Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. Prior to joining Addicus Advisory in 2023, he worked at Fiserv from 2018 to 2022. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using a mix of discretionary and non-discretionary strategies tailored to client needs.

Robin Haire is a financial advisor with LPL Financial in Tupelo, MS, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with LPL Financial since 2004. Outside of his advisory role, he sells fixed annuities and operates a wealth management DBA in Tupelo. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and a broad platform that integrates advisory and brokerage services.

Ryan Kelly is a financial advisor at Addicus Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Addicus Advisory since 2015. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using tailored and model portfolios with ongoing monitoring. A significant portion of client assets are managed on a non-discretionary basis, allowing clients to retain approval authority before trades are executed.

Andrew Adams is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Addicus Advisory since 2015. Adams is involved in several business ventures, including serving as president of ABA Marketing, Inc., a marketing services company supporting Addicus Holdings and its subsidiaries. Addicus Advisory serves individuals, high-net-worth clients, corporations, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, and consulting, emphasizing customized strategies and ongoing monitoring, with a notable portion of assets managed on a non-discretionary basis.

Stephen Miles is a financial advisor with Addicus Advisory, LLC in Tupelo, MS. He holds the CFP® and ChFC® designations and has 26 years of industry experience. Prior to joining Addicus Advisory in 2015, he worked at INVEST Financial Corp. from 2011 to 2016. Outside of his advisory work, he is involved in the sale and transfer of custom firearms through Metal Gear LLC. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm provides portfolio management, financial planning, and consulting services, tailoring advice and strategies to clients with an emphasis on non-discretionary management and ongoing monitoring.

Anthony Savage is a financial advisor at Hardy Reed, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously in renovation services and response services. Hardy Reed provides financial planning, wealth management, and investment management to individuals, trusts, estates, and institutional clients. The firm uses a customized financial planning process with a focus on fundamental analysis and long-term strategies, and offers fiduciary services, pension consulting, and both discretionary and nondiscretionary portfolio management.

Steven Paul Hyland is a financial advisor at Hardy Reed, LLC with one year of industry experience. He holds a Series 65 designation. Outside of his advisory work, he is a limited partner in a farming operation in Vicksburg, Mississippi. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a process centered on customized financial plans and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

George Reed is a financial advisor with Hardy Reed, LLC in Tupelo, MS, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Hardy Reed since 2011. Outside of his advisory role, Reed serves on the boards of several local businesses, including as Treasurer for RW Reed Co. and Chairman of the Board for Stonewater Adolescent Recovery Center. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and various institutional clients. The firm employs a customized financial planning process with a focus on fundamental analysis and long-term strategies, managing assets through mutual funds, ETFs, and separately managed accounts.

Grantham Hill is a financial advisor with Hardy Reed, LLC in Tupelo, MS, holding a Series 65 designation. He is part of a 12-advisor team at the firm. Hardy Reed advises individuals, trusts, estates, pension and profit-sharing plans, charitable organizations, corporations, and other business entities. The firm’s investment process focuses on fundamental analysis and long-term portfolio construction, employing mutual funds, ETFs, separately managed accounts, and selected sub-advisers, with customization based on clients’ goals and circumstances.

Brandy Stanford is a financial advisor at Hardy Reed, LLC with one year of industry experience. She holds a Series 65 credential and previously worked at Renasant Corp for 13 years. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients such as pension and profit-sharing plans and charitable organizations. The firm emphasizes customized financial plans, long-term investment strategies, and fiduciary services including ERISA 3(38) investment management and pension governance consulting.

Anita Giglio is a financial advisor at Hardy Reed, LLC with six 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 management services to individuals, trusts, estates, pension plans, charitable organizations, corporations, and other business entities. The firm uses a customized financial planning process with a focus on fundamental analysis and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

Frank Riley is a financial advisor at Hardy Reed, LLC with four years of industry experience. He holds a Series 65 designation and has been with Hardy Reed since 2020. In addition to his advisory role, Riley serves as a Research Associate III at Mississippi State University’s John C. Stennis Institute of Government and Community Development, focusing on business development. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a customized financial planning approach with an emphasis on fundamental analysis and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

Richard Hill is a CFP® with 19 years of industry experience, currently serving as a financial advisor at Hardy Reed, LLC since 2011. He holds Series 63 and Series 66 licenses. Outside of his advisory role, Hill is a high school football official. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients, employing a customized planning process and primarily long-term investment strategies.

