Carrie Yates is a financial advisor at HUB Investment Partners, LLC with 11 years of industry experience. She holds Series 63 and Series 66 designations. Her prior experience includes roles at TD Ameritrade and Fidelity. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutions, and municipal entities. The firm combines internally managed model portfolios with customized strategies and offers access to various advisory platforms, serving as a fiduciary for retirement and IRA accounts.

Todd Cobena is a financial advisor with Eagle Strategies (New York Life) and holds Series 63 and Series 65 licenses. He has 33 years of industry experience, including long-term roles at Nylife Securities Inc. and New York Life Insurance Company. His business activities include brokering non-registered insurance products through various outside insurance carriers. Eagle Strategies serves a diverse client base that includes individuals, institutions, and retirement-plan sponsors, providing financial planning, investment management, and advisory services. The firm emphasizes tailored recommendations delivered primarily through non-discretionary asset management, operating within an integrated New York Life affiliate structure.

Anthony Bond is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has been with Primerica Advisors since 2002 and has served with the Diamondhead Fire Department since 2014. Outside of his advisory role, he operates Tony Bond & Associates, LLC, a non-investment related business in Kiln, Mississippi. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, providing model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm employs a curated third-party asset manager approach and uses a tiered wrap-fee structure.

Diana Garrard is a financial advisor at Thrivent Investment Management with 16 years of industry experience. She holds a Series 66 designation and has worked extensively within Thrivent-affiliated firms since 2017. Outside of her advisory role, she has engaged as an independent contractor with various soccer associations over a ten-year period. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, offering holistic, goal-based financial plans that cover topics such as retirement, tax, and estate planning. The firm separates its planning services from portfolio management, focusing on written recommendations without discretionary trading authority.

Carter Bond is a financial advisor with Primerica Advisors in Kiln, MS, holding Series 63 and Series 65 licenses and having one year of industry experience. He has worked with Primerica Financial Services since 2024 and has prior experience in education at Pass Christian Schools and Mississippi State University. He is also involved in sales of home security and automation products through a co-located affiliate of PFS Investments Inc. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both 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 $15.5 billion in assets under management, delivering advisory services through model-based strategies created by unaffiliated asset managers.

Chloe Couvillion is a financial advisor at Edward Jones in Picayune, MS, holding a Series 66 designation with one year of industry experience. She has been with Edward Jones since 2023 and attended Louisiana State University prior to her advisory career. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large nationwide network of advisors and branch offices.

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.

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.

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.

Brandon Rhodes is a financial advisor with Edward Jones in Carriere, MS, holding Series 63 and Series 66 licenses and 22 years of industry experience. He has been with Edward Jones since 2004. Outside of his advisory role, Rhodes serves on the St. Stanislaus Progression Board in Bay St Louis, MS, helping to coordinate the school's financial position and activities. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, access to separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Shan Seymour is a financial advisor at Edward Jones with 12 years of industry experience and holds a Series 66 designation. He has been with Edward Jones since 2013. Outside of his advisory role, he owns and operates We Rock The Spectrum, a children’s gym in Mandeville, LA. Edward Jones is a full-service wealth management firm serving individual and institutional clients through a nationwide network of over 23,000 advisors. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Paige Gaubert is a financial advisor at Edward Jones with one year of industry experience. She holds the Series 66 designation and has worked at Edward Jones since 2023. Outside of her advisory role, she has experience with Magnolia Athletic Company and educational institutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages over $1 trillion in assets and offers a variety of advisory strategies and affiliated investment products through a large national network of advisors and branch offices.

Thierry Gaubert III is a CFP® with 29 years of experience in financial advising, currently with Edward Jones since 1996. He is based in Picayune, MS. Outside of his advisory role, he is a member of Citation Logistics LLC and Gulf South Oil Solutions LLC, both involved in transportation and technology sectors. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. With over 23,000 advisors, the firm manages approximately $1.01 trillion in assets and offers varied investment strategies including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Kaylee Henderson is a financial advisor at Cetera with seven years of industry experience. She holds a Series 66 designation and has previously worked at Hancock Whitney Bank and Roberts Wealth Management. Cetera Investment Advisers LLC is an SEC-registered adviser that serves a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform that includes both affiliated and third-party managers, supporting various program structures and custodial relationships.

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.