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.

Quentin Campbell is a financial advisor with Merrill in Ridgeland, MS, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining Merrill in 2017, he worked with New York Life and JP Morgan Securities. He is also a general partner and managing member of Jackson, Campbell & Campbell Real Estate Investment Group, a real estate investment business based in New Orleans. 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, pension plans, corporations, and charitable organizations.

Ralph Peeples Jr. is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has held positions at multiple firms, including Oxford Risk Management Group and Park Avenue Securities. Peeples also serves as president and CEO of Oxford Risk Management Group and is an executive board member of the Fellowship of Christian Athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to deliver written recommendations.

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 at LPL Financial with 24 years of industry experience, including six years at UBS Financial Services prior to joining LPL in 2008. He holds Series 63 and Series 66 licenses. Outside of his advisory role, he is part owner and agent of a property and casualty insurance agency specializing in home and auto coverage. 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 through a large network of investment adviser representatives using model portfolios, third-party subadvisors, and customized strategies.

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 Flowood, MS, holding Series 63 and Series 65 licenses and with 28 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1998. Magee also worked at Millsaps College for 23 years. Outside of his advisory work, he is involved in selling loan products and home-related services through affiliated companies. Primerica Advisors manages a wrap-fee asset management program primarily for individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable accounts. The firm uses model-delivery strategies managed by unaffiliated asset managers and supports account custody and trade execution through BNY Mellon Advisors and Pershing.

Peyton Parker is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Ridgeland, Mississippi. He serves clients in Mississippi, Louisiana, and across the country, focusing on helping successful families, business owners, and retirees make informed financial decisions. Peyton specializes in retirement planning, retirement income strategies, investment management, 401(k) consulting, and multi-generational wealth planning. His expertise includes areas such as retirement income planning, fiduciary consulting, executive financial planning, tax-efficient wealth management, estate planning coordination, and business owner planning. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, among others. Peyton earned a Bachelor's degree in Finance from Louisiana State University in 2020. He is active in the Madison County Business League and Foundation and participates in community activities including the Belhaven Neighborhood cleanup days at the trails and park and Camp Bratton Green. He is married to Megan, and they reside in Jackson, Mississippi.

Louis Frascogna is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously spent eight years at Stephens. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Willard Wood Jr. is a financial advisor at OSAIC with 34 years of industry experience. He holds a Series 63 designation and previously worked for Lincoln Financial Advisors Corporation for 33 years. In addition to his advisory role, he is an insurance agent involved in the sales and service of disability insurance, fixed and indexed annuities, and traditional life insurance. Osaic Wealth, Inc. serves a diverse client base, including individuals, high-net-worth investors, pension plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services, financial planning, and access to third-party money managers, employing asset-allocation tools and automated rebalancing to construct portfolios across various asset classes.

Casey Myrick is a CFP®-certified financial advisor with Edward Jones in Ridgeland, MS, and has 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of discretionary and non-discretionary investment strategies and affiliated financial products, supported by a large network of advisors and branch offices nationwide.

La Vander Landowski is a financial advisor at Edward Jones with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and 65 licenses. His career includes roles at Empower Retirement, Dollar Tree, CUNA Brokerage Services, CUNA Mutual Group, and Transamerica Investors Securities Corporation prior to joining Edward Jones in 2020. Edward Jones is a full-service wealth management firm serving more than four million clients, including individuals, institutions, and charitable organizations. The firm manages approximately $1.01 trillion in assets through a large nationwide network of financial advisors and branch offices, offering a broad range of advisory programs, separately managed accounts, and integrated investment solutions.

William Morris is a financial advisor at Raymond James & Associates with 31 years of industry experience. He holds Series 63 and Series 66 licenses and 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 diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a nationwide adviser force.

Rodney Little Jr. is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 2014. Outside of his advisory work, he serves as an elder at Madison Heights Presbyterian Church and is involved in retail sales of olive oil on a monthly basis. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and various retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.