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.

Christina Siddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked with Gallery 905, In Shape Fitness, USTA - Alabama, and Queen City Market. Outside of her advisory role, she is involved as an associate at a support company in Madison, MS. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver customized, non-discretionary planning and supports a broad advisor network with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

John Nowell is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. He is also employed at Trustmark Bank, a position related to Trustmark Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.

Landon Mc Campbell is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Trustmark Bank. Outside of advisory work, he is employed as a bank associate with Trustmark Bank. 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, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

Preston Dowell is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Dowell is involved in several entrepreneurial and community-focused ventures, including leadership roles in agricultural and manufacturing businesses, as well as a nonprofit organization centered on land preservation and youth programs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs utilizing firm-approved tools and modeling techniques to assist clients with tailored financial strategies.

Barbara Gibbons is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes seven years at BOK Financial Securities, Inc. and Bokf, NA before joining Morgan Stanley in 2018. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Thomas Meadows is a financial advisor at Raymond James Financial with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Raymond James Financial Services Advisors Inc. since 2011. Meadows also manages bookkeeping operations for DGR, LLC, a support company he owns. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele, including individuals, high-net-worth clients, corporations, and institutional clients. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Nancy Branton is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Branton serves as a community member on the Institutional Animal Care and Use Committee at the University of Mississippi Medical Center. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management strategies.

Jackson Pullen is a financial advisor with Edward Jones in Brandon, MS, holding a Series 66 designation and six years of industry experience. He has been with Edward Jones since 2019 and previously worked at Game Day Inc. outside the financial industry. Additionally, Pullen is involved in retail as the owner of LA Green, a women's clothing boutique in Madison, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs and investment strategies. The firm is notable for its extensive network of financial advisors and branch offices, along with affiliated capabilities including a trust company and proprietary mutual funds.

Tamara King is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses. She has 36 years of industry experience, including prior roles at Morgan Stanley and A. G. Edwards & Sons, Inc. Since 2015, she has also been affiliated with BankPlus. 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 financial planning and investment management services, utilizing model portfolios, third-party subadvisors, and customized strategies.

John Adcock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial, Merrill, and Waddell & Reed. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and offers both brokerage and advisory solutions.

Lea Garrott Jr. is a CFP®-certified financial advisor affiliated with OSAIC, with eight years of industry experience. He previously worked at Wealthview Capital and Securities America Advisors. Outside of his advisory duties, he volunteers at Pinelake Church, supporting music and stage production, community outreach, and childcare activities. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as financial planning, retirement consulting, and advisor-managed portfolios. The firm employs a variety of investment strategies supported by advanced tools and provides access to multiple third-party managers and platforms.