Marray Harris is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and possessing six years of industry experience. Harris has worked concurrently at several organizations, including the University of Mississippi Medical Center and Horne LLP. Outside of advisory work, Harris is involved in educational consulting through a partnership in MJE Consulting, LLC, and owns MDH Business Consulting. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model built around tiered wrap fees.

Westin Stringer is a Series 66-credentialed financial advisor with Edward Jones, based in Brandon, Mississippi. He has four years of industry experience, including five years at Statewide Federal Credit Union and two years at Delta State University. Stringer has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Christopher Harris is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Pfs Investment Inc since 2016 and Primerica Financial Services since 2010, alongside a concurrent role at Ims Engineers Pa. His additional business activities include sales of loan products, home security, automation, and other home-related services through Primerica affiliates. 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 accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Charles Edmondson is a financial advisor with LPL Financial based in Jackson, MS, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for two years and has a background in healthcare, currently serving as a part-time physical therapist at Merit Health River Oaks. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports advisors with a range of investment strategies and technology tools while overseeing over $819 billion in discretionary assets.

Jared Nelson is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has served in a role with the State of Mississippi since 2021. He is a non-participating director for his father's business, appointed solely to designate a successor if needed. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an independent due-diligence process for selecting asset managers and uses a tiered wrap fee structure, focusing on curated third-party managers with oversight of model offerings.

William Keng is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 42 years of industry experience. He has been with OSAIC since 2018 and has an extensive career including roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company dating back to 1998. Outside of his advisory work, he serves on the board of The Salvation Army, participating in planning and fundraising activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating multiple investment types and third-party managed-account solutions.

Joseph Macon is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience working at Regions Bank and has held positions in education at Mississippi State University and East Mississippi Community College. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a nationwide network of over 10,000 advisors and manages assets exceeding $256 billion.

Robert Lyle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Woodbury Financial Services, Inc. for 18 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Lyle serves as an associate board director of Lyle Machinery and has been involved in the sale of fixed life insurance products since 1983. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising a wide range of securities and alternative investments.

Ashley Osborne is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She has been associated with LPL Enterprise since 2025 and concurrently operates Customized Accounting Consultants, LLC, a tax preparation and accounting business, which she has owned since 2009. Outside of her advisory role, she volunteers with the Briarwood Arts Center and is also an author. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

Michael Taylor is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BankPlus Wealth Management Group and LPL. Between 2018 and 2020, he was retired. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of investment strategies and affiliated research.

Evan Byrne is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and The Pourhouse Group, LLC. Outside of his advisory role, he is a silent partner in Udderless Foods, LLC, a food and beverage production company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large-scale, integrated structure combining advisory, brokerage, custody, and cash-sweep services.