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Camille A

Series 63, Series 65

Ridgeland, MS

Guardian Life

Camille Allen Snyder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities throughout her career. Snyder serves on the Insurance Committee for the Junior League of Jackson and acts as an executor for a family trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Derrick F

Series 63, Series 66

Ridgeland, MS

Guardian Life

Derrick Freeman is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. He has worked with Park Avenue Securities and Guardian Life Insurance Company since 2010. In addition to his advisory role, he serves as a co-trustee for a family member’s Solo 401(k) plan and operates Freeman Consulting Services, LLC, established for tax purposes. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a range of proprietary and third-party investment programs, combining discretionary and non-discretionary management approaches.

Retirement income strategy Business exit / sale strategy Wealth management Private / alternative investments Founder/Business Owner Retired Executive
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Charles T

Series 63, Series 66

Ridgeland, MS

Eagle Strategies (NY Life)

Charles Triplett is a financial advisor with Eagle Strategies (New York Life) based in Ridgeland, MS, holding Series 63 and Series 66 designations and 18 years of industry experience. He has worked with Eagle Strategies since 2016 and operates Andy Triplett Financial Services LLC, selling New York Life products and brokering non-registered insurance products. Eagle Strategies serves a diverse client base, including individual investors and institutional clients, providing financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Scot T

CFP®, Series 63, Series 65

Ridgeland, MS

CWM, LLC

Scot Thigpen is a CFP® with 30 years of industry experience, currently serving as a financial advisor at CWM, LLC since 2018. Prior to that, he worked at CS Planning Corp for nine years. Thigpen holds roles on the board of Extra Table, a nonprofit providing food pantries and soup kitchens with food, and serves on the investment committee of the Community Foundation of Mississippi. He is also president of the Magnolia State Charitable Gift Planners. CWM, LLC is an SEC-registered investment adviser that serves individuals, high-net-worth families, foundations, endowments, corporations, and institutional clients through a large network of advisors. The firm manages discretionary accounts using model portfolios and combines fundamental and technical analysis with third-party sub-advisors, offering a range of financial planning, portfolio management, and retirement plan services.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Matthew T

CFP®, Series 65

Ridgeland, MS

Focus Partners Wealth, LLC

Matthew Teel is a CFP® and holds a Series 65 license, currently with Focus Partners Wealth, LLC. He has four years of industry experience, including prior roles at Buckingham Strategic Wealth, LLC and BancorpSouth Bank. He also spent four years at Mississippi State University. Focus Partners Wealth serves individuals, high-net-worth families, family offices, corporate, and institutional clients, providing a range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach through an enhanced open architecture framework that combines active and passive strategies, third-party managers, and private funds.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Melissa T

CFP®, Series 66

Madison, MS

VOYA Financial Advisors, Inc.

Melissa Thomas is a financial advisor with VOYA Financial Advisors, Inc. She holds the CFP® designation and Series 66 license, and has 17 years of industry experience. Prior to joining Voya, she worked with Ameriprise Financial Services, Sam Weir, CRPC, and other firms. Outside of her advisory role, she writes for Magnolia Moms, focusing on motherhood from an adoptive mom perspective. VOYA Financial Advisors serves individuals, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers financial planning, portfolio management, and retirement advisory services through a large network of representatives, utilizing both in-house and external strategies with technology-enabled tools to implement client recommendations.

Tax-loss harvesting Retirement income strategy General retirement planning Business exit / sale strategy Founder/Business Owner Executive Retired Self-Employed Approaching retirement Retired
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Christina O

Series 66

Ridgeland, MS

Eagle Strategies (NY Life)

Christina Osborne is a financial advisor at Eagle Strategies (NY Life) with four years of industry experience. She holds a Series 66 designation and previously worked at First Commercial Bank for eleven years. Osborne also maintains concurrent roles at Nylife Securities LLC and Sledge and Company. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services. The firm offers multiple program types tailored to client objectives, with a significant portion of assets managed on a non-discretionary basis.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Ryan M

