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.

Douglas Simpson is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1992 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for 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 institutions.

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 Series 66 credentialed financial advisor with LPL Financial and BankPlus Bank, based in Jackson, MS. He has 23 years of industry experience and has been with both LPL Financial and BankPlus since 2009. He also serves as a trust administrator for BankPlus Wealth Management. 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 offers a range of advisory programs, financial planning services, and retirement plan consulting, utilizing model portfolios, third-party subadvisors, and advanced technology in portfolio management.

Curtis Seale is a financial advisor with LPL Financial in Jackson, MS, holding the ChFC® and Series 63 designations and bringing 42 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory work, he owns and operates a fishing school where he teaches bass fishing as part of a recreational hobby. LPL Financial serves individual and institutional clients through a national network of investment adviser representatives, offering a range of advisory programs, retirement plan consulting, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios, research, and various advanced technologies.

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.

Julie Murphy is a financial advisor at Raymond James Financial Services Advisors, Inc. with 10 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill. Outside of advisory roles, she has been involved with Spine Stability since 2018. 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, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports various advisory programs and institutional portfolio management.

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 designations and has 31 years of industry experience. His prior experience includes roles at Pruco Securities, LLC and Prudential Insurance Company of America from 2016 to 2024. Outside of his advisory work, he is a co-owner of a hunting camp business and owns retail and development entities, although he is not involved in the day-to-day operations of the retail store. Cetera Investment Advisers LLC is an SEC-registered adviser serving individual, retirement plan, corporate, charitable, and institutional clients through a large nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets.

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.

Charles Brewer is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James and affiliated entities since 2010. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

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.