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.

Byron Bryant is a Series 66-registered financial advisor with 14 years of industry experience, currently with Cetera in Brandon, Mississippi. He previously worked at Bank of America and Merrill Lynch. Byron serves as a finance committee member on the board of the Jim Bowers Mississippi DECA Foundation, where he participates in reviewing account performance and asset allocation. Cetera Investment Advisers LLC is an SEC-registered firm that provides financial planning, portfolio management, and retirement services to individuals, employer-sponsored plans, corporate, charitable, and institutional clients. The firm operates a multi-manager platform offering a range of program options and manages over $256 billion in assets through a nationwide network of more than 10,000 advisors.

Ronald Clark Jr. is a financial advisor with Equitable Advisors in Flowood, MS, holding a Series 66 designation and one year of industry experience. His background includes roles at Mark Baldwin & Jonathan Grantham, Power Financial Group, and GoShine Express, among others. Equitable Advisors serves a broad client base including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement consulting, and asset-management programs mainly through Investment Adviser Representatives, utilizing a combination of proprietary and third-party investment solutions.

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.

Michael Marshall is a financial advisor with Ameriprise in Madison, MS, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated from 2008 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Joseph Dehmer III is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses with 28 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a shareholder in Providence Bank, a personal investment, though he has no management responsibilities there. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services with a variety of portfolio management styles and is notably active in municipal advisory services and market-making in government bonds.

David Edwards is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing eight years of industry experience. His prior roles include positions at Affordable Lending Group and PFS Investments Inc. He is involved in the sale of investment-related products and also receives compensation related to mortgage loan products and referrals for home security and automation services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, utilizing model-driven strategies managed by third-party asset managers and supported by BNY Mellon Advisors and Pershing. The firm operates at scale with thousands of advisors and offices and offers a range of strategic and tactical models, including options investing in cryptocurrency.

Charles Greenlee is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Marcus Siler is a financial advisor at Raymond James & Associates with one year of industry experience. Before joining Raymond James, he held roles with several organizations in the sports industry, including the U.S. Soccer Federation, Orlando City Soccer B Company, Greenville Triumph Pro Soccer LLC, and Sporting Kansas City. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research.