Bobby Miles Jr. is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coker & Palmer for 17 years and Citigroup Global Markets for 2 years. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, employing a range of analytical methods and investment strategies.

Nathaniel Wheeler is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at American Seniors Benefit and Seadrill Americas. Outside of advisory work, he is the CEO and owner of Wheelers Services, an independent contracting business specializing in tree dismantling and removal. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual, corporate, and charitable clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Brent Walker is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at The Leaders Group Inc and Sowell Management Services, and he is a partner and co-owner at Rivertree Financial Planning. Outside of his advisory work, he is involved with Dream Properties NW, a land development entity. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, along with proprietary and third-party platforms to service its client base.

John Williams Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Advisory Services Network in 2017, he worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. from 2013 to 2017. Outside of advising, he is involved in several business ventures including ownership and management roles in commercial real estate and a sport fishing yacht partnership. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

James Coker is a CFA® charterholder with 42 years of industry experience. He is currently with Moors & Cabot, Inc. in Jackson, MS, joining the firm in 2026 after 35 years at Coker & Palmer, Inc. He serves on the board of St. Dominic's without compensation. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing multiple investment analysis methods and working with third-party and affiliated sub-advisors.

Jesse Mc Callister is a financial advisor with ValMark Advisers, Inc. in Jackson, MS, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Regions Bank and involvement with Biblical Counseling and Training Ministries and Trinity Presbyterian Church. He also serves clients through Rivertree Financial Planning, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing a range of investment platforms and integrating third-party manager programs and strategist portfolios into client solutions.

Jess Hinton is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at IP Financial Advisory Services LLC, Innovation Partners LLC, and First Heartland Capital Inc. He is also an officer of Southeast Insurance & Financial Group Inc., involved in insurance and fixed products. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, third-party manager due diligence, sub-advisory, and ERISA/qualified plan support. The firm uses a combination of tactical, strategic, and dynamic investment approaches and delivers advice through a multi-team model that includes investment adviser representatives and independent partners.

John Hays is a financial advisor with CreativeOne Wealth, LLC in Flowood, MS, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at CreativeOne Wealth since 2017 and previously at Client One Securities, LLC. Hays serves as a board member and treasurer for Mercy House Teen Challenge, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Robert Turner Jr. is an investment adviser representative with First Heartland Consultants, Inc. based in Jackson, MS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has operated Turner Insurance since 2013, where he markets insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program. The firm employs a range of analytical approaches and asset allocation techniques, serving clients through independent advisers and utilizing multiple custodians and platform arrangements.

Mylan Anderson is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Priority One Bank and Raymond James Financial Services. Outside of advising, he owns a storage facility business. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements across a diverse range of investment options.

Donald Hughes is a financial advisor with Integrity Alliance, LLC in Jackson, MS, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for over a decade. Outside of his advisory role, Hughes is an owner and producer at William Morris Advisors, LLC, which operates as a marketing company related to fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting through a network of independent advisors using various portfolio management approaches and third-party platforms.

Christopher White is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is involved with the Mississippi Futbol Club as a recreational soccer representative. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

Elizabeth Reeves is a financial advisor with Commonwealth Financial Network in Jackson, MS, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Coker & Palmer, Inc. for 21 years before joining Byers Poland Reeves Wealth Partners and Commonwealth Financial Network in 2025. Outside of advisory work, she is a co-owner of Mocs Sixty-Five LLC, an entity involved in managing residential real estate in Chattanooga, TN. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Shannon Dyse is a financial advisor at Empower Advisory Group with 10 years of experience in the industry. She holds Series 63 and Series 65 licenses and has worked at GWFS Equities, Inc. since 2015. Outside of advising, she is the owner of Wood Squared LLC, a real estate investing business focused on purchasing, rehabilitating, and selling homes in underserved communities. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, emphasizing long-term portfolio returns and annual rebalancing.

Leighton Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS, holding a Series 66 designation and five years of industry experience. His work history includes roles at Whitehead Financial Group, LLC, and WFG Risk Partners, LLC. Whitehead is also involved in brokering non-registered insurance products and property and casualty insurance through outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.

La Taura Wilson is a financial advisor with Empower Advisory Group in Pearl, MS, holding Series 63 and Series 65 credentials and eight years of industry experience. Prior to joining Empower Financial Services in 2018, she spent eleven years at the Public Employees' Retirement System of Mississippi. Outside of advisory work, Wilson prepares and files tax returns as a tax professional for H&R Block. Empower Advisory Group provides financial planning and investment management primarily for employer-sponsored retirement plan sponsors and their participants, as well as certain individual account holders. The firm delivers services through an integrated model linked to Empower’s administrative platforms, offering point-in-time financial plans and optional managed account solutions.

Weldon Doe IV is a financial advisor with TLG Advisors, Inc. in Jackson, MS. He holds Series 63 and Series 65 licenses and has 11 years of industry experience. His work history includes roles at The Leaders Group Inc and Strategic Planning. Outside of his advisory work, he serves as president and trustee of a family-owned corporation managing a grandchildren’s trust. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering investment supervisory and portfolio management, comprehensive financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis with Modern Portfolio Theory and includes a direct-to-consumer program called Starlight Portfolios.

Hillman Mc Cann is a financial advisor with Empower Advisory Group, holding Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at J.P. Morgan Securities, Charles Schwab, LPL Financial, and Countiss Wealth Management. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as Empower Premier IRA and select retail brokerage clients, using an integrated service model aligned with Empower’s recordkeeping and administrative platforms.

Phillip Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS. He holds the ChFC® designation and has 32 years of industry experience, including long-term affiliations with New York Life and Nylife Securities Inc. Outside of his advisory role, he is involved in several small business ventures, including owning and managing retail food businesses and serving as a deacon at Park Place Baptist Church. Eagle Strategies serves a diverse client base with financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis for both individual and institutional clients within the New York Life affiliate structure.

William Artmann is a CFP® and ChFC® with 40 years of experience in the financial services industry. He has worked at United Planners' Financial Services of America since 2020 and previously spent over two decades with Investacorp. Outside of his advisory work, he has served as a high school and college football referee since 1981. United Planners Financial Services serves a broad range of clients, including individuals, corporations, charitable organizations, and institutional clients. The firm operates an open-architecture platform with multiple custodians and supports various investment models, with a majority of assets managed on a non-discretionary basis.