Robin Haire is a CFP® professional with 26 years of experience in the financial services industry. He is the principal advisor at Haire Wealth Management, Inc., an independent firm based in Tupelo, MS, and previously spent over 22 years with LPL Financial. Haire Wealth Management provides investment management, financial planning, consulting, and retirement-plan advisory services to individuals, corporations, trusts, and plan sponsors. The firm offers both nondiscretionary and discretionary portfolio management, beginning client engagements with a written financial plan and employing strategic and tactical asset allocation with risk management tools such as options and warrants.

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. His prior work history includes roles at Fiserv and Mississippi College. Addicus Advisory provides tailored investment advisory, financial planning, and consulting services to individuals, corporations, and business entities, employing model portfolios, fundamental analysis, and modern portfolio theory to manage both discretionary and non-discretionary assets.

Ryan Kelly is a Series 65-licensed financial advisor with Addicus Advisory, LLC, where he has worked since 2015. He has nine years of industry experience. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals—including high net worth clients—as well as corporations and business entities. The firm customizes investment strategies using model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory, while managing both discretionary and non-discretionary assets.

Andrew Adams is a financial advisor with Addicus Advisory, LLC in Tupelo, MS, holding Series 63 and Series 65 credentials and bringing 23 years of industry experience. He has been with Addicus Advisory since 2015 and previously worked at Invest Financial Corp. Adams is involved in managing several affiliated entities, including family office services and private pooled investment vehicles. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm offers discretionary and non-discretionary portfolio management, model portfolio implementation, and selection and oversight of third-party money managers, tailoring investment strategies to clients’ objectives and risk tolerance.

Stephen Miles is a CFP® and ChFC® with 26 years of experience in the financial industry. He is a principal at Addicus Advisory, LLC in Tupelo, MS, where he has worked since 2015. Miles has additional experience with related entities within the Addicus network and has involvement in private pooled investment vehicles. Outside of his advisory work, he is also the owner of a business that sells and transfers custom firearms to a select clientele. Addicus Advisory provides investment advisory, financial planning, and consulting services to individuals, including high net worth clients, as well as corporations and business entities. The firm customizes investment strategies based on client objectives and risk tolerance, employing model portfolios, third-party money managers, and methods such as fundamental analysis and modern portfolio theory.

Anthony Savage is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he worked at Renovations of Mississippi and Response Services. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities, with a focus on discretionary portfolios, fundamental analysis, and long-term investment strategies.

Steven Paul Hyland is a financial advisor with Hardy Reed, LLC, holding a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, he held various roles including positions at several Methodist churches and academic institutions. Outside of his advisory work, he is a limited partner in a farming venture. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable entities. The firm emphasizes discretionary portfolios focused on mutual funds and ETFs, employs fundamental analysis, and offers fiduciary consulting alongside traditional portfolio management.

George Reed is a financial advisor at Hardy Reed, LLC with 23 years of industry experience. He has been with Hardy Reed since 2011. Outside of advising, he serves as Treasurer on the Board of Directors for RW Reed Co., is a board member of Reed Manufacturing Co., and chairs the board of the Stonewater Adolescent Recovery Center. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable entities. The firm emphasizes discretionary portfolios mainly in mutual funds and ETFs, employs fundamental analysis, and integrates fiduciary consulting and CEFEX® certification as part of its offerings.

Grantham Hill is a financial advisor at Hardy Reed, LLC with the Series 65 designation and one year of industry experience. Prior to joining Hardy Reed, he worked at Renasant Bank and Cadence Bank. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach centered on discretionary portfolios of mutual funds and ETFs, supplemented by tailored financial plans and fiduciary consulting.

Brandy Stanford is a financial advisor at Hardy Reed, LLC with a Series 65 designation and two years of industry experience. Prior to joining Hardy Reed, she worked at Renasant Corp for 13 years. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm focuses on discretionary portfolios primarily composed of mutual funds and ETFs, employs fundamental analysis, and often utilizes Separate Account Managers, while supplementing portfolio management with tailored financial plans and fiduciary consulting.

Anita Giglio is a financial advisor at Hardy Reed, LLC in Tupelo, MS, with 7 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm emphasizes fundamental analysis, employs a long-term investment horizon using mutual funds and ETFs, and offers fiduciary consulting alongside portfolio management.

Frank Riley Jr. is a Series 65-licensed advisor at Hardy Reed, LLC with five years of industry experience. He has been with Hardy Reed since 2020 and is also a Research Associate III at Mississippi State University’s John C. Stennis Institute of Government and Community Development, where he engages in business development activities. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and corporate entities. The firm utilizes fundamental analysis to construct discretionary portfolios primarily composed of mutual funds and ETFs, emphasizing long-term investment strategies and fiduciary consulting.

