Stephen Strickland is a financial advisor at Stonehenge Private Client Group, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Strickland manages general farm operations as the managing member of East Rocking D Ranch, LLC and serves in multiple capacities with the University of Southern Mississippi Foundation. Stonehenge Private Client Group is a state-registered investment adviser that provides tailored investment management and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages assets primarily on a non-discretionary basis and offers advisory services that may include the use of third-party Outside Managers.

Emily Maxwell is a CFP® professional with 25 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2015 and B. Riley Wealth Management since 2022. She previously worked at National Securities Corp from 2015 to 2022. Maxwell is a board member of the Rotary Club of Natchez, a local civic organization. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Gary Agent is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Mississippi State University, and Madison-Ridgeland Academy. IFG Advisory, LLC serves a diverse client base 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, utilizing a combination of fundamental, technical, and cyclical analysis alongside a range of management strategies.

William Smith II is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with IFG Advisory since 2014 and also maintains a role with LPL Financial dating back to 2009. Outside of his advisory work, he is a partial owner of a family investment partnership. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, employing a blend of fundamental, technical, and cyclical analysis and utilizing various management strategies, including in-house and third-party options.

David Falkenheiner is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior work includes roles at Ernst & Young LLP and Silas Simmons LLP. He serves on multiple local boards in Natchez, Mississippi, including the Natchez Chamber of Commerce and the Rotary Club of Natchez. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.

Coney Bryan is a financial advisor with Primerica Advisors in Olla, Louisiana, holding a Series 63 designation and bringing 30 years of industry experience. He has been associated with Primerica Financial Services since 1984 and PFS Investments Inc. since 2009. Outside of financial advising, he is involved in farm ownership in Olla, Louisiana. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and selectively managed accounts to individual and high-net-worth clients, operating primarily as a wrap-fee solution rather than managing institutional pension or profit-sharing plans.

Bazile Lanneau Jr. is a financial advisor with LPL Financial in Natchez, MS, holding a Series 66 designation and 21 years of industry experience. He has been with LPL Financial since 2005 and also practices as an attorney. Outside of his advisory work, he owns a life insurance business and co-manages a family farming operation. LPL Financial provides advisory and brokerage services to a wide range of clients, including individual investors, retirement plan sponsors, and institutions, offering various investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Forrest Johnson III is a financial advisor with Ameriprise in Natchez, MS, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2011. Outside of his advisory role, he serves as a deacon on the board of directors for First Baptist Church in Natchez. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver tailored, non-discretionary recommendations supported by a centralized consulting team.