Stephen Crawford is a financial advisor with Summit Wealth Group holding a Series 66 designation and four years of industry experience. His prior work includes roles at Commonwealth Financial Network, Marion Bank and Trust Company, and Trustmark National Bank. He is also the owner of First Cahaba Investments LLC, a private entity established to facilitate his advisory and insurance business activities. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm uses a range of analytical approaches and customizes target allocations based on each client’s financial profile, goals, liquidity needs, and risk tolerance.

Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.

Nathan Cox is a financial advisor at Sound Income Strategies, LLC with six years of industry experience. He holds a Series 65 credential and has worked at Sound Income Strategies since 2019. Outside of his advisory role, he is involved in agricultural and livestock sales and holds partial ownership in a dog grooming business. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a diverse client base including individuals, pension plans, trusts, estates, corporations, and other advisers, offering customized portfolio management with an emphasis on fixed-income analysis combined with equity review.

Lacey Morrison is a financial advisor at Summit Wealth Group with nine years of industry experience. She holds a Series 66 designation and has been with Summit Wealth Group since 2015, including a co-ownership role. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and utilizes a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

Thomas Booker is a financial advisor at First Command Advisory Services with two years of industry experience. He holds a Series 66 designation and previously worked at Woodstock Furniture and Wal-Mart, as well as serving in the Mississippi Army National Guard for over 30 years. First Command serves a diverse client base including individuals, high-net-worth, corporate, and charitable clients through financial planning, discretionary asset management, brokerage, insurance, and banking products. The firm emphasizes advisor-led planning relationships and offers a structured Tailored Professional Services engagement alongside discretionary asset management based on fundamental manager analysis and modern portfolio principles.

Richard Hamner is a financial advisor with Eagle Strategies (NY Life) based in Meridian, MS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked with Eagle Strategies since 2010 and operates Hamner Financial Group, LLC, which sells New York Life products and brokers non-registered insurance. Outside of his advisory role, Hamner volunteers in leadership positions at Highland Baptist Church, serves on a hospital patient safety council, and owns a charter boat fishing and sightseeing business. Eagle Strategies LLC provides financial planning, investment advisory, and retirement plan consulting services to individuals, employer-sponsored plans, trusts, charitable organizations, and corporate clients. The firm emphasizes client-directed solutions using third-party managers and model portfolios and operates as an indirect subsidiary of New York Life, integrating advisory services with affiliated insurance and broker-dealer capabilities.

Melinda Russell is a financial advisor at Merrill with six years of industry experience. She holds a Series 66 designation and has worked at Bank of America, N. A. and Merrill since 2019. Her background also includes roles outside finance, such as teaching at Liberty University and work in mental health. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, and brokerage services. The firm integrates closely with Bank of America affiliates and emphasizes managed account and manager-selection capabilities supported by a variety of investment strategies and tax-efficient services.

John Mcrae is a financial advisor with Raymond James Financial in Meridian, MS, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He has held advisory roles at Raymond James Financial and Citizens National Bank of Meridian since the 1990s and currently serves on the advisory board for Mississippi State University’s College of Business. Outside of finance, he manages timber tracts through his business, JCM Tree. 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, emphasizing tailored financial plans and a broad range of implementation options supported by extensive research and institutional resources.

Terrell Temple is a financial advisor at Stifel with 23 years of industry experience and holds a Series 66 designation. He has been with Stifel since 2009 and was previously associated with UBS Financial Services. Outside of his advisory role, he serves as a board member for the Community Foundation of East Mississippi and is the president of the Sentinel Ridge Owners Association. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group, providing clients with asset allocation and financial planning analyses.

Harold Harris III is a financial advisor with Raymond James Financial in Meridian, MS, holding a Series 63 designation and 37 years of industry experience. He previously worked at LPL Financial for 14 years and is currently associated with Trustmark Bank and Trustmark Financial Services as a financial advisor. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to provide tailored recommendations.

Wendy Chisolm is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds Series 63 and Series 65 licenses and has eight years of industry experience. Her work history includes roles at Raymond James and Citizens National Bank Wealth Management, where she is also employed as a financial advisor. 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 provides financial planning and non-discretionary investment consulting, emphasizing tailored financial plans and advisory support rather than discretionary management.

