Charles Emerson II

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Apricity Financial, he worked at Addicus Advisory, LLC and Addicus, LLC, and spent twelve years at First Horizon Bank. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach emphasizes fundamental analysis, long-term strategies, and diversified, low-cost exchange-traded funds, with portfolios managed primarily on a discretionary basis.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for more than 16 years. In addition to his advisory work, he is involved with Champion Adjusters, LLC as an independent adjuster assisting clients with homeowners claims. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management using multiple strategies and leverages technology platforms to support asset aggregation and digital estate planning.

Zachary Walker is a financial advisor with Edward Jones in Hernando, Mississippi, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also has a background with Native Land Solutions starting in 2006. Outside of his advisory role, he is involved in managing family assets through his sole-owned LLC and assists with his daughters' agricultural bee and honey 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 wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Richard Carroll is a financial advisor with Ameriprise in Hernando, MS, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Ameriprise since 2021 and previous positions at Regions Bank, Bankers Life Securities, Republic Finance, and LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.