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Christian J

Series 63, Series 65

Senatobia, MS

LPL Financial

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.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Doris S

Series 63, Series 65

Senatobia, MS

UBS Financial Services

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.

General retirement planning Cash flow / budgeting Equity compensation tax strategy Executive Founder/Business Owner Mid-Career Professionals Approaching retirement
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David H

Series 63, Series 66

Senatobia, MS

Ameriprise

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.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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