Don Fruge is a financial advisor with Fruge' Capital Advisors, LLC, holding a Series 65 designation and 18 years of industry experience. He has worked with Oxford Investment Advisors since 2009 and also serves as a partner at Fruge' Law Firm, PLLC, where he provides legal services unrelated to investment advisory. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, using globally diversified, multi-asset class portfolios that combine passive index ETFs with tactical overlays and selected active managers. Its affiliation with a law practice allows coordination on tax, estate, and charitable planning when clients engage those services.

Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 18 years of industry experience. He holds a Series 65 designation and has worked at Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services. He has also been affiliated with the University of Mississippi since 1971. Fruge' Capital Advisors serves individuals and families, including high-net-worth clients, as well as nonprofits, trusts, estates, and retirement plans. The firm offers fee-only investment management and financial planning, utilizing globally diversified, multi-asset class portfolios with a strategic core based on modern portfolio theory and passive index ETFs, complemented by tactical overlays and selected active managers.

John Hardy is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 22 years of industry experience. He 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, and institutional clients. The firm employs a customized financial planning process with a focus on fundamental analysis and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

Gary Wilson is a CFA® charterholder with three years of industry experience, currently serving as a financial advisor at Hardy Reed, LLC. His prior experience includes roles at ALPS Distributors, Inc and Vulcan Value Partners, as well as a long tenure at Southeastern Asset Management. Outside of his advisory work, he is involved with Magnolia By the Sea, LLC, managing a vacation rental property. Hardy Reed provides financial planning, wealth management, and investment management services to individuals, trusts, estates, and institutional clients. The firm employs a fundamental, long-term investment approach and offers fiduciary and pension consulting services, managing approximately $2.36 billion in discretionary assets.

Kenneth Parkinson is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 21 years of industry experience. He holds Series 63 and Series 65 designations and has been with Hardy Reed since 2011. Hardy Reed provides financial planning, wealth management, and investment services to individuals, trusts, estates, and institutional clients, including pension and profit-sharing plans. The firm uses a customized financial planning process and primarily employs fundamental analysis with long-term investment strategies, offering both discretionary portfolio management and nondiscretionary advice.

Andrew Yee is a CFP® professional with 18 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services. Yee holds a Series 66 license and is also a licensed independent life insurance agent. Barnes Pettey Financial Advisors, LLC serves individuals, families, trusts, estates, charitable organizations, corporations, and retirement plans with discretionary and non-discretionary investment management and financial planning. The firm manages approximately $1.1 billion in client assets through a team of eight advisors, offering tailored portfolios that incorporate a range of investment vehicles and ongoing comprehensive financial planning.

Margaret Justus is a CFP® professional with 12 years of industry experience, currently serving as an advisor at Hardy Reed, LLC. She has been with Hardy Reed since 2006 and previously worked at the University of Mississippi from 2014 to 2016. 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 process with a focus on fundamental analysis and long-term strategies, offering both discretionary portfolio management and nondiscretionary advice.

David Bennett is a financial advisor with Advisor Resource Council, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He previously worked at Next Financial Group Inc for nine years before joining Advisor Resource Council in 2021. Bennett is also active as an insurance agent, providing life, health, fixed annuities, accident, long-term care, disability, and Medicare supplement products. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, offering asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies that combine artificial intelligence tools with traditional fundamental analysis across a range of portfolio types and asset classes.

Allen Kimbrell is a financial advisor with Advisor Resource Council, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. His prior experience includes roles at Wells Fargo Advisors and Wells Fargo Clearing. He serves as a trustee for a family trust. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises, providing asset management, financial planning, retirement plan consulting, and access to third-party money managers and LPL advisory programs. The firm uses actively managed strategies combining artificial intelligence tools with fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Justin Childress is a CFP® professional with 15 years of industry experience, currently affiliated with Advisor Resource Council. His prior roles include positions at Cetera and Region Bank, among others. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises by providing asset management, financial planning, retirement plan consulting, and referrals to third-party money managers. The firm uses actively managed strategies combining artificial intelligence tools with traditional fundamental analysis across various asset classes and offers both discretionary and nondiscretionary portfolio management.

