Thomas Landrum is a financial advisor at Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 65 credentials with 15 years of industry experience. He has been with Primerica and its affiliates since 2001, working in various advisory roles. In addition to his advisory work, he is involved in the sale of loan products and home-related services through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, along with corporate and charitable clients. The firm utilizes model-delivery strategies managed by third-party asset managers and supports accounts with BNY Mellon Advisors and Pershing custody services.

Christa Garrett is a financial advisor at Morgan Stanley with 29 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Morgan Stanley and its related entities since 2009. Outside of her advisory work, she is co-owner of a contracting and design business in Pearl, Mississippi, which focuses on building, trim carpentry, remodeling, and backsplash design. Morgan Stanley Wealth Management serves both individual and institutional clients, providing a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and modeling techniques.

Rayford Hudson IV is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 designations and possessing 27 years of industry experience. He has been with Morgan Stanley since 2009 and has worked at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory role, he is president of RFB Family Ventures LLC. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a variety of advisory programs and tailored financial planning that utilize firm-approved tools and models to assist clients in developing comprehensive financial plans.

Karen Worrell is a financial advisor at Merrill with 34 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Merrill since 1990. Outside of her advisory role, she coordinates religious education for K-8th graders at St. Joseph Catholic Church in Madison, Mississippi. 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, and institutional investors.

Kevin Dotson is a Wealth Management Advisor with Merrill Lynch Wealth Management. He holds professional designations as a CERTIFIED FINANCIAL PLANNER (CFP) and a Personal Investment Advisor (PIA). Kevin earned his Bachelor's Degree from Millsaps College. His background and credentials support his role in providing financial guidance and investment advisory services.

Matthew Roth is a financial advisor at Cetera with one year of industry experience. He holds a Series 66 designation and has prior work history at Regions Bank and Republic Finance. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services using a multi-manager platform with various program options and custodial relationships.

Mark Mc Ree is a Series 66 licensed financial advisor with Edward Jones in Madison, Mississippi. He has 12 years of industry experience and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, with approximately $1.01 trillion in assets under management supported by a nationwide network of more than 23,700 advisors.

Nicholas Hunter is a financial advisor at Merrill with seven years of experience at the firm and holds a Series 66 designation. Prior to joining Merrill, he worked for Ross Stores Inc. for five years. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services 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.

Beverly Bishop II is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Advisors, Stifel Nicolaus & Co Inc, and Morgan Stanley. 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 a range of financial planning and portfolio management services, supported by extensive research and technology tools.

Rachana Puri is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 63 and Series 65 designations and 17 years of industry experience. She has been associated with MML Investors Services LLC and MassMutual Life Insurance Company since 2011. In addition to her advisory role, she is an agent for Puri Financial LLC, focusing on individual life and health insurance. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses firm-approved software tools for goal analysis and delivers written recommendations with a collaborative, ongoing planning approach.

Candice Mobley is a financial advisor at Merrill Lynch Wealth Management, where she has worked since 2014. With a career starting in 1999, she brings over two decades of experience in the financial services industry. Candice focuses on wealth management planning, investment management, and retirement planning, offering tailored strategies to meet her clients' needs. She holds the Chartered Retirement Planning Counselor (CRPC) designation and the Certified Private Wealth Advisor (CPWA) certification earned through the Yale School of Management's Executive Education program. Candice earned her bachelor's degree from the University of Southern Mississippi. Additionally, she holds professional designations including Certified Divorce Financial Analyst (CDFA), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Candice is dedicated to helping individuals and families achieve financial security by adopting a holistic approach to financial planning. Outside of her professional work, she is married to Larry and they have four children. She is active in her community through volunteering and mentoring young professionals. Her personal interests include baseball, camping, golfing, hiking, and spending time with her family.

T Robertson III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 32 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Tyler Tatum is a financial advisor at Edward Jones with three years of industry experience and holds a Series 66 designation. He previously worked at FedEx Express and served as a graduate assistant at Mississippi State University, assisting in the marketing department. 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 services supported by a large nationwide network of financial advisors and branch offices.

Arthur Finkelberg is a CFP® and CFA® with 44 years of industry experience. He has been with Raymond James & Associates since 2011, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Outside of his advisory work, he serves on the Finance and Investment Committee of Beth Israel Congregation and co-owns a small standardbred racehorse business with his wife. 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 broad range of clients including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Georgia Kountouris is a financial advisor with Merrill in Ridgeland, MS, holding a Series 66 designation and with 24 years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Inc. since 2000. 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 strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Marcus Turner is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding the ChFC® designation and Series 63 and Series 65 licenses. He has 26 years of industry experience, including roles at MML Investors Services, Mass Mutual Life Insurance Company, Turner Financial Services LLC, and Allstate Insurance Company. Outside of his advisory work, he serves as an elder at Mendenhall Bible Church, where he is involved in preaching, teaching, and financial oversight. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive planning engagements supported by advanced analytical tools and educational seminars.

Kaleb Lovertich is a financial advisor at Raymond James & Associates with six years of industry experience. He holds the Series 66 designation and has worked at firms including Stephens Inc. and Tri-Scape. 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 that includes individuals, institutional investors, and municipal entities, offering financial planning, investment consulting, and specialized municipal advisory services.

Natella Boulton is a Senior Financial Advisor and Vice President with Merrill Lynch Wealth Management in Ridgeland. She collaborates with families and institutional clients to provide advice, portfolio management, and investment strategies tailored to individual financial goals. Natella's approach emphasizes understanding each client's unique needs and developing personalized, long-term financial plans. She has experience assisting clients with commercial banking access, financing strategies, managing concentrated stock positions, and navigating key transition events such as retirement, inheritance, or business sales. Natella also coordinates with clients' attorneys, accountants, and other advisors on matters including estate planning. She holds a Bachelor's degree in Business Administration from Mississippi University for Women and the Personal Investment Advisor (PIA) designation. A native of Russia, Natella is active in the local international community and engaged in various civic and philanthropic activities. She serves on the board of the Mississippi Council on Economic Education and is involved with the International Ballet Competition and the Northwest Rankin High School Cheer Program. Natella and her husband Charles have two daughters and enjoy traveling, supporting the arts, and spending time outdoors.

Steven Sharp is a financial advisor with Wells Fargo Clearing in Madison, MS, holding Series 63 and Series 65 credentials and having 27 years of industry experience. He has worked at Wells Fargo Advisors LLC and Wells Fargo Clearing since 2009. Outside of his advisory role, he owns and manages two businesses related to motorcycle and music culture apparel and marketing. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services grounded in an IPS-driven, modern portfolio theory approach.

William Haas is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 29 years of industry experience. He has worked at Citizens National Bank and Wells Fargo Clearing during his career. Haas also serves as a branch and program manager at Citizens National Bank Wealth Management. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base including individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.