Julie Campbell is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Raymond James in 2021, she worked at Fidelity Brokerage Services LLC and Ethos Academy. 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 diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Lang Jr. is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses and 38 years of industry experience. His previous work includes roles at Morgan Stanley and A. G. Edwards & Sons, Inc. since 2003. He is also involved with Wealth Plus, a business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Robert Reeves is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, and he previously worked at the University of Mississippi. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of related financial services.

Mark Maxwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, Maxwell serves as a committee member of the River Hills Tennis Club, where he is involved in hiring a new General Manager. 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, investment consulting, and municipal advisory services.

Jon Tamrod Sanders is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and has prior work experience with OGIA, Canon Solutions America Inc., and Ricoh USA. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio management and trading delegated to external specialists.

Thomas Landrum is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 65 and Series 63 licenses and 15 years of industry experience. He has been with Primerica Advisors since 2013, with prior experience at Primerica Financial Services dating back to 2001. Outside of advising, he is involved in the sale of non-investment products such as home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm delivers advisory services primarily through model-based strategies managed by unaffiliated asset managers, supported by custodial and trade execution services from BNY Mellon Advisors and Pershing.

Douglas Minor is a financial advisor with Raymond James & Associates in Jackson, Mississippi, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a range of portfolio management strategies.

Christa Garrett is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its related entities since 2009. Outside of her advisory work, she is co-owner of a contracting and design business in Pearl, Mississippi, which focuses on building, trim carpentry, remodeling, and backsplash design. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Joseph Clinton is a financial advisor with LPL Financial in Flowood, MS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2013. Outside of his advisory role, he is the sole owner of 2415 Outdoors Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing technology and a wide network of advisors to deliver both advisory and brokerage services.

Rayford Hudson IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is president of RFB Family Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that utilize firm-approved tools and models to assist clients in developing comprehensive financial plans.

Karen Worrell is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Outside of her advisory role, she coordinates religious education for K-8th graders at St. Joseph Catholic Church in Madison, Mississippi. 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, and institutional investors.

William Conerly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 15 years before joining Cetera in 2025. In addition to his advisory role, he acts as an insurance agent representing annuity and life insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management options, financial planning, and access to both affiliated and third-party money managers, managing over $256 billion in assets.

Kevin Dotson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Kevin earned his Bachelor's Degree from Millsaps College. His background and credentials support his role in providing financial guidance and investment advisory services.

Matthew Roth is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work history at Regions Bank and Republic Finance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and custodial relationships.

Tyler Hendrix is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at National Planning Corporation and the University of Mississippi Medical Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, with advice delivered through a large network of investment adviser representatives using various model portfolios, third-party subadvisors, and customized strategies.

Michael Wilson is a financial advisor at Edward Jones in Ridgeland, Mississippi, holding a Series 66 designation with 15 years of industry experience. He has been with Edward Jones since 2010. Outside of his advisory role, he holds oil royalties through several entities but does not engage in active management of these interests. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment options. The firm is known for its extensive advisor and branch network and offers services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Mark Mc Ree is a Series 66 licensed financial advisor with Edward Jones in Madison, Mississippi. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Sydney Williamson is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James, Williamson worked at Fidelity Investments and has experience in roles outside finance, including with 39759 Nutrition. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Maxwell Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch / Bank of America and Businessloans.com / Sovereign Co. LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework in its recommendations.

Beverly Bishop II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Stifel Nicolaus & Co Inc, and Morgan Stanley. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and portfolio management services, supported by extensive research and technology tools.