Michael Alef is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has worked at Sorrento Pacific Financial, LLC and Bank of New Albany for over two decades. Alef also operates BNA Investments & Financial Management, a business related to his LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supporting advisors with various operational and research tools.

William Easterling is a financial advisor with Edward Jones in New Albany, MS. He holds Series 63 and Series 66 licenses and has 25 years of industry experience, having worked at Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a range of advisory programs including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large nationwide network of financial advisors and branch offices.

Matthew Purvis is a financial advisor with LPL Financial in New Albany, MS, holding Series 63 and Series 66 designations and eight years of industry experience. He has previously worked at Edward Jones, Sorrento Pacific Financial LLC, and BNA Bank. Outside of his advisory role, he is involved with a non-variable insurance business and manages Purvis Holdings, LLC, a separate business entity for tax and investment purposes. 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 both proprietary and third-party strategies across discretionary and non-discretionary accounts.

Samuel Hardin is a financial advisor with LPL Financial in New Albany, MS, holding Series 63 and Series 65 credentials and three years of industry experience. Before joining LPL Financial in 2025, he worked at BNA Bank and CUSO Financial Services, LP. 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 services including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors and proprietary research and technology tools.