Richard Hill is a CERTIFIED FINANCIAL PLANNER™ professional with 20 years of industry experience. He has been with Hardy Reed, LLC since 2011. Outside of his advisory work, he serves as a high school football official. Hardy Reed, LLC provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm employs a long-term, fundamental analysis approach and offers fiduciary consulting along with traditional portfolio management.

Scottie Clark is an investment adviser representative at First Heartland Consultants, Inc. with 20 years of industry experience. He has worked at Covenant Financial Group since 2018 and previously held roles at Woodmen Financial Services, Inc. and Woodmen of the World Life Insurance Society. Clark serves as Vice Mayor and Alderman in Saltillo, Mississippi. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions delivered through a network of independent investment adviser representatives.

Johnny Leech is a financial advisor with TLG Advisors, Inc. in Tupelo, MS, holding Series 63 and Series 66 designations and 23 years of industry experience. His prior work includes roles at The Leaders Group Inc, SGC Financial, MML Investor Services Inc, and MassMutual Life Insurance Company. Outside of advisory services, he is involved in multiple insurance sales and business consulting activities, including life insurance product sales, advanced market case design, and tax planning assistance. TLG Advisors, Inc. serves a wide range of clients, including individuals, high-net-worth clients, trusts, corporations, and institutional investors, providing investment supervisory services, portfolio management, and comprehensive financial planning. The firm uses a manager selection and monitoring process based on fundamental analysis and Modern Portfolio Theory, and offers a digital investment program called Starlight Portfolios with diversified risk-based allocations and quarterly reviews.

Paul Flatt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and six years of industry experience. His career includes roles at Mass Mutual and multiple Transamerica-affiliated entities. He also owns Creative Financial Solutions, LLC, which provides insurance-related consulting services. Transamerica Financial Advisors serves a diverse client base including individuals, pension plans, trusts, and corporations, offering both advisory and broker-dealer services through proprietary model portfolios and access to third-party money managers.

Ashley Shurden is a financial advisor at Ameriprise in Tupelo, MS, holding a Series 66 designation with one year of industry experience. Prior to joining Ameriprise, Shurden's work history includes roles in healthcare, real estate, education, and staffing agencies. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning through its Ameriprise Premier Retirement Income service, which provides written recommendation reports and ongoing annual advice focused on income sources and tax-aware withdrawal strategies.

William Holmes III is a financial advisor with MassMutual Investors Services, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with MassMutual Investors Services and MassMutual Life Insurance Company since 2010. Holmes serves as a board member of Parkgate Health Services, Inc. MassMutual 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 planning engagements using firm-approved software tools and also provides specialized programs such as estate settlement and employer-sponsored planning.

Katherine Thornton is a financial advisor with LPL Financial in Tupelo, MS, holding a Series 66 designation and six years of industry experience. Prior to her advisory role, she worked as a meteorologist at WTVA-TV for several years. She is also a yoga instructor and coach at HerGym, combining her background in fitness with her professional career. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, institutions, and charitable organizations. The firm offers a range of advisory programs and services, including financial planning, retirement consulting, and brokerage solutions, supported by research and model portfolios from multiple sources.

Cody Gobbell is a Series 66-registered financial advisor with Edward Jones in Tupelo, MS. He has over 17 years of experience in the financial industry, including roles at Simmons Bank, INSOUTH Bank, and Apex Bank. Prior to joining Edward Jones in 2026, he also worked in non-financial business activities at Green River Storage & Rental. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of advisory programs and investment options. The firm manages over $1 trillion in assets and operates a large national network of financial advisors and branch offices.

Caley Chrismond is a CFP®-designated financial advisor at Edward Jones with 20 years of industry experience. Prior to joining Edward Jones in 2024, Caley worked at Wells Fargo Clearing for six years and LPL Financial LLC for eleven years. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Anthony Dean is a financial advisor at LPL Enterprise with Series 63 and Series 66 credentials and three years of industry experience. His prior roles include operating the A Dean Insurance Group and working with Allstate Insurance Company. Dean volunteers with the Blues City Culture Center, a nonprofit organization based in Memphis, TN. LPL Enterprise serves a diverse client base including individuals, retirement plans, nonprofits, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to a wide range of brokerage and insurance products.

