Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Apricity Financial, he worked at Addicus Advisory, LLC and Addicus, LLC, and spent twelve years at First Horizon Bank. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach emphasizes fundamental analysis, long-term strategies, and diversified, low-cost exchange-traded funds, with portfolios managed primarily on a discretionary basis.

Jared Crow is a financial advisor at J. W. Cole Advisors, Inc. with four years of industry experience. He holds the Series 66 designation and has worked at several related firms within the J.W. Cole network, including Comprehensive Financial Consultants, Inc. and J.W. Cole Financial, Inc. Prior to his advisory career, his work experience includes roles in banking and retail. J. W. Cole Advisors, Inc. operates a large network of over 480 advisors providing fee‑based portfolio management, financial planning, retirement plan services, and access to multiple investment platforms. The firm serves individuals, high-net-worth clients, and institutions using a range of discretionary and non-discretionary strategies that incorporate fundamental and technical analysis.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for more than 16 years. In addition to his advisory work, he is involved with Champion Adjusters, LLC as an independent adjuster assisting clients with homeowners claims. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management using multiple strategies and leverages technology platforms to support asset aggregation and digital estate planning.

Zachary Walker is a financial advisor with Edward Jones in Hernando, Mississippi, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also has a background with Native Land Solutions starting in 2006. Outside of his advisory role, he is involved in managing family assets through his sole-owned LLC and assists with his daughters' agricultural bee and honey business. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Charles Emerson II is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2017. Prior to that, he was with INVEST Financial Corp for seven years. Outside of his advisory work, Emerson serves as a ruling elder and member of Christ Covenant Church. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Richard Carroll is a financial advisor with Ameriprise in Hernando, MS, holding Series 63 and Series 66 licenses and six years of industry experience. His prior roles include positions at Regions Bank, Bankers Life, Republic Finance, and LPL Financial. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service for clients nearing or in retirement, providing written Recommendation Reports and ongoing retirement-income planning advice based on proprietary research and third-party data.

Le Ticia Eldred is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she owns a home-based leatherwork business where she designs and sews leather bags. She also serves as president of Business Networking International in Charlotte, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

Angela Neyman is a Series 66-licensed financial advisor with LPL Financial, based in Olive Branch, MS. She has four years of experience with LPL Financial and over 21 years of service at Cadence Bank (formerly BancorpSouth Bank). Angela also holds a notary commission in the state of Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

David James is a financial advisor with Ameriprise who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in managing his family farm in Gore Springs, Mississippi. Ameriprise is a large institutional firm that offers retirement-income planning services for clients meeting specific asset criteria, combining research, modeling, and tax analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Christian Johnston is a financial advisor with LPL Financial in Senatobia, Mississippi, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at BancorpSouth Investment Services, Inc., Infinex Investments, Inc., and Cadence Bank. He also sells fixed annuities on a limited basis. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

James Davis is a financial advisor at Edward Jones in Southaven, MS, holding a Series 66 credential with 23 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory work, he is involved as a volunteer team member and director with Global Ministries and Relief in Tampa, FL, and is a recording artist affiliated with the ministry’s Unstoppable Media division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

William Lloyd Jr. is a financial advisor with Equitable Advisors in Olive Branch, MS, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its prior form as Axa Advisors, and maintains various outside insurance activities. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented via third-party managers and provides ERISA fiduciary services to qualified plans.

Alexander Petersen is a financial advisor at Edward Jones with nine years of industry experience. He previously operated Petersen Consulting Group for seven years. Outside of his advisory work, he is involved in audio production as an owner and producer, and assists with labeling and packaging products for an online retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Benjamin Watts is a financial advisor with Edward Jones in Olive Branch, MS. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked for twelve years at International Paper. 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 large national network of advisors and branch offices.

Ryan Barnes is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than 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.

