Lynn Phillips Gaines is a CFP® with 44 years of industry experience, currently serving at Phillips Wealth Planners LLC since 2022. She previously worked at Raymond James Financial Services Advisors, Inc. for 13 years and operated Phillips Financial and Lynn Phillips Inc. for over a decade. Outside of advisory work, she owns and partners in several businesses, including Early Building Construction, LLC and Endeavour Enterprises, LLC. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach tailored to client goals, utilizing fundamental and technical analysis, and offers customized portfolios including equities, ETFs, bonds, and mutual funds.

Lauren Black is a CFP® professional with 14 years of industry experience, currently serving as an advisor at Phillips Wealth Planners LLC since 2022. Her prior experience includes roles at Raymond James Financial Services Advisors and Phillips Financial. She is involved with the nonprofit Bridges Out of Poverty as Treasurer and holds several board positions in local educational organizations. Phillips Wealth Planners provides discretionary wealth management, financial planning, and retirement plan advisory services to individuals, families, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach with strategic asset allocation, internal due diligence, and ongoing portfolio monitoring.

Sawyer Brown is a financial advisor at Financial Concepts with three years of industry experience. He holds a Series 65 designation and has professional experience across education and transition services prior to joining Financial Concepts. Financial Concepts is a team-based firm that provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach focused on growth, growth-and-income, and balanced portfolios, with ongoing monitoring and quarterly reviews.

Jason Spears is a financial advisor with Beam Wealth Advisors, Inc. in Columbus, MS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and JDS Wealth Strategies. Outside of his advisory role, Spears is active in community organizations, serving as a Den Leader for a local Boy Scout pack, coaching competitive youth soccer, participating on the Columbus Redevelopment Authority board, and holding a political office on the City Council of Columbus. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans through wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, using an investment approach based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Scott Ferguson is a financial advisor with Financial Concepts in Columbus, MS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Financial Concepts since 2012, with a brief period at National Planning Corporation from 2015 to 2017. Ferguson serves as board president of the United Way of Lowndes County. Financial Concepts provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm emphasizes a buy-and-hold equity strategy to address inflation risk and incorporates behavior coaching to discourage market timing, managing portfolios primarily through mutual funds and SEI model allocations.

Kristen Kunz is a Series 65-licensed financial advisor with Financial Concepts, based in Columbus, MS, and has two years of industry experience. She has been with Financial Concepts since 2020 and previously worked at Mississippi University for Women and Lake Lowndes State Park. Financial Concepts is a team firm providing discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach focused on growth, growth-and-income, and balanced portfolios, emphasizing equities as an inflation hedge and tailoring portfolio changes to client circumstances rather than market timing.

Felice Olmos is a Series 65-licensed advisor with Financial Concepts in Columbus, MS, bringing three years of industry experience. She has worked at Financial Concepts since 2020, including her current role beginning in 2025, with prior experience at Nicholas Air and United Exchange Corp. Financial Concepts is a team-based firm that provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold strategy focused on growth and balanced mutual fund allocations, emphasizing equity investments as inflation hedges.

Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 credentials. He has four years of industry experience, including roles at LPL Financial and Lincoln Financial Securities. Outside of financial services, he is the owner of Worn Tools Woodworking LLC. IFG Advisory, LLC offers investment advisory and financial planning services to a diverse client base, including individuals, trusts, estates, corporations, and retirement plans. The firm customizes investment strategies using various analytical approaches and manages a broad range of asset types while also providing specialized services such as real estate analysis and retirement plan consulting.

Morgan Nickels is a CFP® professional with 21 years of industry experience, currently affiliated with IFG Advisory, LLC. He has previously worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC. Nickels also operates L.H. Nickels & Associates and is involved in fixed insurance products as an agent. IFG Advisory, LLC serves a broad range of clients including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis along with a variety of investment management strategies.

Danette Starks is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at IFG Advisory since 2024. Her prior experience includes roles at Householder Group Estate & Retirement Specialists and LPL Financial. IFG Advisory serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting, using a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ objectives.

Dennis Holliman is a financial advisor with Silver Oak Securities, Inc. He holds a Series 63 designation and has 39 years of industry experience. His prior roles include positions at Householder Group Estate & Retirement Specialists, LPL Financial, and L.H. Nickels & Associates. Outside of his advisory work, he serves as president of Holliman Group LLC, which manages his life insurance business, and is co-partner in family entities focused on estate and tax planning. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives, emphasizing discretionary investment management using both individual securities and strategist models supported by proprietary technology and operational processes.

Andrew George Sr. is a financial advisor at Savvy with 10 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior work includes roles at Cetera, Regions Bank, and Raymond James Financial. Savvy serves individuals, trusts, estates, businesses, ERISA plan sponsors, and charitable organizations by providing customized investment and financial planning services. The firm employs a primarily index-based, long-term approach enhanced by third-party sub-advisers, fintech tools, and an in-house tax preparation and estate planning support.

