Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Apricity Financial, he worked at Addicus Advisory, LLC and Addicus, LLC, and spent twelve years at First Horizon Bank. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach emphasizes fundamental analysis, long-term strategies, and diversified, low-cost exchange-traded funds, with portfolios managed primarily on a discretionary basis.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for more than 16 years. In addition to his advisory work, he is involved with Champion Adjusters, LLC as an independent adjuster assisting clients with homeowners claims. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management using multiple strategies and leverages technology platforms to support asset aggregation and digital estate planning.

Zachary Walker is a financial advisor with Edward Jones in Hernando, Mississippi, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also has a background with Native Land Solutions starting in 2006. Outside of his advisory role, he is involved in managing family assets through his sole-owned LLC and assists with his daughters' agricultural bee and honey business. 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 and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

Charles Emerson II is a CFP® and ChFC® with 21 years of industry experience. He is currently affiliated with MassMutual Investors Services and MassMutual Life Insurance Company, where he has worked since 2017. Prior to that, he was with INVEST Financial Corp for seven years. Outside of his advisory work, Emerson serves as a ruling elder and member of Christ Covenant Church. MML 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 financial planning engagements using firm-approved analytical tools and also provides educational seminars and specialized planning programs.

Richard Carroll is a financial advisor with Ameriprise in Hernando, MS, holding Series 66 and Series 63 licenses and six years of industry experience. His career includes roles at Ameriprise since 2021 and previous positions at Regions Bank, Bankers Life Securities, Republic Finance, and LPL Financial. Ameriprise Financial Services is a diversified advisory firm serving both individual and institutional clients, offering a specialized Premier Retirement Income service that provides ongoing retirement-income planning with a focus on dependable income sources and tax-aware withdrawal strategies.

Le Ticia Eldred is a financial advisor at Edward Jones with three years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2010. Outside of her advisory role, she owns a home-based leatherwork business where she designs and sews leather bags. She also serves as president of Business Networking International in Charlotte, North Carolina. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households, pension plans, and charitable organizations. The firm manages over $1 trillion in assets through a large nationwide network of financial advisors and offers a range of advisory programs and affiliated investment products.

Hubbard Burgess is a financial advisor with Primerica Advisors, holding Series 63 and Series 66 licenses and nine years of industry experience. His prior work includes time at Edward Jones and a 30-year career with the Internal Revenue Service. He is also involved in selling non-investment products such as home security and automation through affiliated companies. Primerica Advisors offers discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and limited separately managed account options under a tiered wrap-fee structure. The firm selects and oversees third-party asset managers and delegates trading to BNY Mellon Advisors, providing a curated investment approach that excludes institutional pension or profit-sharing plan management.

Angela Neyman is a financial advisor with LPL Financial, holding a Series 66 designation and over one year of industry experience. She has worked at LPL Financial since 2022 and has been with Cadence Bank (formerly BancorpSouth Bank) since 2005. Angela is also a commissioned notary in the state of Mississippi. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, third-party research, and various investment management options.

David James is a financial advisor with Ameriprise who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in managing his family farm in Gore Springs, Mississippi. Ameriprise is a large institutional firm that offers retirement-income planning services for clients meeting specific asset criteria, combining research, modeling, and tax analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Davis is a financial advisor at Edward Jones in Southaven, MS, holding a Series 66 credential with 23 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory work, he is involved as a volunteer team member and director with Global Ministries and Relief in Tampa, FL, and is a recording artist affiliated with the ministry’s Unstoppable Media division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

William Lloyd Jr. is a financial advisor at Equitable Advisors with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. His outside business activities include various insurance-related roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Ticha Brannan is a financial advisor with Primerica Advisors in Southaven, MS, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and previously spent 19 years with Ricoh USA. Outside of her advisory role, Brannan owns Brannan Bookkeeping, LLC, a bookkeeping business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

Alexander Petersen is a financial advisor at Edward Jones with nine years of industry experience. He previously operated Petersen Consulting Group for seven years. Outside of his advisory work, he is involved in audio production as an owner and producer, and assists with labeling and packaging products for an online retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Benjamin Watts is a financial advisor with Edward Jones in Olive Branch, MS. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked for twelve years at International Paper. 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 strategies, supported by a large national network of advisors and branch offices.

Ryan Barnes is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 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.

Caroline Burns is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. She has been with LPL Financial and Renasant Bank since 2009. Outside of her advisory role, she is a joint owner of a real estate rental LLC with her husband. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing proprietary research and third-party models to support diverse investment strategies.

Matthew Higdon II is a financial advisor with Edward Jones in Nesbit, MS, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked in the automotive sector and served ten years with the US Army National Guard, where he was a Company Commander responsible for the health, welfare, and training of soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Thomas Givens is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Sycamore Bank and F. O. Givens and Company. Outside of his advisory role, he serves on the Planning Commission of Senatobia, Mississippi, and has been involved with OxComm, LLC, a for-profit business. 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, with access to model portfolios, third-party research, and advanced portfolio management technologies.

Kristian Kelly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has worked at Edward Jones since 2024 and is also involved in municipal government as an Alderman for the City of Southaven. Additionally, he participates in online men's coaching through The Family Captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Dustin Ellis is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James in various capacities since 2015, as well as at Charles Schwab from 2018 to 2020. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and firm-supported research.

William Butler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Cetera Investment Services and Hancock Whitney Bank prior to joining J.P. Morgan. Outside of his advisory roles, he has experience in food and hospitality operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

Thomas Eldred is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at First Horizon Bank and First Horizon National Corporation for a combined 15 years. 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 financial planning and advisory services, including discretionary and non-discretionary portfolio management, with access to research, model portfolios, and technology-driven solutions.

Terance Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with First Tennessee Brokerage, Inc. since 2003 and FTB Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and multiple investment strategies.

Frank Givens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

Alden Small is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Financial Services and affiliated firms since 2016. In addition to his advisory role, he is involved with Compel Church in Southaven, MS, committing time weekly. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and utilizes model-based investment strategies overseen by third-party asset managers.

Brett Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His career includes roles at Cadence Bank and Mass Mutual Investors Services, among others. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Thomas Mc Neely Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. 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 and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Matthew Kelso is a financial advisor at Edward Jones in Southaven, MS, holding the ChFC® and Series 66 designations with nine years of industry experience. He joined Edward Jones in 2017 after working at FAA Federal Credit Union for one year. Outside of his advisory role, Kelso owns and hosts a local news podcast called The Desoto County Brief in Hernando, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Jenna Lester is a financial advisor with Edward Jones in Hernando, MS, holding a Series 66 designation and over one year of industry experience. Prior to joining Edward Jones, she worked at Mueller Industries, Cadence Bank, and BDO. Outside of advising, she is involved in a residential construction business focused on house flipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Lowell Fairley Jr. is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 12 years of industry experience. His prior roles include positions at Woodbury Financial Services and Edward Jones. Outside of his advisory work, Fairley serves as a radio analyst for high school football broadcasts in North Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement consulting services supported by research and model portfolios.

Teresa Burns is a financial advisor at LPL Financial with 25 years of industry experience. She holds a Series 63 designation and has worked previously with FTB Advisors, Inc. and First Tennessee Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from multiple sources to support diversified investment strategies.

Laura Devries is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise or its affiliate since 2005. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets, offering written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advice, with a centralized consulting team delivering non-discretionary recommendations in collaboration with financial advisors.