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 in Ridgeland, MS, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has worked with Renasant Bank since 2018 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors. In addition to his advisory role, Godbold serves as Market President for Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management solutions.

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 with LPL Financial in Jackson, MS, holding Series 63 and Series 66 credentials and 24 years of industry experience. Her prior work includes roles at Morgan Stanley and Citigroup Global Markets. She is also a commissioned notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services.

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.

Thomas Hickman is a financial advisor with LPL Financial in Madison, MS, holding Series 63 and Series 66 credentials and over 25 years of industry experience. His prior roles include positions at Raymond James Financial, BancorpSouth Investment Services, Amsouth Investment Management, and UBS Financial Services. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. It offers a range of advisory and brokerage services delivered through a network of investment adviser representatives using various portfolio strategies and advanced operational tools.

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.