Samuel Resultan is a financial advisor with Voyage Wealth Management, LLC in Diberville, MS, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he has experience in the restaurant industry, having been associated with Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm employs a core-and-satellite investment strategy using diversified, low-cost ETFs alongside active managers, with a focus on pension consulting and serving as an ERISA 3(38) investment manager for plan sponsors.

Brandon Allen is a financial advisor with AAIM Financial in Ocean Springs, MS, holding a Series 66 designation and 11 years of industry experience. Prior to founding Allen & Associates Investment Management LLC, he was associated with firms including Benefits Plus, TriCities Advisors, and LPL Financial. He is also a licensed insurance agent involved in health insurance sales through Integrity Agency Corporation and Cervus Highlands Insurance Group. AAIM Financial is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management and related services. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its investment process and combines long-term investing with options trading strategies.

Ryan Earley is the sole principal of PERS Pro LLC, a fee-only independent advisory firm. He holds a Series 65 designation and began his advisory career in 2025. Prior to founding the firm, Earley worked for ten years with the Jackson County School District and has experience at Catona Climate and the University of Georgia's Terry School of Business. PERS Pro LLC provides comprehensive financial planning services primarily to mid- to late-career state employees and public pension participants. The firm employs a client-driven planning process with a focus on passive, index-based investment advice, and offers services including pension decision coaching, retirement checkups, and tax preparation.

William Beard is a financial advisor at WealthHarbor Capital Group, LLC with 15 years of industry experience. He holds the Series 66 designation and has worked at WealthHarbor since 2017. Beard is also a 50% owner of MRG Insurance Services, where he is active as a property and casualty insurance agent. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and combines conservative core investments with tactical allocations to manage risk, offering both discretionary and non-discretionary management across a range of investment vehicles.

Steven Cosentini is a financial advisor at Dew Wealth Management with Series 63 and Series 65 licenses and three years of industry experience. Prior to joining Dew Wealth Management, he held roles at Magnolia Capital, LPL Financial LLC, PFS Investments Inc., and Primerica Financial Services. He also served at the Federal Aviation Administration for seven years. Outside of his advisory work, he is a member of the Board of Directors for the Blossman Family YMCA in Ocean Springs, MS. Dew Wealth Management serves individuals, high-net-worth clients, pension and profit-sharing plans, and charitable organizations with family-office style programs, financial planning, retirement consulting, and investment management. The firm provides both discretionary and non-discretionary management and coordinates with other client professionals through its Virtual Family Office and Wealth Accelerator engagements.

Mark Hooker is a financial advisor with WealthHarbor Capital Group, LLC, holding Series 63 and Series 65 credentials and 17 years of industry experience. He has worked at WealthHarbor since 2017 and previously spent 13 years with Financial Management Solutions, LLC. Outside of advisory work, he is a partner in several medical management support services firms and a CPA firm. WealthHarbor Capital Group provides portfolio management and retirement-plan advisory services to individuals, trusts, foundations, corporations, and 401(k) plan sponsors. The firm uses a proprietary asset-class rotation model and an investment committee to construct portfolios focused on a conservative core with tactical allocations, managing accounts through mutual funds, ETFs, equities, options, and fixed income, with regular monitoring and reviews.

Justin O'Keefe is a ChFC®-designated financial advisor at Simplicity Wealth with one year of industry experience. Prior to joining Simplicity Wealth, he was managing director at Bradford-O'Keefe Funeral Home for 15 years. He serves on the Board of Directors and Finance Committee for the Ohr-O'Keefe Museum of Art. Simplicity Wealth provides advisory services to a diverse client base, including individuals, retirement plans, and institutional investors. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, and supports other advisers with technology and operational platforms.

Karen Garner is a financial advisor with Impact Partnership Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. Her prior roles include positions at Bank of America, Merrill, Roberts Wealth Management, and RWM Capital. She is also CEO and financial advisor at Catalyst Wealth Advisory, where she offers retirement investment products and fiduciary retirement advice. Impact Partnership Wealth provides investment management, model-portfolio implementation, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm combines third-party strategists, adviser-managed models, and direct indexing with tactical overlays, operating on a wrap-fee platform and utilizing a third-party services platform for trading and compliance.

Douglas Brymer is a financial advisor at HighPoint Planning Partners with 28 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has been with HighPoint Planning Partners and LPL Financial since 2013. HighPoint Advisor Group serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate entities. The firm offers discretionary asset management, financial planning, retirement plan advisory, and acts as sponsor and manager of a wrap-fee program, using a range of investment products and third-party platforms to implement client portfolios.

