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.

Samuel Stevens is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at Creative Planning and has previously been employed at Buckingham Strategic Wealth, HORNE Wealth Advisors, Mississippi College, and Trustmark National Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets through a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

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.

Fred Sandifer is a Series 66-licensed financial advisor with seven years of industry experience. He currently works at Empower Advisory Group and has prior experience at J.P. Morgan Securities LLC, JPMorgan Chase Bank, N.A., Edward Jones, and Broadstreet Business Brokers. Outside of financial advising, he was involved in Majestic Burger, LLC for 13 years. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to IRA and retail brokerage clients. The firm’s approach includes proprietary planning methodologies focused on long-term portfolio returns and integrates closely with Empower’s administrative platforms.

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.

James Vance is a financial advisor with Valic Financial Advisors in Ridgeland, MS. He holds the Series 66 designation and has one year of industry experience. Prior to joining Valic Financial Advisors, he worked at Spectrum Sports and held academic positions at Mississippi College and East Central Community College. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors 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 for portfolio construction.

Bowen Thigpen is a CFP®-designated financial advisor at CWM, LLC with 10 years of industry experience. He previously worked at New York Life Insurance Company and NYlife Securities LLC from 2015 to 2019 and has been associated with Thigpen Group since 2019. In addition to advisory services, he holds an insurance agent role, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm uses a discretionary approach with model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Erin Mccain is a financial advisor with Kestra Advisory in Ridgeland, MS, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. She has worked with Kestra Advisory since 2016 and Kestra Investment Services, LLC since 2014. Outside of advisory duties, she serves as a Registered Field Assistant with WealthPartners, focusing on operational responsibilities. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers a range of services such as fiduciary consulting, plan design, and employee education, and manages approximately $79.8 billion in assets with capabilities that include serving large institutional clients and offering pooled employer plan arrangements.

William Artmann is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2020 and previously spent over two decades with Investacorp. Outside of his advisory work, he has served as a high school and college football referee since 1981. United Planners Financial Services serves a broad range of clients, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports various investment models, with a majority of assets managed on a non-discretionary basis.

David Poland is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Byers Poland Reeves Wealth Partners. He previously worked at Coker & Palmer for 16 years. Poland spends a small portion of his time on fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

Stan Purvis is a CFP® professional affiliated with Focus Partners Wealth, LLC, with 22 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Horne Wealth Advisors, and Trustmark Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Preston Byers is a financial advisor with Eagle Strategies (NY Life) in Ridgeland, MS, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His work history includes roles at NYLife Securities LLC and New York Life Insurance Company since 2017, and he operates Reliant Business & Wealth Strategies, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities to retirement investors.

Harold Hicks is a CFP® professional with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include tenures at Voya Financial Partners, VOYA Financial Advisors, Mariner Independent Advisor Network, and LPL Financial. Outside of his advisory work, he operates Mariner Independent Advisor Network LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Jane Mapp is a financial advisor at Valic Financial Advisors with six years of industry experience. She holds the Series 66 designation and previously worked for the State of Mississippi Office of Attorney General for 24 years. Outside of her advisory role, she serves as a member of the finance committee at Saint Mark's United Methodist Church. Valic Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and discretionary unified managed accounts through a large network of advisors.

John Hill is a CFP® with 35 years of experience in financial services. He is currently affiliated with Kestra Advisory, where he has worked since 2016, and has held roles at Wealthpartners and Kestra Investment Services, LLC. Hill serves as managing partner and CEO of Wealthpartners, which provides comprehensive planning and product solutions. Kestra Advisory Services offers investment advisory and retirement-plan consulting to institutional and individual clients, providing fiduciary oversight, plan design, and employee education among other services. The firm serves a diverse client base that includes large institutional investors and sovereign wealth funds.

Melanie Dowell is a financial advisor at Morgan Stanley with Series 63 and Series 65 licenses and 45 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Dowell serves on the advisory board for The Center for Innovation and Entrepreneurship at the University of Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a broad range of advisory programs to individual and institutional clients, with a financial planning process that includes firm-approved tools and scenario modeling. The firm manages approximately $2.74 trillion in client assets and provides services through both individual and corporate financial planning agreements.

Joshua Jones is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and 11 years of industry experience. He has been with Thrivent Financial and its investment management division since 2015. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of financial advisors, offering comprehensive goal-based analyses and planning on topics such as retirement, tax, estate, and business continuation, without discretionary portfolio management for institutional clients.

John Miller is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 21 years of industry experience. He has worked at multiple Morgan Stanley entities since 2006, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Vernon Reinike Jr. is a financial advisor with LPL Financial in Madison, MS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Raymond James & Associates, Morgan Keegan & Company, and AmSouth Investment Management Company. Outside of advising, he is involved with a life coaching business under the name The Victorious Creator Rob Reinike. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing a range of investment strategies and operational tools.