Daniel Daily

Samuel Porter is a financial advisor with Edward Jones in Vicksburg, MS, holding Series 63 and Series 66 designations and having 20 years of industry experience. He has been with Edward Jones since 2005. Outside of his advisory work, he serves as a youth worship leader at Bowmar Baptist Church in Vicksburg. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Francis Biedenharn is a financial advisor with Raymond James Financial Services Advisors, Inc. in Vicksburg, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He serves on the board of trustees for the Junius Ward Johnson YMCA and is involved in financial oversight committees at St. Alban's Episcopal Church. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing tailored plans developed through risk profiling and asset-allocation analysis.

Daniel Daily is a financial advisor with Edward Jones in Vicksburg, MS, holding Series 63 and Series 66 designations and bringing 38 years of industry experience. He has been with Edward Jones since 1987. 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, alongside affiliated mutual funds and other financial services.

Brian West is a financial advisor with Cetera, holding a Series 66 designation and 20 years of industry experience. He has worked at Cetera and its affiliates since 2022 and previously spent 11 years with LPL Financial. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a network of over 6,800 independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining advisor-managed accounts, model portfolios, and third-party solutions with notable retirement and fiduciary capabilities.

William Roberson II is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Vicksburg, MS. He holds Series 63 and Series 65 licenses and has 27 years of industry experience, including prior roles at Morgan Stanley Smith Barney and Morgan Stanley Private Bank. Outside of his advisory work, he serves on the Finance Committee for Vicksburg Catholic School and is owner of Roberson Investments, LLC, which manages agricultural land and related income. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, relying on detailed client interviews and risk profiles to develop tailored strategies, with a significant focus on advisory and implementation support rather than discretionary management.

Leonard Lee is a Series 66-registered financial advisor with Edward Jones in Vicksburg, MS, bringing three years of industry experience. Prior to joining Edward Jones, he spent 17 years at Trustmark National Bank. He serves as a volunteer board member for the Vicksburg-Warren County Chamber of Commerce. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm operates under a fiduciary standard and manages over $1 trillion in assets through a large network of financial advisors and branch offices.