Caroline Burns is a financial advisor with LPL Financial in Olive Branch, MS, holding a Series 66 designation and 28 years of industry experience. Her career includes roles at Renasant Bank and BancorpSouth Investment Services, with concurrent service at LPL Financial since 2009. Outside of advising, she is involved in a family-owned real estate rental business. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Matthew Higdon II is a financial advisor with Edward Jones in Nesbit, MS, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked in the automotive sector and served ten years with the US Army National Guard, where he was a Company Commander responsible for the health, welfare, and training of soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Thomas Givens is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Sycamore Bank and F. O. Givens and Company, along with involvement in a non-investment business, OxComm, LLC. He also serves as a non-profit board member on the Planning Commission of Senatobia, Mississippi. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of more than $819 billion in discretionary assets.

Kristian Kelly is a Series 66-licensed financial advisor at Edward Jones with two years of industry experience. He has worked at Edward Jones since 2024 and is also involved in municipal government as an alderman for the City of Southaven. In addition, he has a role in an online men's coaching business called The Family Captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment advisory programs and affiliated financial services. The firm manages over $1 trillion in assets and maintains a large network of financial advisors and branch offices nationwide.

Doris Sowell is a financial advisor with UBS Financial Services in Senatobia, MS, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. She has been with UBS since 2000. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm delivers advisory work via a network of Financial Advisors who use proprietary research and model-based allocations to tailor plans according to clients' goals and risk tolerances.

William Butler is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., positions he has held since 2023. His prior roles include experience at Cetera, Hancock Whitney, and several hospitality and food service companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

Thomas Eldred is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked for First Horizon Bank and First Horizon National Corporation for a combined 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Terance Morgan is a financial advisor with LPL Financial in Hernando, MS, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes longstanding work with First Tennessee Brokerage, Inc., starting in 2003, as well as experience with Ftb Advisors, Inc. in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and institutional platforms.

Frank Givens is a financial advisor with LPL Financial in Southaven, Mississippi. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including over 21 years with LPL Financial. Givens is a 50% partner in a commercial real estate rental LLC. 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 portfolios, third-party asset management, and institutional platforms.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

Alden Small is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Financial Services and affiliated firms since 2016. In addition to his advisory role, he is involved with Compel Church in Southaven, MS, committing time weekly. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and utilizes model-based investment strategies overseen by third-party asset managers.

David Horan is a financial advisor with Ameriprise in Senatobia, MS, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes roles at Raymond James Financial Services and operating his own practice, PPA Financial LLC. Outside of financial advising, he co-owns a website development and maintenance business and is involved in independent insurance brokering. Ameriprise offers retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored, written recommendations that support income strategies for individuals approaching or in retirement.

Brett Thompson is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Thomas Mc Neely Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than 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 strategies, separately managed accounts, and affiliated mutual funds.

Matthew Kelso is a financial advisor at Edward Jones in Southaven, MS, holding the ChFC® and Series 66 designations with nine years of industry experience. He joined Edward Jones in 2017 after working at FAA Federal Credit Union for one year. Outside of his advisory role, Kelso owns and hosts a local news podcast called The Desoto County Brief in Hernando, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jenna Lester is a financial advisor at Edward Jones in Hernando, Mississippi, holding a Series 66 designation with two years of industry experience. Prior to joining Edward Jones, she worked at Mueller Industries for six years, Cadence Bank for one year, and BDO for two years. Outside of her advisory role, she is involved in a house-flipping construction project in Coldwater, Mississippi. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and managed solutions. The firm maintains a large nationwide network of financial advisors and branch offices and provides services under a fiduciary standard.

Lowell Fairley Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and over 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and Edward Jones. Outside of his advisory work, he serves as a radio color analyst for high school football broadcasts in Hernando, Mississippi. 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 broad range of financial planning and investment management services, combining advisory platforms with extensive non-advisory financial activities.

Teresa Burns is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has worked at First Tennessee Brokerage and First Tennessee since 1996 and was with Ftb Advisors, Inc. in 2013. 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, and institutional platforms, supported by a large network of investment adviser representatives.

Laura Devries is a financial advisor with Ameriprise in Olive Branch, MS, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.