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.

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.