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.

Robert Pillow is a financial advisor with Primerica Advisors based in Brentwood, TN. He holds a Series 66 designation and has recently begun his career in the industry. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, and work in both legal and academic settings. Pillow also engages in insurance activities outside of Guardian Life. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services alongside financial planning and consulting. The firm employs a combination of proprietary and third-party investment strategies and supports various account-level features such as lending and donor-advised funds.

Johnny Leech is a financial advisor with TLG Advisors, Inc. holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at firms including The Leaders Group Inc, SGC Financial, MML Investor Services Inc, and MassMutual Life Insurance Company. Outside of his advisory role, he is involved in insurance product sales and training, advanced markets life case design, and tax planning consulting. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing fundamental analysis and Modern Portfolio Theory in its investment approach.

Paul Flatt is a financial advisor with Transamerica Financial Advisors, holding Series 63 and Series 66 credentials and five years of industry experience. His prior experience includes roles at Mass Mutual and United Financial Services. He also owns Creative Financial Solutions, LLC, which provides insurance-related consulting services. Transamerica Financial Advisors serves a broad client base including individual investors, retirement plans, trusts, and businesses, using a model portfolio approach implemented through third-party managers and multiple advisory platforms.

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 Series 66-registered financial advisor with LPL Financial, based in Tupelo, MS, and has six years of industry experience. Prior to her advisory career, she worked as a meteorologist at WTVA-TV for several years. She is also a yoga instructor and coach at HerGym in Tupelo. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a variety of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

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 with LPL Enterprise in Tupelo, MS, holding the ChFC® designation along with Series 63 and Series 66 licenses. He has three years of industry experience and has previously worked with Allstate Insurance Company and operated his own insurance agencies. Dean volunteers with the Blues City Culture Center, a nonprofit organization in Memphis, TN. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm’s investment approach includes the use of model portfolios created by internal and external strategists, with discretionary management available through wrap programs and TAMP sponsors.

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 Services Advisors, Inc. He previously worked with LPL Financial, E.K. Riley Investments, LLC, and Edward Jones Company. Outside of his advisory role, he is the owner of CC Jones LLC, a rental real estate business in Tupelo, MS. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, pension plans, charitable organizations, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by extensive research and a broad affiliate network.

Anthony Gaines is a CFP®-designated financial advisor with Raymond James Financial Services Advisors, Inc., based in Tupelo, MS. He has 32 years of industry experience, including 15 years at Wells Fargo Clearing before joining Raymond James in 2025. Outside of advising, he owns and operates a pet care business, Camp Bow Wow Ridgeland. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to tailor recommendations while allowing clients final decision authority.

Ashley Irvin is a financial advisor at LPL Financial with two years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise and Merrill. Outside of finance, Irvin owns Kick Ash and Colorful, LLC, a custom cake business based in Tupelo, Mississippi. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team that develops model portfolios and various investment strategies.

Shye Link is a financial advisor with Raymond James Financial Services Advisors, Inc. in Tupelo, MS, holding Series 63 and Series 65 licenses and four years of industry experience. Prior to joining Raymond James in 2025, Link worked at Renasant Bank, LPL Financial, and LMS Investment Management, among other firms. Outside of advising, Link provides portfolio management and analytical services through Link Capital. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutions. The firm emphasizes non-discretionary investment consulting and financial planning, offering tailored recommendations supported by firm research and a broad affiliate network.

Nicholas Demoran is a financial advisor at Raymond James & Associates with five years of industry experience. He holds a Series 66 designation and has worked at firms including Bank of America, Merrill, and BancorpSouth Bank. Outside of his advisory role, he serves as a committee member for Business Networking International, a referral network focused on community engagement. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base including individuals, employer-sponsored retirement plans, and institutional clients. The firm also offers municipal and public finance services and maintains various affiliated entities to support investment and financing solutions.

Paul Hill Jr. is a CFP® professional with 11 years of industry experience, currently affiliated with MassMutual Investors Services in Tupelo, MS. He has been with MassMutual Investors Services and MassMutual Life Insurance Co. since 2016, following two years at Duncan Williams, Inc. Outside of his advisory role, he is involved in life and health insurance sales as an agent and holds ownership in an LLC for tax purposes. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, wrap and money-manager programs, and educational seminars.

