Ronald Kyzar is a financial advisor at OSAIC with 42 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at Lincoln Financial Securities, Parkland Securities, and operated his own firm, Ronald Kyzar Financial Services, for 20 years. He is also the owner of Mississippi Affordable Properties, LLC. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to multiple investment platforms and third-party managers. The firm employs asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios tailored to client needs.

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.

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.

Albert Green is a CFP® with 64 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2011. He holds the Series 63 designation and is based in Ridgeland, MS. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base including individuals, pension plans, corporations, and governmental entities, offering non-discretionary, client-directed advice alongside services in municipal finance and institutional consulting.

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 at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and previously worked at LPL Financial and Trustmark National Bank. Outside of advising, he owns a business that resells trading cards and coins. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm provides non-discretionary wealth advisory planning and investment consulting, supported by an extensive affiliate network and specialized municipal finance capabilities.

Ariel Givens is a financial advisor with Edward Jones in Clinton, MS, holding a Series 66 designation and one year of industry experience. Prior to joining Edward Jones, Givens worked with Temple Baptist Church and the International Mission Board. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, operating under a fiduciary standard and supported by a nationwide network of over 23,000 financial advisors.

Landon Mc Campbell is a financial advisor with Raymond James Financial, holding a Series 66 designation and one year of industry experience. Prior to joining Raymond James, he worked at LPL Financial LLC for two years and has been associated with Trustmark Bank since 2020. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm’s offerings include customized advisory programs and institutional consulting solutions, with a notable presence in municipal and public finance.

Preston Dowell is a Series 66-credentialed advisor with Morgan Stanley in Ridgeland, Mississippi, with 14 years of industry experience. He has worked at Morgan Stanley Smith Barney since 2011 and Morgan Stanley Private Bank, National Association since 2015. Outside of advisory roles, he is involved in several business ventures including agricultural and manufacturing enterprises, land preservation, and youth-focused community activities. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a broad range of advisory programs that include tailored financial planning supported by firm-approved tools and research.

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 worked with Raymond James Financial Services Advisors Inc. since 2011. Meadows also owns DGR, LLC, a support company that provides bookkeeping services to support his advisory work. Raymond James Financial Services Advisors, Inc. serves a broad client base including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, emphasizing advisory and implementation-support services through a range of account types and access to outside managers.

Nancy Branton is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 credentials and bringing 37 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Raymond James in 2019. Outside of her advisory role, she serves on the Institutional Animal Care and Use Committee at the University of Mississippi Medical Center as a community member. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations through a combination of non-discretionary advisory relationships and institutional consulting services.

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 and bringing 36 years of industry experience. She has worked at LPL Financial and BankPlus since 2015. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers diverse advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by extensive research and technology.

John Adcock is a Series 66-licensed financial advisor with 16 years of industry experience. He has worked at Wells Fargo Clearing since 2016, following prior roles at LPL Financial and Trustmark Wealth Management. 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 manages approximately $671 billion in assets and offers a broad range of 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.