Christopher Harris is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Pfs Investment Inc since 2016 and Primerica Financial Services since 2010, alongside a concurrent role at Ims Engineers Pa. His additional business activities include sales of loan products, home security, automation, and other home-related services through Primerica affiliates. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

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.

Linda Hinton is a financial advisor at Raymond James Financial with 17 years of industry experience. She holds a Series 66 designation and has previously worked at LPL Financial for 13 years. In addition to her advisory role, she is affiliated with Trustmark Bank in Madison, MS, where she is involved in investment-related activities. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs risk profiling and analytical tools to support client goals.

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.

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.

Amber Rogers is a financial advisor with Raymond James Financial Services Advisors, Inc. She holds the CFP® and ChFC® designations and has 20 years of industry experience. Rogers has previously worked with firms including Lion Street Financial, Kestra Financial Services, and KTB Wealth Partners. Outside of her advisory role, she owns Amber K. Rogers Investment Consulting, focusing on research and education related to investment products. 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, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and uses analytical tools such as risk profiling and probability modeling to support client goals.

Mary Bryan is a CFP® professional with 14 years of industry experience, currently affiliated with LPL Financial. Her prior experience includes roles at Cetera Investment Services, Regions Banks, Horne Wealth Advisors, and Trustmark Investment Advisors. Outside of her advisory work, she is involved in a direct sales wellness business. 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 financial planning and investment management solutions, utilizing both proprietary and third-party strategies across discretionary and non-discretionary mandates.

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.

Brian Moseley is a financial advisor with LPL Financial in Madison, Mississippi, holding Series 65 and Series 66 licenses and 22 years of industry experience. He previously worked at Cetera Advisors LLC and Insurance Associates of Magee, Inc. Moseley operates Moseley Wealth Management as a related business activity. 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 services including financial planning, model portfolio programs, third-party asset management access, and institutional platforms, supported by investment adviser representatives who implement various investment strategies and use operational and research tools.

Toby Butler is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 63 and Series 66 designations. His prior work includes roles at Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of financial services, Butler worked at Mossy Oak Golf and was affiliated with Mississippi State University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser offering financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides structured, annual planning engagements using firm-approved tools and also offers estate-settlement, employer-sponsored planning, and a standalone Divorce Planning service.

Woodrow Day III is a financial advisor with Raymond James Financial in Madison, MS, holding Series 63 and Series 65 credentials and having 20 years of industry experience. He has worked with Raymond James Financial since 2009 and is also involved with the Divorce Planning Group as a Certified Divorce Financial Analyst. Additionally, he is active with Van Skiver Financial Services, LLC and serves as an independent contractor for Wilson Day Asset Management, focusing on financial planning and investment management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm provides tailored, non-discretionary planning using risk profiling and modeling tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

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.

Joel Holden is a financial advisor at Sound Financial Strategies Group, LLC in Madison, MS, with 16 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Comprehensive Asset Management and Servicing, Inc., Sound Financial Strategies Group, Inc., and National Planning Corporation. Outside of his advisory role, he is involved in local community activities as a member of the Broadmoor Baptist Church Council and owns a bookkeeping business for small companies. Sound Financial Strategies Group, LLC provides discretionary investment management and advisory services primarily to families, small business owners, professionals, trusts, estates, and nonprofit entities. The firm employs a portfolio enhancement team approach with strategic asset allocation and offers an optional faith-based investing strategy.