designation and has worked at Raymond James Financial Services, Inc. since 2017. Outside of her advisory role, she owns a small business focused on thrifting and reselling preowned clothing, music memorabilia, and household goods. Murphy also serves on the board of the Saint Stanislaus Booster Club, where she supports local sports fundraising and volunteer coordination. 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, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to guide client decisions and supports its advisors through a broad network and specialized programs.

James Field Jr. is a financial advisor with LPL Financial who holds a Series 63 designation and has 40 years of industry experience. He has worked with Linsco / Private Ledger since 2003. In addition to his advisory role, he operates FIELD EQUINE LLC, a non-investment related business. 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 other institutions through a large network of investment adviser representatives.

Thomas Walker is a financial advisor at LPL Financial with one year of industry experience. He holds the Series 66 designation and previously worked at Community Bank of Mississippi for ten years and Hancock Whitney for five years. Outside of his advisory role, he is involved with Community Wealth Management, a business related to his activities at LPL Financial. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Kerry Milligan is a CFP® professional at Cetera with 26 years of industry experience. He has held positions at various Avantax entities and operates several tax and accounting advisory businesses, including Strojny & Milligan LLC and related companies. Milligan is involved in managing multiple tax and accounting firms where he oversees financial management and employee training. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a diversified range of portfolio management and financial consulting services, utilizing a multi-manager platform that includes affiliated and third-party managers.