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.

Dieter Scherer is a CFP® with 13 years of experience in the financial services industry. He is the sole advisor at Adaptive Wealth, LLC, an independent registered investment adviser based in Charleston, SC, where he has worked since 2013. Adaptive Wealth provides discretionary asset management and financial planning services to individuals, trusts, estates, and other client entities. The firm employs a formulaic, quantitative investment approach using proprietary algorithms and tactical asset-allocation models, combining technical, fundamental, and macroeconomic analysis with risk controls.

Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.

Carter Lewis is a financial advisor at RWM Capital, LLC with a Series 65 designation and four years of industry experience. He has worked at Roberts Wealth Management since 2018 and is involved with Foundations Investment Advisors. Outside of his advisory role, he engages in insurance activities through Roberts Wealth Management. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients, focusing on retirement preparation and comprehensive planning. The firm utilizes model portfolios, sub-advisers, and algorithmic allocation tools across its multi-office platform to manage approximately $222 million in assets.

Jordan Thomas is a financial advisor at RWM Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Beau Rivage Resort & Casino and Panda Express. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes tailored asset allocations, external model portfolios, and algorithmic tools across a multi-office platform to manage client relationships and portfolios.

James Dupuis is a financial advisor at Summit Financial Wealth Advisors with 25 years of industry experience. He previously worked at LPL Financial for 16 years and spent 40 years at Wright, Moore DeHart, Dupuis & Hutchinson, CPA. Outside of his advisory role, Dupuis manages several investment-related LLCs that hold securities and industrial real estate properties. Summit Financial Wealth Advisors serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering discretionary portfolio management, pension consulting, and related advisory services. The firm provides tailored advisory relationships, acts as an ERISA fiduciary, and offers non-investment services such as business management and divorce financial consulting.

Savannah Cooper is a CFP® professional with eight years of industry experience, currently serving as an advisor at CogentBlue Wealth Advisors, LLC. Prior to joining CogentBlue, she worked at Morris Financial Concepts, Inc. for seven years and has additional experience at Bank of America and D.A. Davidson & Co. Outside of finance, she has worked briefly in the fitness industry with O2 Fitness. CogentBlue Wealth Advisors, LLC provides discretionary portfolio management and financial planning to individuals, high-net-worth clients, charitable organizations, and businesses. The firm employs a modern portfolio theory approach tailored to each client’s investment policy statement and incorporates outside managers and sub-advisors as appropriate.

Robert Kirby is a financial advisor at RWM Capital, LLC with the Series 65 designation and one year of industry experience. Prior to joining RWM Capital, he served in the Mississippi Air National Guard for 37 years. RWM Capital, LLC provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, combining multi-office scale and algorithmic allocation tools to manage approximately $222 million across 1,437 client relationships.

Brandon Blanchard is a financial advisor with AE Wealth Management, LLC in Gulfport, MS, holding a Series 65 credential and seven years of industry experience. He has worked with firms including J.W. Cole Advisors, Global Financial Private Capital, and Postlethwaite & Netterville. Blanchard is also engaged in insurance sales through Gregory Ricks and Associates, Inc. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to individual households, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, using a mix of fundamental, technical, and cyclical investment strategies implemented primarily through discretionary model portfolios.

David Neumann is a financial advisor with Stratos Wealth Partners, Ltd, holding a Series 65 designation and 11 years of industry experience. He has worked at Piltz, Williams, LaRosa & Company since 2008. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform featuring an open-architecture approach that aggregates multiple investments into a single account and supports both advisor-managed and model-based portfolios.

Emile Koury Jr. is a CFP® with 34 years of industry experience, currently serving as a financial advisor at Stratos Wealth Partners, Ltd. He has previously worked at Hancock Investment Services, Inc. and Hancock Bank. Koury operates through Stratos Wealth Partners, an independent investment advisory firm. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients. The firm offers a Strategic Wealth Management platform with an open-architecture approach, supporting both advisor-managed and model-based portfolios across multiple custodians and utilizing affiliated and unaffiliated sub-advisors.

Daryl Bush is a financial advisor at Centaurus Financial, Inc. with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Woodbury Financial Services, Questar Capital Corporation, and Ameritas Investment Corp. Outside of his advisory role, he is also active as an insurance agent, focusing on Medicare supplements and fixed annuities. Centaurus Financial, Inc. provides advisory and brokerage services to a broad range of clients, including individuals, families, small businesses, and institutions. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, retirement-plan consulting, and specialized advisory services with both discretionary and non-discretionary arrangements.

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.

Marci Wilson is a financial advisor at Stratos Wealth Partners, Ltd with 21 years of industry experience. She holds Series 63 and Series 66 licenses and has previously worked at Hancock Bank and BancorpSouth. Outside of her advisory role, she serves as Chief Operating Officer at MSCO Development, a real estate development firm, and owns an interior design business, Seventh A LLC. She is also involved with the City of Gulfport Election Commission and is a notary. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and other institutional clients. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios, emphasizing active monitoring and asset allocation across multiple custodians.

Ethan Smith is a financial advisor with Stratos Wealth Partners, Ltd. in Gulfport, MS, holding a Series 66 designation and 18 years of industry experience. He has worked at Stratos Wealth Partners and LPL Financial since 2017, and previously at Hancock Investment Services, Inc. from 2009 to 2017. Stratos Wealth Partners provides advisory services to individual investors, trusts, charitable organizations, corporations, retirement plans, and institutional clients through portfolio management, financial planning, and access to third-party advisory solutions. The firm’s Strategic Wealth Management platform supports both advisor-managed and model-based portfolios with an emphasis on active monitoring and asset allocation across multiple custodians.

Thomas Schmidt Sr. is a CFP® and PFS™ credentialed advisor with 25 years of industry experience. He is currently with Stratos Wealth Partners, Ltd., where he has worked since 2022. His prior experience includes roles at Avl/Wealthcare, LLC, Lan Holdings LLC dba Heritage Financial Group, and his own tax preparation and consulting business. Schmidt also operates Velocity Business Advisors, a business consulting firm. Stratos Wealth Partners provides advisory services to a diverse client base, including individual investors, trusts, charitable organizations, corporations, and retirement plans. The firm offers an open-architecture Strategic Wealth Management platform that supports both advisor-managed and model-based portfolios across multiple custodians and uses affiliated and third-party sub-advisors.

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 licenses and 18 years of industry experience. He has been with Voya since 2014. Outside of his advisory role, he is an independent insurance agent specializing in fixed insurance products and owns rental properties, including a condo in Medellin, Colombia. Voya Financial Advisors, Inc. serves a wide range of clients including individuals, institutions, and retirement plan sponsors. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, often delivering advice on a non-discretionary basis.

Joshua Tootle is a financial advisor at Centaurus Financial, Inc. with 10 years of industry experience. He holds the Series 66 designation and has worked at firms including Valic Financial Advisors, Agia, Questar Capital Corporation, and Ameritas Investment Corp. Outside of his advisory role, he serves in multiple leadership positions at Vancleave United Methodist Church and participates as a committeeman for New Prospect Methodist Campground. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services through a mix of discretionary and non-discretionary arrangements, employing fundamental, technical, bottom-up, and top-down analysis methods.

Brett Walker is a financial advisor at Stratos Wealth Partners, Ltd with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stratos Wealth Partners and LPL Financial since 2017, following seven years at Hancock Investment Services, Inc. Stratos Wealth Partners serves a diverse client base including individual investors, trusts, charitable organizations, and institutional clients, offering portfolio management, financial planning, and access to third-party advisory solutions through an open-architecture Strategic Wealth Management platform. The firm emphasizes active monitoring, asset allocation across multiple custodians, and uses both affiliated and unaffiliated sub-advisors to implement tailored investment strategies.