Edwin Mason

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.