Katherine Thornton is a Series 66-licensed financial advisor with LPL Financial based in Tupelo, MS, with six years of industry experience. She has worked at LPL Financial and Renasant Financial Services since 2020 and has a background in broadcast meteorology with WTVA-TV. Additionally, she is a certified yoga instructor and coach. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, 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 technology and research tools.

Cody Gobbell is a Series 66-registered financial advisor with Edward Jones in Tupelo, MS. He has over 17 years of experience in the financial industry, including roles at Simmons Bank, INSOUTH Bank, and Apex Bank. Prior to joining Edward Jones in 2026, he also worked in non-financial business activities at Green River Storage & Rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Caley Chrismond is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Edward Jones since 2024. Prior to joining Edward Jones, Chrismond worked at Wells Fargo Clearing Services, LLC for six years and LPL Financial LLC for eleven years, with earlier experience at Morgan Stanley and its affiliated entities. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment advisory programs and maintains a large nationwide network of financial advisors and branch offices.

Anthony Dean is a financial advisor with LPL Enterprise LLC in Tupelo, MS, holding the ChFC® designation and Series 63 and 66 licenses. He has three years of industry experience and has previously worked with A Dean Insurance Group, Dean Agency LLC, and Allstate Insurance Company. Dean volunteers with the Blues City Culture Center, a nonprofit in Memphis, TN. LPL Enterprise provides investment advisory and brokerage services to individual investors, retirement plans, banks, and charitable entities through a network of investment adviser representatives. The firm’s approach is model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and includes offerings such as financial planning, access to third-party asset managers, and a wrap program.

Christopher Jones is a financial advisor with Primerica Advisors in Amory, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has been with Primerica Advisors since 2005 and Primerica Financial Services since 2004. Outside of advisory work, he is involved in sales of loan products and home security and automation services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of discretionary separately managed accounts to individual and high-net-worth clients. The firm uses third-party asset managers and BNY Mellon Advisors for model implementation, operating under a tiered wrap fee structure.

Robert Chesnut is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Tupelo, Mississippi. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Chesnut serves on the boards of the Ole Miss Army ROTC Alumni and Crime Stoppers of Northeast Mississippi, and is involved with the Veterans Council overseeing policy for Veterans Memorial Park in Tupelo. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Constance Ashmore is a financial advisor at Thrivent Investment Management with 10 years of industry experience. She holds Series 63 and Series 66 credentials and has been with Thrivent Financial and its affiliated entities since 2016. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing holistic, goal-based financial analyses and written recommendations across a range of planning topics. The firm’s approach separates planning services from portfolio management and focuses on personalized client engagement through its network of financial advisors.

Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.

Kenya Daniel is a Series 66-credentialed financial advisor with 19 years of industry experience. He is currently with Raymond James Financial Services Advisors, Inc., having joined in 2023 after previous roles at LPL Financial, E.K. Riley Investments, and Edward Jones Company. Outside of his advisory work, he is the owner of a rental real estate business in Tupelo, MS. 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, pension plans, and institutional investors. The firm offers tailored, non-discretionary planning and consulting supported by advanced analytical tools and maintains specialized capabilities in municipal and public finance.

Anthony Gaines is a CFP® with 32 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously spent 15 years at Wells Fargo Clearing. Outside of finance, Gaines owns and operates a dog care business, Camp Bow Wow Ridgeland. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large network of advisors.

Shye Link is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, Link worked at Renasant Bank, LPL Financial, and LMS Investment Management. Outside of advising, Link provides portfolio management and analytical services through Link Capital. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supporting a wide network of advisors and maintaining specialized programs for municipal and retirement plan clients.

Nicholas Demoran is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2022. He has six years of industry experience, including prior roles at Bank of America, Merrill, Philips Lighting, and BancorpSouth Bank. He is a committee member of a local business networking group focused on community engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by internal research and affiliated sub-advisers.

Raymond Hisaw is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and 13 years of industry experience. He has worked at Primerica Advisors since 2021 and previously held roles at Gates Rubber Co. and Sonoco Products. Hisaw is involved in sales of investment-related products and receives compensation for referrals related to home security and automation products. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, alongside corporate and charitable clients. The firm deploys model-based investment strategies created by unaffiliated asset managers and supports trade execution and custody through BNY Mellon Advisors and Pershing.

Paul Hill Jr. is a CFP® professional with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He holds Series 63 and Series 65 licenses and is based in Tupelo, MS. Outside of his advisory role, he is involved as an insurance agent and has ownership responsibilities in a tax-related LLC. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, goal-oriented planning engagements supported by firm-approved analytical tools and also delivers educational seminars and event-driven planning services.

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

William Collins is a financial advisor with Edward Jones in Tupelo, MS, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Rose is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. Prior to joining Raymond James in 2025, he held roles at Renasant Bank and LPL Financial, both from 2013 to 2025. Rose is also a partner in Rose & Gaines Wealth Group, where he manages day-to-day client accounts and business operations. Outside of advisory work, he oversees several rental real estate investments, including a vacation rental property in Florida. 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, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

David Alford is a financial advisor with LPL Financial in Tupelo, MS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. His career includes roles at Renasant Bank since 2013, as well as prior positions at OSAIC Institutions, Uvest Financial Services Group, and Merrill. 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 advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and extensive operational tools.

Richard Hastings is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and possessing 41 years of industry experience. He worked at Merrill from 1993 to 2012 before joining Wells Fargo in 2016. Wells Fargo Advisors is a national securities firm that offers investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.