Cory Easterling is a financial advisor at Prism Wealth Partners, LLC with a Series 65 designation and one year of industry experience. His background includes roles at several firms, notably co-owning Southern Insurance Professionals, LLC, an insurance brokerage where he is a licensed agent. Prism Wealth Partners, LLC offers discretionary asset management tailored to individuals, high-net-worth clients, trusts, business owners, and estates, utilizing both in-house and sub-advised portfolio models. The firm maintains a unique approach by regularly selecting other advisers to manage client mandates and operates in affiliation with an insurance business.

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.

Davis Scharp is an advisor at Sanctuary Advisors, LLC and holds the Series 66 designation. He has held various roles since 2019, including positions at the University of Mississippi and multiple companies before joining Sanctuary Advisors in 2026. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm operates a large network of independent investment adviser representatives and offers a range of discretionary and non-discretionary investment solutions.

Tracy Clanton is a Series 66 credentialed financial advisor at Sanctuary Advisors, LLC with seven years of industry experience. Prior to joining Sanctuary Advisors in 2020, she worked at Bank of America and Merrill Lynch. She also serves as a member of the Slidell Civil Service Board, an independent board overseeing personnel matters for the City of Slidell, Louisiana. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses an integrated affiliate structure with multiple affiliated entities and strategic partnerships.

Steven Longo is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 25 years of industry experience. He has worked at Sanctuary Wealth since 2020 and previously held roles at Bank of America and Merrill. Sanctuary Advisors provides investment advisory and financial planning services to individuals, corporations, charitable organizations, trusts, estates, and retirement plans. The firm offers customized investment programs through various account types and uses a network of sub-advisors and third-party platforms to implement strategies.

Chris Collins is a financial advisor with Sanctuary Advisors, LLC, holding a Series 66 designation and 22 years of industry experience. He has worked at Sanctuary Wealth since 2020 and previously held roles at Bank of America and Merrill. Sanctuary Advisors, LLC provides investment advisory and financial planning services to a diverse client base including individuals, corporations, pension plans, trusts, and charitable organizations. The firm operates a large network of independent advisers and offers a range of investment solutions, including discretionary and non-discretionary management, through an integrated platform with several affiliate firms.

Theodore Longo is a financial advisor with Sanctuary Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. His prior roles include positions at Bank of America and Merrill. Outside of advisory work, he serves on the boards of the Pine Burr Area Council of the Boy Scouts and the Brothers of the Sacred Heart Foundation, a Catholic charitable and educational organization. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account structures and utilizes a network of independent advisors and affiliated entities to support a broad range of strategies.

Stephanie Lawson is a financial advisor at Sanctuary Advisors, LLC with 14 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Sanctuary Securities, Inc. since 2020, following a 14-year tenure at Merrill. Sanctuary Advisors provides investment advisory and financial planning services to a diverse client base including individuals, corporations, charitable organizations, and retirement plans. The firm offers customized investment programs through various account types and utilizes both discretionary and non-discretionary arrangements, supported by a large network of independent advisors and affiliated entities.

Chad Dusang is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. His prior roles include positions at Bank of America, Merrill, and Ameriprise Financial Services. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting and municipal finance activities.

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.

David Indest is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 66 designation and three years of industry experience. Prior to joining Raymond James, he worked at Bank of America and Merrill, and spent 18 years at Eustis Engineering L.L.C. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

John Meyer is a financial advisor with Raymond James & Associates in Slidell, LA, holding a Series 63 designation and 31 years of industry experience. His prior work includes positions at Merrill and Bank of America. Outside of advisory work, he owns and oversees a 66-acre avocado farm and a timber farm. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and municipal finance services.

Joshua Eargle is a financial advisor at Edward Jones with Series 66 credentials and one year of industry experience. Prior to joining Edward Jones, he has been involved with Eargle LLC since 2022 and worked at LHC Mississippi HomeCare from 2021 to 2026. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of investment advisory services through a large nationwide network of financial advisors and branch offices. The firm manages over $1 trillion in assets and provides various discretionary and non-discretionary strategies, including tax-efficient services and proprietary investment products.

Kyle Mclaughlin is a financial advisor with Cetera holding a Series 66 designation and three years of industry experience. He has held roles at several firms, including Hancock Whitney Bank and Compass Capital Management. Outside of finance, he is the owner of Diamond Lighting Company LLC, which rents lights to movie productions. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a large network of independent advisors and features a multi-manager platform with discretionary and non-discretionary program options.

Andrew Necaise is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill. Necaise is based in Slidell, Louisiana. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management. The firm serves a diverse client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through various programs and institutional services.

Patricia Phillips Jack is a financial advisor with Ameriprise in Diamondhead, MS, holding a Series 66 designation and bringing 18 years of industry experience. She has worked with Ameriprise and its affiliated entities since 1996. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria, providing written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized advice, primarily for clients with assets managed within Ameriprise accounts.

Nicholas Baudean is a financial advisor at Raymond James & Associates with Series 66 registration and one year of industry experience. Prior to joining Raymond James, he worked in various roles including at Golf Cart World and Paretti Mazda of Covington. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 advisors. The firm serves a wide range of clients, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through non-discretionary advice and firm-sponsored programs.

