David Poland is a CFP® professional with 36 years of industry experience, currently affiliated with Commonwealth Financial Network and Byers Poland Reeves Wealth Partners. He previously worked at Coker & Palmer for 16 years. Poland spends a small portion of his time on fixed insurance sales conducted at his branch location. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing roughly $212.7 billion in client assets. The firm provides a broad adviser-support platform including managed-account programs, access to third-party asset managers, and custody and clearing services.

William Aderholdt is a financial advisor at UBS Financial Services with 15 years of industry experience. He holds a Series 66 designation and has been with UBS since 2010. Outside of his advisory work, he serves as Treasurer and a member of the Board of Directors for the Piedmont Fat Tire Society, a mountain bike advocacy and trail maintenance organization. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services. The firm combines institutional trading capabilities with wealth management and uses proprietary research and model-based asset allocations to tailor client plans.

Samuel Peacock is a financial advisor with Equitable Advisors in Flowood, MS, holding Series 63 and Series 65 licenses and two years of industry experience. Prior to joining Equitable Advisors, he worked in healthcare and education sectors, including roles at AccentCare Home Health & Hospice and Mississippi Baptist Medical Center. Equitable Advisors serves a broad client base including individuals, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm utilizes third-party asset managers and advisory programs and offers a range of investment options including mutual funds, ETFs, and alternative investments.

Mc Willie Robinson III is a CFP®-designated financial advisor with Edward Jones in Flowood, MS, where he has worked since 2011. He holds Series 63 and Series 66 licenses and has 16 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Mark Baldwin is a financial advisor at Equitable Advisors with 18 years of industry experience. He holds a Series 66 designation and has been with Equitable Advisors since 2007, including its predecessor firm Axa Advisors, LLC. Outside of his advisory role, he is involved as president or member in several small private companies and manages Retirement Income Planning, LLC. Equitable Advisors serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management programs. The firm utilizes a range of third-party asset managers and advisory models, focusing on matching clients to appropriate investment strategies without sponsoring its own wrap fee program.

Owenne Mc Neece is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. Prior to his current role, he worked with Wimberly & Associates and NOLA Lending, and he has over a decade of experience with the Metropolitan YMCAs of MS. Outside of advising, Mc Neece is a cycle instructor at Madison Healthplex Performance Training Center. 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 wide range of clients including individuals, institutions, and municipal entities, offering financial planning and consulting with a variety of portfolio management styles and municipal advisory services.

Paul Minor is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and one year of industry experience. His prior work includes roles at Alvarez and Marsal, Carnrite Group, and Allen Engineering & Science. He serves on the alumni advisory board for MSU's College of Arts & Science and is an officer and treasurer on the board of Sojourn Landing, LLC, a nonprofit organization. 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, institutions, and municipal entities, offering financial planning and advisory services with a range of portfolio management options and municipal advisory expertise.

Theodore Thiel is a financial advisor with Raymond James Financial in Brandon, MS, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James Financial Services, Inc. since 2001 and has maintained involvement in non-variable insurance since 2011. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, corporate, institutional, and charitable clients. The firm provides non-discretionary planning and consulting tailored to client goals, incorporating analytical tools and encourages implementation through its advisory programs or other providers.

Rodney Brown is a financial advisor with LPL Financial in Flowood, MS, holding Series 63 and Series 66 credentials and having 27 years of industry experience. He previously worked at National Planning Corporation for three years and has operated Rodney Brown Insurance since 2010. Brown also serves as a FINRA non-public arbitrator, participating occasionally on arbitration panels. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions delivered through a large network of investment adviser representatives, utilizing model portfolios, third-party subadvisors, and customized strategies.

Jerry Smith is a financial advisor with UBS Financial Services in Jackson, MS, holding a Series 66 designation and 25 years of industry experience. He has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers tailored financial plans using proprietary research and model-based asset allocations.

Michael Chandler is a financial advisor with LPL Financial who holds Series 63 and Series 65 licenses and has 30 years of industry experience. His work history includes roles at Cadence Bank, Infinex Investments, BancorpSouth Investment Services, Raymond James Financial, The Strategic Financial Alliance, and Cetera Advisors. He currently holds a dual employment position as Vice President and financial advisor at Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

Wendy Thomas is a financial advisor with Ameriprise in Clinton, MS, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliated entities since 2008. Outside of her advisory role, she owns and manages a small business related to her Ameriprise practice. Ameriprise provides retirement-income planning services focused on individuals nearing or in retirement who meet specific asset criteria. The firm combines personalized, research-driven recommendations with a broad range of advisory, brokerage, and insurance solutions typical of a large institutional firm.

Julie Campbell is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds Series 63 and Series 66 licenses. Prior to joining Raymond James in 2021, she worked at Fidelity Brokerage Services LLC and Ethos Academy. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

John Lang Jr. is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 66 licenses and 38 years of industry experience. His previous work includes roles at Morgan Stanley and A. G. Edwards & Sons, Inc. since 2003. He is also involved with Wealth Plus, a business entity related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, utilizing both discretionary and non-discretionary strategies supported by proprietary research and technology tools.

Mark Maxwell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory work, Maxwell serves as a committee member of the River Hills Tennis Club, where he is involved in hiring a new General Manager. 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, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Douglas Minor is a financial advisor with Raymond James & Associates in Jackson, Mississippi, holding Series 65 and Series 66 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services, supported by extensive research and a range of portfolio management strategies.

Joseph Clinton is a financial advisor with LPL Financial in Flowood, MS, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has worked with LPL Financial since 2017 and has been affiliated with National Planning Corporation since 2013. Outside of his advisory role, he is the sole owner of 2415 Outdoors Financial, LLC, a business entity used for tax and investment purposes. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions, utilizing technology and a wide network of advisors to deliver both advisory and brokerage services.

William Conerly is a financial advisor with Cetera, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at Concourse Financial Group Securities Inc. for 15 years before joining Cetera in 2025. In addition to his advisory role, he acts as an insurance agent representing annuity and life insurance products. Cetera Investment Advisers LLC is an SEC-registered advisor serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management options, financial planning, and access to both affiliated and third-party money managers, managing over $256 billion in assets.

Tyler Hendrix is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 11 years of industry experience. He previously worked at National Planning Corporation and the University of Mississippi Medical Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management services, with advice delivered through a large network of investment adviser representatives using various model portfolios, third-party subadvisors, and customized strategies.

Sydney Williamson is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 66 and Series 63 licenses and four years of industry experience. Prior to joining Raymond James, Williamson worked at Fidelity Investments and has experience in roles outside finance, including with 39759 Nutrition. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.