Series 65

Ridgeland, MS

Focus Partners Wealth, LLC

Ryan Mckibben is a financial advisor at Focus Partners Wealth, LLC with 11 years of industry experience. He holds a Series 65 designation and has previously worked at The Colony Group, Buckingham Strategic Wealth, and Horne LLP. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with wealth management, financial and tax planning, and retirement plan consulting. The firm’s investment approach combines active and passive strategies within an enhanced open architecture framework, emphasizing long-term, tax- and fee-sensitive portfolio construction.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Taylor S

Series 63, Series 66

Ridgeland, MS

Eagle Strategies (NY Life)

Taylor Sledge Jr. is a financial advisor with Eagle Strategies (NY Life) based in Ridgeland, MS. He holds Series 63 and Series 66 licenses and has 17 years of industry experience. His prior roles include positions at New York Life Insurance Company, NyLife Securities, LLC, and his own firms such as Sledge and Company and The Skyline Company. Outside of his advisory work, he serves as a board member for the Fellowship of Christian Athletes in Mississippi and is a co-founder of the nonprofit OSPREY (Old School Parents Raising Engaged Youth). Eagle Strategies serves a broad mix of individual and institutional clients, offering financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm is notable for its emphasis on non-discretionary asset management and tailored advisory solutions, working extensively with retirement plans, charitable organizations, and corporate clients within the New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Peyton H

Series 65

Ridgeland, MS

Focus Partners Wealth, LLC

Peyton Hudson is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds a Series 65 designation and has worked previously at The Colony Group, LLC, Buckingham Strategic Wealth, LLC, and Local Mortgage. He also has a background with Mississippi State University. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients, offering a range of wealth management and advisory services with an investment approach that combines active and passive strategies under an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Robert W

Series 63, Series 65

Madison, MS

SPC

Robert Wojcik is a financial advisor with SPC in Madison, MS, holding Series 63 and Series 65 licenses and 34 years of industry experience. He has worked at SPC and SIGMA Financial Corporation since 2017 and previously at Investment Professionals from 2013 to 2017. Outside of his advisory role, he serves as a FINRA industry arbitrator and is active as a soccer referee and member of the Central Mississippi Soccer Officials Association. SPC serves a diverse client base including high-net-worth individuals, charitable organizations, corporations, and employer-sponsored retirement plans, managing approximately $5.66 billion in assets. The firm provides portfolio management, financial planning, and ERISA-related retirement plan services, offering both discretionary and nondiscretionary management options through a network of over 460 advisors.

Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Income planning General estate planning guidance Tax-loss harvesting Founder/Business Owner Retired Executive
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Chad F

Series 63, Series 66

Ridgeland, MS

Eagle Strategies (NY Life)

Chad Franks is a financial advisor with Eagle Strategies (New York Life) based in Ridgeland, MS. He holds Series 63 and Series 66 credentials and has 24 years of industry experience. He has been affiliated with New York Life Insurance Company since 2012 and Eagle Strategies since 2011. Franks is a member of the Magnolia Club Alumni Organization and volunteers on the housing committee for the Kappa Alpha Order’s Alpha Upsilon Chapter. Eagle Strategies serves a diverse client base including individuals and institutions, offering financial planning, investment management, and retirement-plan advisory services. The firm emphasizes tailored recommendations and primarily manages assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Samuel S

CFP®, Series 65

Madison, MS

Creative Planning

Samuel Stevens is a CFP® and holds a Series 65 license, with eight years of industry experience. He currently works at Creative Planning and has previously been employed at Buckingham Strategic Wealth, HORNE Wealth Advisors, Mississippi College, and Trustmark National Bank. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, pension and profit-sharing plans, trusts, foundations, and corporations. The firm manages approximately $295.6 billion in client assets through a financial-planning-led investment approach that includes low-cost indexing, buy-and-hold strategies, and selective private market exposure.

