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.

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 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 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 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.

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, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. Prior to joining LPL in 2022, he worked at UBS Financial Services from 2014 to 2022. He serves as a board member for African Bible Colleges, a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.