Ernest Blackburn is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Householder Group Estate & Retirement Specialists and LPL Financial, as well as a long tenure at L.H. Nickels & Associates. He is involved in selling fixed life and health insurance products through his affiliated business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a multi-faceted investment approach using fundamental, technical, and cyclical analysis, and provides specialized services such as real estate planning and business valuation.

John Prince is a financial advisor at ValMark Advisers, Inc. with four years of industry experience. He holds Series 63 and Series 65 licenses and serves as Vice President and Director of Tax at T.E. Lott & Company, where he has worked since 1993. Prior to joining ValMark Advisers, he was affiliated with CenterPoint Advantage, LLC. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutions through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.

Suzette Bates is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience, including roles with LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, she is a commissioned Notary Public in Mississippi. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and offers portfolio management, consulting, and specialized planning services, utilizing sub-advisors and third-party models to implement client strategies.

Tracey Bryan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has worked with Nickels Wealth Management and LPL Financial since 2016 and was previously with Householder Group Estate & Retirement Specialists. Bryan is also a commissioned notary public. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis along with various management and advisory resources.

Alex Holliman is a financial advisor with Silver Oak Securities, Inc. in Columbus, MS, holding Series 63 and Series 65 licenses and 20 years of industry experience. He has worked at several firms, including LPL Financial and Mutual Service Corporation. Outside of his advisory role, he is president of AJH Management LLC, which focuses on Medicare Supplements and fixed life insurance, and serves as office manager for Holliman Group LLC, an insurance business. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and estates through a network of over 100 financial professionals. The firm offers a range of advisory programs tailored to client objectives, combining discretionary management with operational features like ongoing model monitoring and automatic investment deployment.

Elton Thomas III is a Certified Financial Planner (CFP®) with 25 years of industry experience. He has been with VALIC Financial Advisors since 2003 and also holds the Series 66 designation. Outside of his advisory work, he serves on the Finance Committee of the First United Methodist Church in Columbus, MS. VALIC Financial Advisors is an SEC-registered investment adviser and FINRA-member broker-dealer serving primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers wrap programs, portfolio management, and financial planning services through a large network of advisors, leveraging centralized technology and third-party model managers.

Ronald Kelley is a financial advisor at VALIC Financial Advisors with Series 66 credentials and less than one year of industry experience. Prior to joining VALIC, he held various positions including roles at Cannon Motor Company and Mississippi State University. VALIC Financial Advisors primarily serves U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting through a large network of advisors. The firm utilizes discretionary unified managed accounts and incorporates tax-aware and ESG overlay services using Envestnet’s platform.

James Rooker is a financial advisor at Benjamin F. Edwards & Company, Inc. with 38 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. His current tenure at Benjamin F. Edwards & Company began in 2021. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including advisory programs, financial planning, retirement plan consulting, investment management, brokerage, insurance products, and M&A advisory services.

Jim Ford Jr. is a financial advisor with Benjamin F. Edwards & Company, Inc., holding Series 63 and Series 66 credentials and over 40 years of industry experience. His prior firms include Wells Fargo Clearing, Wells Fargo Advisors LLC, and A.G. Edwards & Sons, Inc. Outside of his advisory work, he manages oil and gas exploration through Ford Exploration, Inc., oversees timber management at Hutchinson Farms, and maintains copyrights to original literary works via SAWAN LLC. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of services including wrap-fee advisory programs, financial planning, retirement consulting, investment management, brokerage, insurance products, and certain M&A advisory services, combining proprietary strategies with third-party models.

Aaron Jones is a ChFC® credentialed financial advisor with 15 years of industry experience. He has worked at Eagle Strategies (NY Life) since 2018 and has been affiliated with Nylife Securities LLC and New York Life Insurance Company since 2013. Jones serves as Vice President on the board of the Local Learning Community Foundation, which focuses on empowering families and youth in the community. Eagle Strategies provides financial planning, investment management, and retirement-plan advisory services to individual and institutional clients. The firm offers a range of program types and emphasizes tailored recommendations, managing the majority of its assets on a non-discretionary basis within an integrated New York Life affiliate structure.

Robert Crosland III is a CFP® professional with 35 years of experience in the financial services industry. He is affiliated with Commonwealth Financial Network and is the owner of Crosland Wealth Management, Inc., where he has worked since 2010. His practice includes fixed insurance sales conducted at his branch location. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, providing a range of advisory programs, including discretionary model portfolios and personalized investment solutions. The firm supports its advisors with operations, technology, compliance, and practice-management services.

