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 Series 65 designations and bringing 41 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he teaches continuing education courses on CFP Ethics and provides basic financial education to Veterans Administration employees and veterans. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Jason Little is a financial advisor at Raymond James Financial Services Advisors, Inc. with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at LPL Financial. Outside of his advisory role, he is involved with Trustmark Bank and serves as an instructor at Jackson State University. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports a broad network of advisors with specialized programs in municipal finance and SIMPLE IRA employer advisory services.

Selena Richardson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group and CUNA Brokerage Services, where she has been employed since 2017, as well as a position at Kestra Financial. 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 services, utilizing a variety of portfolios and strategies supported by advanced operational tools.

Karolina Simmons is a financial advisor with LPL Financial holding a Series 66 designation and four years of industry experience. She previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Outside of her advisory role, she is involved with Renasant Financial Services, a business related to her LPL activities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Julie Smith is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she assists in a family-owned business by helping with merchandise ordering and stocking in a voluntary capacity. 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 municipalities, offering financial planning and consulting services with a non-discretionary approach and a range of portfolio management styles.

Steven Taylor is a financial advisor with Raymond James Financial Services Advisors Inc., holding Series 63 and Series 66 licenses and possessing 30 years of industry experience. His career includes roles at Trustmark Bank since 2012 and LPL Financial Inc. from 2012 to 2025. Outside of advisory work, he is involved with Trustmark Bank in a registered bank associate 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 using risk profiling and modeling tools and supports municipal and public finance work through a unique municipal advisor affiliation.

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 possessing six years of industry experience. Harris has worked concurrently at several organizations, including the University of Mississippi Medical Center and Horne LLP. Outside of advisory work, Harris is involved in educational consulting through a partnership in MJE Consulting, LLC, and owns MDH Business Consulting. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, which features model-delivery strategies and discretionary separately managed account options for individual and high-net-worth clients. The firm curates third-party asset managers and employs an operational model built around tiered wrap fees.

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 with Raymond James Financial in Madison, MS, holding Series 65 and Series 66 licenses and nine years of industry experience. His prior roles include long-term service at Trustmark Investment Advisors Inc and Renasant Bank Corp. He is also associated with Van Skiver Financial Services, LLC, a non-investment related business. 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 provides tailored, non-discretionary advisory services using risk profiling and modeling tools, and supports municipal and public-finance work through a specialized affiliation.

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, 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.