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.

Theodore Thiel is a financial advisor with Raymond James Financial in Brandon, MS, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and has maintained involvement in non-variable insurance since 2011. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides non-discretionary planning and consulting tailored to client goals, incorporating analytical tools and encourages implementation through its advisory programs or other providers.

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.

Dierk Cockrell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked at Stephens Inc. from 2009 to 2023 before joining Raymond James. Cockrell serves on the advisory board of Hartfield Academy. 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 services supported by a diverse range of portfolio management styles and affiliated research.

Ward Vanskiver is a CFP® professional with over 57 years of industry experience, currently serving at Raymond James Financial since 2009. He has a long tenure with Raymond James Financial Services, Inc., dating back to 1975. Outside of his advisory role, he serves on the board and finance/investment committees at Millsaps College and owns a real estate brokerage. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm provides tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools and supports municipal advisory and institutional consulting through a large network of advisors.

Brian Fenelon is a Senior Financial Advisor at Merrill Lynch Wealth Management. With nearly 40 years in the financial advisory industry, Brian focuses on listening to clients and collaborating with them to develop refined, actionable plans. He leverages the expertise of his team and the extensive resources at Merrill Lynch to execute these plans. Brian began his career in 1985, building a reputation for guiding high-net-worth individuals, institutions, and foundations in asset allocation and manager selection. Prior to joining Merrill Lynch in 2014, he spent 24 years at Morgan Stanley, where he was Senior Portfolio Management Director with The Fenelon Group. As a Senior Portfolio Manager, Brian constructs and manages personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He also supports clients and financial advisors through his Tactical Allocation Strategy aimed at reducing risk and outperforming the market over time. Brian has been recognized as one of America’s Top 1200 Financial Advisors by Barron’s Magazine for six consecutive years as of 2014. He holds a Bachelor’s Degree from St. Olaf College and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Brian serves on the board of the American Heart Association and is a trustee for the Mississippi Museum of Art. His personal interests include biking, fishing, football, hiking, hunting, ice hockey, reading, skiing, traveling, and spending time with his family.

Shannon Waddell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 28 years of industry experience. Prior to joining Raymond James in 2025, Waddell spent 14 years at LPL Financial and has been affiliated with Trustmark Bank and Trustmark Financial Services for over two decades. Outside of advisory work, Waddell serves as Administrative Manager at Trustmark Financial Services, overseeing administrative support and operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning driven by analytical modeling and supports municipal and public-finance work through unique affiliations not common among large institutional advisors.

Robert Webb is a financial advisor with Charles Schwab in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Charles Schwab and affiliated firms including Charles Schwab Bank, Genworth Financial, John Hancock Life, and Unum Provident since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary and discretionary investment management with an emphasis on multi-asset model portfolios and centralized operational support.

Bradley Bumgarner is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a registered agent for G&G Outdoors LLC, a family-related investment entity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through both direct and corporate financial planning arrangements.

Christy Robinson is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021, following prior roles at Royal Alliance Associates and Signator Investors. Robinson also owns and operates Atlantis Wealth, a financial planning and wealth management business based in Madison, Mississippi. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of strategies and platform options tailored to client objectives.

Edward Prybylski is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Investment Professionals, Inc. Outside of his advisory role, he serves as a Grade 7 soccer referee and referee instructor with the Mississippi Soccer Referee Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive research and technology tools.

Mason Irby is a Series 66-licensed financial advisor at Edward Jones with eight years of industry experience. He has been with Edward Jones since 2018 and previously worked at the University of Southern Mississippi from 2016 to 2018. Outside of advising, he is involved in timber and real estate investments through his ownership of Irby Timber LLC and membership in JI Properties. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm offers a range of advisory and managed account solutions, operates under a fiduciary standard, and is notable for its extensive retail advisor network and affiliated financial services.

Wendy Thomas is a financial advisor with Ameriprise in Clinton, MS, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages a small business related to her Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines personalized, research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Rives Allen III is a financial advisor with Raymond James Financial in Madison, MS, holding a Series 66 designation and 28 years of industry experience. He has worked at Raymond James since 2009 and previously held roles at Midland National Life and in non-variable insurance. Outside of his advisory role, he is an independent contractor at VAN SKIVER FINANCIAL SERVICES, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals while maintaining specialized advisory programs and services.