Daniel S Daily

Samuel Porter is a financial advisor at Edward Jones with 21 years of industry experience, all of which have been with the firm since 2005. He holds Series 63 and Series 66 securities licenses. Outside of his advisory work, Porter serves as a youth worship leader at Bowmar Baptist Church in Vicksburg, MS. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, and operates under a fiduciary standard.

Francis Biedenharn is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 65 licenses and has 42 years of industry experience. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he serves on the board of trustees for the Junius Ward Johnson YMCA and is involved with St. Alban's Episcopal Church’s finance and endowment committees. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs fact-finding and risk profiling tools to deliver tailored, non-discretionary planning and consulting.

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 21 years of industry experience. He has worked at Cetera and affiliated entities since 2022 and previously spent 11 years with LPL Financial. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base, including individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with various portfolio management options, combining discretionary and non-discretionary services across multiple custodial relationships.

William Roberson II is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and with 28 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. He serves on the finance committee for Vicksburg Catholic School. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, charitable, and institutional clients. The firm offers tailored, non-discretionary planning and supports municipal and public-finance work through its unique affiliations.

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.