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, 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.

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 licenses and bringing 24 years of industry experience. 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 a range of services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by a network of over 22,800 advisors managing more than $819 billion in discretionary assets.

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.

Jeanne Burns is a CFP® and Series 66-licensed financial advisor with Cambridge Investment Research Advisors, where she has worked since 2011. She has 16 years of industry experience and also serves as president of Cassibry Financial Planning LLC. Outside of financial advising, she is an independent insurance agent and manages a family farming operation in Ridgeland, MS. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management approaches and proprietary and third-party strategies.

Heather Haik is a financial advisor with Edward Jones in Ridgeland, MS, holding Series 63 and Series 66 licenses and possessing 21 years of industry experience. She has been with Edward Jones since 2004. 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 range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Douglas Rule is a financial advisor with Morgan Stanley in Ridgeland, Mississippi, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He has been with Morgan Stanley since 2009 and is also associated with Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients with a variety of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and investment models to support its services.

Samuel Weir Jr. is a financial advisor with Ameriprise Financial Services, LLC, holding Series 63 and Series 66 designations and bringing 23 years of industry experience. He has been with Ameriprise since 2016, serving in both Ameriprise Financial Services, Inc. and Ameriprise Financial Services, LLC. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

John Harvey is a CFP® professional with over 34 years of industry experience, currently serving at Cambridge Investment Research Advisors since 2010. His background includes roles at Cambridge Investment Research, Inc. beginning in 2009. Outside of his advisory work, he serves as a board member for the Rolling Meadows Home Owners Association, a nonprofit community organization. Cambridge Investment Research Advisors is a large SEC-registered firm that provides financial planning, investment management, retirement plan advisory, and financial-wellness services to a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers tailored investment strategies through a network of independent Financial Professionals and supports multiple custody platforms, with both proprietary and third-party model solutions.

Michael Humphreys is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and bringing 17 years of industry experience. He has also worked in law enforcement with the Brandon Police Department and Capitol Police. Humphreys is the sole owner of Humphreys Consulting Group, Inc., an investment-related entity established for Primerica business purposes. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm uses model-delivery strategies managed by unaffiliated asset managers and provides advisory services through a large network of financial advisors.

Gregory Gussio is a financial advisor at Raymond James Financial with nine years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at LPL Financial, Trustmark Bank, The Fig Group, LLC, and River Heritage Homes Inc. Outside of his advisory role, he has been involved with River Hills Enterprises, LLC. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm employs tailored, non-discretionary planning and consulting supported by analytical tools and also provides specialized municipal advisory and SIMPLE IRA Employer Advisory services.