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.

Leo Landry III is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has worked with LPL Financial since 2011 and previously spent three years at Edward Jones. Landry operates a DBA under Crown Financial Partners, LLP, based in Madison, MS. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management along with model portfolios and third-party research.

William Henry is a CFP® certificant affiliated with LPL Financial in Madison, MS, with five years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Southern Farm Bureau. 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 financial planning and advisory programs, retirement plan consulting, and brokerage services, utilizing discretionary and non-discretionary management supported by research and model portfolios.

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 licenses and 27 years of industry experience. He has been with LPL Financial since 2017 and previously worked at National Planning Corporation from 2014 to 2017. Outside of his advisory role, Brown serves as a FINRA non-public arbitrator and manages his own insurance agency. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients nationwide. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research from both in-house and third-party sources.

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, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Cadence Bank since 2022 and previously spent nine years at infinex Investments, Inc. Chandler holds a dual role at Cadence Bank as vice president and financial advisor. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and technology solutions across discretionary and non-discretionary management approaches.

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.