Steven Massey is a CFP® with 21 years of industry experience and has served as an advisor at Kestra Advisory since 2016. He is also a partner at WealthPartners, LLP, where he focuses on investment management and due diligence. Massey serves as a board member of The Catholic Foundation of the Diocese of Jackson, MS, participating in the foundation’s investment committee. Kestra Advisory Services provides investment advisory and retirement plan consulting to a diverse client base, including institutional and individual investors. The firm offers services such as fiduciary consulting, plan design, and investment due diligence, managing approximately $79.8 billion in assets and serving large institutional clients, including sovereign wealth funds.

Derrick Freeman is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. In addition to his advisory role, he serves as a co-trustee for a family member’s Solo 401(k) plan and operates Freeman Consulting Services, LLC, established for tax purposes. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, combining discretionary and non-discretionary management approaches.

Charles Triplett is a financial advisor with Eagle Strategies (New York Life) based in Ridgeland, MS, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked with Eagle Strategies since 2016 and operates Andy Triplett Financial Services LLC, selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Scot Thigpen is a CFP® with 30 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2018. Prior to that, he worked at CS Planning Corp for nine years. Thigpen holds roles on the board of Extra Table, a nonprofit providing food pantries and soup kitchens with food, and serves on the investment committee of the Community Foundation of Mississippi. He is also president of the Magnolia State Charitable Gift Planners. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of financial planning, portfolio management, and retirement plan services.

Matthew Teel is a CFP® and holds a Series 65 license, currently with Focus Partners Wealth, LLC. He has four years of industry experience, including prior roles at Buckingham Strategic Wealth, LLC and BancorpSouth Bank. He also spent four years at Mississippi State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Christina Osborne is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. She holds a Series 66 designation and previously worked at First Commercial Bank for eleven years. Osborne also maintains concurrent roles at Nylife Securities LLC and Sledge and Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Michael Mc Graw Sr. is a financial advisor at TLG Advisors, Inc. with over 33 years of industry experience. He holds Series 63 and Series 65 credentials and has held various roles in the insurance and financial services sectors, including managing partner at McGraw Life & Health Services since 1989 and sales coordinator at Mark Wall & Co. since 2022. TLG Advisors, Inc. serves a diverse client base with services including portfolio management, financial planning, and fiduciary services for retirement plans. The firm emphasizes manager selection and portfolio monitoring through fundamental analysis and Modern Portfolio Theory, and offers a digital investment program called Starlight Portfolios.

La Taura Wilson is a financial advisor with Empower Advisory Group in Pearl, MS, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Empower Financial Services in 2018, she spent eleven years at the Public Employees' Retirement System of Mississippi. Outside of advisory work, Wilson prepares and files tax returns as a tax professional for H&R Block. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain individual account holders. The firm delivers services through an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Ryan Mckibben is a financial advisor with Focus Partners Wealth, LLC, holding a Series 65 designation and 11 years of industry experience. He has previously worked at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Horne LLP in various advisory capacities. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

Weldon Doe IV is a financial advisor with TLG Advisors, Inc. in Jackson, MS. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His work history includes roles at The Leaders Group Inc and Strategic Planning. Outside of his advisory work, he serves as president and trustee of a family-owned corporation managing a grandchildren’s trust. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis with Modern Portfolio Theory and includes a direct-to-consumer program called Starlight Portfolios.

Taylor Sledge Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ridgeland, MS. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at New York Life Insurance Company, NyLife Securities, LLC, and his own firms such as Sledge and Company and The Skyline Company. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes in Mississippi and is a co-founder of the nonprofit OSPREY (Old School Parents Raising Engaged Youth). Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm is notable for its emphasis on non-discretionary asset management and tailored advisory solutions, working extensively with retirement plans, charitable organizations, and corporate clients within the New York Life affiliate structure.

Peyton Hudson is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Buckingham Strategic Wealth, LLC and The Colony Group, LLC. Before his advisory career, he spent five years at Mississippi State University and two years at a local mortgage company. Focus Partners serves a diverse client base, including individuals, high-net-worth families, family offices, and institutional clients, offering comprehensive wealth management and advisory services. The firm’s investment approach combines active and passive strategies through an "enhanced open architecture" framework, utilizing both fundamental and quantitative analysis alongside alternative portfolio tools.

Thomas Candler is a Series 66-licensed financial advisor at Empower Advisory Group with nine years of industry experience. His prior roles include positions at GWFS Equities, Morgan Stanley, Charles Schwab, Wells Fargo Bank, and Edward Jones. He serves as a Military Captain Plans and Operations Officer in the United States Army Reserve and owns a full-service vending machine business. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

Jennifer Ladner is a financial advisor with Valic Financial Advisors in Ridgeland, MS, holding a Series 66 credential and seven years of industry experience. She has worked at Valic Financial Advisors and First Financial Capital Corp, and is currently involved with Agia as an agent selling non-securities insurance products. Additionally, she serves as the registered agent for South Mississippi Promotional Group, LLC, a marketing company managing promotional agreements for athletes. Valic Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and a centralized technology platform.

Chad Franks is a financial advisor with Eagle Strategies (New York Life) based in Ridgeland, MS. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been affiliated with New York Life Insurance Company since 2012 and Eagle Strategies since 2011. Franks is a member of the Magnolia Club Alumni Organization and volunteers on the housing committee for the Kappa Alpha Order’s Alpha Upsilon Chapter. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Hillman Mc Cann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Charles Schwab, LPL Financial, and Countiss Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients, using an integrated service model aligned with Empower’s recordkeeping and administrative platforms.

Taylor Triplett is a financial advisor with Eagle Strategies (NY Life) based in Ridgeland, MS. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Taylor has held roles at Sledge & Company Financial and The Skyline Company, which he owns. Outside of his advisory work, he serves on the boards of the Mississippi Symphony Orchestra and St. Andrew's Episcopal School, and is involved with Breakthrough T1D, a nonprofit focused on Type 1 diabetes. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

James Mcconnell is a financial advisor at Benjamin F. Edwards & Company, Inc. with 32 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Benjamin F. Edwards since 2021, following five years at Wells Fargo Clearing and seven years at Wells Fargo Advisors. Outside of his advisory work, he owns a construction materials business and serves in trustee and custodial roles for family investment-related entities, as well as holding an ownership and officer position in a private hunting club. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer serving individuals, pension and profit-sharing plans, charitable organizations, corporations, and other institutions. The firm offers a range of fee-based wrap programs, financial planning, retirement and investment consulting, and manages portfolios using strategic and tactical approaches monitored by an Investment Strategy Committee.

Phillip Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS. He holds the ChFC® designation and has 32 years of industry experience, including long-term affiliations with New York Life and Nylife Securities Inc. Outside of his advisory role, he is involved in several small business ventures, including owning and managing retail food businesses and serving as a deacon at Park Place Baptist Church. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis for both individual and institutional clients within the New York Life affiliate structure.

Jackson Sharp is a financial advisor at Kestra Advisory with five years of industry experience. He holds the CFP® designation along with Series 63 and Series 66 licenses. Prior to joining Kestra, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. His other business activity includes serving as a Wealth Management Analyst supporting partners and advisors with client onboarding and account services. Kestra Advisory Services provides investment advisory and retirement-plan consulting to institutional and individual clients, offering fiduciary consulting, plan design, and employee education among other services. The firm manages approximately $79.8 billion in assets and serves a broad client base that includes large institutional investors and sovereign wealth funds.