Richard Lawrence is a CFP® and CFA® licensed financial advisor with eight years of industry experience. He is currently with Wells Fargo Clearing and previously worked at Morgan Stanley Private Bank and Southern Farm Bureau Life Insurance Company. Outside of his advisory work, he is involved as an officer in Little Star LLC, a property management business based in Jackson, Mississippi. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services, managing approximately $671 billion in assets.

Dawson Cudd is a financial advisor at Edward Jones in Madison, MS, holding a Series 66 designation. He has one year of industry experience and joined Edward Jones in 2026. Prior to this, he worked in various roles including positions at Texas State Technical College and Dick's Sporting Goods. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of financial advisors and branch offices.

Ethan Hill is a financial advisor at Morgan Stanley in Ridgeland, MS, holding a Series 66 designation with approximately one year of industry experience. His prior work experience includes roles at Fidelity Investments and First Choice Health Plan, as well as various positions at the University of Mississippi and other local organizations. Outside of advisory work, he has been involved with ventures such as FitChef and Vacayzen. Morgan Stanley Wealth Management is an SEC-registered adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs focused on structured financial planning supported by firm-approved tools and managed assets totaling approximately $2.74 trillion.

Bryan Sumner is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and three years of industry experience. His prior roles include positions at BDO USA, LLP, and the University of Mississippi. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, focusing on structured financial planning supported by proprietary tools and market analyses. The firm manages approximately $2.74 trillion in client assets and provides services both directly and through Corporate Financial Planning agreements.

Annette Dubose is a financial advisor at Morgan Stanley with 27 years of industry experience. She holds the Series 66 designation and has been with Morgan Stanley Smith Barney LLC since 2009. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer offering a wide range of advisory programs to both individual and institutional clients, including tailored financial planning and integrated investment solutions. The firm manages approximately $2.74 trillion in client assets and utilizes a structured planning process supported by advanced modeling tools.

Tanner Warner is a financial advisor at Merrill with seven years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Morgan Stanley and J.P. Morgan Securities. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients via the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Mark Bean II is a financial advisor with Merrill, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Bank of America, Mississippi College, and East Mississippi Community College, among others. Merrill provides services to a broad range of clients, including individuals, retirement plans, corporations, and institutional clients, through managed account programs, discretionary portfolio management, and brokerage execution. The firm emphasizes manager selection and tax-efficient strategies, supported by its affiliation with Bank of America and a comprehensive capital markets platform.

Jason Berry is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and bringing 26 years of industry experience. He has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers both direct individual plans and Corporate Financial Planning agreements.

Michael Marshall is a financial advisor with Ameriprise in Madison, MS, holding Series 63 and Series 66 licenses and bringing 41 years of industry experience. His prior work includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Morgan Stanley & Co. Incorporated from 2008 to 2021. Ameriprise offers a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written recommendation reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Marcus Siler is a financial advisor at Raymond James & Associates with one year of industry experience. Before joining Raymond James, he held roles with several organizations in the sports industry, including the U.S. Soccer Federation, Orlando City Soccer B Company, Greenville Triumph Pro Soccer LLC, and Sporting Kansas City. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, offering financial planning and consulting through a range of portfolio management styles and affiliated research.

Donald Parsons is a financial advisor with Wells Fargo Clearing in Ridgeland, MS, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2013 to 2016. Outside of his advisory role, Parsons serves on the finance committee of Galloway United Methodist Church, advising on budget and fund management. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Quentin Campbell is a financial advisor with Merrill in Ridgeland, MS, holding Series 63 and Series 66 licenses and having 10 years of industry experience. Prior to joining Merrill in 2017, he worked with New York Life and JP Morgan Securities. He is also a general partner and managing member of Jackson, Campbell & Campbell Real Estate Investment Group, a real estate investment business based in New Orleans. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Ralph Peeples Jr. is a financial advisor with Mass Mutual Investors Services in Madison, MS, holding Series 63 and Series 65 registrations and 28 years of industry experience. He has held positions at multiple firms, including Oxford Risk Management Group and Park Avenue Securities. Peeples also serves as president and CEO of Oxford Risk Management Group and is an executive board member of the Fellowship of Christian Athletes. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, employing tools such as Monte Carlo simulations and automated asset-allocation software to deliver written recommendations.

Frank Benner is a financial advisor with Morgan Stanley in Ridgeland, MS, holding a Series 66 designation and 14 years of industry experience. He has been with Morgan Stanley Smith Barney since 2011 and the Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individual and institutional clients with a wide range of advisory programs, including tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and modeling techniques.

Peyton Parker is a Wealth Management Advisor at Merrill Lynch Wealth Management, based in Ridgeland, Mississippi. He serves clients in Mississippi, Louisiana, and across the country, focusing on helping successful families, business owners, and retirees make informed financial decisions. Peyton specializes in retirement planning, retirement income strategies, investment management, 401(k) consulting, and multi-generational wealth planning. His expertise includes areas such as retirement income planning, fiduciary consulting, executive financial planning, tax-efficient wealth management, estate planning coordination, and business owner planning. He holds the CERTIFIED FINANCIAL PLANNER® (CFP) and CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA) designations, among others. Peyton earned a Bachelor's degree in Finance from Louisiana State University in 2020. He is active in the Madison County Business League and Foundation and participates in community activities including the Belhaven Neighborhood cleanup days at the trails and park and Camp Bratton Green. He is married to Megan, and they reside in Jackson, Mississippi.

Rodney Little Jr. is a financial advisor at Cetera with 36 years of industry experience. He holds Series 63 and Series 65 designations and has been with Cetera since 2014. Outside of his advisory work, he serves as an elder at Madison Heights Presbyterian Church and is involved in retail sales of olive oil on a monthly basis. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers portfolio management, financial planning, and various retirement services, utilizing a multi-manager platform with discretionary and non-discretionary program options.

Douglas Simpson is a financial advisor at Merrill with 33 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Merrill since 1992 and Bank of America, N.A. since 2011. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services for Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for a range of clients including individuals, high-net-worth clients, and institutions.

Donna Rich is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 22 years of industry experience. She has worked with Raymond James & Associates since 2011. 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 wide range of clients, including individuals, institutional entities, charitable organizations, and municipal clients, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and extensive affiliated research.

Rebecca Schneeberger is a financial advisor with Raymond James & Associates in Ridgeland, MS, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a wide range of clients including individuals, institutional and pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

James Smith III is a Series 66-licensed financial advisor at Merrill with approximately one year of industry experience. His prior work includes positions at Bank of America, KPMG LLP, Horne LLP, and a three-year tenure at the University of Mississippi. He also had a brief role at Cathead Distillery. Merrill serves a diverse client base including individuals, retirement plans, corporations, and institutional clients by providing managed account programs, selection of third-party managers, discretionary portfolio management, brokerage execution, and custody services. The firm employs multiple program strategy types with advisor or client discretion and offers tax-efficient investment solutions integrated with Bank of America’s broader capital markets platform.