Ashley Osborne is a financial advisor with LPL Enterprise, holding a Series 66 designation and beginning her tenure at LPL in 2025. She has been involved with C.A. Consultants, LLC since 2009. Outside of her advisory role, she volunteers with the Briarwood Arts Center and is an author as well as the owner of Customized Accounting Consultants, LLC, which provides tax preparation and accounting services. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, access to model portfolios, third-party asset management, and a range of brokerage and insurance products supported by an integrated platform combining advisory programs with financial product sales.

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 with LPL Financial since 2022. She previously worked at Cetera Investment Services LLC, Cetera, and Regions Banks. Outside of her advisory role, she is involved in direct sales through a home-based wellness business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by model portfolios, third-party research, and various strategic and tactical investment approaches.

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, holding Series 65 and Series 66 credentials and 22 years of industry experience. He previously worked at Cetera Advisors LLC and Insurance Associates of Magee, Inc. Moseley also manages Moseley Wealth Management, an investment-related business affiliated with his LPL practice. LPL Financial serves a broad client base including individuals, retirement plans, banks, and charitable organizations, offering advisory programs, financial planning, and brokerage services supported by comprehensive research and model portfolios.

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.

Jerry Grantham is a financial advisor at Sound Financial Strategies Group, LLC with 43 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Grantham has worked with firms including Comprehensive Asset Management and Servicing, Inc. and Financial Strategies Group, Inc. Outside of his advisory role, he serves as treasurer for a homeowners' association and is an officer at Lakeland Presbyterian Church. 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 to construct personalized, fee-based portfolios and offers an optional faith-based investing strategy.

Laura Herrington is a CFP®, ChFC®, and Series 65-licensed advisor with three years of industry experience. She has worked at Sound Financial Strategies Group, LLC since 2022 and previously held positions at New Perspectives, Inc, St Dominic, and Baptist Health Systems. 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, offers a faith-based investing option, and manages approximately $183.7 million in discretionary assets as of year-end 2024.

Christine Cole is a financial advisor with Sound Financial Strategies Group, LLC in Madison, Mississippi. She holds the Series 65 designation and has five years of industry experience. She has been with Sound Financial Strategies Group and National Planning Corporation since 2014. Sound Financial Strategies Group provides discretionary investment management, financial planning, and insurance product recommendations to individuals, families, small business owners, professionals, and high-net-worth clients. The firm manages client portfolios through model portfolios, a sub-adviser, and periodic Investment Committee reviews, and offers a Faith-Based Investing option applying biblical screening criteria.

Jett Stuart is a financial advisor with Sound Financial Strategies Group, LLC in Madison, MS. He holds a Series 66 designation and has been with the firm since 2025. Prior to joining Sound Financial Strategies, he held positions at APW Inc and Trustmark Bank. Sound Financial Strategies Group provides discretionary investment management, financial planning, and insurance product recommendations to individuals, families, small business owners, professionals, and high-net-worth clients. The firm uses model portfolios, sub-advisers, and Investment Committee reviews to manage client portfolios, and offers a Faith-Based Investing option that applies biblical screening criteria.

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.