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.

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.

Angela Woodward is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 66 registrations and bringing 26 years of industry experience. She has been with UBS since 1998. Outside of her advisory role, she owns a vacation home rental property in Park City, Utah. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management, using proprietary research and model-based asset allocations to tailor client strategies.

Kimberly Chambers is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has returned to Merrill in July 2008 and previously worked there from 1982 to 1989, primarily as a Financial Advisor. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kim has over twenty years of experience in financial advising, with expertise in wealth management and retirement planning. She holds a Bachelor of Science degree in Finance from Arizona State University. In addition to her financial career, she spent nine years working part-time as a mathematics teacher at The Veritas School. She lives in Madison, Mississippi with her husband and is involved in various ministries at her church, including the choir. Her personal interests include spending time with her family, exercising, reading, and traveling. Kim is also a member of the Financial Planning Association.

Richard Lawrence is a CFA® charterholder and holds a Series 66 license, with eight years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2017, following four years at Southern Farm Bureau Life Insurance Company. Outside of his advisory role, he is involved as an officer in Little Star LLC, a property management business. Morgan Stanley Wealth Management provides financial advisory and planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm uses a structured financial planning process supported by proprietary tools and offers a wide range of investment programs and institutional products.

Douglas Lemon is a financial advisor with Cambridge Investment Research Advisors, holding a Series 63 designation and over 51 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and with Cambridge Investment Research, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent for various insurance companies. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, retirement plans, charitable organizations, and trusts, providing financial planning, investment management, and retirement plan advisory services through a large network of independent Financial Professionals. The firm offers a range of investment strategies across multiple platforms, including proprietary models and access to unaffiliated strategists, and maintains institutional features such as advisor transition support and compliance processes.

Dawson Cudd is a financial advisor at Edward Jones in Madison, MS, holding a Series 66 designation. He has one year of industry experience and joined Edward Jones in 2026. Prior to this, he worked in various roles including positions at Texas State Technical College and Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ethan Hill is a financial advisor at Morgan Stanley in Ridgeland, MS, holding a Series 66 designation with approximately one year of industry experience. His prior work experience includes roles at Fidelity Investments and First Choice Health Plan, as well as various positions at the University of Mississippi and other local organizations. Outside of advisory work, he has been involved with ventures such as FitChef and Vacayzen. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on structured financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

John Baird is a financial advisor with LPL Financial in Ridgeland, MS, holding Series 63 and Series 65 credentials and 34 years of industry experience. His prior firms include UBS Financial Services and Uvest Financial Services Group. He serves on the board of the nonprofit African Bible Colleges. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing model portfolios, third-party subadvisors, and customized strategies.

Bryan Sumner is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and three years of industry experience. His prior roles include positions at BDO USA, LLP, and the University of Mississippi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on structured financial planning supported by proprietary tools and market analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Annette Dubose is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and integrated investment solutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

William Mosby is a financial advisor at UBS Financial Services in Jackson, MS, holding a Series 66 designation with 13 years of industry experience, all spent at UBS since 2013. He serves as a board member of the National Kidney Foundation and supports local fundraisers. UBS Financial Services provides brokerage and investment advisory services to individual, corporate, and institutional clients, combining institutional trading capabilities with wealth management through fee-based planning, portfolio management, and a range of capital markets services.

Tanner Warner is a financial advisor at Merrill with seven years of industry experience. He holds Series 66 and Series 63 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Mark Bean II is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Mississippi College, and East Mississippi Community College, among others. Merrill provides services to a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, through managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and tax-efficient strategies, supported by its affiliation with Bank of America and a comprehensive capital markets platform.

Eugene Yelverton III is a financial advisor with LPL Financial in Ridgeland, MS, holding Series 63 and Series 65 credentials and over 33 years of industry experience. He has worked at LPL Financial in multiple periods since 2011 and previously at Securities America Advisors, Intl Advisory Consultants Inc., Uvest Financial Services Group, and FSC Securities Corporation. Outside of his advisory role, he is involved with MCP3 Wealth Advisors, a business entity affiliated with his LPL activities. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing research and operational tools.

Jason Berry is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.