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.

Cindee Herlocker is a Series 66 licensed financial advisor with Edward Jones in Clinton, MS, where she has worked since 2012. She has 14 years of industry experience. Outside of her advisory role, she is a member and 51% owner of C&J Marketing LLC, a marketing and sales business based in Madison, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages over $1 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Justin Morris is a CFP® and holds a Series 66 license with Edward Jones, where he has worked as a financial advisor since 2018. He has seven years of industry experience and also serves part-time as an associate minister at Madison Church of Christ, where he teaches and helps lead worship. Prior to joining Edward Jones, he had brief roles at ServiceMaster Water and Fire Restoration and Vigilant Health. Edward Jones is a full-service wealth management firm serving individual and institutional clients across a wide range of financial needs. The firm manages over $1 trillion in assets through a nationwide network of advisors and offers various advisory programs, including discretionary and non-discretionary strategies, as well as affiliated mutual funds and trust services.

Mallory Kennedy is a financial advisor at Ameriprise with one year of industry experience and holds a Series 66 designation. Prior to joining Ameriprise, she worked at Mississippi College and Talbots. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning through written recommendation reports and ongoing advice, using proprietary research and a structured investment approach.

Charles Bowman III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 designations and bringing 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Bowman serves on the finance and investment committee for Galloway UMC, where he participates in quarterly reviews of the church’s endowment fund. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gabriel Godbold is a financial advisor with LPL Financial based in Ridgeland, MS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked at firms including Wells Fargo Advisors and Wells Fargo Clearing before joining LPL Financial and Renasant Bank in 2018. He also serves as Market President at Renasant Bank. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including both discretionary and non-discretionary management, supported by internal and third-party research and technology.

Kurtis Vande Streek is a CFP® professional with 16 years of industry experience, currently advising at Raymond James Financial in Brandon, MS. His prior experience includes roles at LPL Financial and Trustmark National Bank. He also has involvement with Trustmark Bank outside of his advisory role. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports a broad network of advisors and affiliated firms.

John Correro is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James since 2013. He serves as Vice President and is a board member of The Catholic Foundation of the Diocese of Jackson, MS, where he participates on the finance and investment committee. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting backed by diverse portfolio management styles and affiliated research resources.

Angela Blanks is a financial advisor at LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses with 24 years of industry experience. She has been with LPL Financial since 2014. Angela also serves as a notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations nationwide. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Jennifer Walley is a financial advisor with Morgan Stanley, holding a Series 66 designation and eight years of industry experience. She previously worked at LPL Financial LLC, Trustmark National Bank, and Bank of America, among other firms. Outside of finance, she had a brief role with Fuzzy's Taco Shop in 2019. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs with an emphasis on tailored financial planning supported by firm‑approved tools and modeling techniques. The firm manages approximately $2.74 trillion in client assets and offers services through various financial planning and investment strategies.

Brendan Berry is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation. He joined Morgan Stanley in 2026 after four years at Mississippi Sports Medicine and Orthopedic Center and multiple years at Jackson Preparatory School. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, emphasizing structured financial planning supported by firm-approved tools and methodologies.

Jacqueline Jefferson is a financial advisor at Primerica Advisors with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Primerica Advisors since 2018. Outside of her advisory role, she owns and manages several businesses including 3 Way Enterprises, LLC and Bobby's House, LLC, which leases buildings to seniors and veterans. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-driven strategies and separately managed accounts primarily to individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure for its services.

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.