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.

Dennis Meek Jr. is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and operates out of Richland, MS. In addition to his advisory work, Meek serves on the board of Hope House of Hospitality, a nonprofit supporting out-patient cancer patients, where he handles accounting and tax-related responsibilities. He is also the owner of Dennis Meek & Company, P.A., a CPA firm providing tax preparation and outsourced CFO services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 advisors, serving individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services and enables advisors to implement diverse investment strategies through affiliated and third-party managers.

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.

Jack Griffith III is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Janney Montgomery Scott for five years before joining Cetera in 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

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.

David Bolls is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2018. Outside of his advisory role, he has been involved with The Out of Bounds Show on ESPN 105.9 The Zone since 2017. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing a broad range of investment platforms and strategies.

William Geary is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2012. Geary serves on the finance committee of the Community Foundation of Mississippi and is an advisory board member for Habitat for Humanity - Mississippi Capital Area. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through a nationwide adviser network.

Jeffrey Miley is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 37 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 overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

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.

Robert Walton is a financial advisor with Raymond James Financial, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with Raymond James Financial Services since 1986 and with Raymond James Financial since 2009. Walton also serves as trustee and trust advisor for multiple family trusts and acts as executor for family estates. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm uses analytical tools to tailor non-discretionary planning and consulting to client goals and supports municipal and public finance work through a unique affiliation with a municipal advisor.

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.