Dalion Welch

Roger Collins is a financial advisor at Eversight Wealth LLC in Jackson, MS, holding a Series 65 designation with 10 years of industry experience. He has been with Eversight Wealth since 2015. Eversight Wealth provides investment management and financial planning primarily to individual clients, as well as trusts and private companies, serving mostly remote clients across the United States. The firm’s approach focuses on low-cost, globally diversified portfolios with inflation protection and employs strategies such as tax-loss harvesting, rebalancing, and tailored asset allocation, including the use of call options and other derivatives for some clients.

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Travis Woods is a CFP® and CFA® with 15 years of industry experience, currently serving as the principal advisor at Collaborative Advice LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and various business consulting ventures. Outside of advisory work, Woods is the Chief Financial Officer of Maybe Finance, Inc., and a business consultant and partner in several consulting and business ventures. Collaborative Advice LLC provides financial planning and discretionary investment management primarily to high-net-worth individuals. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing passive investment strategies alongside fundamental analysis, and focuses on planning and consultative services rather than managing large assets under management.

William Wimberly is the sole advisor at W.A. Wimberly & Associates, Inc. in Madison, Mississippi, holding Series 63 and Series 66 licenses with 42 years of industry experience. He previously worked at LPL Financial from 2008 to 2018 and has operated his own firm since 1972. In addition to his advisory role, he is actively involved in fixed life insurance, long-term disability, and long-term care insurance sales. W.A. Wimberly & Associates provides investment advice and planning services to individuals, closely held businesses, trusts, and estates, managing approximately $31.8 million across about 30 clients. The firm emphasizes a non-discretionary approach to asset management, employs a signature planning program called the Discovery Process, and integrates insurance advisory services alongside investment management.

Frank Zito is the sole advisor at FHZ Wealth Management, LLC in Madison, MS, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Coker & Palmer. He is also an independent insurance agent, spending minimal time on insurance sales. FHZ Wealth Management provides sub-advisory portfolio management services to third-party investment advisers, managing client accounts according to the hiring advisers' objectives and guidelines. The firm employs multiple analysis methods and strategies, focusing exclusively on serving other advisers rather than individual retail clients.