Logan Phillips III is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Keegan & Company, LLC from 2006 to 2013 before joining Raymond James in 2013. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Julie Culberson is a financial advisor with Morgan Stanley in Ridgeland, Mississippi, holding a Series 66 designation and 19 years of industry experience. She has been with Morgan Stanley since 2014. Outside of her advisory role, she is involved in the restaurant industry as an employee of Buffalo Wild Wings in Flowood, Mississippi. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm provides a variety of advisory programs, including tailored financial planning, and manages approximately $2.74 trillion in client assets.

Wendy Jacobs is a financial advisor at Merrill with 28 years of industry experience. She has held her current position at Merrill since 1995. Jacobs holds Series 63 and Series 65 credentials. 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. The firm offers model-based and discretionary investment strategies designed for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Julie Grice is a financial advisor with Raymond James & Associates who holds Series 63 and Series 65 licenses and has 31 years of industry experience. She previously worked at Stephens for 14 years before joining Raymond James & Associates in 2023. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning, investment consulting, and institutional fiduciary solutions.

James Meyers is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2023. His prior experience includes roles at Regions Bank, Office Products Plus, Paylocity Corporation, and Office Depot. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Steven Winford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. His prior work includes roles at BMSS and Haddox Reid Eubank Betts, as well as five years at the University of Mississippi. Raymond James & Associates, Inc. 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 institutional fiduciary solutions through various advisory programs.

Dylan Culberson is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Nissan North America and Kelly Services Inc. Outside of traditional advisory activities, he engages in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies complemented by discretionary separately managed account options.

Brian Hill is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2004. He is based in Jackson, MS, and holds a Series 63 license. Outside of his advisory role, he has involvement with non-variable insurance activities through a DBA called Summit Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors.

Thomas Guillot Jr. is a Series 63-licensed financial advisor with Morgan Stanley, bringing 35 years of industry experience. He has held positions at Morgan Stanley Private Bank since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 1998. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and market modeling techniques.

Kass Welchlin is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Raymond James in 2018, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC. 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. The firm offers financial planning, investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.

Charles Brown is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 65 registrations and six years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 1987. Outside of financial advising, Brown operates Wall St Custom Apparel, a men's custom clothing business he has run since 1981. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure.

Samuel Harris is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career history including over five decades at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has involvement in farm-related rental income activities in Jackson, MS. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offers financial planning and access to third-party asset managers, and operates a broker-dealer with affiliated insurance and trust services.

Douglas Hester is a financial advisor with Raymond James Financial in Jackson, MS, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Nautilus Asset Management and Nautilus Wealth Counselors. Outside of advising, he is a partner in an accounting firm and involved in several small business ventures unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs detailed risk profiling and modeling tools and offers both wrap-fee advisory programs and specialized consulting services, including municipal and public finance advisory.

James Bays is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Paul Rice is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds the Series 66 designation and has worked at Raymond James since 2014. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

Charles Bourne is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 10 years of industry experience. He has been with Raymond James & Associates in various capacities since 2016. Bourne serves on the finance and investment committee of the Louis Wilson Student Managed Fund at Millsaps College, providing feedback to students on stock presentations. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Nancy Loar is a financial advisor with LPL Financial in Jackson, MS, holding a Series 66 designation and 24 years of industry experience. She has worked at LPL Financial and BankPlus since 2015, with prior experience at Morgan Stanley and A. G. Edwards & Sons. Outside of advisory services, she operates Wealth Plus, an entity associated with her LPL business. 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.

Gale Noel is a Series 66-licensed financial advisor with Raymond James Financial in Jackson, MS, with 23 years of industry experience. He has held roles at several firms, including DGR LLC and GHW LLC, and has been with Raymond James Financial since 2009. Outside of his advisory work, he is a partner in agricultural and business ventures, including Delta Land Management LLC and Delta Southern Dirtworks LLC, and is also a partner at an accounting firm where he performs CPA functions. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored non-discretionary planning and investment consulting using analytical tools and is noted for its municipal advisory affiliations and specialized retirement plan consulting programs.

James Grove Jr. is a Series 66 licensed financial advisor with Ameriprise, based in Flowood, MS, and has 29 years of industry experience. He has been with Ameriprise and its affiliated entities since 2011. Outside of his advisory role, he serves as Secretary on the Board of Directors for the Mississippi Chapter Military Order of the World Wars Educational and Patriotic Charity, Inc. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides retirement-income planning focused on reliable income sources and tax-aware withdrawal strategies.

William Parker is a financial advisor with Raymond James & Associates holding a Series 66 designation. He has been with the firm since 2023 and previously worked at Designer Shoe Warehouse from 2022 to 2023. 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, institutional and pension plans, and charitable organizations, providing financial planning, investment consulting, and institutional fiduciary services.