James Mcdavid is a financial advisor at Primerica Advisors with Series 63 and Series 65 licenses and two years of industry experience. His background includes roles at Primerica Financial Services, Madison County Schools, Iconnections, and Hinds Community College. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm uses model-driven investment strategies managed by third parties and supports execution and custody through BNY Mellon Advisors and Pershing.

Billy Dixon II is a financial advisor with LPL Enterprise in Ridgeland, MS, holding Series 63 and Series 66 licenses and over 22 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, Pruco Securities LLC, Osaic Wealth, Inc., Signator Investors, Inc., MSI Financial Services, Inc., and Merrill. LPL Enterprise provides investment advisory and brokerage services to individuals, high-net-worth investors, retirement plans, banks, and corporate and charitable entities through a large network of investment adviser representatives. The firm’s approach is primarily model-driven, utilizing portfolios developed by LPL’s Research Department and third-party strategists, and it offers access to various financial planning and insurance services.

Benjamin Lane is a Financial Advisor at Merrill Lynch Wealth Management. He joined Merrill after eight years at C Spire, where he served as Director of Government and Business Wireless, managing a sales team focused on growing and maintaining the company's position within public and private sector accounts. Lane recently passed the Series 7 and Series 66 exams, registering as a financial advisor, and works alongside his father-in-law and the Fenelon-Mobley Group. Lane's professional expertise includes areas such as college education planning, tax minimization, retirement income, and sports and entertainment. He holds a Bachelor's Degree from the University of Mississippi and has earned the Personal Investment Advisor (PIA) designation. He is active in the community, serving as President of the Jackson Prep Alumni Council and on the boards of the Mississippi Sports Hall of Fame and the Madison County Business League and Foundation. Lane resides in Jackson with his wife, Walton, their two daughters, Kelley and Mills Fenly, and their dog, Axel.

Gary Schaffhauser is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. 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, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Hance Mc Kenzie Jr. is a financial advisor with Raymond James & Associates in Ridgeland, MS, holding Series 63 and Series 66 credentials and bringing 43 years of industry experience. He has been with Raymond James since 2011. Outside of his advisory role, he serves as a director on the Heatherstone Homeowners Association board. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and various organizations, offering financial planning and consulting primarily through non-discretionary relationships, supported by diverse portfolio management styles and affiliated research.

Quinn Crothers is a financial advisor at Morgan Stanley in Ridgeland, MS, holding Series 63 and Series 66 licenses with two years of industry experience. Prior to joining Morgan Stanley in 2026, Crothers worked at Principal Securities Inc. and Principal Life Insurance Co. from 2024 to 2026. He is also the CEO of FITNESS FIGURE LLC, a company developing a mobile exercise tracking application. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning and managing approximately $2.74 trillion in client assets. The firm’s planning process includes structured discovery and firm-approved tools, with a range of retail and institutional investment services.

Joseph Parker III is a financial advisor with Merrill, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. He has been affiliated with Bank of America and Merrill since 1988. Outside of his advisory role, Parker is involved in several family business ventures, including managing family mineral interests and participation in a conservation partnership. Merrill serves a diverse client base, including individuals, retirement plans, corporations, and institutional clients, offering managed account programs, discretionary portfolio management, and brokerage services. The firm emphasizes manager selection, tax-efficient strategies, and integration with Bank of America's broader financial platform.

Christina Siddens is a financial advisor at Raymond James Financial Services Advisors, Inc. with five years of industry experience. She holds a Series 66 designation and has previously worked with Gallery 905, In Shape Fitness, USTA - Alabama, and Queen City Market. Outside of her advisory role, she is involved as an associate at a support company in Madison, MS. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse clientele including individuals, high-net-worth clients, corporations, and institutional clients. The firm uses analytical tools and risk profiling to deliver customized, non-discretionary planning and supports a broad advisor network with programs that include municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Scott Hutchison is a financial advisor with Cetera, holding a Series 66 designation and five years of industry experience. Prior to his current role at Cetera, he worked at Wells Fargo for eleven years. He serves as a board member for Habitat for Humanity, where he is involved in decisions on policy changes, finances, and home-building projects. Cetera Investment Advisers LLC is a nationwide SEC-registered adviser supporting individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and retirement services through a multi-manager platform with various program options and custodial relationships.

