Stephen Crawford is a financial advisor with Summit Wealth Group in Meridian, MS, holding a Series 66 credential and five years of industry experience. He has worked at Summit Wealth Group and Commonwealth Financial Network, among other financial institutions. He is also the owner of First Cahaba Investments LLC, a private entity established to support his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized target allocations and a variety of analytical approaches, offering discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.

Nathan Cox is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and seven years of industry experience. He is also involved with Retirement Income Solutions and Secure Retirement Solutions of Tennessee. Outside of his advisory roles, Cox holds ownership interests in agricultural and livestock sales and is a partial owner of a dog grooming business. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, providing asset management, financial planning, ERISA plan services, and co- and sub-advisory arrangements. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to tailor portfolios across discretionary and non-discretionary platforms.

Lacey Morrison is a financial advisor at Summit Wealth Group with nine years of industry experience. She holds a Series 66 designation and has been with Summit Wealth Group since 2015, including a co-ownership role. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and utilizes a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

Thomas Booker is a financial advisor with First Command Advisory Services in Meridian, MS, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Woodstock Furniture and Wal-Mart. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Roy Lamar is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, Lamar serves as a commissioner for the Meridian Airport Authority. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.

David Harrigan III is an advisor with First Command Advisory Services holding Series 63 and Series 65 credentials. He has military experience from serving in the U.S. Army and related organizations before beginning his financial advisory career in 2025 with First Command. First Command Advisory Services, Inc. is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs using model portfolios managed centrally by an Investment Management Team and Wealth Portfolio Managers.

Gerald Hannah is a CFP® with 13 years of industry experience, currently serving at &Partners since 2026. He previously worked for Wells Fargo Clearing and Wells Fargo Advisors, LLC from 2016 to 2026. Outside of his advisory role, he participates as an active voting member of a local investment club and serves on the finance committee of First Presbyterian Church of Meridian. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and private businesses, offering investment management, financial and tax planning, and retirement-plan consulting through both advisory and brokerage services.

Jane Collins is a financial advisor with \u0026PARTNERS in Meridian, MS, holding Series 63 and Series 66 designations and possessing six years of industry experience. She has previously worked at Wells Fargo Clearing Services, Ideal Software Solutions, and The Prudential Insurance Company of America. Collins has volunteered with Habitat for Humanity for nearly two decades, serving as a bookkeeper. \u0026PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, and corporations. The firm offers investment management, financial and tax planning, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Marvin Sims is a financial advisor at &PARTNERS with 39 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Sims serves on the Board of the Rotary District 6820 Foundation’s grant allocation committee. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management and financial planning through both discretionary and non-discretionary approaches, utilizing proprietary and third-party strategies.

Richard Hamner is a financial advisor with Eagle Strategies (NY Life) based in Meridian, MS, holding Series 63 and Series 65 credentials with 22 years of industry experience. He has worked with Eagle Strategies since 2019 and operates Hamner Financial Group, LLC, through which he brokers insurance products. Outside of his advisory work, Hamner is involved in his local community as a finance committee member and kids ministry leader at Highland Baptist Church and owns a charter boat fishing and sightseeing business. Eagle Strategies serves individual and institutional clients by providing financial planning, investment management, and retirement-plan advisory services through a large network of affiliated advisors. The firm emphasizes tailored advice and offers multiple program types, with the majority of assets managed on a non-discretionary basis under an integrated New York Life affiliate structure.

Robert Coffin III is a CFP® with 40 years of experience in the financial industry. He is currently with &PARTNERS, having joined the firm in 2026 after spending 17 years at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as an endowment committee member for the Choctaw Area Council, where he is involved in the management and disbursement of endowment funds. &PARTNERS serves a wide range of clients including individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA 3(21) consulting, utilizing both proprietary and third-party strategies with ongoing monitoring and periodic reviews.

Melinda Russell is a Series 66-licensed financial advisor at Merrill with seven years of industry experience. She has worked at Bank of America and Merrill since 2019 and has prior experience in education and mental health sectors. 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, and institutional investors.

John Mcrae is a financial advisor with Raymond James Financial in Meridian, MS, holding Series 63 and Series 66 designations and with 33 years of industry experience. He has been affiliated with Raymond James since 1999 and also serves as president of JCM Tree, managing timber tract operations. Mcrae participates as a member of the Mississippi State University Faculty Executive Advisory Board and has been involved with the Queen City Investment Club since 2014. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using various analytical tools and supports advisory programs alongside institutional consulting and portfolio management.

