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.

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.

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.

Mark Baldwin is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2007, including its predecessor firm Axa Advisors, LLC. Outside of his advisory role, he is involved as president or member in several small private companies and manages Retirement Income Planning, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory models, focusing on matching clients to appropriate investment strategies without sponsoring its own wrap fee program.

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.