James Mcdavid is a financial advisor with Primerica Advisors based in Ridgeland, MS, holding Series 65 and Series 63 licenses with two years of industry experience. He has worked with Primerica Financial Services since 2024 and has experience in education through roles at Madison County Schools and Hinds Community College. Outside of advisory duties, Mcdavid is involved in sales of home security, automation products, and loan products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors and select corporate and charitable clients. The firm operates at scale with nearly 3,700 advisors and manages approximately $15.5 billion in assets, using model-delivery investment strategies supported by third-party asset managers and custodial services.

Landon Hardwick is a financial advisor with Cetera Investment Services LLC, holding a Series 66 designation and over five years of combined experience in the financial sector. His work history includes roles at Regions Bank and experience in educational institutions prior to joining Cetera. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with varied investment program options, including discretionary and non-discretionary portfolio management, model portfolios, and access to third-party money managers.

Andrew Tillett is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at Edward Jones, LPL/Community Wealth Management, and Ameriprise Financial Services. He is based in Brandon, Mississippi. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Billy Dixon II is a financial advisor with LPL Enterprise in Ridgeland, MS, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Osaic Wealth, Inc., Signator Investors, Inc., MSI Financial Services, Inc., and Merrill. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and insurance services.

Benjamin Lane is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill after eight years at C Spire, where he served as Director of Government and Business Wireless, managing a sales team focused on growing and maintaining the company's position within public and private sector accounts. Lane recently passed the Series 7 and Series 66 exams, registering as a financial advisor, and works alongside his father-in-law and the Fenelon-Mobley Group. Lane's professional expertise includes areas such as college education planning, tax minimization, retirement income, and sports and entertainment. He holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is active in the community, serving as President of the Jackson Prep Alumni Council and on the boards of the Mississippi Sports Hall of Fame and the Madison County Business League and Foundation. Lane resides in Jackson with his wife, Walton, their two daughters, Kelley and Mills Fenly, and their dog, Axel.

Christopher Noone is a CFP® and ChFC® with 26 years of industry experience, currently serving at LPL Financial since 2008. Prior to that, he worked at UBS Financial Services for six years. He is part-owner and agent in a property and casualty insurance agency that sells home and auto coverage. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing a broad range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm supports its network of over 22,800 advisors with diverse investment options and operational tools, alongside non-advisory financial services and institutional platforms.

Gary Schaffhauser is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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 clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Hance Mc Kenzie Jr. is a financial advisor with Raymond James & Associates in Ridgeland, MS, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he serves as a director on the Heatherstone Homeowners Association board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting primarily through non-discretionary relationships, supported by diverse portfolio management styles and affiliated research.

Frank Geary is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds the Series 66 designation and previously worked at The Barber Companies for four years. Outside of his advisory role, he is a partner in White River Refuge LLC, a personal investment venture. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting through various specialized programs and draws on a diverse set of portfolio management styles and affiliated research.

Quinn Crothers is a financial advisor at Morgan Stanley with two years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Principal Securities, Principal Life Insurance, and Northwestern Mutual in various roles. Outside of finance, he is the CEO of FITNESS FIGURE LLC, a company developing a mobile app for exercise tracking. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs and financial planning services. The firm uses structured planning tools and investment modeling techniques, managing approximately $2.74 trillion in client assets.

Joseph Parker III is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Bank of America and Merrill since 1988. Outside of his advisory role, Parker is involved in several family business ventures, including managing family mineral interests and participation in a conservation partnership. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America's broader financial platform.

Patrick Broome is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 19 years of industry experience. He has worked at LPL Financial since 2017 and previously at National Planning Corporation, Securities America Advisors, Inc., and Tlg Advisors, Inc. Outside of his advisory work, Broome has formed an LLC for purchasing commercial real estate. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, providing advice and account management through a large network of investment adviser representatives.

Adam Noone is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Martin Noone Agency, LLC and Mylo, A Lockton Company. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Scott Hutchison is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to his current role at Cetera, he worked at Wells Fargo for eleven years. He serves as a board member for Habitat for Humanity, where he is involved in decisions on policy changes, finances, and home-building projects. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and custodial relationships.

Elisse Ewing is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. 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. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Kevin Bingham is a financial advisor with Cambridge Investment Research Advisors in Ridgeland, MS, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with Cambridge since 2009 and serves as president of Brigham Capital Strategies. Bingham is also a board member of the FBI Jackson Citizens' Academy Alumni Association. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals, utilizing a range of portfolio management strategies and platform arrangements tailored to client objectives.

Weldon Boyles is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to a diverse clientele since 1985. He has developed expertise in managing complex wealth strategies for self-made individuals across Mississippi, the southeast, and nationwide. His approach to wealth management emphasizes understanding clients' personal goals, values, and concerns through detailed conversations and personalized planning. Over his career, Weldon has helped clients enhance their lifestyles, retirement years, and legacies through customized strategies involving investment and liability management, retirement income planning, tax minimization, and estate planning. He has been recognized as part of the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Weldon holds a Bachelor's degree from the University of Mississippi and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also actively involved in his community, serving as a board member for the Andrew Jackson Council of the Boy Scouts of America and as Episcopal Build Committee Chair for Habitat for Humanity in Mississippi. Weldon values his family and church, and enjoys woodworking, playing guitar, and metal detecting.

Jake Ponder is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized wealth management strategies that align with his clients' individual financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial objectives. Jake holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Tulane University. He is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of engaging with the communities it serves.

Jeannette Shaw is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She has been with UBS Financial Services since 2012. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Andrew Comans is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 14 years of industry experience. Prior to joining Raymond James in 2024, he worked at LPL Financial and Trustmark National Bank. Outside of his advisory role, he owns a business reselling trading cards and coins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning and non-discretionary investment consulting, supported by a broad range of portfolio management styles and affiliated research.