Benjamin Sabin is a financial advisor with Fortis Capital Advisors, LLC and holds Series 63 and Series 65 licenses. He has 19 years of industry experience, including roles at MassMutual, MetLife Securities, and New England Securities. Sabin is a founder and managing partner of Horizon Private Wealth, where he serves as a senior advisor. Fortis Capital Advisors provides investment advisory and financial planning services to individual investors, trusts, businesses, retirement plans, other advisers, and institutional clients. The firm offers customized portfolio construction and ongoing monitoring, utilizing both model and bespoke strategies across various investment approaches.

Daniel Barfield is a CFP® with 29 years of industry experience. He is currently with Advisor Resource Council and has previously worked at Accelerate Investment Advisors LLC, Barfield Wealth Management, NEXT Financial Group, Inc, and Barfield Assoc, CPAs. Outside of his advisory role, he is an officer at a CPA firm and a part owner of a print and online advertising business. Advisor Resource Council serves individuals, families, retirement plans, charitable organizations, and business enterprises with asset management, financial planning, and retirement plan consulting. The firm employs actively managed strategies using model portfolios and AI-enhanced analysis, offering both discretionary and nondiscretionary portfolio management through a network of investment adviser representatives.

Jon Cullen is a financial advisor with B. Riley Wealth Advisors, Inc. in Oxford, MS, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. His prior roles include positions at FTB Advisors, Inc. and Valic Financial Advisors. He is also involved with T.H.E Wealth Management, a marketing name for financial securities business conducted through B. Riley Wealth Management. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

Joseph Simpson is a CFP® with 25 years of experience in the financial services industry. He is currently with EverSource Wealth Advisors, LLC and has previously worked at Barnes-Pettey Financial Advisors, Raymond James Financial Services, and Highland Capital. Outside of his advisory role, Simpson manages several family-owned LLCs involved in real estate brokerage and mixed-use real estate development projects. EverSource Wealth Advisors serves individual, high-net-worth, institutional, and advisory clients by providing wealth management, financial planning, portfolio management, private markets access, and retirement-plan services. The firm operates through a network of advisors delivering multiple investment programs and offers values-based portfolio options informed by a stated Judeo-Christian framework.

Heath Houston is a financial advisor with Eagle Strategies (New York Life) based in Oxford, MS, holding a Series 66 designation and 18 years of industry experience. He operates under his own firms, HH Strategies LLC and Crystal Clear Financial Group, LLC, while also working with Eagle Strategies since 2010. Outside of his advisory work, he is a partner in Wolf Ridge Farms LLC, a hunting camp for social purposes, and serves as a youth soccer coach with the Oxford Park Commission. Eagle Strategies serves individuals, retirement plans, trusts, charitable organizations, and corporate clients by providing financial planning, investment advisory, and retirement plan consulting services through a large network of advisors. The firm emphasizes client-directed solutions and uses third-party managers and model portfolios, managing over $25 billion in assets as of 2024.

John Henson Jr. is a financial advisor with Primerica Advisors based in Oxford, MS, holding the ChFC® designation and Series 63 and 66 licenses. He has 31 years of industry experience, including roles at Park Avenue Securities, Guardian Life Insurance, IFG Advisory, LPL Financial, and Northwestern Mutual. Outside of his advisory work, he is involved in insurance brokerage through his ownership of Fred Salvo Associates. His firm, Park Avenue Securities LLC, serves a diverse retail client base with brokerage, advisory, financial planning, and consulting services. The firm offers a range of investment programs and solutions, including proprietary model portfolios and third-party management, catering to individual investors, charitable organizations, and corporate clients.

John Russell is a financial advisor with Primerica Advisors in Oxford, MS, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2017. Outside of his advisory role, Russell is involved in insurance sales for group and individual products from other companies. Park Avenue Securities LLC serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients, offering both brokerage and fee-based advisory services. The firm employs a range of investment strategies through proprietary and third-party model portfolios and provides various account-level services such as lending solutions and donor-advised fund options.

Zach Carey is a financial advisor with Empower Advisory Group based in Oxford, MS, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. His prior roles include positions at Gwfs Equities, Inc., Alexander Capital, and Calton & Associates, Inc. Empower Advisory Group delivers financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and retail brokerage clients. The firm’s integrated approach leverages proprietary and third-party methodologies focused on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Jonathan Randolph is a financial advisor at Raymond James & Associates with three years of industry experience. He holds a Series 66 designation and previously worked with the PGA Tour for ten years. Outside of his advisory role, he is involved with Next Golf Tour, an online golf league that operates on golf simulators. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a non-discretionary advisory model and maintains capabilities in public finance and institutional consulting.

