Coty Barker is a financial advisor at Paladin Wealth Management with seven years of industry experience. He holds a Series 66 designation and has previously worked at Primerica Advisors, Equitable Advisors, and Royal Alliance Associates. In addition to his financial advisory role, Barker serves as a police officer, working approximately 42 hours per week in law enforcement. Paladin Wealth Management provides discretionary portfolio management and standalone financial planning to a range of individual investors, including both non-high-net-worth and high-net-worth clients. The firm employs a variety of investment methods and trading approaches, offers hourly financial planning, and operates with a single-advisor structure.

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 and previously worked at Addicus Advisory, LLC and First Horizon Bank. Apricity Financial is an SEC-registered investment adviser serving individuals, high-net-worth clients, businesses, and retirement plans. The firm focuses on fundamental analysis and long-term portfolios primarily composed of low-cost, diversified ETFs, while maintaining flexibility to include individual securities and alternative investments when appropriate.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and bringing 20 years of industry experience. He previously worked at Independent Financial Partners and LPL Financial, where he has maintained a long-term affiliation. Outside his advisory role, Schwartz serves as an independent adjuster assisting clients with homeowners insurance claims. Independent Advisor Alliance, LLC is an SEC-registered enterprise RIA serving individuals, small businesses, retirement plans, charities, and estates. The firm offers asset management, financial planning, retirement consulting, and utilizes model portfolios and third-party managers to implement client strategies through a network of over 200 advisory representatives.

Austin Mc Donough is a CFP® and Series 65-registered financial advisor with six years of industry experience. He has worked at Creative Planning since 2022 and previously held roles at Keystone Wealth Partners and Edward Jones. His background also includes positions outside the financial industry, such as work at Liberty University, the YMCA, and Hockey Hut. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning-led investment process that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by additional portfolio management techniques and integrated retirement plan services.

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.

Charles Emerson II is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2017. Prior to that, he was with INVEST Financial Corp for seven years. Outside of his advisory work, Emerson serves as a ruling elder and member of Christ Covenant Church. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Richard Carroll is a financial advisor with Ameriprise in Hernando, Mississippi, holding Series 63 and Series 66 licenses and five years of industry experience. His prior roles include positions at Regions Bank, Bankers Life Securities, and LPL Financial, as well as work at the University of Mississippi. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing written recommendation reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored advice, with a focus on assets held in Ameriprise-managed accounts.

Le Ticia Eldred is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she owns a home-based leatherwork business where she designs and sews leather bags. She also serves as president of Business Networking International in Charlotte, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

Hubbard Burgess is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes time at Edward Jones and a 30-year career with the Internal Revenue Service. He is also involved in selling non-investment products such as home security and automation through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a tiered wrap-fee structure. The firm selects and oversees third-party asset managers and delegates trading to BNY Mellon Advisors, providing a curated investment approach that excludes institutional pension or profit-sharing plan management.

Angela Neyman is a financial advisor with LPL Financial based in Olive Branch, MS, holding a Series 66 designation and one year of industry experience. She has worked at LPL Financial since 2022 and has been associated with Cadence Bank (formerly BancorpSouth Bank) since 2005. In addition to her advisory role, she is a commissioned notary in the state of Mississippi. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates both advisory and brokerage needs through a large network of investment adviser representatives.

David James is a financial advisor with Ameriprise who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in managing his family farm in Gore Springs, Mississippi. Ameriprise is a large institutional firm that offers retirement-income planning services for clients meeting specific asset criteria, combining research, modeling, and tax analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Davis is a financial advisor at Edward Jones in Southaven, MS, holding a Series 66 credential with 23 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory work, he is involved as a volunteer team member and director with Global Ministries and Relief in Tampa, FL, and is a recording artist affiliated with the ministry’s Unstoppable Media division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

William Lloyd Jr. is a financial advisor at Equitable Advisors with 39 years of industry experience. He has held registrations including Series 63 and Series 65 and has been with Equitable Advisors since 1999, following concurrent service at Axa Advisors, LLC. His outside business activities include various insurance-related roles. Equitable Advisors serves individual investors, retirement plan sponsors, corporations, and charitable organizations by providing financial planning, retirement-plan support, and access to asset management through third-party programs. The firm operates a hybrid referral and implementation model, utilizing multiple asset managers and offering both advisory and brokerage channels.

Ticha Brannan is a financial advisor with Primerica Advisors in Southaven, MS, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and previously spent 19 years with Ricoh USA. Outside of her advisory role, Brannan owns Brannan Bookkeeping, LLC, a bookkeeping business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Alexander Petersen is a financial advisor at Edward Jones with nine years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2017. Prior to his financial advisory career, he worked at HealthWise Chiropractic, S.C. and operated Petersen Consulting Group. Outside of his advisory role, he is involved in audio production as the owner and producer of a self-employed business and assists in an online retail venture. 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 and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

Benjamin Watts is a financial advisor at Edward Jones in Olive Branch, MS, holding a Series 66 license. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including high-net-worth households, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management through a nationwide network of more than 23,700 financial advisors. Edward Jones 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.

