Donna Rich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. She has worked with Raymond James & Associates since 2011. 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 wide range of clients, including individuals, institutional entities, charitable organizations, and municipal clients, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and extensive affiliated research.

Rebecca Schneeberger is a financial advisor with Raymond James & Associates in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Smith III is a Series 66-licensed financial advisor at Merrill with approximately one year of industry experience. His prior work includes positions at Bank of America, KPMG LLP, Horne LLP, and a three-year tenure at the University of Mississippi. He also had a brief role at Cathead Distillery. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm employs multiple program strategy types with advisor or client discretion and offers tax-efficient investment solutions integrated with Bank of America’s broader capital markets platform.

Edwin Egger is a financial advisor at LPL Financial with 23 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial and BankPlus Bank since 2009, following six years at Merrill. He is also a trust administrator with BankPlus Wealth Management. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions with a range of advisory and brokerage services.

Curtis Seale is a financial advisor with LPL Financial based in Jackson, MS. He holds the ChFC® designation and Series 63 license, and has 42 years of industry experience. Prior to joining LPL Financial in 2004, he worked at WS Griffith Securities, Inc. Seale is also involved in bass fishing and operates a fishing school on weekends to teach others this hobby. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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.

Ken Barnett is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He previously worked at Stephens Inc for 17 years before joining Raymond James in 2026. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning and consulting services that are generally non-discretionary with implementation decisions left to clients.

Justin Wilkerson is a CFP® professional with seven years of industry experience, currently affiliated with Raymond James Financial in Brandon, MS. His career includes roles at LPL Financial and Trustmark Bank. He is also involved with Trustmark Financial Services in a non-investment capacity. 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 institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools to support its advisory programs and institutional consulting.

Rankin Rawlings is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2012 to 2016. Outside of his advisory role, he owns and manages Triple 13 Farm LLC, where he maintains timber, prevents erosion, and keeps roads clear. 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 advice. The firm follows an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products, such as insurance-related vehicles and bank deposit sweep options, in its investment offerings.

Patrick Mccraw is a financial advisor with Cetera who holds Series 63 and Series 65 registrations and has 32 years of industry experience. He has worked at firms including Pruco Securities LLC and Prudential Insurance Company of America. Outside of his advisory role, he co-owns a hunting camp through Three Oaks Farm, LLC, and owns SIP Outdoors, a retail store, although he is not involved in its daily operations. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, supporting diverse investment strategies under various program structures.

Jill Rowe is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of advising, she serves as Treasurer for the Villas at the Reservoir Homeowners Association, where she provides semi-annual treasurer reports and has signing authority for payments. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Timtico Waterman is a financial advisor with Wells Fargo Clearing in Ridgeland, MS, holding Series 63 and Series 65 licenses and 11 years of industry experience. His prior roles include positions at J.P. Morgan Securities, Pruco Securities, Prudential Insurance Company of America, and Equitable Advisors among others. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Robin Morgan is a financial advisor with Cambridge Investment Research Advisors, holding Series 63, 65, and 66 licenses and 34 years of industry experience. Morgan has worked with Cambridge Investment Research Advisors since 2012 and with Cambridge Investment Research, Inc. since 2009. Morgan serves as a board member on the advisory board of the LGBTQ Fund of Mississippi. Cambridge Investment Research Advisors is an SEC-registered firm serving individuals, pension plans, charitable organizations, trusts, and retirement-plan sponsors through a network of independent Financial Professionals. The firm offers financial planning, investment management, retirement plan advisory, and financial wellness services with customizable strategies across various custody and platform arrangements.

Charles Mitchell III is a Certified Financial Planner (CFP®) with 26 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and was previously with WELLS FARGO Advisors, LLC from 2013 to 2016. He is based in Brandon, Mississippi. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical institutional advisers.

Haley Stockstill is a financial advisor with Wells Fargo Clearing in Ridgeland, MS, holding Series 63 and Series 66 credentials and 20 years of industry experience. She previously worked at Morgan Stanley Smith Barney and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Kayla Soukup is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and has worked in educational and nonprofit settings, including Southern Christian Services. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, and charitable organizations. The firm offers financial planning, investment consulting, and institutional fiduciary services, utilizing a range of portfolio management styles and affiliated research.

Katherine Brian is a financial advisor with Raymond James & Associates in Brandon, Mississippi. She holds a Series 66 designation and has been with Raymond James since 2024. Prior to her current role, she worked at the Walt Disney Company and was involved with the Rankin County Chamber of Commerce. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing 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 that are typically non-discretionary.

Ladd Sanderson is a financial advisor at Edward Jones with six years of industry experience and holds a Series 66 designation. His prior work includes roles at LPL Financial, JP Morgan Chase Bank, Guardian Life Insurance, Raymond James, and Northwestern Mutual. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets under management and operates a large nationwide network of financial advisors and branch offices.

Charles Duckworth is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and over 38 years of industry experience. He has been with Merrill since 1987 and has concurrently worked with Bank of America since 2011. Outside of advising, he is an owner of two LLCs involved in property management in Madison, Mississippi. Merrill, along 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 a range of clients including individuals, high-net-worth clients, and institutional investors.

Kade Clinton is a financial advisor with LPL Financial in Flowood, MS, holding a Series 66 credential and three years of industry experience. He has worked at Power Financial Group since 2021 and has additional experience in various roles including at Mississippi State University and Holmes Community College. 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 solutions through a large network of advisors, utilizing both proprietary and third-party strategies.

Ronald Clark is a financial advisor with LPL Financial based in Flowood, MS. He holds a Series 66 designation and has five years of industry experience, including roles at Hartfield Academy and Southstone Properties, Inc. Outside of his advisory work, he serves as an independent agent for non-variable insurance with Crump. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.