Scott Davis is a financial advisor at Impact Partnership Wealth, LLC with a Series 65 credential and one year of industry experience. He has previously worked at Catalyst Wealth Advisory, RWM Capital, LLC, Roberts Wealth Management, LLC, and spent nearly a decade at Neuromonitoring Associates. Outside of advisory roles, he is involved with Catalyst Wealth Advisory in providing financial advisory services including annuities and life insurance. Impact Partnership Wealth offers investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm utilizes a combination of third-party strategists, adviser-managed models, and direct indexing with tactical overlays, supported by a third-party services platform for trading and compliance.

Maria Wojciechowski is a financial advisor at Impact Partnership Wealth, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Bank of America, Merrill, and Wells Fargo. She is a partner and financial advisor at Catalyst Wealth Advisory LLC, where she writes annuities as part of retirement planning. Impact Partnership Wealth provides investment management, financial planning, and ERISA retirement-plan consulting to individuals, high-net-worth clients, retirement plans, and business entities. The firm offers discretionary model portfolio solutions and direct asset management, combining third-party strategists, adviser-managed models, and direct indexing with tactical asset allocation and overlays.

Lance Monk is a financial advisor at CreativeOne Securities, LLC with 33 years of industry experience. He has been with CreativeOne Securities, formerly Client One Securities, since 2011. Outside of his advisory role, Lance works as a freelance singer and serves as a bookkeeper for Gulf Coast Custom Enclosure. CreativeOne Securities is a multi-advisor registered investment adviser serving individuals, retirement plans, trusts, charitable organizations, and business entities through a network of 127 advisors. The firm combines project-based financial planning with ongoing asset management, utilizing fundamental and cyclical security analysis, model asset allocations, and referrals to external money managers.

Amon Holcomb is a financial advisor with Verus Capital Partners, LLC, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His career includes roles at LPL Financial, Avantax Advisory Services, and his own firms, Holcomb Wealth Management and Holcomb Financial. He serves as treasurer on the boards of the Arbor Homeowners Association and the Rotary Club in Ocean Springs, MS. Verus Capital Partners is a fee-based investment management firm serving individuals, trusts, pension plans, and estates. The firm employs a combined fundamental and technical investment approach with strategic asset allocation and offers customized portfolios tailored to clients’ objectives, risk tolerance, and tax considerations.

Michael Pasvantis is a financial advisor with Commonwealth Financial Network, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He previously worked at Cambridge Investment Research Advisors and Cambridge Investment Research, Inc. for nine years and is the owner and president of Gulf Coast Financial Consultants, Inc. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, wealth management, and retirement plan consulting. The firm supports affiliated advisors with operations, trading, technology, compliance, and practice management while offering discretionary model portfolios and multiple program structures.

Ulysses Chavez is a financial advisor at First Command Advisory Services in Biloxi, MS, holding Series 65 and Series 63 licenses with one year of industry experience. Prior to joining First Command, he served in the United States Air Force for 23 years and worked at Tyonek Services Group. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and a range of wrap-fee asset management programs, delivering investment management through a centralized team that selects and monitors approved portfolios and third-party managers.

Donald Finn is a financial advisor with Empower Advisory Group in Ocean Springs, MS, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at Gwfs Equities, Inc. since 2015. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm delivers services through an integrated model linked to Empower’s recordkeeping and administrative platforms, offering both point-in-time financial plans and optional managed account solutions.

Rebecca Jarrell is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked primarily within First Command’s affiliated entities since 2022. Outside of her advisory role, she serves as an ombudsman for the U.S. Navy’s NMCB 11, acting as a liaison between the military command and families. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team and Wealth Portfolio Managers.

David Belcher is a Series 66-licensed financial advisor with First Command Advisory Services, bringing nine years of experience in financial planning and advisory roles. Prior to his current position, he served 25 years in the United States Air Force. Outside of his advisory work, he serves as a Second Year Trustee and member of VFW Post 5699, where he audits financial statements and participates in community and fundraising activities. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team and Wealth Portfolio Managers.

Michael Venning is a financial advisor at First Command Advisory Services with one year of industry experience. He holds Series 65 and Series 63 licenses and served in the United States Air Force for 25 years prior to his current role. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and various wrap-fee asset management programs featuring model portfolios managed by an in-house Investment Management Team and Wealth Portfolio Managers.

Jillian Echang is a financial advisor at First Command Advisory Services with three years of industry experience. She holds the Series 66 designation and has worked at multiple First Command entities since 2022. Her prior work includes a role at Dynatest and a decade as a stay-at-home mom. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs featuring model portfolios managed by an internal Investment Management Team.