Katrina Yarbrough is a financial advisor at Empower Advisory Group with 12 years of industry experience. She holds Series 63 and Series 66 licenses and has worked previously at Ameriprise Financial Services, ET George Investment Management, and Wells Fargo Clearing. Outside of her advisory role, she serves as Secretary on the Board of Directors for the Shockwave Starkville Swim Team. Empower Advisory Group provides financial planning and investment management mainly for employer-sponsored retirement plan sponsors and their participants, as well as Empower Premier IRA and certain retail brokerage account holders. The firm emphasizes long-term portfolio returns and integrates its services closely with Empower’s administrative platforms.

Matthew Bowen is a financial advisor at Edward Jones in Starkville, MS, holding CFP® and ChFC® designations with five years of industry experience. Prior to joining Edward Jones in 2022, he worked at Sedgwick Claims Management Services, Inc., Reynolds, Bone & Griesbeck, PLC, and Scott & Pohlman, PC. Outside of advising, he is a partner in a property rehabilitation business and recently became involved in a catering venture. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Joshua Read is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2015. Outside of his advisory work, he owns and operates Read Family Investments LLC, a real estate business in Columbus, MS. Edward Jones is a wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient solutions, supported by a nationwide network of advisors and branch offices.

Tony Jackson is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His prior roles include positions at Wells Fargo Advisors LLC, Morgan Keegan & Company, Inc., AmSouth Investment Services, Inc., and UBS Financial Services. Outside of finance, he owns a tanning salon business that is managed by his wife and part-time staff. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm offers a broad range of brokerage and advisory solutions supported by research and analytics, managing approximately $671 billion in assets through a network of over 14,000 financial advisors.

Sarah Denley is a financial advisor with LPL Financial in Starkville, MS, holding a Series 66 designation and one year of industry experience. Her prior work includes roles at Cadence Bank, MWA Financial Services, and Modern Woodmen of America. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a broad network of investment adviser representatives. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms.

Curtis Mcneal is a CFP®-certified financial advisor with Ameriprise in Starkville, MS, bringing 37 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory role, he is president and owner of LifePath Corporation and LifePath Legacy LLC, where he manages leadership, strategic planning, and business operations. He also maintains a small acreage farm, earning income through equipment operation. Ameriprise offers a retirement-income planning service targeting individuals nearing or in retirement with substantial investable assets. The firm provides detailed, research-based recommendation reports that incorporate tax-smart strategies and adaptive withdrawal planning, supported by a centralized consulting team and algorithmic tools.

Fred Nabors is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 66 credentials and 35 years of industry experience. He previously worked at Metlife Securities Inc. for 27 years before joining Mass Mutual Life Insurance Company and Mass Mutual Investors Services. Outside of his advisory work, he is a member of Magnolia Aviation LLC, a personal airplane rental business. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm provides collaborative, goal-oriented planning using firm-approved analytical tools, with optional implementation through brokerage or insurance arrangements.

Brian Lesley is a CFP® with 27 years of industry experience, currently serving as a financial advisor at LPL Financial since 2012. His prior roles include positions at Wells Fargo Clearing, Morgan Keegan & Company, LLC, and Amsouth Investment Management Company LLC. Outside of his advisory work, he is involved as a financial consultant with Renasant Financial. LPL Financial is a national broker‑dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Kelly Cutshall is a financial advisor with Ameriprise in Starkville, MS, holding a Series 66 designation and 14 years of industry experience. She has been with Ameriprise and its affiliate since 2011. Outside of her advisory role, Cutshall manages her own tax preparation business, Kelly H Cutshall CPA PLLC. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with specific asset requirements, providing written recommendation reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and algorithmic automation to deliver tailored, non-discretionary retirement income advice.

Stevan Black Jr. is a financial advisor with Wells Fargo Clearing in Columbus, MS, holding Series 63 and Series 65 designations and 28 years of industry experience. He previously worked at Ameriprise Financial Services, Inc. for seven years before joining Wells Fargo in 2019. Outside of his advisory role, he owns and operates a competitive cheerleading and tumbling gym called Gametime Athletics. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, serving as an ERISA fiduciary and providing a broader range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Rollins is a financial advisor with Cetera who holds a Series 66 designation and has 12 years of industry experience. His work history includes roles at LPL Financial and Cadence Bank before joining Cetera in 2020. Cetera Investment Advisers LLC is an SEC-registered adviser that serves individuals, employer-sponsored retirement plans, corporate and charitable clients, as well as institutional accounts. The firm offers a broad range of investment management and financial planning services through a large network of independent advisors, utilizing multi-manager platforms and various program structures tailored to client needs.

Lawrence Mullins is a financial advisor with LPL Financial in Starkville, MS, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with LPL Financial since 2003. Mullins serves as a board member of the Mississippi Home Corporation, a nonprofit focused on housing for low to moderate income residents. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network to individuals, retirement plans, banks, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both proprietary research and third-party strategies.

