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 with Morgan Stanley who holds Series 63 and Series 65 credentials and has 46 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves on the advisory board for The Center for Innovation and Entrepreneurship at the University of Mississippi. 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 models. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and principal trading.

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.

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 63 and Series 65 licenses and five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions in the sports industry. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, using model-driven investment strategies supported by third-party managers and custodians.

Joseph Rice Jr. is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, following 27 years at Merrill. He serves as Vice President on the Executive Advisory Board for the College of Business at Mississippi State University. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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 Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, he worked at Citigroup Global Markets for two years. Outside of his advisory role, he is involved with Robo Properties, a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that leverages firm-approved tools and models.

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 the Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, National Association since 2015. Prior to that, she spent seven years at UBS Financial Services. Outside of her advisory role, she serves on the finance committee of the Junior League of Jackson and acts as secretary for the Jackson Area Kappa Kappa Gamma Alumni Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, employing firm-approved tools and models to support its planning process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Samuel Peacock is a financial advisor with Equitable Advisors in Flowood, MS, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in healthcare and education sectors, including roles at AccentCare Home Health & Hospice and Mississippi Baptist Medical Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options including mutual funds, ETFs, and alternative investments.

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.