Private / alternative investments Tax-loss harvesting ESG / Sustainable investing Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Founder/Business Owner Executive Retired
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Taylor T

Series 63, Series 66

Ridgeland, MS

Eagle Strategies (NY Life)

Taylor Triplett is a financial advisor with Eagle Strategies (NY Life) based in Ridgeland, MS. He holds Series 63 and Series 66 licenses and has 13 years of industry experience. Taylor has held roles at Sledge & Company Financial and The Skyline Company, which he owns. Outside of his advisory work, he serves on the boards of the Mississippi Symphony Orchestra and St. Andrew's Episcopal School, and is involved with Breakthrough T1D, a nonprofit focused on Type 1 diabetes. Eagle Strategies serves a diverse client base, including individuals, institutional investors, and retirement plans, providing financial planning, investment management, and advisory services. The firm emphasizes tailored solutions across multiple program types, primarily managing assets on a non-discretionary basis within the integrated New York Life affiliate structure.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Fred S

Series 66

Madison, MS

Empower Advisory Group

Fred Sandifer is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds a Series 66 designation and has worked at firms including Edward Jones and JPMorgan Chase Bank. Prior to his financial career, he was involved with Majestic Burger, LLC for over a decade. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and retail brokerage account holders. The firm’s approach integrates proprietary and third-party planning methodologies focused on long-term portfolio returns and savings rates, supported by its scale and affiliation with Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
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Bowen T

CFP®, Series 63, Series 65

Ridgeland, MS

CWM, LLC

Bowen Thigpen is a CFP®-designated financial advisor at CWM, LLC with 10 years of industry experience. He previously worked at New York Life Insurance Company and NYlife Securities LLC from 2015 to 2019 and has been associated with Thigpen Group since 2019. In addition to advisory services, he holds an insurance agent role, selling life, health, disability, annuities, and long-term care products. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, and institutional clients through a large network of advisors. The firm uses a discretionary approach with model portfolios overseen by an internal Investment Committee and offers a range of services including portfolio management, financial planning, and retirement-plan solutions.

Wealth management Tax-loss harvesting Options & derivatives strategies Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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Stan P

CFP®, Series 66

Ridgeland, MS

Focus Partners Wealth, LLC

Stan Purvis is a CFP® professional affiliated with Focus Partners Wealth, LLC, with 22 years of industry experience. His prior roles include positions at Buckingham Strategic Wealth, Horne Wealth Advisors, and Trustmark Investment Advisors. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients, offering a broad range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that integrates active and passive strategies, third-party managers, and private funds within an enhanced open architecture framework.

Options & derivatives strategies Retirement plans for business owners (SEP, solo 401k) Business sale tax planning Dentist Founder/Business Owner Executive Retired Established Professionals Approaching retirement Values-based investing
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Preston B

Series 63, Series 65

Ridgeland, MS

Eagle Strategies (NY Life)

Preston Byers is a financial advisor with Eagle Strategies (NY Life) in Ridgeland, MS, holding Series 63 and Series 65 licenses and with 10 years of industry experience. His work history includes roles at NYLife Securities LLC and New York Life Insurance Company since 2017, and he operates Reliant Business & Wealth Strategies, which sells New York Life products and brokers non-registered insurance products. Eagle Strategies serves individual and institutional clients, providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisers. The firm offers a variety of program types tailored to client objectives, with most assets managed on a non-discretionary basis, and maintains fiduciary responsibilities to retirement investors.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy General retirement planning Retirement income strategy Founder/Business Owner Executive
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Harold H

CFP®, Series 66

Ridgeland, MS

Private Advisor Group, LLC

Harold Hicks is a CFP® professional with 26 years of industry experience, currently affiliated with Private Advisor Group, LLC. His prior roles include tenures at Voya Financial Partners, VOYA Financial Advisors, Mariner Independent Advisor Network, and LPL Financial. Outside of his advisory work, he operates Mariner Independent Advisor Network LLC, an independent investment advisory firm. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to various managed account solutions. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while often implementing advice through third-party managers and TAMPs.

Annuities Founder/Business Owner
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Melanie D

Series 63, Series 65

Ridgeland, MS

Morgan Stanley

Melanie Dowell is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 credentials and has 46 years of industry experience. She has worked at Morgan Stanley Private Bank, National Association since 2015 and at Morgan Stanley Smith Barney since 2009, with prior experience at Citigroup Global Markets from 2007 to 2009. Outside of her advisory role, she serves on the advisory board for The Center for Innovation and Entrepreneurship at the University of Mississippi. Morgan Stanley Wealth Management provides a range of advisory programs to individual and institutional clients, offering tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional services with specialized offerings such as private funds and principal trading.

General estate planning guidance
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