Brian Watts is a financial advisor at UBS Financial Services with 21 years of industry experience. He holds the Series 66 designation and has been with UBS since 2010. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides access to proprietary research and a broad platform of capital markets and lending programs.

Darryl Ulmer is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. His work history includes longstanding roles at Primerica Financial Services and PFS Investments Inc., as well as experience in education at Wingfield High School. He is also involved in sales of loan products and home-related services through Primerica-affiliated companies. Primerica Advisors serves primarily individual investors, including both non-HNW and high-net-worth clients, as well as corporate and charitable clients. The firm offers a wrap-fee asset management program utilizing model-delivery strategies managed by unaffiliated asset managers, supported by BNY Mellon Advisors and Pershing for trade execution and custody.

Jeremy Gordon is a financial advisor at Equitable Advisors with five years of industry experience. He holds the Series 66 designation and previously worked as a self-employed advisor and at Hinds Community College. Gordon maintains various outside insurance appointments. Equitable Advisors serves individuals, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs. The firm’s approach involves assessing client risk tolerance and matching clients to program models or discretionary managers, utilizing both proprietary and third-party solutions.

Jonathan Grantham is a financial advisor with Equitable Advisors in Flowood, Mississippi, holding a Series 66 license and eight years of industry experience. He has been with Equitable Advisors since 2017 and previously worked at Axa Advisors and in the retail sector at J. Grant Menswear. Outside of his advisory role, he is involved with First Brick, LLC. Equitable Advisors serves individual clients, pension and profit-sharing plans, corporations, and charitable organizations, providing financial planning, retirement consulting, and asset management through a network of Investment Adviser Representatives. The firm uses a variety of advisory programs and third-party managers, offering a broad range of investment options including mutual funds, ETFs, and alternative investments.

Cynthia Jones is a financial advisor with Raymond James & Associates, holding Series 63, Series 65, and Series 66 designations and bringing 40 years of industry experience. She 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. The firm serves a diverse client base including individuals, institutional investors, pension and profit-sharing plans, and municipalities, providing financial planning, non-discretionary investment consulting, and institutional fiduciary services through a range of portfolio management styles and affiliated research.

Lindsey Miller is a Series 66 licensed financial advisor at Edward Jones with eight years of industry experience. She has worked at Edward Jones since 2018 and has held roles at Howard Technology Solutions, Mickool, Inc., and Purshe Kaplan Sterling Investments. 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, supported by a nationwide network of more than 23,000 financial advisors and manages approximately $1.01 trillion in assets.

James Morrison Sr. is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. Prior to UBS, he worked at Bank of America and Merrill for eight years. He is involved in several community and nonprofit activities, including ownership of an apparel company that supports hunger relief in Mississippi and committee roles at the Mississippi Children’s Museum and the Louis Wilson Fund, where he contributes investment expertise and supports fundraising and educational initiatives. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment plans based on proprietary research and model-based asset allocations.

Andrew Moncure Jr. is a financial advisor with Primerica Advisors in Jackson, MS, holding Series 63 and Series 65 licenses and accumulating 12 years of industry experience. He has been with Primerica Advisors since 2014 and previously worked with Primerica Financial Services. Outside of financial advising, he is employed as a program coordinator at Jackson State University’s Northrop Grumman Center for High Performance Computing, where he supports research staff and manages daily operations. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, corporate, and charitable clients. The firm delivers advisory services through a large network of advisors and employs model-driven investment strategies supported by third-party asset managers and custodial partners.

Dennis Meek Jr. is a financial advisor at Cetera with 15 years of industry experience. He holds Series 63 and Series 65 licenses and operates out of Richland, MS. In addition to his advisory work, Meek serves on the board of Hope House of Hospitality, a nonprofit supporting out-patient cancer patients, where he handles accounting and tax-related responsibilities. He is also the owner of Dennis Meek & Company, P.A., a CPA firm providing tax preparation and outsourced CFO services. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of over 10,000 advisors, serving individuals across wealth levels, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services and enables advisors to implement diverse investment strategies through affiliated and third-party managers.

Matthew Smith is a financial advisor at Raymond James & Associates with a Series 66 designation and one year of industry experience. Prior to joining Raymond James in 2025, he worked at Cadence Bank for one year and Renasant Bank for nine years. 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 client base including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jack Griffith III is a financial advisor with Cetera who holds a Series 66 designation and has 17 years of industry experience. He previously worked at Janney Montgomery Scott for five years before joining Cetera in 2019. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to various program structures and third-party managers.

David Bolls is a financial advisor at Cambridge Investment Research Advisors with eight years of industry experience. He holds a Series 66 designation and has been with Cambridge since 2018. Outside of his advisory role, he has been involved with The Out of Bounds Show on ESPN 105.9 The Zone since 2017. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement plan advisory through a network of independent Financial Professionals utilizing a broad range of investment platforms and strategies.

William Geary is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with Raymond James & Associates since 2012. Geary serves on the finance committee of the Community Foundation of Mississippi and is an advisory board member for Habitat for Humanity - Mississippi Capital Area. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individual, institutional, and municipal clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services through a nationwide adviser network.

Jeffrey Miley is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 37 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 overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including individuals, institutional and pension plans, charitable organizations, and government entities, offering financial planning and non-discretionary investment consulting supported by extensive research and diverse portfolio management options.

Logan Phillips III is a financial advisor with Raymond James & Associates in Jackson, MS, holding a Series 66 designation and 21 years of industry experience. He previously worked at Morgan Keegan & Company, LLC from 2006 to 2013 before joining Raymond James in 2013. 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 municipalities, and offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

James Meyers is a financial advisor at Cetera with three years of industry experience. He holds the Series 66 designation and has worked at Cetera and Cetera Investment Services LLC since 2023. His prior experience includes roles at Regions Bank, Office Products Plus, Paylocity Corporation, and Office Depot. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a variety of portfolio management and financial planning services through a nationwide network of over 10,000 advisors, managing more than $256 billion in assets.

Steven Winford is a financial advisor with Raymond James & Associates, holding a Series 66 designation and one year of industry experience. His prior work includes roles at BMSS and Haddox Reid Eubank Betts, as well as five years at the University of Mississippi. Raymond James & Associates, Inc. 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 institutional fiduciary solutions through various advisory programs.

Dylan Culberson is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 65 and Series 63 licenses and seven years of industry experience. His prior roles include positions at Nissan North America and Kelly Services Inc. Outside of traditional advisory activities, he engages in the sale of home security and automation products through affiliated companies. Primerica Advisors sponsors and manages a wrap-fee asset management program primarily serving individual investors as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, delivering model-based investment strategies complemented by discretionary separately managed account options.

Brian Hill is a CFP® professional with 30 years of industry experience, currently affiliated with LPL Financial since 2004. He is based in Jackson, MS, and holds a Series 63 license. Outside of his advisory role, he has involvement with non-variable insurance activities through a DBA called Summit Group. 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 wide range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of over 22,800 advisors.

Kass Welchlin is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 14 years of industry experience. Prior to joining Raymond James in 2018, he worked at The Prudential Insurance Company of America and Pruco Securities, LLC. 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. The firm offers financial planning, investment consulting, and institutional fiduciary services, drawing on a variety of portfolio management styles and affiliated research.