John Miller is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 21 years of industry experience. He has worked at multiple Morgan Stanley entities since 2006, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Vernon Reinike Jr. is a financial advisor with LPL Financial in Madison, MS, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior experience includes roles at Ameriprise Financial Services, Raymond James & Associates, Morgan Keegan & Company, and AmSouth Investment Management Company. Outside of advising, he is involved with a life coaching business under the name The Victorious Creator Rob Reinike. 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 institutions. The firm offers financial planning, model portfolio programs, third-party asset management access, and institutional platforms, with advice delivered through a large network of investment adviser representatives utilizing a range of investment strategies and operational tools.

William Boyles is a financial advisor at Merrill with a Series 66 credential and two years of industry experience. Prior to joining Merrill, he worked at Bank of America, N.A., and Merriweather Godsey. Outside of his financial career, Boyles serves as Priest in Charge at Saint Mark's Episcopal Church, where he leads worship and advises the leadership board. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Douglas Lauderdale is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and five years of industry experience. His work history includes roles at PFS Investments Inc. and Primerica Financial Services, as well as earlier positions in the sports industry. Primerica Advisors sponsors and manages a wrap-fee asset management program serving individual investors, corporate, and charitable clients. The firm operates on a large scale with thousands of advisors and offices, using model-driven investment strategies supported by third-party managers and custodians.

Joseph Rice Jr. is a financial advisor at Raymond James & Associates with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Raymond James since 2013, following 27 years at Merrill. He serves as Vice President on the Executive Advisory Board for the College of Business at Mississippi State University. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

Joseph Zimmerman is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 19 years of industry experience. He has been with Morgan Stanley Smith Barney since 2009 and Morgan Stanley Private Bank, National Association since 2015. Prior to Morgan Stanley, he worked at Citigroup Global Markets for two years. Outside of his advisory role, he is involved with Robo Properties, a real estate investment business. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning that leverages firm-approved tools and models.

Mary Sweat is a financial advisor at Morgan Stanley with 25 years of industry experience. She holds the Series 63 and Series 66 credentials and has worked at Morgan Stanley since 2009, including a position at Morgan Stanley Private Bank, National Association since 2015. Prior to that, she spent seven years at UBS Financial Services. Outside of her advisory role, she serves on the finance committee of the Junior League of Jackson and acts as secretary for the Jackson Area Kappa Kappa Gamma Alumni Association. Morgan Stanley Wealth Management provides a range of advisory programs and financial planning services to individual and institutional clients, employing firm-approved tools and models to support its planning process. The firm manages approximately $2.74 trillion in client assets and offers both direct and corporate financial planning solutions.

Leo Landry III is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. He has been with LPL Financial since 2011 and previously worked at Edward Jones from 2008 to 2011. He operates a DBA named Crown Financial Partners in Madison, Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a broad network of over 22,800 advisors and managing more than $819 billion in discretionary assets.

William Henry is a CFP® certificant affiliated with LPL Financial in Madison, MS, with five years of industry experience. His prior roles include positions at Northwestern Mutual and Southern Farm Bureau. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

James Best is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. He has worked with Pfs Investments Inc and Primerica Financial Services since 2010 and was previously with College Planning Network. Outside of his advisory role, he owns Best Athletics, LLC. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and selectively managed accounts using a tiered wrap-fee structure. The firm emphasizes third-party asset manager selection and oversight, with trading delegated to BNY Mellon Advisors.

J. Sessions Roland III is a CFP® professional with 13 years of experience, currently affiliated with Cetera in Ridgeland, MS. He has worked at Regions Bank and Cetera since 2016. Outside of his advisory role, he manages a recreational hunting and fishing property through Stratford LLC. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a nationwide network of independent advisors, utilizing a multi-manager platform with diverse program options and custodial relationships.

Dierk Cockrell is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 designations and bringing 39 years of industry experience. He previously worked at Stephens Inc. from 2009 to 2023 before joining Raymond James. Cockrell serves on the advisory board of Hartfield Academy. 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 services supported by a diverse range of portfolio management styles and affiliated research.