Terrell Temple is a financial advisor at Stifel with 24 years of industry experience and holds a Series 66 credential. He has been with Stifel since 2009. Outside of his advisory role, he serves as a board member of the Community Foundation of East Mississippi and is president of the Sentinel Ridge Owners Association. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and municipal entities, providing both brokerage and investment advisory services. The firm’s investment approach includes proprietary analysis and allocation guidance developed by its Investment Strategy Group, employing forward-looking capital market assumptions and probabilistic modeling.

Harold Harris III is a financial advisor at Raymond James Financial with 38 years of industry experience. He previously worked for LPL Financial for 14 years before joining Raymond James Financial Services Advisors, Inc. in 2025. He holds the Series 63 designation and is based in Meridian, Mississippi. Harold also works as an associate at Trustmark Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and investment consulting supported by analytical tools and has specialized programs for municipal and public finance clients as well as SIMPLE IRA employer advisory services.

Ellis Mitchell III is a financial advisor with Merrill, holding a Series 66 designation and based in Meridian, MS. He has recently started his career in the industry. Merrill provides managed account services through the Select Portfolio Solutions program to Bank of America fiduciary clients, offering a range of model-based and discretionary investment strategies across various client segments including individuals, high-net-worth clients, and institutional investors. The firm integrates its services within Bank of America’s broader platform, combining access to a wide range of financial products with managed account solutions.

Wendy Chisolm is a financial advisor with Raymond James Financial in Meridian, MS, holding Series 63 and Series 65 credentials and bringing nine years of industry experience. She has worked with Citizens National Bank and its affiliated financial advisory groups since 2014. 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, institutional investors, and charitable organizations. The firm offers tailored, non-discretionary planning using analytical tools and supports municipal and public finance through a unique affiliation with a municipal advisor.

Ravon Dudley is a financial advisor with Raymond James Financial, holding a Series 66 designation and four years of industry experience. His prior work includes roles at Citizens National Bank Financial Advisors and Rea, Shaw, Giffin & Stuart. Dudley is currently associated with Citizens National Bank Wealth Management in Meridian, MS. 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 and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Colton Dooley is a financial advisor with Cetera, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Stifel and Citizens National Bank. He serves as a board member for the Clarkdale Community Recreation Association. Cetera Investment Advisers LLC is an SEC-registered adviser that operates a multi-manager platform serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, with over $256 billion in assets under management and more than 10,000 advisors nationwide.

Lisa Mabry Culbreth is a financial advisor with Edward Jones in Meridian, MS, holding Series 63 and Series 66 designations and 28 years of industry experience. She has been with Edward Jones since 2001. Outside of her advisory role, she serves on the board of Care Lodge and is a member of Culbreth Timber LLC, a timber consulting business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies and access to separately managed accounts. The firm operates under a fiduciary standard and supports a large network of financial advisors and branch offices across the U.S.

Lee Blackburn is a financial advisor at Edward Jones in Meridian, MS, with 10 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2016. Outside of his advisory role, Blackburn served as president of the Enterprise Baseball Booster Club, where he was involved in planning and organizing concessions, maintenance, and fundraising activities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm manages approximately $1.01 trillion in assets and offers a wide range of advisory strategies, tax-efficient services, and affiliated investment products through a large nationwide network of financial advisors and branch offices.

John Rea is a financial advisor at Edward Jones with two years of industry experience. He holds a Series 66 designation and previously worked at Lake Shore LLC for nine years, where he retains a 20% ownership stake and serves as a consultant. Edward Jones is a full-service wealth management firm serving millions of individual and institutional clients. The firm offers a range of investment advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of financial advisors and branch offices nationwide.

Christopher Isom is a financial advisor at Edward Jones with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Mass Mutual/Capital Planning Group and Valic Financial Advisors, Inc. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a large national network of financial advisors and branch offices.

Mary Malone is a financial advisor at Edward Jones in Meridian, MS, holding a Series 66 designation with 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients nationwide. 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.

William Reynolds is a financial advisor with Raymond James Financial, holding a Series 66 designation and bringing 27 years of industry experience. His prior roles include positions at Commonwealth Financial Network and Linsco/Private Ledger. Outside of his advisory work, he is co-owner of K Bar B Farms, LLC, a cattle ranching and farming business. 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, corporations, and institutional clients. The firm uses a tailored, non-discretionary approach supported by analytical tools and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Michael Jenkins is a financial advisor with Edward Jones in Meridian, MS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. He has been with Edward Jones since 2000. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a variety of investment strategies and advisory services through a large nationwide network of advisors and branch offices.

