James Bailey

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.

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.

Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional® specializing in retirement planning at BWM, LLC. Jason frequently writes about modern retirement theory, the comprehensive retirement planning process that offers customized solutions for each individual retiree. Jason’s articles Modern Retirement Theory, Using a Hierarchy of Funds to Reach Client Goals, and Contingency Fund: Individual Retiree Risk Management (with M. Ray Grubbs, Ph.D.) have been published in the Journal of Financial Planning. As well, content from these works appear in the Retirement Management Analyst textbook and the Retirement Income Certified Professional® curriculum. Jason has been quoted in outlets including Forbes, MarketWatch, CNBC, Morningstar, NASDAQ.com, Bogleheads.com, and Advisor Perspectives. He served as a contributing author for the Financial Planning Association’s (FPA) general public website. He currently serves as a Peer Reviewer for the Journal of Financial Planning. He formerly served on the Journal of Financial Planning’s Advisory Board (2010-2014) and as a peer reviewer for the Retirement Management Journal. