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.

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.

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.

Garrett Malone is a financial advisor at Osaic Advisory Services, LLC with one year of industry experience. He holds a Series 65 designation and has previously worked at United Parcel Service, GM Resale, Francis Marion School, and Foot Locker. Osaic Advisory Services is an SEC-registered investment adviser serving a diverse client base that includes individuals, pension plans, corporations, trusts, and charitable organizations. The firm provides investment management, financial planning, retirement plan consulting, and related services through multiple program models, utilizing both proprietary and third-party platforms.

Regina Wood is a financial advisor with Edward Jones in Ocean Springs, MS, holding a Series 66 designation. She has 13 years of industry experience, including 12 years at Cadence Bank, a division of Huntington National Bank, prior to joining Edward Jones in 2026. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a large network of financial advisors nationwide.

Bryant Harvey is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Wells Fargo and Cetera Investment Services in various roles since 2012. Outside of his advisory work, he is a joint owner of an educational learning and intervention business with his spouse. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions tailored to plan objectives and risk tolerances. The firm’s advisory process is IPS-driven and includes a broad range of financial product offerings, including insurance-related vehicles and bank deposit sweep options.

Brian Hermetz is a financial advisor with Cetera who holds a ChFC® designation and a Series 63 license, with 36 years of industry experience. He has worked at Cetera since 2022 and previously at Hancock Whitney Bank and Hancock Investment Services for over 20 years. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services and operates a multi-manager platform that provides access to affiliated and third-party investment managers across various program structures.

Anthony Echang is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. He previously served in the U.S. Navy for 20 years and has worked at several financial services firms including Memorial Asset Protection Plan and Simplicity Wealth. Outside of advising, he is a registered insurance agent providing insurance products for personal asset protection and management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm offers investment advisory services, financial planning, and retirement plan consulting, utilizing research from Wells Fargo Investment Institute and employing diversification principles and modern portfolio theory.

Wesley Williams is a financial advisor at Edward Jones with one year of industry experience. He holds the Series 66 designation and previously worked at The American Equity Underwriters, Inc. and with CPA Jason Keenum. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs, including discretionary and non-discretionary strategies, and provides additional services such as tax-efficient portfolio management and securities-based lending.

Jeffrey Hamm is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 26 years of industry experience. His prior experience includes roles at CUNA Brokerage Services, CUNA Mutual Group, and Waddell & Reed. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of investment adviser representatives.

Slay Wagoner is a financial advisor with LPL Financial, holding a Series 66 license and three years of industry experience. He also has experience running The Cornerstone Group LLC and has previously worked with Tallahatchie Hunts and Pennington Acres Fallow Deer. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Michael Odom is a financial advisor at Edward Jones in Pascagoula, Mississippi, holding Series 63 and Series 65 designations with 40 years of industry experience. He has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and operating under a fiduciary standard.

George Cumbest is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and over 27 years of industry experience. His prior roles include positions at Securities America Advisors, Sii Investments, and Morgan Keegan & Company. Outside of his advisory work, he is involved in a music group and owns a business named Narra Trip. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and third-party asset management, leveraging a large network of investment adviser representatives and various portfolio management options.

Lisa Sigworth is a CFP® and Series 66 professional with 18 years of experience in financial advising. She has worked at Edward Jones since 2007. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a broad range of households and organizations. The firm manages approximately $1.01 trillion in assets and offers various investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nathan Roberts is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and 11 years of industry experience. His career includes roles at LPL Financial, CUNA Brokerage Services, Wells Fargo Clearing Services, and AXA Advisors. He is also a business owner of E & B Enterprise, LLC and Primary Properties, LLC. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options across various program structures.

Jada Edwards is a financial advisor at OSAIC with 24 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Securities America Advisors and LPL Financial. Edwards also operates a business under the DBA Edwards & Company and holds a non-variable insurance agent license. OSAIC serves a wide range of retail and institutional clients through an extensive network of advisors and offers integrated brokerage and advisory services, including financial planning and managed accounts. The firm employs advanced portfolio construction tools and supports various investment platforms and third-party solutions.

Mark Simpson is a financial advisor with LPL Financial in Ocean Springs, MS, holding a Series 66 designation and nine years of industry experience. His prior work includes roles at BancorpSouth Bank, Infinex Investments, and Hancock/Whitney Investment Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Lloyd Baxter Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. His career includes previous roles at OSAIC, Securities America Advisors, and National Planning Corporation, as well as over two decades at Thompson, Diaz, Baxter, Byrne & Associates. Baxter is also involved with Coastal Wealth Management Group, a business affiliated with his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolio programs, and institutional platforms, delivering advice through a large network of investment adviser representatives using a combination of in-house research and third-party asset managers.

Jon Reynolds is a financial advisor with LPL Financial holding Series 63 and Series 66 licenses and 28 years of industry experience. His prior roles include positions at Sterne Agee Financial Services and Wells Fargo Clearing. Outside of advising, he is involved in radio broadcasting in Pascagoula, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers various advisory and brokerage services, utilizing both proprietary and third-party investment strategies across discretionary and non-discretionary accounts.

Charles Galle is a CFP®-designated financial advisor with Edward Jones in Ocean Springs, MS, where he has worked since 2019. He has five years of industry experience and previously worked for Huntington Ingalls Shipbuilding for 19 years. Outside of his advisory role, he is involved with Natural Born Traveller, an entrepreneurial venture. 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 discretionary and non-discretionary investment strategies supported by a nationwide network of more than 23,700 financial advisors.

Stewart Keene is a Series 66-licensed financial advisor with Edward Jones in Ocean Springs, Mississippi, where he has worked since 2015. He has 11 years of industry experience. Outside of his advisory role, he is a managing partner of Keene Concepts LLC, a rental property business. 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 strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Kimberlee Alexander is a Series 66 credentialed financial advisor at Edward Jones with three years of industry experience. She has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a broad range of advisory programs and investment options supported by a nationwide network of over 23,000 financial advisors.

Charles Boyd is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been with LPL Financial since 1998. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services through a large network of advisors, utilizing various portfolio strategies and technology tools to support client needs.

Stephen Daigle is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 credentials. He has 17 years of industry experience, including roles at LPL Financial and GWN Securities. Daigle is the founder of Bidmoni Inc., a technology services firm, and is involved in several other business activities including insurance, tax referrals, and travel services. Cambridge Investment Research Advisors serves a diverse client base including individuals, pension plans, charitable organizations, and trusts, offering financial planning, investment management, and retirement plan advisory through a network of independent professionals. The firm provides a range of investment solutions, including proprietary models and access to third-party managers, with services tailored to client objectives across multiple custody and platform arrangements.

Daniel Flanders Jr. is a financial advisor at Edward Jones in Ocean Springs, MS, with nine years of industry experience. He holds a Series 66 designation and previously worked for Sanofi Pharmaceuticals for 22 years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a broad range of advisory programs, including discretionary and non-discretionary strategies, and supports clients through a large network of financial advisors and branch offices.

Andrea May is a Series 66 licensed financial advisor with six years of industry experience. She currently works at Edward Jones and has also held roles at First Command Insurance Services and First Command Advisory Services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies supported by a nationwide network of approximately 23,701 financial advisors. The firm manages approximately $1.01 trillion in assets and provides affiliated mutual funds, tax-efficient services, and a fiduciary standard in its advisory offerings.

Douglas Duke Jr. is a financial advisor at Cetera with 22 years of industry experience. He holds a Series 66 designation and has worked previously at Voya Financial Advisors. He is also an independent insurance agent involved in the sale of fixed insurance products. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing a multi-manager platform with various program structures and oversight.

Timothy Taranto is a financial advisor with LPL Financial and holds Series 63 and Series 66 licenses. He has 26 years of industry experience, including prior roles at VOYA Financial Advisors, Securities America Advisors, and Edward Jones. 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 advisory and brokerage services, utilizing model portfolios, third-party subadvisors, and customized strategies across various asset classes.

Ronald Simmons Jr. is a financial advisor with Edward Jones in Pascagoula, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has been with Edward Jones since 2001. Outside of his advisory role, he is a partner in Planet Beach tanning salons located in Mississippi and Louisiana, where he provides general business oversight. Edward Jones is a full-service wealth management firm serving over four million clients, including individuals, institutions, and charitable organizations. 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 proprietary mutual funds.

Martha Weaver is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. Her career includes roles at Sterne Agee Investment Advisor Services, Sterne Agee Financial Services, Wells Fargo Clearing, A. G. Edwards & Sons, Citigroup Global Markets, and Morgan Stanley DW Inc. 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 financial planning, model portfolio programs, and institutional platforms, combining advisory services with a range of non-advisory financial products.

Lisa Wagoner is a financial advisor with LPL Financial in Ocean Springs, MS, holding Series 63 and Series 65 credentials and having 32 years of industry experience. She has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER CORP.) since 1998. In addition to her advisory role, Wagoner serves as an independent insurance agent for Guardian products and acts as a notary public for clients. 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 advisory and brokerage services, including financial planning and access to third-party asset management, utilizing various portfolio strategies and advisor-support technologies.

Darryl Meadows is a financial advisor with LPL Financial, holding a Series 66 designation and bringing eight years of industry experience. He previously worked at Securities America Advisors and Securities America, Inc., with over three decades as owner of Meadows Industries Inc. He is also a business owner of Camolot in Ocean Springs, MS. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions, offering a range of advisory and brokerage services delivered through a large network of investment adviser representatives.

Zane Wells is a CFP® and Series 66-licensed financial advisor with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at Optimal for five years. Wells is based in Ocean Springs, MS. 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 strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Paul Blackwell is a financial advisor at Edward Jones with three years of industry experience. He holds the Series 66 designation and previously worked at Blackwell Distribution LLC and Chevron Corporation. Outside of finance, he was involved in Gulf Breeze Landscaping for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages over $1 trillion in assets and offers a variety of investment strategies and affiliated services, operating under a fiduciary standard.

Martin Wagoner is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with LPL Financial and its predecessor firms since 1998 and has also been associated with Gulley & Associates since 1982. Outside of his advisory role, Wagoner is involved in selling disability and term life insurance through local brokerage firms. 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 advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Jenna Richardson is a financial advisor at LPL Financial with seven years of industry experience. She holds the Series 66 designation and has worked at LPL Financial since 2022, previously affiliated with CUNA Brokerage Services and Navigator Credit Union. In addition to her advisory role, she serves as a licensed sales assistant at Navigator Credit Union and is a commissioned notary. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, with advice delivered primarily by investment adviser representatives employing various discretionary and non-discretionary strategies.

Gregory Mason is a financial advisor with LPL Financial in Biloxi, MS, holding a Series 66 designation and 20 years of industry experience. His prior work includes roles at Cadence Bank, Infinex Investments, Cetera, PNC Wealth Management, Hancock Whitney Investment Services, Investment Professionals, Inc., and Edward Jones. 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 institutions. The firm provides diverse investment solutions through a large network of advisors, combining advisory platforms with a range of non-advisory financial services.