John Beers is a CFP® with nine years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Personal Capital, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a registered field assistant with WealthPartners, focusing on operations, planning, research, and support. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving some of the largest institutional investors in the market.

Daniel Biggers is a Series 66-credentialed advisor with Valic Financial Advisors, where he has worked since 2014. He has 12 years of industry experience and also holds a position as an agent at Agia, focusing on non-securities insurance products. Additionally, he serves as a board member of the Harper Lake Home Owner Association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Elizabeth Reeves is a financial advisor with Commonwealth Financial Network in Jackson, MS, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Coker & Palmer, Inc. for 21 years before joining Byers Poland Reeves Wealth Partners and Commonwealth Financial Network in 2025. Outside of advisory work, she is a co-owner of Mocs Sixty-Five LLC, an entity involved in managing residential real estate in Chattanooga, TN. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Larry Wilson is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VOYA since 2014. Outside of his advisory role, Wilson serves as an assistant basketball coach for Jackson Public Schools. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services primarily through non-discretionary recommendation-based arrangements alongside various managed account and advisory programs.

Jeffrey Turnipseed is a financial advisor with Kestra Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Kestra Advisory since 2016 and holds roles with related firms including Kestra Investment Services and Securities America. Outside of advisory roles, he is a managing director and CPA at WealthPartners LLP and is involved in farming through Turnipseed Farms LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and manages a range of investment solutions, serving clients such as sovereign wealth funds and large institutional investors.

Shannon Dyse is a financial advisor at Empower Advisory Group with 10 years of experience in the industry. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. Outside of advising, she is the owner of Wood Squared LLC, a real estate investing business focused on purchasing, rehabilitating, and selling homes in underserved communities. 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 retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Jack Moore is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Watkins, Ward, and Stafford. Outside of finance, he has experience in education, having worked at Mississippi State University and Northwest Rankin High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Allen is a ChFC® credentialed financial advisor with 52 years of industry experience, currently affiliated with Primerica Advisors in Ridgeland, MS. He has worked with Guardian Life Insurance Co. since 1978 and has been with Primerica Advisors since 1999. Outside of his advisory role, Allen serves as treasurer and board member of the Lake Traderhorn Association and provides continuing education seminars. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs.

Patrick Thomas is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Primerica Advisors since 2013 and concurrently at Guardian Life Insurance Co of America since 2012. Thomas is also a principal at Stockett & Thomas Agency LLP, a diversified insurance and employee benefits firm he has been involved with since 2003. In addition to his financial services work, he is involved with Peeler Farms, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a variety of proprietary and third-party investment strategies supported by an integrated operating model.

William Smith is a financial advisor at AE Wealth Management, LLC with 21 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at AdvisorMax, LLC and Stuart Medical Supply. He is also the managing partner of Golden Years Financial, where he is involved in insurance sales and services. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse range of clients, including individuals, corporations, and ERISA plan sponsors. The firm manages approximately $49.8 billion using discretionary model portfolios and supports third-party RIAs through sub-advisory and model-licensing arrangements.

Dakota Tate is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and having one year of industry experience. Prior to joining Kestra, Tate worked at First Commercial Bank and Regions Private Wealth Management, as well as at Morgan Stanley and Morgan Stanley Private Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves diverse clients, including large institutional investors and sovereign wealth funds.

Marvin Stockett is a Certified Financial Planner® with 22 years of industry experience, currently serving at Primerica Advisors since 2013. He has also been affiliated with Guardian Life Insurance Co of America since 2012 and co-manages Stockett and Thomas Agency LLP, a diversified insurance and employee benefits firm. Marvin holds a Certified Public Accountant license in Mississippi, though he does not practice public accounting, and is involved in managing a family timber farm through a limited partnership. Primerica Advisors is part of Park Avenue Securities LLC, which 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 variety of proprietary and third-party investment programs, utilizing an integrated operating model with approximately $15 billion in regulatory assets under management.

Camille Allen Snyder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities throughout her career. Snyder serves on the Insurance Committee for the Junior League of Jackson and acts as an executor for a family trust. 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 a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Ryan Grassel is a CFP® with six years of experience in financial advising. He is currently with Valic Financial Advisors and has previously worked at Jackson National Life Distributors LLC and AGIA. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and centralized technology to manage assets at scale.

Leighton Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS, holding a Series 66 designation and five years of industry experience. His work history includes roles at Whitehead Financial Group, LLC, and WFG Risk Partners, LLC. Whitehead is also involved in brokering non-registered insurance products and property and casualty insurance through outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

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.