Robert Chesnut is a CFP® with 39 years of industry experience, currently serving as a financial advisor at Ameriprise in Tupelo, Mississippi. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, Chesnut serves on the boards of the Ole Miss Army ROTC Alumni and Crime Stoppers of Northeast Mississippi, and is involved with the Veterans Council overseeing policy for Veterans Memorial Park in Tupelo. Ameriprise offers a retirement-income planning service targeted at individuals approaching or in retirement who meet specific asset thresholds, combining research, modeling, and tax-efficiency analysis to deliver customized, non-discretionary recommendations. As a large institutional firm, it also provides a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Constance Ashmore is a financial advisor with Thrivent Investment Management, holding Series 63 and Series 66 licenses and bringing 10 years of industry experience. She has been with Thrivent since 2016, previously working at Premier Properties of Oxford, Isagenix, and Mary Kay Cosmetics. Thrivent Investment Management offers Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, providing goal-based financial plans without discretionary trading authority. The firm’s approach combines planning with managed-account programs under a consolidated billing option called “WealthPlan,” while maintaining separate services and conducting periodic plan reviews.

Stacey Myrick is a Series 66 licensed financial advisor with Edward Jones in Tupelo, Mississippi, where she has worked since 2012. She has 14 years of industry experience. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, affiliated mutual funds, and provides fiduciary advisory services supported by a nationwide network of over 23,700 financial advisors.

Kenya Daniel is a Series 66-licensed financial advisor with 18 years of industry experience, currently with Raymond James Financial. His prior roles include positions at LPL Financial, E.K. Riley Investments, and Edward Jones Company. Outside of advisory work, he owns a rental real estate business where he manages property maintenance tasks. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a wide range of clients, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary advice supported by analytical tools and manages specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Anthony Gaines is a CFP® with 32 years of industry experience, currently serving as an advisor at Raymond James Financial Services Advisors, Inc. He previously spent 15 years at Wells Fargo Clearing. Outside of finance, Gaines owns and operates a dog care business, Camp Bow Wow Ridgeland. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary advisory services and supports institutional consulting and portfolio management through a large network of advisors.

Shye Link is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and four years of industry experience. Prior to joining Raymond James, Link worked at Renasant Bank, LPL Financial, and LMS Investment Management. Outside of advising, Link provides portfolio management and analytical services through Link Capital. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual and institutional clients. The firm provides tailored, non-discretionary planning using risk profiling and analytical tools, supporting a wide network of advisors and maintaining specialized programs for municipal and retirement plan clients.

Nicholas Demoran is a Series 66 licensed financial advisor with Raymond James & Associates, where he has worked since 2022. He has six years of industry experience, including prior roles at Bank of America, Merrill, Philips Lighting, and BancorpSouth Bank. He is a committee member of a local business networking group focused on community engagement. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, pension plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by internal research and affiliated sub-advisers.

Paul Hill Jr. is a CFP® professional with 12 years of industry experience, currently serving at Mass Mutual Investors Services since 2016. He holds Series 63 and Series 65 licenses and is based in Tupelo, MS. Outside of his advisory role, he is involved as an insurance agent and has ownership responsibilities in a tax-related LLC. Mass Mutual 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, goal-oriented planning engagements supported by firm-approved analytical tools and also delivers educational seminars and event-driven planning services.

William Enis serves as a Senior Financial Advisor at Merrill Lynch Wealth Management. With 21 years of investment experience, including 11 years at Merrill and 10 years in trust investments at SunTrust, he provides expertise in family wealth management strategies, managing new wealth, portfolio management services, tax minimization, and retirement income planning. William holds a Bachelor's Degree from Mississippi State University and professional designations as a Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA). He emphasizes creating personalized financial strategies tailored to clients' long-term goals and works closely with them one-on-one. In addition to his professional responsibilities, William participates in community volunteering and enjoys baseball, basketball, football, golfing, spending time with his family, traveling, and watching movies.

William Collins is a financial advisor with Edward Jones in Tupelo, MS, holding Series 63 and Series 66 licenses and having 25 years of industry experience. He has been with Edward Jones since 2000. 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 under management and offers a broad range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Rose is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 credential and 13 years of industry experience. Prior to joining Raymond James in 2025, he held roles at Renasant Bank and LPL Financial, both from 2013 to 2025. Rose is also a partner in Rose & Gaines Wealth Group, where he manages day-to-day client accounts and business operations. Outside of advisory work, he oversees several rental real estate investments, including a vacation rental property in Florida. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutions. The firm offers tailored, non-discretionary planning and consulting using analytical tools and supports clients through various advisory programs while maintaining specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds Series 63 and Series 66 designations and has been with Stifel since 2015. Stifel serves a broad range of clients including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach utilizes proprietary methodologies based on forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

David Alford is a financial advisor with LPL Financial based in Tupelo, MS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has worked at both Renasant Bank and LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and various investment strategies.

