Charles Edmondson is a financial advisor with LPL Financial based in Jackson, MS, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for two years and has a background in healthcare, currently serving as a part-time physical therapist at Merit Health River Oaks. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports advisors with a range of investment strategies and technology tools while overseeing over $819 billion in discretionary assets.

Jared Nelson is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has served in a role with the State of Mississippi since 2021. He is a non-participating director for his father's business, appointed solely to designate a successor if needed. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an independent due-diligence process for selecting asset managers and uses a tiered wrap fee structure, focusing on curated third-party managers with oversight of model offerings.

William Keng is a financial advisor with OSAIC, holding the ChFC® designation and Series 63 and 65 licenses, and has 42 years of industry experience. He has been with OSAIC since 2018 and has an extensive career including roles at Signator Investors, Inc. and John Hancock Mutual Life Insurance Company dating back to 1998. Outside of his advisory work, he serves on the board of The Salvation Army, participating in planning and fundraising activities. OSAIC serves a diverse client base including retail and institutional investors, offering integrated brokerage, investment advisory, financial planning, and retirement plan consulting services. The firm utilizes a range of asset-allocation tools and supports both discretionary and non-discretionary portfolio management, incorporating multiple investment types and third-party managed-account solutions.

Margaret Mclarty is a CFP® professional with 48 years of industry experience, currently serving at Wells Fargo Clearing since 2016. She previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of her advisory role, she owns and manages a wholesale sunglasses distribution business and participates as a deputy in the General Convention of the Episcopal Church, where she engages in discussions on church governance and sustainable investing. 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’s approach is IPS-driven and incorporates modern portfolio theory, with a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Joseph Macon is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. He has prior experience working at Regions Bank and has held positions in education at Mississippi State University and East Mississippi Community College. 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 nationwide network of over 10,000 advisors and manages assets exceeding $256 billion.

Robert Lyle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Woodbury Financial Services, Inc. for 18 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Lyle serves as an associate board director of Lyle Machinery and has been involved in the sale of fixed life insurance products since 1983. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising a wide range of securities and alternative investments.

Jonathan Hill is a financial advisor at Edward Jones in Brandon, Mississippi, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones in 2023, he worked at First Heritage Credit, LLC from 2015 to 2022. Outside of finance, he has operated a leather crafting business as a hobby. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages a broad array of investment strategies and maintains a large national network of advisors and branches.

Sally Avalon is a CFP® professional with 13 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. She holds the Series 66 designation and is based in Ridgeland, MS. 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, institutional clients, and municipal entities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Ashley Osborne is a financial advisor with LPL Enterprise, holding a Series 66 designation and one year of industry experience. She has been associated with LPL Enterprise since 2025 and concurrently operates Customized Accounting Consultants, LLC, a tax preparation and accounting business, which she has owned since 2009. Outside of her advisory role, she volunteers with the Briarwood Arts Center and is also an author. LPL Enterprise provides investment advisory and brokerage services to a wide range of clients, including individuals, high-net-worth investors, and institutional entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and affiliated insurance and trust services.

William Siddall III is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has previously worked at Bank of America, N.A. and Merrill Lynch. Raymond James & Associates is a large 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 customized financial planning and consulting services with a range of portfolio management styles and affiliated research.

Michael Taylor is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at BankPlus Wealth Management Group and LPL. Between 2018 and 2020, he was retired. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary services supported by a broad range of investment strategies and affiliated research.

Jake Mcgehee is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Jake earned a Bachelor's Degree from the University of Alabama. His expertise is centered on wealth management and retirement planning, supported by his credentials in fiduciary advising and investment management.

Evan Byrne is a financial advisor at Charles Schwab with one year of industry experience. He holds the Series 66 designation and previously worked at Fidelity Investments and The Pourhouse Group, LLC. Outside of his advisory role, he is a silent partner in Udderless Foods, LLC, a food and beverage production company. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance using multi-asset model portfolios and maintains a large-scale, integrated structure combining advisory, brokerage, custody, and cash-sweep services.

David Watson is a CFA® charterholder with 27 years of industry experience. He is currently with Advocacy Wealth Management, LLC and has previously worked at Montag & Caldwell for over two decades. Outside of his advisory work, he serves in administrative roles for several family-owned agricultural and timber LLCs. Advocacy Wealth Management, LLC is a multi-team firm with around 30 advisors. The firm provides wealth management services catering to a diverse client base.