Bradley Mayo is a Series 66-licensed financial advisor with LPL Financial in Oxford, MS, bringing 14 years of industry experience. His prior roles include positions at Royal Alliance Associates, Signator Investors, and Transamerica Financial Advisors. Outside of his advisory work, Mayo serves as a board member of the State of Mississippi Oil & Gas Board and owns a lobbying business, Seneca Strategies. LPL Financial offers advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm supports its advisors with in-house research, model portfolios, and a variety of investment and service options tailored to client needs.

William Pittman is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the Series 66 designation and previously worked at AIG/Valic Financial Advisors, Inc. for 12 years before joining MassMutual Life Insurance Company and Mass Mutual Investors Services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management services using firm-approved analytical tools and offers specialized planning programs, including a recent addition of Divorce Planning.

William Giles is a financial advisor with LPL Financial in Oxford, MS, holding a Series 66 designation and 15 years of industry experience. He has been with LPL Financial since 2015 and also serves as a notary public in the State of Mississippi. 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 combines large-scale advisory operations with non-advisory product activities.

Mark Sudduth II is a financial advisor at Edward Jones in Oxford, MS, holding a Series 66 designation with nine years of industry experience. Prior to joining Edward Jones in 2016, he served in the United States Air Force for 21 years. Outside of advising, he is a member of Two Step Properties, LLC, a restoration company, and manages a single-family rental property. Edward Jones is a full-service wealth management firm serving more than four million clients, including individual and institutional investors. The firm offers a range of advisory programs and investment solutions, supported by a large nationwide network of financial advisors and branch offices.

John Pendley is a financial advisor with MassMutual Investors Services holding a Series 66 designation and two years of industry experience. His prior work includes roles at Venture West Real Estate Services and Gilmore, Rowley, Crissey & Wilson. 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, and educational seminars, using firm-approved tools to deliver collaborative, goal-based recommendations.

Richard Earnest is a financial advisor at Robert W. Baird & Co. with two years of industry experience. He holds a Series 66 designation and has prior experience at Watkins, Ward, & Stafford, PLLC, as well as service in the Mississippi Army National Guard as a helicopter pilot. Earnest serves on several local boards, including the Houston Scout Foundation and Chickasaw County School Board. He is part of the DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises a diverse client base including individuals, families, pensions, corporations, and charitable organizations. The group offers tailored consulting and portfolio services, utilizing a range of investment strategies and management approaches.

Bennett Shull is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2022. Prior to his career in finance, he was involved with Handy Andy BBQ from 2020 to 2022. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized services including estate-settlement and employer-sponsored planning.

Charles Sherman III is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 66 licenses and has worked previously at Wells Fargo Advisors LLC and Wells Fargo Clearing. Sherman serves as Vice President and Committee Member of the Oxford University United Methodist Church, where he reviews and approves the church’s financials. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and maintains capabilities in public finance and municipal services.

David Reid is a financial advisor with Raymond James & Associates in Tupelo, MS, holding Series 63 and Series 66 credentials and 24 years of industry experience. He has worked at Raymond James since 2018 and previously held roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, Reid serves as a director for Mid South Grain Inspection Service and is a partner in UOX Service, LLC. 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, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Andrew Shull is a financial advisor with MassMutual Investors Services in Oxford, MS, holding Series 63 and Series 65 licenses and with 13 years of industry experience. He has worked at MML Investors Services LLC and MassMutual Life Insurance Company since 2012. In addition to his advisory role, Shull practices law, advising clients on buy/sell arrangements and business contracts. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Susan Boyd is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. She holds a Series 66 designation and has been with Wells Fargo Clearing since 2016. Outside of her advisory role, she serves as an executrix for an estate in Bruce, Mississippi. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a range of investment options such as insurance-related vehicles and bank deposit sweep programs.

David McPhail is a financial advisor with LPL Financial in Oxford, MS, holding a Series 66 designation and 14 years of industry experience. He has been with LPL Financial since 2015. Outside of his advisory role, he is involved with Giles McPhail Wealth Management and holds a position as a non-variable insurance agent. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, institutions, and retirement plan sponsors. The firm offers diverse investment solutions supported by an in-house research team and a large network of investment adviser representatives.