Richard Hastings is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following four years at Wells Fargo Advisors. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and grounded in modern portfolio theory, with a broader investment menu that includes insurance-related vehicles and bank deposit sweep options.

Darwin Beard is a financial advisor with MassMutual Investors Services in Tupelo, MS, holding Series 63 and Series 65 credentials and 14 years of industry experience. He has been with MML Investors Services LLC and MassMutual Life Insurance Co since 2013. Outside of his advisory role, he is involved in life and health insurance sales and owns consulting and investment service entities primarily for tax reporting purposes. MassMutual 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 emphasizes collaborative annual financial planning engagements using firm-approved analytical tools and offers various programs including wrap and money-manager services.

Robert Evans Jr. is a financial advisor at Ameriprise with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver written, non-discretionary recommendations through a centralized consulting team.

Christopher Hallmark is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 credentials and 25 years of industry experience. Prior to joining Wells Fargo in 2019, he worked with Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Alan Landrum is a CFP® and ChFC® affiliated with Cetera, with one year of industry experience. His prior roles include positions at Van Skiver Financial Services, Raymond James Financial Services, Eagle Strategies, and New York Life. Outside of financial advising, he is an owner of Auto Demand, LLC, a business unrelated to investment activities. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to a range of program platforms and third-party money managers, operating a multi-manager platform with both discretionary and non-discretionary account services.

Robert Mc Auley is a financial advisor with Raymond James Financial, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Raymond James, he worked in healthcare and banking sectors, including roles at Relias Healthcare and BankPlus. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, institutions, and charitable organizations. The firm emphasizes tailored, non-discretionary advice supported by analytical tools and offers specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Amanda Hillhouse is a financial advisor at LPL Financial in Tupelo, MS, holding Series 65 and Series 63 designations with one year of industry experience. Her background includes roles at Cadence Bank and Cadence Bank Investments, along with six years at Bath and Body Works prior to entering financial services. She is also a notary through Cadence Bank. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rob Chesnut is a financial advisor with Ameriprise in Tupelo, MS, holding a Series 66 designation and 21 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Chesnut serves on the Board of Directors for the Financial Planning Association of Mississippi. Ameriprise provides a retirement-income planning service targeting individuals approaching or in retirement who meet specific asset criteria. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, written recommendation reports and offers a broad range of advisory, brokerage, and insurance solutions.

Lauren Norman Fox is a financial advisor with Ameriprise in Tupelo, MS, holding Series 63 and Series 66 designations and bringing 29 years of industry experience. She has been with Ameriprise and its predecessor firm since 2005. Fox serves on the boards of the Pied Piper Players and the Kiwanis Club and is an ambassador for Plexus health products. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Noah Douglas is a financial advisor with Mass Mutual Investors Services in Tupelo, MS, holding a Series 66 credential and four years of industry experience. He has been with Mass Mutual Life Insurance Co and Mass Mutual Investors Services since 2021. Outside of advising, he is a member of two LLCs, one for income tax purposes related to commissions and another involved in purchasing and renovating an office building. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, and charitable organizations. The firm offers collaborative, annual planning engagements with tools like Monte Carlo simulations and also provides specialized services such as divorce planning and employer-sponsored planning programs.

Thomas Boyd is an Associate Resident Director and Senior Portfolio Advisor with Merrill Lynch Wealth Management. He has been with Merrill Lynch since 1990, focusing on providing personalized wealth management strategies designed to help clients pursue their long-term financial goals. Drawing on Merrill’s investment insights and the banking and lending solutions of Bank of America, he works one-on-one with clients to create flexible strategies tailored to evolving market conditions. Tom Boyd holds a bachelor's degree in Finance and Economics from Marshall University. He is a Personal Investment Advisor (PIA) and attributes his competitive and disciplined approach to his background as a student athlete on Marshall’s 1987 NCAA tournament basketball team and the 1988 NIT tournament team. Tom and his wife Holly reside in Tupelo, Mississippi, with their three children. He is also involved in community volunteering, reflecting the Merrill tradition of active participation in the communities served.

Paul Saylors is a financial advisor with Cambridge Investment Research Advisors in Tupelo, MS, holding Series 63 and Series 66 licenses and eight years of industry experience. He previously worked at Edward Jones for six years and has been involved in an insurance and benefits business as the owner of Saylors Strategic Wealth PLLC. Cambridge Investment Research Advisors serves a diverse client base that includes individuals, pension plans, charitable organizations, and retirement-plan sponsors by providing financial planning, investment management, and retirement advisory services through a large network of independent professionals. The firm offers a range of investment solutions, including proprietary and third-party model strategies, across multiple custody platforms with options for discretionary and non-discretionary management.