Gale Noel is a Series 66-licensed financial advisor with Raymond James Financial in Jackson, MS, with 23 years of industry experience. He has held roles at several firms, including DGR LLC and GHW LLC, and has been with Raymond James Financial since 2009. Outside of his advisory work, he is a partner in agricultural and business ventures, including Delta Land Management LLC and Delta Southern Dirtworks LLC, and is also a partner at an accounting firm where he performs CPA functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and is noted for its municipal advisory affiliations and specialized retirement plan consulting programs.

James Grove Jr. is a Series 66 licensed financial advisor with Ameriprise, based in Flowood, MS, and has 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Mississippi Chapter Military Order of the World Wars Educational and Patriotic Charity, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

Eric Matthews is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

Bill Mosby III is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS since 1987. Mosby serves as a board member of the National Kidney Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.

Jeanne Burns is a CFP® and Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 16 years of industry experience and also serves as president of Cassibry Financial Planning LLC. Outside of financial advising, she is an independent insurance agent and manages a family farming operation in Ridgeland, MS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and proprietary and third-party strategies.

Samuel Weir Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise since 2016, serving in both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Harvey is a CFP® professional with over 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His background includes roles at Cambridge Investment Research, Inc. beginning in 2009. Outside of his advisory work, he serves as a board member for the Rolling Meadows Home Owners Association, a nonprofit community organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment strategies through a network of independent Financial Professionals and supports multiple custody platforms, with both proprietary and third-party model solutions.

Michael Humphreys is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has also worked in law enforcement with the Brandon Police Department and Capitol Police. Humphreys is the sole owner of Humphreys Consulting Group, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Cindee Herlocker is a Series 66 licensed financial advisor with Edward Jones in Clinton, MS, where she has worked since 2012. She has 14 years of industry experience. Outside of her advisory role, she is a member and 51% owner of C&J Marketing LLC, a marketing and sales business based in Madison, MS. 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 investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Morris is a CFP® and holds a Series 66 license with Edward Jones, where he has worked as a financial advisor since 2018. He has seven years of industry experience and also serves part-time as an associate minister at Madison Church of Christ, where he teaches and helps lead worship. Prior to joining Edward Jones, he had brief roles at ServiceMaster Water and Fire Restoration and Vigilant Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Mallory Kennedy is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked at Mississippi College and Talbots. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, using proprietary research and a structured investment approach.

Charles Bowman III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Bowman serves on the finance and investment committee for Galloway UMC, where he participates in quarterly reviews of the church’s endowment fund. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kurtis Vande Streek is a CFP® professional with 16 years of industry experience, currently advising at Raymond James Financial in Brandon, MS. His prior experience includes roles at LPL Financial and Trustmark National Bank. He also has involvement with Trustmark Bank outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

John Correro is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves as Vice President and is a board member of The Catholic Foundation of the Diocese of Jackson, MS, where he participates on the finance and investment committee. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting backed by diverse portfolio management styles and affiliated research resources.

Angela Blanks is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

Jacqueline Jefferson is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2018. Outside of her advisory role, she owns and manages several businesses including 3 Way Enterprises, LLC and Bobby's House, LLC, which leases buildings to seniors and veterans. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

Landon Hardwick is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and over five years of combined experience in the financial sector. His work history includes roles at Regions Bank and experience in educational institutions prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with varied investment program options, including discretionary and non-discretionary portfolio management, model portfolios, and access to third-party money managers.

Andrew Tillett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, LPL/Community Wealth Management, and Ameriprise Financial Services. He is based in Brandon, Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Christopher Noone is a CFP® and ChFC® with 26 years of industry experience, currently serving at LPL Financial since 2008. Prior to that, he worked at UBS Financial Services for six years. He is part-owner and agent in a property and casualty insurance agency that sells home and auto coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with diverse investment options and operational tools, alongside non-advisory financial services and institutional platforms.

Frank Geary is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at The Barber Companies for four years. Outside of his advisory role, he is a partner in White River Refuge LLC, a personal investment venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a diverse set of portfolio management styles and affiliated research.