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.

Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC in Jackson, MS, holding Series 63 and Series 65 designations with four years of industry experience. His prior work includes roles at Davis Private Wealth, MML Investors Services, and Northwestern Mutual. Dental Wealth Partners serves dental professionals, high-net-worth individuals, and sponsor-level retirement plans, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and dental practice valuation services. The firm emphasizes diversified asset allocation, tax-aware implementation, and ongoing portfolio monitoring, with specialized support for retirement plan governance and practice owners.

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.

Dalion Welch is a financial advisor at Duncan Wealth Management, LLC in Madison, MS, holding a Series 65 designation with one year of industry experience. He is also the founder and managing partner of Duncan Financial Solutions, PLLC, a CPA firm providing outsourced accounting, tax planning, and fractional CFO services to small businesses. Welch has worked at Trustmark National Bank since 2012. Duncan Wealth Management, LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses, including retirement plan consulting for qualified 401(k) plans. The firm employs a Modern Portfolio Theory-based approach, primarily using passive, low-turnover portfolios with nondiscretionary account supervision.

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.

Ashby Foote III is the Chief Investment Officer of Vector Money Management Inc and holds a Series 65 credential with 21 years of industry experience. He has worked at Vector Money Management since 1988. Outside of his advisory role, Foote serves as an elected City Councilman for Ward 1 of Jackson, MS, and is a board member of several nonprofit organizations, including the Institute of Technology Development, Bigger Pie Forum, Innovate Mississippi, and the Association of Graduates Investment Committee at West Point. Vector Money Management provides discretionary investment advisory and portfolio management services to individuals, trusts, corporations, institutions, foundations, and charitable organizations. The firm employs a top-down Classical Economic Model to guide sector and security selection, managing equity, balanced, and fixed-income strategies on a discretionary basis.

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.

Huiming Sun is a CFA® charterholder and Series 65 licensed financial advisor with 10 years of industry experience. Since 2015, Sun has been the sole advisor at Wealth Management, LLC in Clinton, MS. Outside of advisory work, Sun provides tax preparation services for a small number of individuals annually. Wealth Management, LLC offers discretionary investment management and advisory services primarily to affluent individuals, as well as select institutional and charitable clients. The firm focuses on client-specific investment policies, strategic asset allocation, and manager/security selection, utilizing both active and passive funds, with regular portfolio reviews and formal board-level engagement for institutional clients.

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Glover Russell is the principal of Russell Wealth Management, LLC, an independent firm based in Jackson, Mississippi. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he maintains a part-time legal practice focusing on estate planning, probate, and trust litigation. Russell Wealth Management provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm emphasizes risk-adjusted returns through fundamental security analysis with a long-term value orientation, tailoring portfolio management to each client’s objectives.

Tiffany Bergland is a CFP® and founder of Bergland Wealth Management, Inc. in Ridgeland, MS, where she has provided financial advisory services for 18 years. She has led her independent firm since 2002. Bergland Wealth Management offers personalized financial planning and discretionary investment management for individuals, families, trusts, estates, and related entities such as small businesses and charitable organizations. The firm emphasizes strategic asset allocation with a core of passively managed index funds, operates on a fee-only fiduciary basis, and provides regular reviews and written reports.

Gene Yates is a financial advisor at Abridge Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abridge Partners since 2007. Yates is also licensed in life and health insurance. Abridge Partners primarily serves high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm offers financial planning, consulting, and investment management through a combination of fundamental analysis, strategic asset allocation, and core-satellite portfolio construction, often utilizing third-party sub-advisers and model platforms.

Tom Davenport is a Series 65-licensed financial advisor with Davenport Watts & Drake Investment Advisors, LLC, bringing 16 years of industry experience. He has been with Davenport & Watts Investment Advisors LLC since 2003. Outside of his advisory role, he holds a 35% non-voting interest in McInvale Heating & Air, Inc. and serves as president of Cougar Management, Inc., a consulting firm supporting Davenport Watts & Drake and Mississippi Valley Publishing Corp. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and tax-aware long-term portfolio management primarily through no-load mutual funds and ETFs.

Robert Sutton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Guaranty Private Wealth. His prior roles include positions at LPL Financial LLC, Renasant Bank, Raymond James Financial Services, and Pinnacle Bank. Outside of his advisory work, Sutton volunteers as a volleyball coach, chairs the board of directors for A Way Out Ministries, and serves on the finance committee at Westminster Academy. Guaranty Private Wealth is a state-registered investment adviser serving individuals, families, and institutional clients. The firm manages discretionary and non-discretionary portfolios using a top-down, goal-based investment approach that incorporates tactical opportunities, alternative income instruments, and typically operates under discretionary authority.

Stephanie Kelly is a CFP® professional with three years of industry experience, currently serving as an advisor at RL2 Advisors, LLC in Jackson, MS. Her prior work includes roles at Cwm, LLC and The Thigpen Group, as well as experience with The Mississippi Bar. RL2 Advisors provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages a small client base with tailored financial plans and conducts periodic account reviews using a combination of fundamental, technical, and cyclical analysis.

Kelly Adams is a CFP® with 17 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to that, Adams worked at Wells Fargo Advisors Financial Network, LLC from 2016 to 2020. Outside of financial advising, Adams holds treasurer positions for St. Phillips Episcopal Church and the Jackson Yacht Club, managing budgets for both organizations. Easley Investment Consultants provides investment advisory and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers customized fiduciary investment advice, portfolio management through its own wrap fee program, and employs fundamental and technical analysis with an asset-allocation focus.

Sheldon Ford is a Series 65-licensed financial advisor with McAllister Capital Management in Jackson, MS, where he has worked since 2009. He has 11 years of industry experience. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million using a documented, disciplined investment process that emphasizes no-load mutual funds and ETFs, monthly portfolio reviews, and quarterly performance reporting.

Michael Langdon is a financial advisor at Grantham Poole Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Grantham Poole Advisors since 2022. His prior work includes roles at Grantham Poole PLLC, Baxter Healthcare, and Bolivar Automotive. Grantham Poole Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth and high-income clients. The firm manages discretionary accounts primarily using exchange-traded funds and mutual funds, and also recommends third-party money managers, integrating tax and accounting coordination through its affiliation with GranthamPoole, PLLC.

James Gerhart is a Series 65-licensed financial advisor at New Perspectives, Inc. with one year of industry experience. Prior to joining New Perspectives, he worked for the University of Southern Mississippi Foundation and held roles at Pixoul and the University of Southern Mississippi. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, and financial consulting. The firm emphasizes a long-term, buy-and-hold investment approach with fundamental analysis and uses no-load mutual funds and ETFs for diversification.