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 previously worked at Prudential Insurance Company of America and Pruco Securities, LLC for nearly five decades combined. Outside of his advisory work, he has an interest in farming through a non-investment related farm interest. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory services, and access to third-party asset management programs through an integrated platform.

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.

Bradley Mccaa is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial, LLC for 10 years. Outside of his advisory role, he is involved in local nonprofit activities, serving as Secretary of the Port Gibson Heritage Trust and Interim President of the Friends of Grand Gulf Park, and owns a retail business, Coinucopia LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Nancy Loar is a financial advisor with LPL Financial in Jackson, Mississippi, holding a Series 66 designation and 24 years of industry experience. She has been affiliated with both LPL Financial and BankPlus since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, utilizing a variety of model portfolios and research resources.

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.

Ward Vanskiver Jr. is a financial advisor with Raymond James Financial in Madison, MS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has worked with Raymond James Financial Services, Inc. since 1999 and operates Van Skiver Financial Services, LLC. Outside of advising, he is the managing member of Van Skiver Farms, LLC, a family agricultural partnership. 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, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning and utilizes analytical tools to support client goals, with specialized services in municipal and public finance.

Michael Zito Jr. is a financial advisor at Raymond James Financial with 36 years of industry experience. He has worked at LPL Financial for 14 years and holds Series 63 and Series 65 designations. Zito is also Vice President and Advisor at Trustmark Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning supported by analytical tools and has specialized municipal and public-finance capabilities.

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.

John Sumner Jr. is a financial advisor with Morgan Stanley in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked with Morgan Stanley Private Bank since 2015 and Morgan Stanley Smith Barney since 2009, following earlier experience at Citigroup Global Markets. Outside of his advisory role, he manages family land used for growing pine trees and leasing for hunting. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutions with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools and modeling techniques to support its financial advisors.

Timothy Reid is a financial advisor with Morgan Stanley, holding a Series 66 designation and bringing 19 years of industry experience. He has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2006. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools such as Global Investment Committee Secular Return Estimates and Monte Carlo simulations to support its financial planning process.

Eric Matthews is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. 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 broad range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Samuel Jew is a financial advisor with Wells Fargo Clearing in Ridgeland, MS, holding Series 63, 65, and 66 licenses and bringing 28 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and incorporates a range of investment options, including insurance-related vehicles and bank deposit sweep programs, serving plan objectives and risk tolerances while acting as an ERISA fiduciary.

David Cade is a financial advisor at Morgan Stanley with 19 years of industry experience. He holds a Series 66 designation and has worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney since 2009, as well as with CitiGroup Global Markets since 2008. Outside of his advisory role, he is the owner of Poverty Point Farm. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs structured planning tools along with various investment and financial product services.

Bill Mosby III is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has been with UBS since 1987. Mosby serves as a board member of the National Kidney Foundation. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and advisory services, including financial planning and portfolio management, supported by proprietary research and institutional trading capabilities.