Ryan Barnes is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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.

Caroline Burns is a financial advisor with LPL Financial in Oxford, MS, holding a Series 66 designation and 27 years of industry experience. She has worked at Renasant Bank and LPL Financial since 2009. Outside of her advisory role, she is a joint owner of a real estate rental business operated with her husband. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, banks, and institutions. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Matthew Higdon II is a financial advisor with Edward Jones in Nesbit, MS, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked in the automotive sector and served ten years with the US Army National Guard, where he was a Company Commander responsible for the health, welfare, and training of soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Thomas Givens is a financial advisor at LPL Financial with a Series 66 designation and three years of industry experience. His prior roles include positions at Sycamore Bank and F. O. Givens and Company. Outside of his advisory work, he serves as a board member of the Planning Commission of Senatobia, Mississippi, and is involved with OxComm, LLC, a for-profit business. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Kristian Kelly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has worked at Edward Jones since 2024 and is also involved in municipal government as an Alderman for the City of Southaven. Additionally, he participates in online men's coaching through The Family Captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

William Butler is a financial advisor at J.P. Morgan Securities with five years of industry experience. He holds a Series 66 designation and has worked at several firms, including Cetera Investment Services and Hancock Whitney Bank. J.P. Morgan Securities provides institutional consulting services to corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice and customized performance reporting through a team of Wealth Advisors. The firm combines large institutional advisory operations with brokerage, distribution, and investment management capabilities.

Thomas Eldred is a financial advisor with LPL Financial in Southaven, MS, holding a Series 66 designation and one year of industry experience. He previously worked at First Horizon National Corporation and First Horizon Bank from 2007 to 2022. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Terance Morgan is a financial advisor with LPL Financial in Hernando, MS, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has worked with First Tennessee Brokerage, Inc. and FTB Advisors, Inc. during his career. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Frank Givens is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and over 20 years of industry experience. He has been with LPL Financial since 2005. Outside of his advisory role, he is a 50% partner in a commercial real estate rental LLC. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan participants, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and delivers services through a large network of investment adviser representatives.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. 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 and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

Alden Small is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and six years of industry experience. He has worked at Primerica in various capacities since 2016 and also has experience in education with the Senatobia Municipal School District. Outside of his advisory role, he is involved with Compel Church in Southaven, MS, committing time monthly. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure for its services.

Brett Thompson is a financial advisor with LPL Financial in Olive Branch, MS, holding a Series 66 designation and five years of industry experience. His prior roles include positions at Mass Mutual Investors Services and MassMutual Life Insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households, offering a range of financial planning and asset management solutions supported by an in-house research team.

Thomas Mc Neely Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. 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 affiliated mutual funds.

Matthew Kelso is a financial advisor with Edward Jones in Southaven, MS, holding the ChFC® designation and Series 66 license, with eight years of industry experience. He joined Edward Jones in 2017 after working at FAA Federal Credit Union and Rite Aid. Outside of his advisory role, Kelso owns and hosts a local news podcast called The Desoto County Brief. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of advisory programs and investment solutions through a nationwide network of approximately 23,701 financial advisors.

Jenna Lester is a financial advisor with Edward Jones in Hernando, MS, holding a Series 66 designation and over one year of industry experience. Prior to joining Edward Jones, she worked at Mueller Industries, Cadence Bank, and BDO. Outside of advising, she is involved in a residential construction business focused on house flipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Lowell Fairley Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. Before joining LPL Financial in 2023, he worked at Woodbury Financial Services and Edward Jones. Outside of his advisory work, he serves as a color analyst for high school football broadcasts in Hernando, MS. LPL Financial offers advisory and brokerage services to a diverse client base, including individuals, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research and a variety of investment solutions, combining large-scale advisory operations with non-advisory product offerings such as insurance and lending services.

Teresa Burns is a financial advisor with LPL Financial and holds a Series 63 designation. She has 24 years of industry experience, including roles at FTB Advisors, Inc. and First Tennessee Brokerage. Teresa is based in Hernando, Mississippi. LPL Financial provides advisory and brokerage services to a diverse range of clients, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers multiple delivery options such as financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house Research team that constructs various model portfolios and investment strategies.

Laura Devries is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise or its affiliate since 2005. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets, offering written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advice, with a centralized consulting team delivering non-discretionary recommendations in collaboration with financial advisors.