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.

Gwendolyn Smith is a financial advisor with Primerica Advisors in Slidell, LA, holding a Series 63 designation and 19 years of industry experience. She has been with Primerica Advisors since 2006 and has worked with Primerica Financial Services since 2004. Outside of her advisory role, she owns Gwendolyn Smith & Associates, a separate business based in Service, LA. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed account options. The firm uses third-party asset managers and emphasizes a tiered wrap-fee structure rather than fixed fees.

Chad Hunt is a CFP® professional with 28 years of industry experience, currently affiliated with LPL Financial since 2025. He previously worked at Ameriprise and Ameriprise Financial Services, Inc. from 2005 to 2025. Outside of his advisory role, Chad serves as head coach for track and cross country at Christ Episcopal School in Covington, LA. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research and model portfolios.

Joseph Thibeaux is a financial advisor with LPL Financial in Slidell, Louisiana, holding Series 63 and Series 65 licenses and 19 years of industry experience. His prior roles include positions at Ameriprise, AIG, Valic Financial Advisors, and Securian Financial Services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, with both discretionary and non-discretionary management options supported by in-house and third-party research.

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.

Keaton Biggs is a CFP® professional with eight years of industry experience, currently serving as an advisor at Edward Jones since 2017. Prior to and alongside his current role, he has been involved with Alpha 3 Financial, an educational investment group focused on market discussions. He also has experience working at Altus Wealth Management and Louisiana State University. 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 and investment solutions supported by a large nationwide network of financial advisors and branches.

Stephen A. Ethridge is a financial advisor with Morgan Stanley, holding Series 65 and Series 66 licenses and bringing 22 years of industry experience. Prior to joining Morgan Stanley in 2025, he spent 12 years at Guardian Investment Management. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Lona Crawford is a financial advisor at J.P. Morgan Securities with 22 years of industry experience. She holds a Series 66 designation and has been with J.P. Morgan Securities since 2012, having also worked at JPMorgan Chase Bank, N.A. since 1997. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with affiliated brokerage, distribution, and investment management capabilities.

Charlene Murphy is a financial advisor with Raymond James Financial in St. Louis, MS, holding a Series 66 designation and two years of industry experience. She has been associated with Raymond James Financial Services, Inc. since 2017 and currently also works with Martinez Wealth Management, Inc. Outside of advising, she owns a business focused on thrifting and reselling clothing, music memorabilia, and household goods. Additionally, she serves as a board member and subcommittee member for the Saint Stanislaus Booster Club, supporting local school sports activities. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing tailored advice and a collaborative approach to portfolio management, with a significant portion of assets managed on a non-discretionary basis.

James Field Jr. is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. He has been with Linsco / Private Ledger since 2003. Outside of advisory work, he is involved with Field Equine LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services supported by research and model portfolios, serving both discretionary and non-discretionary management needs.

Ronald Weatherly Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. Prior to joining LPL Financial in 2022, he worked at CUNA Brokerage Services, Inc. and Cuna Mutual Group from 2014 to 2022. He serves on the board of the Hancock County Port and Harbor Commission. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with support from internal research and third-party subadvisors.

Charles Craft is a financial advisor with J.P. Morgan Securities, holding Series 63, 65, and 66 licenses and 27 years of industry experience. His prior roles include positions at Merrill and LPL Financial. J.P. Morgan Securities LLC provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Robert Edgecombe is a financial advisor at LPL Financial with 39 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has previously worked at Next Financial Group Inc for over a decade. Outside of his advisory role, he is involved in non-variable insurance activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and various investment strategies.

Patrick Martinez is a financial advisor at Raymond James Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at Edward Jones and Hadden Investments, Inc. before his current roles. Martinez is also the owner and president of Martinez Wealth Management Inc., a company he operates in Bay St. Louis, MS. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Kevin Rotolo is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. Prior to joining Raymond James in 2023, he worked for Bank of America and Merrill from 2013 to 2023. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services.

Robin Inman is a Series 66-licensed financial advisor with Edward Jones in Slidell, LA, and has 10 years of industry experience, all of which has been with Edward Jones since 2016. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Stephen Hicks is a financial advisor with Edward Jones, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones in 2021, he worked at Hancock Whitney Bank for 11 years. Outside of his advisory role, he owns a rental property business in Bay St. Louis, Mississippi. 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 national network of advisors and branch offices.

Timothy Mc Kinley is a financial advisor with Edward Jones, holding a Series 66 designation and seven years of industry experience. He has been with Edward Jones since 2019 and previously worked for ten years at Crescent Crown Distributing. Based in Slidell, LA, Mc Kinley focuses on serving clients through Edward Jones’ offerings. Edward Jones is a full-service wealth management firm that serves over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets across a broad network of advisors and branch offices, providing a range of advisory programs, tax-efficient strategies, and affiliated investment products under a fiduciary standard.

Maurice Rouquette is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior work includes roles at LPL Enterprise, The Prudential Insurance Company of America, and Western & Southern Brokerage Services. Outside of finance, he coaches soccer for Mandeville High School and the Mandeville Soccer Club. Cetera Investment Advisers LLC serves a wide range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with extensive program options and affiliations.

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.