Robert Autry III is a financial advisor with Edward Jones in Meridian, MS, holding a Series 66 designation and having 10 years of industry experience. He has been with Edward Jones since 2015. 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 solutions, managing approximately $1.01 trillion in assets through a large network of advisors and branch offices nationwide.

Charles Boatner is a financial advisor at Stifel with two years of industry experience. He holds a Series 66 designation and previously worked at Seek Now, Ridge Valley Exteriors, Sanderson Farms, John O'neil Johnson Toyota, and RJ Young Co. Outside of his advisory role, he is an officer of Boatner Contracting LLC, which performs storm inspections for insurance claims. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Eric Graves is a Series 66-credentialed financial advisor with nine years of industry experience. He is currently with Ameriprise in Meridian, MS, where he has worked since 2020. Prior to Ameriprise, he held positions at Cetera and Regions Bank. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Jessy Najera is a financial advisor at Raymond James Financial with a Series 66 credential and three years of industry experience. Prior to joining Raymond James Financial Services Advisors, Inc., Jessy worked at Citizens National Bank Wealth Management and Jeffery Wilson State Farm. Jessy is also involved in Citizens National Bank Wealth Management in a non-investment support role. 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, and institutions. The firm offers tailored non-discretionary planning and analytical tools to support client goals and is notable for its municipal advisor affiliation and specialized plan advisory programs.

De Von Pruitt is a financial advisor with MML Investors Services, LLC, a subsidiary of MassMutual, holding Series 63 and Series 65 licenses and has four years of industry experience. His prior roles include positions with CoreCap Investments, Blue Nebula Consulting, and MassMutual Life Insurance Company. Outside of advising, he is president of Big Von Marketing, a marketing consulting firm serving small businesses and entrepreneurs. MML Investors Services provides financial planning and investment advisory services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative, goal-oriented planning using advanced analytical tools and offers a range of programs including asset management and educational seminars.

Lee Rogers is a Series 66 licensed financial advisor with Edward Jones in Meridian, MS, where he has worked since 2016. He has 10 years of industry experience. Outside of his advisory role, he is involved with a family timber farm in Meridian. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a wide range of investment strategies and advisory programs. The firm manages approximately $1.01 trillion in assets and supports a large network of financial advisors and branch offices nationwide.

Carl Graham is a financial advisor with Raymond James Financial Services Advisors, Inc. He holds Series 63 and Series 66 licenses and has 20 years of industry experience. Prior to joining Raymond James in 2025, he worked at LPL Financial and Trustmark Bank. He also serves as Vice President at Trustmark Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients, including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using advanced analytical tools, and maintains specialized programs to support municipal finance and employer-sponsored retirement plans.

Robert Ford is a financial advisor at Raymond James Financial with 21 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Commonwealth Financial Network and LPL Financial. Ford is also the owner of a business operating in Decatur, MS. 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, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting, supported by analytical tools and specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Ellis Mitchell Jr. is a financial advisor with Merrill in Meridian, MS, holding a Series 66 designation and 21 years of industry experience. He has worked at Merrill and Bank of America, N.A. since 2018 and previously spent four years with VOYA Financial Advisors. Outside of his advisory role, he owns and manages a self-storage facility. Merrill serves a broad range of clients including individuals, retirement plans, corporations, and institutional clients by offering managed account programs, discretionary portfolio management, brokerage execution, and custody services. The firm provides multiple program strategy types that allow client or advisor discretion and emphasizes manager selection and tax-efficient investment implementation, leveraging its integration with Bank of America affiliates.

Phillip Jenkins is a financial advisor at Stifel with 23 years of industry experience. He holds the Series 66 designation and has been with Stifel since 2009. Stifel serves a broad range of clients including individuals, institutional clients, charitable organizations, and municipal entities, offering brokerage and investment advisory services. The firm’s investment guidance relies on a proprietary methodology developed by its Investment Strategy Group and provides both episodic financial planning and recommendations of third-party advisers.

Christopher Knight is a financial advisor at Stifel with six years of industry experience. He has worked at Stifel Nicolaus & Co Inc since 2019 and previously held roles at Organogenesis, Inc. and Johnson & Johnson, Inc. Outside of his advisory work, Knight is a co-owner and manager of Midas Medical, LLC, a medical device sales distributor. Stifel serves a broad client base, including individuals, institutional clients, and charitable organizations, offering both brokerage and advisory services. The firm employs a proprietary investment methodology developed by its Investment Strategy Group to provide guidance on asset allocation, retirement, and estate planning.