Amy Essary is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. She previously worked at First American National Bank and BancorpSouth Bank before joining Edward Jones. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a variety of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Victor Phillips is a financial advisor with Ameriprise, holding a Series 66 designation and four years of industry experience. He previously worked at Blumark Financial and has experience outside finance, including landscape design and retail. Phillips is also involved in independent insurance brokering with a focus on disability income. Ameriprise provides retirement-income planning services primarily for individuals with significant investable assets, using a combination of research, modeling, and tax-efficient strategies to generate personalized recommendations delivered through a centralized consulting team.

Brandon McAnally is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. His prior work includes roles at Wells Fargo Clearing, Caterpillar Inc., and the Mississippi Office of the State Auditor. Outside of his advisory role, he operates Brandon McAnally LLC, a business entity for tax and investment purposes. 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 range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Joshua McAnally is a financial advisor at LPL Financial with 10 years of industry experience. He previously worked at Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Outside of his advisory role, he is involved in managing a personal business entity, Joshua McAnally, LLC. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, banks, charities, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and combines large-scale advisory operations with additional product offerings such as insurance and annuities.

John McAnally is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Wells Fargo Advisors and Wells Fargo Clearing from 2011 to 2024. Outside of his advisory work, he owns Charlotte Lakeside Pottery, a business unrelated to investment activities. 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 various investment solutions supported by an internal research team and a broad platform that combines advisory and brokerage services.

Jeffrey Moyers is a financial advisor at Edward Jones with 15 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a broad range of advisory strategies, including discretionary and non-discretionary wrap fee options, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.