Ravon Dudley is a financial advisor with Raymond James Financial, holding a Series 66 designation and three years of industry experience. He previously worked at Rea, Shaw, Giffin & Stuart and Southern Company. Dudley is also employed with Citizens National Bank Wealth Management in Meridian, MS. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, leveraging asset-allocation analysis and firm research, with a distinctive focus on advisory and implementation-support roles rather than discretionary management.

Colton Dooley is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and has previously worked at Stifel and Citizens National Bank. Outside of his advisory role, he serves as a board member for the Clarkdale Community Recreation Association. Cetera Investment Advisers serves individual, high-net-worth, institutional, and retirement-plan clients through a network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options with retirement and trust capabilities.

Margie Smith is a financial advisor with Wells Fargo Clearing in Meridian, MS, holding a Series 63 designation and 26 years of industry experience. She has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers both discretionary and non-discretionary investment services, including insurance-related vehicles and bank deposit sweep options.

Roy Lamar is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 17 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Outside of his advisory role, Lamar serves as a commissioner for the Meridian Airport Authority. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Lisa Mabry Culbreth is a financial advisor with Edward Jones in Meridian, MS, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she serves on the board of Care Lodge and is a member of Culbreth Timber LLC, a timber consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices across the U.S.

Lee Blackburn is a Series 66 licensed financial advisor with nine years of industry experience. He has been with Edward Jones since 2016 and is based in Meridian, MS. Outside of his advisory role, he serves as president of the Enterprise Baseball Booster Club, assisting with planning, concessions, maintenance, and fundraising activities. 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 advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

John Rea is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Lake Shore LLC for nine years, where he retains a 20% ownership stake and serves as a consultant. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment 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.

Christopher Isom is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual/Capital Planning Group and Valic Financial Advisors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Gerald Hannah is a CFP® with 13 years of industry experience, currently serving at Wells Fargo Clearing since 2016. He is based in Meridian, MS, and holds the Series 66 designation. Outside of his advisory role, he is an active voting member of a local investment club and serves on the finance committee of the First Presbyterian Church of Meridian. Wells Fargo Clearing provides retirement plan consulting and fiduciary services to qualified ERISA and non-qualified deferred compensation plans, using an IPS-driven approach grounded in modern portfolio theory. The firm offers both discretionary and non-discretionary investment services, including a broad range of financial products such as insurance-related vehicles and bank deposit sweep options.

Mary Malone is a financial advisor at Edward Jones in Meridian, MS, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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.

William Reynolds is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds a Series 66 designation and has 27 years of industry experience. Prior to joining Raymond James in 2026, he worked at Commonwealth Financial Network for eight years and Linsco/Private Ledger for twelve years. Outside of his advisory work, he is a co-owner of K Bar B Farms, LLC, a cattle ranching and farming business in Mississippi. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting with an emphasis on tailored financial plans and advisory services supported by firm research and outside managers.

Michael Jenkins is a financial advisor with Edward Jones in Meridian, MS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Jane Collins is a financial advisor at Wells Fargo Clearing with five years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Wells Fargo in 2020, she worked at Ideal Software Solutions and The Prudential Insurance Company of America. Outside of her advisory role, she has been involved with Habitat for Humanity as a bookkeeper since 2007. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in modern portfolio theory. The firm’s approach includes a broad range of investment options, such as insurance-related vehicles and bank deposit sweep programs.

Robert Autry III is a financial advisor with Edward Jones in Meridian, MS, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. 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, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Charles Boatner is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Seek Now, Ridge Valley Exteriors, Sanderson Farms, John O'neil Johnson Toyota, and RJ Young Co. Outside of his advisory role, he is an officer of Boatner Contracting LLC, which performs storm inspections for insurance claims. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Graves is a financial advisor with Ameriprise in Collinsville, MS, holding a Series 66 license and nine years of industry experience. His prior work includes roles at Cetera and Regions Bank. He also maintains a concurrent position with Great Southern Bank. Ameriprise offers a retirement-income planning service targeting individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendations. The firm delivers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Jessy Najera is a financial advisor at Raymond James Financial in Meridian, MS, holding a Series 66 designation with two years of industry experience. Najera has worked at Raymond James Financial since 2024 and has been associated with Citizens National Bank since 2018. 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 emphasizes non-discretionary financial planning and investment consulting, providing tailored advice supported by extensive research and a broad affiliate network.

