Jonathan Randolph

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.