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 designation and bringing 13 years of industry experience. Prior to joining Raymond James in 2025, he worked at Renasant Bank and LPL Financial, LLC for 12 years. He is a partner in Rose & Gaines Wealth Group, managing client accounts and business operations, and oversees a vacation rental property in Florida. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting, emphasizing tailored advice supported by asset-allocation analysis and firm research, with a notable focus on advisory and implementation-support services rather than discretionary management.

Neal Clement is a financial advisor at Stifel with 28 years of industry experience. He holds the Series 63 and Series 66 designations and has been with Stifel since 2015. Prior to this, he was affiliated with Stanford Group Company for 20 years. Stifel serves a broad client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

David Alford is a financial advisor with LPL Financial in Ackerman, MS, holding Series 63 and Series 65 licenses and bringing 29 years of industry experience. He has been with LPL Financial and Renasant Bank since 2013. LPL Financial serves a diverse range of clients including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers various advisory and brokerage services supported by an in-house research team that provides model portfolios and a broad array of investment solutions tailored to client needs.

Edwin Mason is a financial advisor with LPL Enterprise in Franklin, TN, holding the ChFC® and Series 63 designations. He has over seven years of experience in the financial services industry, including roles at Transamerica, Midsouth Extracts, and SelectQuote. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm serves individuals, retirement plans, charitable organizations, and corporate clients with advice typically centered on model portfolios and discretionary implementation through various programs.

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 licenses and bringing 24 years of industry experience. Before joining Wells Fargo in 2019, he worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney from 2012 to 2019. Outside of advising, he has passive ownership interests in multiple vacation rental properties located primarily in Tennessee and South Carolina. Wells Fargo Clearing specializes in retirement plan consulting for qualified ERISA and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and based on modern portfolio theory, with a notable breadth of investment options including insurance-related vehicles and bank deposit sweep programs.

Amanda Hillhouse is a financial advisor with LPL Financial in Tupelo, MS, holding Series 63 and Series 65 licenses and having one year of industry experience. Prior to joining LPL Financial and Cadence Bank Investments in 2023, she worked at Cadence Bank and spent six years at Bath and Body Works. In addition to her advisory role, she serves as a notary in Tupelo. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and combines large-scale advisory operations with various non-advisory product offerings.

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 Saltillo, MS, holding Series 63 and Series 66 credentials and 28 years of industry experience. She has been with Ameriprise and its affiliated entities since 2005. Outside of her advisory work, Fox serves on the boards of the Pied Piper Players and the Kiwanis Club and acts as an ambassador for Plexus health products. 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 personalized, non-discretionary recommendations through a centralized consulting team.

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 and holds Series 63 and Series 66 licenses. He has seven years of industry experience, including six years at Edward Jones. Outside of his advisory role, he owns Saylors Strategic Wealth PLLC, which focuses on insurance, benefits, and human resources. Cambridge Investment Research Advisors serves a diverse client base, including individual investors, retirement plans, and charitable organizations, offering financial planning, portfolio management, and retirement plan advisory through a large network of independent Financial Professionals and multiple account platforms.

James Brown is a financial advisor with MWA Financial Services Inc. in Tupelo, MS, holding Series 63 and Series 65 licenses and possessing 14 years of industry experience. He has been with MWA Financial Services since 2011 and also maintains an affiliation with Modern Woodmen of America since 2010. MWA Financial Services, Inc. serves individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance, primarily providing services on a non-discretionary basis.

Jerry Averett Jr. is a financial advisor with MWA Financial Services Inc. in Tupelo, MS, holding Series 63 and Series 66 licenses with 14 years of industry experience. He has been with MWA Financial Services since 2012 and is also associated with Modern Woodmen of America since 2011. MWA Financial Services, Inc. is an SEC-registered investment adviser and FINRA-registered broker-dealer serving individuals, trusts, corporations, charitable organizations, and employer-sponsored retirement plans through a network of 134 advisors. The firm offers tiered financial planning, adviser-managed and third-party managed accounts, and access to commissionable products and insurance through its affiliation with Modern Woodmen of America.