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.

Jason Hahn is a financial advisor with Osaic Wealth, Inc., holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He worked at John Hancock Financial Services for 18 years before joining Osaic in 2018. Outside of his advisory role, he is involved with GenX Financial, LLC as Head of Finance and Operations and also provides janitorial and building maintenance services as a sole proprietor. Osaic Wealth, Inc. serves retail and institutional clients through a broad network of affiliated advisers and platforms, offering brokerage and advisory services, financial planning, and access to third-party managers. The firm employs a variety of portfolio management tools and maintains a complex corporate structure with multiple mergers, private-equity ownership, and commercial arrangements.

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.

Robert Webb is a financial advisor with Charles Schwab in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with Charles Schwab and affiliated firms including Charles Schwab Bank, Genworth Financial, John Hancock Life, and Unum Provident since 2005. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, offering a mix of non-discretionary and discretionary investment management with an emphasis on multi-asset model portfolios and centralized operational support.

William Thompson is a financial advisor with Raymond James Financial in Clinton, MS, holding Series 63 and Series 65 credentials and bringing 52 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1986 and with Raymond James Financial since 2009. Outside of advising, he owns an office building. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through advisory programs or other providers.

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.

Jon Tamrod Sanders is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with Primerica Advisors since 1996 and has prior work experience with OGIA, Canon Solutions America Inc., and Ricoh USA. In addition to his advisory role, he is involved in sales of loan products and home security services through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and separately managed account options primarily for individual and high-net-worth clients. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio management and trading delegated to external specialists.

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.

Maxwell Rogers is a financial advisor at J.P. Morgan Securities with one year of industry experience. He holds a Series 66 designation and has previously worked at Merrill Lynch / Bank of America and Businessloans.com / Sovereign Co. LLC. J.P. Morgan Securities provides investment consulting and advisory services mainly to institutional clients and retirement plan sponsors, employing a process that combines quantitative asset-allocation modeling with centralized due diligence and includes an ESG eligibility framework in its recommendations.