Willie Vaughn is a financial advisor with Eagle Strategies (NY Life) based in Philadelphia, MS, holding Series 63 and Series 66 licenses and bringing 12 years of industry experience. He has worked with Wise Financial Group, LLC since 2016 and has been affiliated with New York Life and its related entities since 2013. Outside of his advisory role, Vaughn serves as president of a deer hunting camp and is involved in coordinating church missions through Triple M Ministries Inc. 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 utilizing third-party managers and model portfolios, operating as an indirect subsidiary of New York Life with integrated insurance and broker-dealer capabilities.

Tammye Jones is a financial advisor with Edward Jones, holding a Series 66 designation and over 5 years of industry experience. She has been associated with Edward Jones since 2005, including a previous tenure from 2007 to 2020. Outside of her advisory role, she is an owner of a vacation rental business in Gulfport, Mississippi. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services and investment strategies, supported by a nationwide network of over 23,700 financial advisors and managing approximately $1.01 trillion in assets.