Marvin Sims is a financial advisor with Wells Fargo Clearing in Meridian, MS, holding Series 63 and Series 65 credentials and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016, following two years at Wells Fargo Advisors LLC. Outside of his advisory role, Sims serves on the board and grant allocation committee of the Rotary District 6820 Foundation. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader set of financial product offerings than typical large institutional advisers.

De Von Pruitt is a financial advisor with Mass Mutual Investors Services in Meridian, MS, holding Series 63 and Series 65 designations and four years of industry experience. His prior work includes roles at CoreCap Investments, MassMutual Life Insurance Company, and Blue Nebula Consulting. Outside of advising, he is president and executive director of Big Von Marketing, a marketing consulting firm serving small businesses and entrepreneurs. MML Investors Services, LLC, a subsidiary of MassMutual, provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, offering collaborative, annual financial planning engagements supported by firm-approved analytical tools.

Lee Rogers is a Series 66 licensed financial advisor with Edward Jones in Meridian, MS, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is involved with a family timber farm in Meridian. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Carl Graham is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked with Raymond James Financial Services Advisors, Inc. since 2025 and previously spent 12 years at LPL Financial and over a decade at Trustmark Bank. Outside of his advisory role, he serves as Vice President of Trustmark Financial Services. 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, emphasizing tailored financial plans and a primarily advisory, non-discretionary approach.

Robert Ford is a financial advisor with Raymond James Financial Services Advisors, Inc. in Meridian, MS, holding Series 63 and Series 66 designations and 21 years of industry experience. He previously worked at Commonwealth Financial Network and LPL Financial. He is also the owner of a business operating in Decatur, MS. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth and non-HNW clients, pension and profit-sharing plans, charitable organizations, corporations, and municipal entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Ellis Mitchell is a Wealth Management Advisor at Merrill Lynch Wealth Management, specializing in developing personalized financial strategies tailored to clients' unique goals. Beginning his financial services career in 2004, Ellis takes a comprehensive approach to wealth management that starts with understanding each client's priorities and focuses on aligning solutions with their long-term objectives. His expertise encompasses college education planning, divorce transition planning, family wealth strategies, legacy planning, liquidity management, retirement income, and portfolio management services. Ellis is a CERTIFIED FINANCIAL PLANNER® professional, as well as a Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He holds a Bachelor's Degree from the University of Alabama System. Ellis emphasizes collaboration to address key life priorities including family finances, health, home, leisure, work, and charitable giving, helping clients navigate financial changes through different life stages. In addition to his professional work, Ellis serves as a board member of the Choctaw Area Council of Boy Scouts of America and has previously been involved with organizations such as the Boys and Girls Club of East Mississippi and the East Mississippi Foothills Land Trust. Outside of work, he enjoys fishing, golfing, and hunting, often spending time outdoors with his children.

Phillip Jenkins is a financial advisor with Stifel in Meridian, MS, holding a Series 66 designation and 22 years of industry experience. He has been with Stifel since 2009 and previously worked at UBS Financial Services starting in 2003. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to guide asset allocation and financial planning.

Robert Coffin III is a CFP®-designated financial advisor with Wells Fargo Clearing, based in Meridian, MS, and has 39 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and previously with Wells Fargo Advisors LLC from 2009 to 2016. Coffin serves as an endowment committee member for the Choctaw Area Council, focusing on the development and management of endowment funds. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Christopher Knight is a financial advisor at Stifel with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Organogenesis, Inc. and Johnson & Johnson, Inc. Outside of his advisory work, Knight is a co-owner and manager of Midas Medical, LLC, a medical device sales distributor. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation, retirement, and estate planning.