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.

Natalie Smith is a financial advisor at PNC Wealth Management with one year of industry experience. She holds the Series 66 designation and has previously worked at PNC Bank for ten years. PNC Wealth Management provides retail brokerage and advisory services through several model-based programs, including an invitation-only digital offering that uses algorithmic risk assessments to recommend investment strategies implemented with mutual funds and ETFs.

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.

Timothy Roling is a financial advisor with VOYA Financial Advisors, Inc., holding Series 65 and Series 63 credentials and 18 years of industry experience. He has been with VOYA Financial and VOYA Financial Advisors since 2014. Outside of advising, he is involved in independent insurance sales and owns rental property, including a condo in Medellin, Colombia. VOYA Financial Advisors, Inc. serves a diverse client base that includes individual and institutional investors, offering a variety of financial planning and portfolio management services through multiple program structures. The firm combines SEC-registered advisory and broker-dealer activities and primarily provides non-discretionary recommendations to its clients.

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 at Primerica Advisors with one year of industry experience. He holds Series 65 and Series 63 designations. Prior to his current role, he worked at Primerica Financial Services and has experience in education at Mississippi State University and Pass Christian Schools. Bond also receives non-investment-related compensation for referrals of home security and automation products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm provides advisory services through a large network of advisors and relies on model-delivery strategies managed by unaffiliated asset managers.

Wendy Roper is a financial advisor with Edward Jones in Gulfport, MS, holding the ChFC® and Series 66 designations and bringing 13 years of industry experience. She has been with Edward Jones since 2012. 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 network of advisors and branch offices nationwide.

Charles Rumsey is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at JPMorgan Chase Bank, Northwestern Mutual, and Cadence Bank. Outside of finance, he has experience working at Strange Brew Coffeehouse and Rumsey Consulting Engineering Incorporated. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering a range of financial planning and investment services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports advisors with various model portfolios, third-party asset management, and institutional platforms.

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.

Jerome Dattel is a financial advisor with Raymond James & Associates in Gulfport, MS, holding a Series 63 designation and bringing 56 years of industry experience. He has been with Raymond James & Associates since 2013 and is also a member of Stowaway BNA-1 Investors, LLC, a personal private investment entity. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory 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.

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.

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.

Lucas Cooley is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and 12 years of industry experience. He has worked at PFS Investments Inc. since 2013 and has been affiliated with Primerica Financial Services since 2008. Outside of his advisory role, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm offers advisory services primarily through model-delivery strategies managed by unaffiliated asset managers and supports trade execution and custody via BNY Mellon Advisors and Pershing.

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.

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.

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.

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.

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.

Dennis Liverett is a financial advisor with LPL Financial and holds Series 63 and Series 65 licenses. He has 20 years of industry experience, having previously worked at CUNA Brokerage Services, Cuna Mutual Group, and National Planning Corporation. He also serves as an executor and trustee for a testamentary trust. 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 institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios, third-party asset management, and institutional platforms.

Ronald Weatherly Jr. is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 66 designation and has previously worked at CUNA Brokerage Services, Cuna Mutual Group, and Edward Jones. He serves on the board of the Hancock County Port and Harbor Commission. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including model portfolios and third-party asset management, supported by advanced research and operational tools.

Robert Edgecombe is a financial advisor with LPL Financial holding Series 63, Series 65, and Series 66 licenses and 39 years of industry experience. His prior roles include positions at Next Financial Group Inc, Grove Point Investments, LLC, Gunnallen Financial, Inc., and SII Investments, Inc. He also has involvement in non-variable insurance activities. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary research and third-party strategies.

Patrick Martinez is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James since 2017 and also serves as president of Martinez Wealth Management Inc., a company he owns and operates. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary investment consulting using analytical tools to support client goal achievement and maintains specialized municipal advisory and SIMPLE IRA consulting services.

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.

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.

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.

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.

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.