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.

Larry Wilson is a financial advisor at VOYA Financial Advisors, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at VOYA since 2014. Outside of his advisory role, Wilson serves as an assistant basketball coach for Jackson Public Schools. VOYA Financial Advisors serves a diverse client base including individuals, institutions, and retirement plan sponsors. The firm offers financial planning, portfolio management, and consulting services primarily through non-discretionary recommendation-based arrangements alongside various managed account and advisory programs.

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.

Patrick Thomas is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Primerica Advisors since 2013 and concurrently at Guardian Life Insurance Co of America since 2012. Thomas is also a principal at Stockett & Thomas Agency LLP, a diversified insurance and employee benefits firm he has been involved with since 2003. In addition to his financial services work, he is involved with Peeler Farms, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving 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, employing a variety of proprietary and third-party investment strategies supported by an integrated operating model.

Marvin Stockett is a Certified Financial Planner® with 22 years of industry experience, currently serving at Primerica Advisors since 2013. He has also been affiliated with Guardian Life Insurance Co of America since 2012 and co-manages Stockett and Thomas Agency LLP, a diversified insurance and employee benefits firm. Marvin holds a Certified Public Accountant license in Mississippi, though he does not practice public accounting, and is involved in managing a family timber farm through a limited partnership. Primerica Advisors is part of Park Avenue Securities LLC, which 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 variety of proprietary and third-party investment programs, utilizing an integrated operating model with approximately $15 billion in regulatory assets under management.

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.

Thomas Candler is a Series 66-licensed financial advisor at Empower Advisory Group with nine years of industry experience. His prior roles include positions at GWFS Equities, Morgan Stanley, Charles Schwab, Wells Fargo Bank, and Edward Jones. He serves as a Military Captain Plans and Operations Officer in the United States Army Reserve and owns a full-service vending machine business. 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 certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services with Empower’s recordkeeping and administrative platforms.

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.

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 Willoughby is a financial advisor with Edward Jones in Clinton, MS, holding Series 63 and Series 66 credentials. He has 12 years of industry experience, all with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving over four million clients, including individual and institutional investors. The firm offers a broad range of advisory programs and maintains a large network of financial advisors and branch offices across the country.

Jamal Sanders is a financial advisor at Primerica Advisors with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has been associated with Primerica Financial Services since 1999. Outside of his advisory role, he works as a rideshare driver for Lyft and Uber. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options. The firm curates third-party asset managers and uses a tiered wrap fee structure for its 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.