Richard Adair is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been associated with PFS Investments Inc. since 2007 and Primerica Financial Services since 1987. His other business activities include compensation from affiliated companies for sales of loan products and referrals for home security and automation services. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selective separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap-fee structure, with portfolio implementation managed by BNY Mellon Advisors.

Marray Harris is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and six years of industry experience. His background includes roles at the University of Mississippi Medical Center, Horne LLP, and PFS Investments Inc. Outside of his advisory work, he is involved in educational consulting through MJE Consulting, LLC and operates MDH Business Consulting. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients, using model-delivery strategies managed by unaffiliated asset managers and supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Mark Simpson is a Senior Financial Advisor and First Vice President with Merrill Lynch Wealth Management. He has been with Merrill since 2009 and is a Personal Investment Advisor (PIA). Mark focuses on investment consulting for defined contribution plans, managing new wealth, and personal retirement planning. Within The Simpson Group, he specializes in investments, relationship management, and business development. Mark earned a bachelor's degree in Business Administration from the University of Mississippi in 2007. He helps families achieve and maintain financial security by developing personalized financial strategies tailored to their long-term goals. Mark emphasizes the importance of aligning life plans with clients' best interests while allowing flexibility to address changes and challenges over time. Mark lives in Ridgeland with his wife, Megan, and their daughters, Millie and Hart. Outside of work, he enjoys hunting, cooking, football, and spending time with family and friends. He also participates in community volunteer activities, reflecting a commitment to the communities he serves.

James Lee is a financial advisor at Raymond James Financial with nine years of industry experience. He holds the Series 65 and Series 66 designations. Prior to joining Raymond James in 2025, he worked at Renasant Bank Corp and Trustmark Investment Advisors Inc. He is also involved with Van Skiver Financial Services, LLC, a separate non-investment related business based in Madison, Mississippi. 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, corporations, and institutional clients. The firm emphasizes tailored, non-discretionary planning using risk profiling and analytical modeling, and supports its services with technology, cybersecurity, and AI tools.

Westin Stringer is a Series 66-credentialed financial advisor with Edward Jones, based in Brandon, Mississippi. He has four years of industry experience, including five years at Statewide Federal Credit Union and two years at Delta State University. Stringer has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

John Jordan is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding a Series 66 designation and 11 years of industry experience. He has worked with MML Investors Services and Mass Mutual Life Insurance Company since 2016 and previously spent one year at KPMG. In addition to his advisory role, he is involved in life and health insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to support collaborative, goal-oriented planning engagements.

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 Wealth, Inc., holding the ChFC® designation and Series 63 and 65 licenses, with 42 years of industry experience. He has been with Osaic Wealth since 2018 and previously worked at John Hancock Mutual Life Insurance Company and Signator Investors, Inc. He serves on the board of The Salvation Army, participating in planning and fundraising activities. Osaic Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charities. The firm provides integrated brokerage and advisory services, employing quantitative portfolio construction tools and offering access to multiple investment platforms and third-party managers.

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.

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.