Ronald Clark is a financial advisor with LPL Financial based in Flowood, MS. He holds a Series 66 designation and has five years of industry experience, including roles at Hartfield Academy and Southstone Properties, Inc. Outside of his advisory work, he serves as an independent agent for non-variable insurance with Crump. 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 investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Dennis Watkins is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 credentials and has 20 years of industry experience. Prior to joining Raymond James in 2020, he worked at Nautlis Asset Management. He is also an associate and operations manager at Williams Weiss Hester and has been involved with On Board Creations since 2012. 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, pension plans, corporations, and institutional investors. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical tools, and supports municipal and public-finance work through a municipal advisor affiliation.

Wendell Godfrey is a financial advisor with Edward Jones in Florence, MS, holding Series 63 and Series 66 designations and with 35 years of industry experience. He has been with Edward Jones since 2012. 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 range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Gregory Breland is a financial advisor with LPL Financial in Jackson, MS, holding Series 63 and Series 65 designations and bringing 41 years of industry experience. He has been with LPL Financial since 1999. Outside of his advisory work, he teaches continuing education courses on CFP Ethics and provides basic financial education to Veterans Administration employees and veterans. 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 advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advisor-facing technology tools.

Selena Richardson is a financial advisor at LPL Financial with 28 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at LPL Financial since 2022. Her prior experience includes roles at CUNA Mutual Group and CUNA Brokerage Services, where she has been employed since 2017, as well as a position at Kestra Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of portfolios and strategies supported by advanced operational tools.

Julie Smith is a financial advisor with Raymond James & Associates in Jackson, MS, holding Series 63 and Series 65 credentials and 32 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she assists in a family-owned business by helping with merchandise ordering and stocking in a voluntary capacity. 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, offering financial planning and consulting services with a non-discretionary approach and a range of portfolio management styles.

Westin Stringer is a Series 66-credentialed financial advisor with Edward Jones, based in Brandon, Mississippi. He has four years of industry experience, including five years at Statewide Federal Credit Union and two years at Delta State University. Stringer has been with Edward Jones since 2021. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and maintains a large national network of financial advisors and branch offices.

Christopher Harris is a financial advisor with Primerica Advisors in Flowood, MS, holding Series 63 and Series 65 credentials and 10 years of industry experience. He has worked at Pfs Investment Inc since 2016 and Primerica Financial Services since 2010, alongside a concurrent role at Ims Engineers Pa. His additional business activities include sales of loan products, home security, automation, and other home-related services through Primerica affiliates. 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 accounts. The firm emphasizes a tiered wrap-fee structure and curates third-party asset managers while delegating model implementation to BNY Mellon Advisors.

Charles Edmondson is a financial advisor with LPL Financial based in Jackson, MS, holding a Series 66 designation and two years of industry experience. Prior to joining LPL Financial, he worked at Edward Jones for two years and has a background in healthcare, currently serving as a part-time physical therapist at Merit Health River Oaks. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering financial planning, model portfolio programs, and institutional platforms to individuals, retirement plan participants, banks, and trust companies. The firm supports advisors with a range of investment strategies and technology tools while overseeing over $819 billion in discretionary assets.

Jared Nelson is a financial advisor with Primerica Advisors in Brandon, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 2000 and has served in a role with the State of Mississippi since 2021. He is a non-participating director for his father's business, appointed solely to designate a successor if needed. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and a limited selection of discretionary separately managed accounts for individual and high-net-worth clients. The firm employs an independent due-diligence process for selecting asset managers and uses a tiered wrap fee structure, focusing on curated third-party managers with oversight of model offerings.

Robert Lyle is a financial advisor with OSAIC, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He worked at Woodbury Financial Services, Inc. for 18 years before joining OSAIC in 2024. Outside of his advisory role, Mr. Lyle serves as an associate board director of Lyle Machinery and has been involved in the sale of fixed life insurance products since 1983. OSAIC serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a large network of affiliated advisors. The firm provides integrated brokerage and advisory services, employing asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios comprising a wide range of securities and alternative investments.