Rachana Puri is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been associated with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to her advisory role, she is an agent for Puri Financial LLC, focusing on individual life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for goal analysis and delivers written recommendations with a collaborative, ongoing planning approach.

Candice Mobley is a financial advisor at Merrill Lynch Wealth Management, where she has worked since 2014. With a career starting in 1999, she brings over two decades of experience in the financial services industry. Candice focuses on wealth management planning, investment management, and retirement planning, offering tailored strategies to meet her clients' needs. She holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Private Wealth Advisor (CPWA) certification earned through the Yale School of Management's Executive Education program. Candice earned her bachelor's degree from the University of Southern Mississippi. Additionally, she holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Candice is dedicated to helping individuals and families achieve financial security by adopting a holistic approach to financial planning. Outside of her professional work, she is married to Larry and they have four children. She is active in her community through volunteering and mentoring young professionals. Her personal interests include baseball, camping, golfing, hiking, and spending time with her family.

Brian Watts is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad platform of capital markets and lending programs.

T Robertson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Tatum is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He previously worked at FedEx Express and served as a graduate assistant at Mississippi State University, assisting in the marketing department. 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 services supported by a large nationwide network of financial advisors and branch offices.

Arthur Finkelberg is a CFP® and CFA® credentialed financial advisor with 43 years of industry experience, currently with Raymond James & Associates since 2011. He serves as a member of the finance and investment committee for Beth Israel Congregation, overseeing multiple funds and contributing to budgeting and reporting. Outside of finance, he co-owns Finkelberg Racing LLC, which holds interests in standardbred race horses. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, and municipalities with financial planning, investment consulting, and municipal advisory services, utilizing a range of portfolio management styles and firm research to support tailored client strategies.

Darryl Ulmer is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes longstanding roles at Primerica Financial Services and PFS Investments Inc., as well as experience in education at Wingfield High School. He is also involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jeremy Gordon is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked as a self-employed advisor and at Hinds Community College. Gordon maintains various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Jonathan Grantham is a financial advisor with Equitable Advisors in Flowood, Mississippi, holding a Series 66 license and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and in the retail sector at J. Grant Menswear. Outside of his advisory role, he is involved with First Brick, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory programs and third-party managers, offering a broad range of investment options including mutual funds, ETFs, and alternative investments.

Cynthia Jones is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 designations and bringing 40 years of industry experience. She 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. The firm serves a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Lindsey Miller is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2018 and has held roles at Howard Technology Solutions, Mickool, Inc., and Purshe Kaplan Sterling Investments. 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, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

Georgia Kountouris is a financial advisor with Merrill in Ridgeland, MS, holding a Series 66 designation and with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

James Morrison Sr. is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to UBS, he worked at Bank of America and Merrill for eight years. He is involved in several community and nonprofit activities, including ownership of an apparel company that supports hunger relief in Mississippi and committee roles at the Mississippi Children’s Museum and the Louis Wilson Fund, where he contributes investment expertise and supports fundraising and educational initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Andrew Moncure Jr. is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and accumulating 12 years of industry experience. He has been with Primerica Advisors since 2014 and previously worked with Primerica Financial Services. Outside of financial advising, he is employed as a program coordinator at Jackson State University’s Northrop Grumman Center for High Performance Computing, where he supports research staff and manages daily operations. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodial partners.

Marcus Turner is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, Turner Financial Services LLC, and Allstate Insurance Company. Outside of his advisory work, he serves as an elder at Mendenhall Bible Church, where he is involved in preaching, teaching, and financial oversight. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and educational seminars.

Matthew Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2025, he worked at Cadence Bank for one year and Renasant Bank for nine years. 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 broad client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Kaleb Lovertich is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at firms including Stephens Inc. and Tri-Scape. 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 that includes individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Natella Boulton is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management in Ridgeland. She collaborates with families and institutional clients to provide advice, portfolio management, and investment strategies tailored to individual financial goals. Natella's approach emphasizes understanding each client's unique needs and developing personalized, long-term financial plans. She has experience assisting clients with commercial banking access, financing strategies, managing concentrated stock positions, and navigating key transition events such as retirement, inheritance, or business sales. Natella also coordinates with clients' attorneys, accountants, and other advisors on matters including estate planning. She holds a Bachelor's degree in Business Administration from Mississippi University for Women and the Personal Investment Advisor (PIA) designation. A native of Russia, Natella is active in the local international community and engaged in various civic and philanthropic activities. She serves on the board of the Mississippi Council on Economic Education and is involved with the International Ballet Competition and the Northwest Rankin High School Cheer Program. Natella and her husband Charles have two daughters and enjoy traveling, supporting the arts, and spending time outdoors.

Steven Sharp is a financial advisor with Wells Fargo Clearing in Madison, MS, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he owns and manages two businesses related to motorcycle and music culture apparel and marketing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven, modern portfolio theory approach.

William Haas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Citizens National Bank and Wells Fargo Clearing during his career. Haas also serves as a branch and program manager at Citizens National Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.