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 with Valic Financial Advisors in Ridgeland, MS, holding a Series 66 designation and five years of industry experience. Her prior work includes over two decades with the State of Mississippi Office of Attorney General and a current role at Agia. She serves as a voting member of the finance committee at Saint Mark’s United Methodist Church. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including 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 and management.

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 at Morgan Stanley with 20 years of industry experience. He holds a Series 66 designation and has worked with Morgan Stanley Private Bank, National Association since 2015 and Morgan Stanley Smith Barney since 2009. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market outcome modeling.

Vernon Reinike Jr. is a financial advisor at LPL Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Ameriprise and Raymond James & Associates. Outside of his advisory role, he is involved in a potential life coaching business under the name The Victorious Creator Rob Reinike. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with support from in-house and third-party research and model portfolios.

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.