William Boyles is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and Merriweather Godsey. Outside of his financial career, Boyles serves as Priest in Charge at Saint Mark's Episcopal Church, where he leads worship and advises the leadership board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

William Willoughby is a financial advisor with Edward Jones in Clinton, MS, holding Series 63 and Series 66 credentials. He has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

Jamal Sanders is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 1999. Outside of his advisory role, he works as a rideshare driver for Lyft and Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its services.

Douglas Lauderdale is a financial advisor with Primerica Advisors, holding Series 65 and Series 63 licenses and bringing five years of industry experience. His prior work includes roles at PFS Investments Inc., Primerica Financial Services, BSN Sports, and Rex Team Sports. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm employs model-delivery strategies managed by third-party asset managers and operates at scale with thousands of advisors and billions in assets under management.

Joseph Rice Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 certifications and bringing 40 years of industry experience. He has been with Raymond James & Associates since 2013. Rice serves as Vice President on the Executive Advisory Board for the Mississippi State University College of Business, assisting with the college's operations and promotion. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutions, and municipal entities, offering financial planning and investment consulting with a focus on tailored strategies and non-discretionary advisory services.

Joseph Zimmerman is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Private Bank, National Association since 2015 and with Morgan Stanley Smith Barney since 2009. Outside of his advisory role, he is involved with investment-related activities through Robo Properties. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and strategies.

William Aderholdt is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for the Piedmont Fat Tire Society, a mountain bike advocacy and trail maintenance organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Mary Sweat is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds Series 63 and Series 66 licenses and has worked at Morgan Stanley since 2009, including time with Morgan Stanley Private Bank, National Association. Outside of her advisory role, she serves on the Finance Committee of the Junior League of Jackson and as Secretary of the Jackson Area Kappa Kappa Gamma Alumni Association. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning supported by firm-approved tools and strategies from its Global Investment Committee. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Mc Willie Robinson III is a CFP®-designated financial advisor with Edward Jones in Flowood, MS, where he has worked since 2011. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Owenne Mc Neece is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked with Wimberly & Associates and NOLA Lending, and he has over a decade of experience with the Metropolitan YMCAs of MS. Outside of advising, Mc Neece is a cycle instructor at Madison Healthplex Performance Training Center. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and municipal advisory services.

Paul Minor is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alvarez and Marsal, Carnrite Group, and Allen Engineering & Science. He serves on the alumni advisory board for MSU's College of Arts & Science and is an officer and treasurer on the board of Sojourn Landing, LLC, a nonprofit organization. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management options and municipal advisory expertise.

Leo Landry III is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2008 to 2011. He operates a DBA named Crown Financial Partners in Madison, Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

William Henry is a CFP® certificant with five years of industry experience, currently affiliated with LPL Financial in Madison, MS. His prior roles include positions at Northwestern Mutual and Southern Farm Bureau. He is also engaged with Cadence Bank alongside his advisory work. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Jason Hahn is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at John Hancock Financial Services for 18 years before joining Osaic in 2018. Outside of his advisory role, he is involved with GenX Financial, LLC as Head of Finance and Operations and also provides janitorial and building maintenance services as a sole proprietor. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers and platforms, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of portfolio management tools and maintains a complex corporate structure with multiple mergers, private-equity ownership, and commercial arrangements.

Rodney Brown is a financial advisor with LPL Financial in Flowood, MS, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He previously worked at National Planning Corporation for three years and has operated Rodney Brown Insurance since 2010. Brown also serves as a FINRA non-public arbitrator, participating occasionally on arbitration panels. 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 other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

James Best is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Pfs Investments Inc and Primerica Financial Services since 2010 and was previously with College Planning Network. Outside of his advisory role, he owns Best Athletics, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts using a tiered wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, with trading delegated to BNY Mellon Advisors.

Douglas Wing is a financial advisor with Equitable Advisors in Ridgeland, MS, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Equitable Advisors and its predecessor Axa Advisors since 1999. Equitable Advisors serves a diverse client base, including individuals across wealth levels, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a range of advisory models and third-party programs to tailor investment solutions, without sponsoring its own wrap fee program or advertising hypothetical performance.

Jerry Smith is a financial advisor with UBS Financial Services in Jackson, MS, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers tailored financial plans using proprietary research and model-based asset allocations.

J. Sessions Roland III is a CFP® professional with 13 years of experience, currently affiliated with Cetera in Ridgeland, MS. He has worked at Regions Bank and Cetera since 2016. Outside of his advisory role, he manages a recreational hunting and fishing property through Stratford LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program options and custodial relationships.

Michael Chandler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes roles at Cadence Bank, Infinex Investments, BancorpSouth Investment Services, Raymond James Financial, The Strategic Financial Alliance, and Cetera Advisors. He currently holds a dual employment position as Vice President and financial advisor at Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.