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.

Michael Zito is a financial advisor at Raymond James Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Mississippi College, Mississippi State University, and Madison Ridgeland Academy. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, corporations, pension plans, and charitable organizations. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and maintains unique capabilities in municipal finance and employer advisory programs.

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.

Carolyn Mc Lemore is a financial advisor at Raymond James Financial with 30 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. She is also an agent with S.USA Life / Prosperity, where she incorporates annuity products into client portfolios. Raymond James Financial Services Advisors, Inc. offers financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes risk profiling and analytical tools to tailor non-discretionary planning and supports municipal and public-finance work through a municipal advisor affiliation.

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.

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.

Charles Brown is a financial advisor with Raymond James Financial in Madison, MS, holding Series 63 and Series 65 licenses and 26 years of industry experience. His prior roles include 14 years at LPL Financial and current positions at Trustmark Bank and Raymond James Financial Services. Outside of advising, he owns a business providing beauty services and products. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individuals to institutional clients, offering financial planning, investment consulting, and advisory services. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized offerings in municipal and public finance.

Kade Clinton is a financial advisor with LPL Financial in Flowood, MS, holding a Series 66 designation and three years of industry experience. He has been associated with Power Financial Group and LPL Financial since 2021. Outside of his advisory role, he has experience working at Mississippi State University. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, employing both discretionary and non-discretionary management along with model portfolios and research from multiple sources.

Ronald Clark is a financial advisor at LPL Financial with five years of industry experience. He holds the Series 66 designation and has prior work experience at Hartfield Academy and Southstone Properties, Inc. Clark is also involved as an independent agent with non-variable insurance activities in Birmingham, AL. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services with access to model portfolios, third-party research, and advanced portfolio management tools.

Richard Cooper III is a CFP® professional with nine years of industry experience, currently affiliated with OSAIC. His prior experience includes roles at Securities America Advisors, Wealthview Capital, Ameriprise Financial Services, and Merrill. Outside of financial advising, he owns and operates Niai Publishing, LLC, a Kindle Direct Publishing business producing fiction and no-to-low content books. OSAIC serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm utilizes various tools and third-party platforms to construct and manage portfolios across multiple asset classes with both discretionary and non-discretionary approaches.

Jodi Welch is a financial advisor at Merrill with a Series 66 designation and eight years of industry experience. She has worked at Merrill since 2017 and is currently affiliated with Bank of America, N.A. Outside of her advisory work, she was involved with the Madison County Chamber of Commerce from 2011 to 2017. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts, supported by internal and third-party portfolio management teams.

James Smith Jr. is a financial advisor at Merrill with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Merrill since 1986, also working at Bank of America, N.A. since 2009. Merrill serves a wide range of clients, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, third-party manager selection, discretionary portfolio management, and custody services. The firm emphasizes tax-efficient strategies and leverages its integration with Bank of America and its capital-markets platform.

Dennis Watkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Prior to joining Raymond James in 2020, he worked at Nautlis Asset Management. He is also an associate and operations manager at Williams Weiss Hester and has been involved with On Board Creations since 2012. 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 investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Walker Dowell is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 credentials and nine years of industry experience. He previously worked at Stephens Inc. from 2014 to 2017 before joining Morgan Stanley Private Bank and Morgan Stanley in 2017. Outside of his advisory role, Dowell serves on the Ole Miss Business School Advisory Board and is involved in several investment-related business ventures. Morgan Stanley Wealth Management offers a range of advisory programs and financial planning services to both individual and institutional clients, managing approximately $2.74 trillion in client assets. The firm utilizes structured planning tools and modeling techniques to develop tailored financial plans.

Jena Ponder is a Wealth Management Advisor with Merrill Lynch Wealth Management. She provides personalized wealth management strategies that are designed to help clients pursue their long-term financial goals. By gaining a comprehensive understanding of each client's financial situation, she develops flexible strategies that adapt to changing market conditions and offers access to investment insights from Merrill and banking services from Bank of America. Jena holds the Personal Investment Advisor (PIA) designation and has completed her high school education at Pearl High School as well as Hinds Community College. Committed to community engagement, she follows Merrill’s tradition of participating in local community activities and volunteers with various organizations.

Vickie White is a financial advisor with Raymond James & Associates who holds Series 63 and Series 66 licenses and has 28 years of industry experience. Prior to joining Raymond James in 2025, she worked at Merrill for six years and Stifel for twelve years. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers a range of financial planning and consulting services, with a non-discretionary approach to investment implementation, and is notable for its municipal advisory services and extensive affiliated network.

Frederick Garraway Jr. is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 40 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 is involved in family-owned farming businesses and serves on the board of a general store and land ownership enterprise in Bolton, Mississippi. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader range of financial product offerings, such as insurance-related vehicles and bank deposit sweep options.

Gregory Breland is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and 65 licenses and bringing 41 years of industry experience. He has been with LPL Financial since 1999. In addition to his advisory work, he teaches continuing education courses on CFP ethics and basic financial topics to Veterans Administration employees and veterans. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting supported by in-house and third-party research and technologies.