James Langley is a financial advisor with Edward Jones in Oxford, Mississippi, holding CFP® and Series 63 credentials and having 26 years of industry experience. He has been with Edward D. Jones & Co., L.P. since 1999. Outside of his advisory role, Langley is involved in managing family assets through two LLCs and participates as a partner in agricultural and timber operations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients across a broad spectrum of households and organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Robert Tatum is a CFP® with 35 years of industry experience, currently affiliated with LPL Financial since 2016. He previously worked at Trustmark from 2016 to 2024. In addition to his advisory role, he is involved with FET Realty, LLC for tax and investment purposes. 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 large network of investment adviser representatives.

Fred Bell III is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has previously worked at Oxford University Bank, Valic Financial Advisors, and Bank of Commerce. 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 broad range of financial planning and investment management solutions supported by an in-house research team and a large network of investment adviser representatives.

Tyler Hallagin is a financial advisor with Ameriprise in Oxford, MS, holding a Series 66 designation and 11 years of industry experience. He has been with Ameriprise and its affiliated entities since 2015. Hallagin serves as a board member for the Kansas State Treasurer. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to produce tailored Recommendation Reports. The firm provides a broad range of advisory, brokerage, and insurance solutions through its institutional platform.

James Gunn is a CFP® professional with 25 years of experience in the financial services industry. He has been with Edward Jones since 2001, based in Oxford, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of investment strategies including discretionary and non-discretionary wrap fee programs, access to separately managed accounts, and affiliated mutual funds, supported by a nationwide network of over 23,700 financial advisors.

Douglas Atkinson is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 32 years of industry experience, including prior roles at Transamerica Financial Advisors and Signator Investors. Outside of his advisory work, he is also active as an independent insurance agent with several companies. Cambridge Investment Research Advisors serves individual investors, retirement plans, charitable organizations, and pension/profit-sharing plans through a network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services, utilizing model portfolios and third-party strategists across multiple account platforms.

John Gunn is a financial advisor with Edward Jones in Oxford, MS, holding a Series 66 designation and 14 years of industry experience. He has been with Edward Jones since 2011. Outside of his advisory role, he is involved in rental property management. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets with a nationwide network of over 23,700 financial advisors and offers a variety of advisory programs and investment strategies under a fiduciary standard.

Charles Francis IV is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and having one year of industry experience. His prior roles include positions at FHN Financial Capital Markets and FHN Financial Securities Corp. Outside of advising, he is involved with Giles McPhail Wealth Management as a DBA for LPL business. LPL Financial provides a broad range of advisory and brokerage services to individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers various delivery options including financial planning, model-portfolio advisory programs, and third-party asset management, supported by an in-house research team that constructs diversified and alternative model portfolios.

Christopher Cole is a financial advisor with Robert Baird & Co. in Oxford, MS, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. He has worked at Robert Baird & Co. since 2019 and has been with J.J.B. Hilliard, W.L. Lyons, Inc. since 2002. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which advises individuals, families, pensions, corporations, charitable organizations, and institutional clients. The group offers a range of financial planning and portfolio management services tailored to client goals and risk tolerances, utilizing both in-house and third-party managers across traditional and non-traditional investment strategies.

William Bell is a CFP® professional with 25 years of industry experience, currently affiliated with MassMutual Investors Services in Oxford, MS. He has worked with MML Investors Services and MassMutual since 2012. Outside of his advisory role, he serves as a deacon at Christ Presbyterian 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 a range of programs including wrap and money-manager solutions as well as educational seminars.

Jeffrey Griffin is a Series 66-licensed financial advisor with Robert Baird & Co., where he has worked since 2019. He has six years of industry experience and previously held roles at ECS Federal, Tek Systems, and Verizon Telemetrics. Griffin is involved in several investment-related business activities, including ownership and partnership positions in multiple LLCs. He is part of The DDK Group within Robert W. Baird & Co.’s Private Wealth Management practice, which serves individuals, families, institutions, and charitable organizations. The group offers customized financial planning and portfolio management services, utilizing a range of investment strategies and overlays tailored to client goals and risk tolerances.

Thomas Chandler Jr. is a financial advisor with Cetera, holding Series 63 and Series 66 credentials and nine years of industry experience. His prior roles include positions at Regions Bank, MassMutual Life Insurance Company, and MWA Financial Services. Outside of advising, he operates a notary public service for non-investment clients. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary solutions supported by both advisor-managed and model-driven investment programs.