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.

Charles Brown is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 65 registrations and six years of industry experience. He has been with Primerica Advisors since 2020 and has worked with Primerica Financial Services since 1987. Outside of financial advising, Brown operates Wall St Custom Apparel, a men's custom clothing business he has run since 1981. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed account options primarily to individual and high-net-worth clients. The firm uses third-party asset managers and maintains a tiered wrap-fee structure.

Samuel Harris is a financial advisor at LPL Enterprise with 43 years of industry experience. He holds Series 63 and Series 65 licenses and has a long career history including over five decades at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory work, he has involvement in farm-related rental income activities in Jackson, MS. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual investors, retirement plans, and institutional entities. The firm employs a model-driven investment approach, offers financial planning and access to third-party asset managers, and operates a broker-dealer with affiliated insurance and trust services.

Douglas Hester is a financial advisor with Raymond James Financial in Jackson, MS, holding a Series 66 designation and 23 years of industry experience. His prior roles include positions at Nautilus Asset Management and Nautilus Wealth Counselors. Outside of advising, he is a partner in an accounting firm and involved in several small business ventures unrelated to investment advisory services. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and nonprofit organizations. The firm employs detailed risk profiling and modeling tools and offers both wrap-fee advisory programs and specialized consulting services, including municipal and public finance advisory.

James Bays is a financial advisor with UBS Financial Services in Jackson, MS, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory offerings. The firm combines institutional trading capabilities with wealth management services, leveraging proprietary research and model-based asset allocations to tailor investment strategies.

Bradley Mccaa is a financial advisor at Ameriprise with 22 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial, LLC for 10 years. Outside of his advisory role, he is involved in local nonprofit activities, serving as Secretary of the Port Gibson Heritage Trust and Interim President of the Friends of Grand Gulf Park, and owns a retail business, Coinucopia LLC. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Premier Retirement Income service, which provides written recommendation reports and ongoing tax-aware withdrawal strategies.

Nancy Loar is a financial advisor with LPL Financial in Jackson, MS, holding a Series 66 designation and 24 years of industry experience. She has worked at LPL Financial and BankPlus since 2015, with prior experience at Morgan Stanley and A. G. Edwards & Sons. Outside of advisory services, she operates Wealth Plus, an entity associated with her LPL business. 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.