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.

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.