Evan Ladner is a Financial Advisor at Merrill Lynch Wealth Management. After serving over a decade in the United States Navy, he transitioned to financial advising with a focus on helping individuals and families pursue their financial goals. He utilizes Merrill's investing insights and access to Bank of America's banking services to support clients in enhancing their financial strategies. Evan works with clients on retirement planning and overall financial strategy by assessing lifetime cash flow needs, risk tolerance, time horizon, liquidity, and goals. He offers wealth planning services integrated with credit, lending, and banking solutions through Bank of America to manage all aspects of clients' financial lives. His client focus areas include college education planning, family wealth management strategies, legacy planning, and managing new wealth. He holds a Bachelor's degree in Economics from the United States Naval Academy and is a Personal Investment Advisor (PIA). Evan is involved in his community through coaching soccer and volunteering with veteran organizations. He resides in Pass Christian with his wife and three children and enjoys boating, camping, fishing, hiking, and spending time with his family.

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.

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.

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.

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.

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.

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.

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.

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.

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.