Elisse Ewing is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors LLC. 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. The firm’s process is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

John Nowell is a financial advisor at Raymond James Financial with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at LPL Financial for 14 years. He is also employed at Trustmark Bank, a position related to Trustmark Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Weldon Boyles is a Wealth Management Advisor with Merrill Lynch Wealth Management, providing financial guidance to a diverse clientele since 1985. He has developed expertise in managing complex wealth strategies for self-made individuals across Mississippi, the southeast, and nationwide. His approach to wealth management emphasizes understanding clients' personal goals, values, and concerns through detailed conversations and personalized planning. Over his career, Weldon has helped clients enhance their lifestyles, retirement years, and legacies through customized strategies involving investment and liability management, retirement income planning, tax minimization, and estate planning. He has been recognized as part of the Forbes "Best-in-State Wealth Management Teams" list for multiple years. Weldon holds a Bachelor's degree from the University of Mississippi and professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He is also actively involved in his community, serving as a board member for the Andrew Jackson Council of the Boy Scouts of America and as Episcopal Build Committee Chair for Habitat for Humanity in Mississippi. Weldon values his family and church, and enjoys woodworking, playing guitar, and metal detecting.

Jake Ponder is a Senior Financial Advisor with Merrill Lynch Wealth Management. In his role, he focuses on providing personalized wealth management strategies that align with his clients' individual financial goals and adapt to changing market conditions. He leverages the investment insights of Merrill and the banking and lending solutions of Bank of America to support his clients' financial objectives. Jake holds the designation of Personal Investment Advisor (PIA) and earned a Bachelor's Degree from Tulane University. He is committed to community involvement and volunteers with local organizations, reflecting the Merrill tradition of engaging with the communities it serves.

Landon Mc Campbell is a financial advisor at Raymond James Financial with one year of industry experience. He holds the Series 66 designation and previously worked at LPL Financial LLC and Trustmark Bank. Outside of advisory work, he is employed as a bank associate with Trustmark Bank. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary planning using analytical tools and supports its clients through advisory programs and institutional consulting.

Preston Dowell is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 credential and 15 years of industry experience. He has been with Morgan Stanley since 2011, including roles at Morgan Stanley Private Bank, National Association since 2015. Outside of his advisory work, Dowell is involved in several entrepreneurial and community-focused ventures, including leadership roles in agricultural and manufacturing businesses, as well as a nonprofit organization centered on land preservation and youth programs. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers comprehensive financial planning and advisory programs utilizing firm-approved tools and modeling techniques to assist clients with tailored financial strategies.

Barbara Gibbons is a financial advisor at Morgan Stanley with 39 years of industry experience. She holds Series 63 and Series 66 licenses. Her prior experience includes seven years at BOK Financial Securities, Inc. and Bokf, NA before joining Morgan Stanley in 2018. 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, including tailored financial planning supported by its Financial Advisors and Estate Planning Strategies Group.

Nancy Branton is a financial advisor with Raymond James & Associates, holding Series 63, 65, and 66 designations and bringing 38 years of industry experience. She has worked at Raymond James since 2019 and previously held positions at Wells Fargo Clearing and Wells Fargo Advisors LLC. Branton serves as a community member on the Institutional Animal Care and Use Committee at the University of Mississippi Medical Center. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering tailored financial planning and consulting services supported by extensive research and a range of portfolio management strategies.

John Adcock is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 16 years of industry experience. His career includes roles at LPL Financial, Merrill, and Waddell & Reed. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm combines research from Wells Fargo Investment Institute with diversification principles and offers both brokerage and advisory solutions.

Lea Garrott Jr. is a CFP®-certified financial advisor affiliated with OSAIC, with eight years of industry experience. He previously worked at Wealthview Capital and Securities America Advisors. Outside of his advisory duties, he volunteers at Pinelake Church, supporting music and stage production, community outreach, and childcare activities. OSAIC serves a diverse client base including individual and institutional investors, offering a range of services such as financial planning, retirement consulting, and advisor-managed portfolios. The firm employs a variety of investment strategies supported by advanced tools and provides access to multiple third-party managers and platforms.

Kimberly Chambers is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has returned to Merrill in July 2008 and previously worked there from 1982 to 1989, primarily as a Financial Advisor. Her professional designations include CERTIFIED FINANCIAL PLANNER (CFP), CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). Kim has over twenty years of experience in financial advising, with expertise in wealth management and retirement planning. She holds a Bachelor of Science degree in Finance from Arizona State University. In addition to her financial career, she spent nine years working part-time as a mathematics teacher at The Veritas School. She lives in Madison, Mississippi with her husband and is involved in various ministries at her church, including the choir. Her personal interests include spending time with her family, exercising, reading, and traveling. Kim is also a member of the Financial Planning Association.