William Thompson is a financial advisor with Raymond James Financial in Clinton, MS, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1986 and with Raymond James Financial since 2009. Outside of advising, he owns an office building. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through advisory programs or other providers.

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 with LPL Financial, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. His prior firms include Ameriprise Financial Services and Investment Professionals, Inc. Outside of his advisory work, he serves as a Grade 7 soccer referee and referee instructor with the Mississippi Soccer Referee Association. 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 wide range of advisory programs and planning services with both discretionary and non-discretionary management, supported by extensive research and diverse investment options.

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.

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 bringing 38 years of industry experience. He has been affiliated with LPL Financial and BankPlus Wealth Management Group since 2015. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement consulting, offering both discretionary and non-discretionary management supported by proprietary and third-party research.

Robert Reeves is a financial advisor at LPL Enterprise with 9 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Reeves also spent three years at the University of Mississippi before joining LPL Enterprise. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, access to model portfolios, third-party asset management, and brokerage and insurance products through an integrated platform combining advisory and brokerage channels.

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, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked at LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2013. Outside his advisory work, he is the sole owner of 2415 Outdoors Financial, LLC, a business entity for tax and investment purposes. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs and retirement consulting services, offering both discretionary and non-discretionary management with access to model portfolios, research, and various technology-driven investment solutions.

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.