Ward Vanskiver is a CFP® professional with over 57 years of industry experience, currently serving at Raymond James Financial since 2009. He has a long tenure with Raymond James Financial Services, Inc., dating back to 1975. Outside of his advisory role, he serves on the board and finance/investment committees at Millsaps College and owns a real estate brokerage. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning and investment consulting using risk profiling and modeling tools and supports municipal advisory and institutional consulting through a large network of advisors.

Brian Fenelon is a Senior Financial Advisor at Merrill Lynch Wealth Management. With nearly 40 years in the financial advisory industry, Brian focuses on listening to clients and collaborating with them to develop refined, actionable plans. He leverages the expertise of his team and the extensive resources at Merrill Lynch to execute these plans. Brian began his career in 1985, building a reputation for guiding high-net-worth individuals, institutions, and foundations in asset allocation and manager selection. Prior to joining Merrill Lynch in 2014, he spent 24 years at Morgan Stanley, where he was Senior Portfolio Management Director with The Fenelon Group. As a Senior Portfolio Manager, Brian constructs and manages personalized investment strategies that may include individual securities, Merrill model portfolios, and third-party strategies. He also supports clients and financial advisors through his Tactical Allocation Strategy aimed at reducing risk and outperforming the market over time. Brian has been recognized as one of America’s Top 1200 Financial Advisors by Barron’s Magazine for six consecutive years as of 2014. He holds a Bachelor’s Degree from St. Olaf College and is designated as a Personal Investment Advisor (PIA). Outside of his professional work, Brian serves on the board of the American Heart Association and is a trustee for the Mississippi Museum of Art. His personal interests include biking, fishing, football, hiking, hunting, ice hockey, reading, skiing, traveling, and spending time with his family.

Shannon Waddell is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 licenses and having 28 years of industry experience. Prior to joining Raymond James in 2025, Waddell spent 14 years at LPL Financial and has been affiliated with Trustmark Bank and Trustmark Financial Services for over two decades. Outside of advisory work, Waddell serves as Administrative Manager at Trustmark Financial Services, overseeing administrative support and operations. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutional clients, and charitable organizations. The firm emphasizes tailored, non-discretionary planning driven by analytical modeling and supports municipal and public-finance work through unique affiliations not common among large institutional advisors.

Bradley Bumgarner is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 24 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a registered agent for G&G Outdoors LLC, a family-related investment entity. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs, including tailored financial planning supported by firm-approved tools and strategies. The firm manages approximately $2.74 trillion in client assets and offers comprehensive services through both direct and corporate financial planning arrangements.

Christy Robinson is a Certified Financial Planner (CFP®) with 27 years of industry experience. She is currently with Cambridge Investment Research Advisors, where she has worked since 2021, following prior roles at Royal Alliance Associates and Signator Investors. Robinson also owns and operates Atlantis Wealth, a financial planning and wealth management business based in Madison, Mississippi. Cambridge Investment Research Advisors serves a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of strategies and platform options tailored to client objectives.

Edward Prybylski is a financial advisor at LPL Financial with 33 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Ameriprise Financial Services and Investment Professionals, Inc. Outside of his advisory role, he serves as a Grade 7 soccer referee and referee instructor with the Mississippi Soccer Referee Association. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions supported by extensive research and technology tools.

Rives Allen III is a financial advisor with Raymond James Financial in Madison, MS, holding a Series 66 designation and 28 years of industry experience. He has worked at Raymond James since 2009 and previously held roles at Midland National Life and in non-variable insurance. Outside of his advisory role, he is an independent contractor at VAN SKIVER FINANCIAL SERVICES, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals while maintaining specialized advisory programs and services.

Robert Reeves is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 licenses and nine years of industry experience. His career includes roles at Prudential Insurance Company of America and Pruco Securities, LLC, and he previously worked at the University of Mississippi. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, banks, and corporate entities. The firm employs a model-driven investment approach and offers access to third-party asset managers, financial planning, and a range of related financial services.