Jerry Toney is a financial advisor with LPL Financial who holds the CFP® and Series 63 designations and has 28 years of industry experience. He has worked at LPL Financial since 2012 and has also been affiliated with Cadence Bank since 2007. Outside of his advisory work, he serves as a board member for West Side Funds and manages a home-based business entity. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and investment management solutions, including model portfolios and third-party asset management.

Gregory Bowen is a financial advisor with Edward Jones in Starkville, MS, holding a Series 66 designation and 15 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved with Bowen Properties LLC, which manages timberland and commercial rental properties, and serves as a trustee for the R. Dale Bowen Family Trust. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including households across wealth levels, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory services, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large network of advisors and branch offices nationwide.

Diane Bardon is a financial advisor with LPL Financial in Starkville, MS, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2015 and has also worked at Cadence Bank, NA since 1998. Bardon is involved with Cadence Investment Services and serves as an administrative assistant at Cadence Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers a range of advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides access to financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by technology tools and oversight of substantial discretionary assets across a large advisor network.

William Disbrow is a financial advisor with LPL Financial based in Starkville, MS. He holds the Series 66 designation and has three years of industry experience. Prior to joining LPL Financial, he worked at Cadence Bank and currently holds a role at Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides a range of advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining scale with a broad set of financial services.

Mitchell Griffin is a financial advisor at Cetera with 27 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including AXA Advisors, LPL Financial, and CB&S Financial Services. Outside of his advisory work, Griffin serves as a board member of the Fellowship of Christian Athletes and as a deacon at 1st Baptist Church in Columbus, MS. Cetera Investment Advisers LLC is an SEC-registered firm that provides a multi-manager platform serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services with access to affiliated and third-party money managers.

Ross Land is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. His prior work includes roles at Regions Bank and Robroy Industries. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers multiple portfolio management and financial planning services through a nationwide network of independent advisors and utilizes a multi-manager platform with access to affiliated and third-party investment managers.

Carrie Beth Randall is a CFP® professional with 22 years of industry experience, currently serving at Ameriprise since 2005. She holds Series 66 registration and is based in Starkville, MS. Randall is president of C.B. Randall Management, LLC, overseeing business administration, and serves on the boards of the SOAR Community Foundation and the Financial Planning Association of Mississippi. Ameriprise provides retirement-income planning services aimed at individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendation reports. The firm offers a broad range of advisory, brokerage, and insurance solutions typical of a large institutional provider.

Douglas Davis is a financial advisor with Wells Fargo Advisors in Starkville, Mississippi, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Wells Fargo Advisors Financial Network LLC since 2010. Outside of his primary role, he owns and operates Davis Investment Strategies, LLC, an investment-related business based in Lake Oswego, Oregon. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo. The firm provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options and integrating advisory services with other financial products through a network of over 3,700 advisors.

Catherine Robinson is a CFP® with 10 years of experience, currently serving as a financial advisor at LPL Financial. She also holds a vice president role at Cadence Bank and works as an adjunct lecturer at Mississippi University for Women. Additionally, she serves on the board of the Woodard Hines Educational Foundation. LPL Financial is a national broker-dealer and SEC-registered investment adviser that supports individuals, retirement plan participants, banks, trust companies, and institutions with a range of financial planning and asset management services. The firm offers a variety of advisory approaches, including model portfolios and third-party subadvisors, supported by research and technology tools.

Rebecca Maurer is a Series 66-licensed financial advisor with 18 years of industry experience. She has worked at Mass Mutual Investors Services since 2017 and previously held positions at MassMutual Life Insurance Company and MetLife Securities. In addition to her advisory role, she collects renewal commissions for Medicare, life, and dental insurance policies. MassMutual Investors Services 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 structures financial planning as annual, collaborative engagements using advanced analytical tools and offers a range of specialized planning programs, including a recent Divorce Planning service.

Jeffrey Chase is a Series 66-credentialed financial advisor at Stifel with 14 years of industry experience. He has been with Stifel since 2015 and also has a prior affiliation with Sterne Agee beginning in 2011. Stifel serves a broad range of clients, including individual, institutional, and charitable organizations, offering both brokerage and investment advisory services. The firm employs a proprietary methodology developed by its Investment Strategy Group for investment analysis and allocation guidance.

Michael Covington is a financial advisor at LPL Financial in Columbus, MS, holding Series 63 and Series 65 credentials with 10 years of industry experience. His prior roles include positions at Raymond James & Associates, Mass Mutual Investors Services, Massachusetts Mutual Life Insurance Company, Hornor Townsend & Kent Inc, and Penn Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of discretionary and non-discretionary investment strategies.