Donna Lindley is a financial advisor at Edward Jones with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. 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, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Falkenheiner is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior work includes roles at Ernst & Young LLP and Silas Simmons LLP. He serves on multiple local boards in Natchez, Mississippi, including the Natchez Chamber of Commerce and the Rotary Club of Natchez. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Julia Sullivan is a financial advisor with Edward Jones in Natchez, MS, holding a Series 66 designation and two years of industry experience. Prior to her current advisory role, she worked for twelve years at Natchez Pathology Laboratory. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering various advisory programs and investment strategies supported by a large national network of financial advisors and branch offices.

Forrest Johnson III is a financial advisor with Ameriprise in Natchez, MS, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves as a deacon on the board of directors for First Baptist Church in Natchez. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.