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, holding Series 63 and Series 65 licenses and possessing 33 years of industry experience. He has worked at LPL Financial since 2019 and previously served at Securities America Advisors and Securities America Inc from 2016 to 2019. His additional activities include managing MCP3 Wealth Advisors and providing notary services. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers financial planning, various advisory programs, and retirement plan consulting with both discretionary and non-discretionary management options supported by extensive research and model portfolios.

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.

Donald Parsons is a financial advisor with Wells Fargo Clearing in Ridgeland, MS, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, Parsons serves on the finance committee of Galloway United Methodist Church, advising on budget and fund management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Ralph Peeples Jr. is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 65 and Series 63 credentials and over 28 years of industry experience. He has worked with firms including MML Investors Services, MassMutual Life Insurance Company, Oxford Risk Management Group, and Park Avenue Securities. Outside his advisory role, he serves as president and CEO of Oxford Risk Management Group and is an executive board member for the Fellowship of Christian Athletes. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning, asset management, and educational services to individuals, business owners, trusts, estates, and charitable organizations.

Charles Gualano is a financial advisor with Raymond James & Associates who holds a Series 66 designation and has 28 years of industry experience. Prior to joining Raymond James in 2024, he spent 13 years at LPL Financial. Outside of his advisory role, he is a partner in real estate brokerage and development firms and is involved in managing rental real estate properties. 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research resources.

Leslie Martin is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with LPL Financial since 2008. Outside of her advisory role, Martin is part owner and agent of a property and casualty insurance agency specializing in home and auto coverage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Andrew Middleton is a financial advisor at OSAIC with 12 years of industry experience. He holds a Series 66 credential and has previously worked at Securities America Advisors and Voya Financial Advisors. Outside of his advisory work, he serves as Council Commissioner for the Boy Scouts of America, Andrew Jackson Council, where he trains scoutmasters. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage and advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing to construct diversified portfolios across multiple asset classes.

Frank Benner is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Archie Magee is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and 27 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Magee also worked at Millsaps College from 1995 to 2018. Outside of advising, he is involved in sales of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and utilizes a tiered wrap fee structure rather than fixed fees.

Peyton Parker is a Wealth Management Advisor with Merrill Lynch Wealth Management and a member of the Parker Wealth Management team. He specializes in Divorce Transition Planning, Personal Retirement Planning, Portfolio Management Services, and Retirement Income. Peyton is a CERTIFIED FINANCIAL PLANNER® professional, Certified Plan Fiduciary Advisor, Personal Investment Advisor, and Retirement Benefits Consultant. He earned his Bachelor's degree in Finance from Louisiana State University in 2020. Peyton follows a disciplined, goals-based approach that incorporates clients' values and priorities to simplify financial decisions and maximize net worth. Peyton is involved with the Madison County Business League and Foundation and participates in community activities such as Belhaven Neighborhood cleanup days at the trails and park, as well as Camp Bratton Green. He resides in Jackson with his wife, Megan, and his personal interests include camping, football, running, skiing, spending time with his family, tennis, and watching movies.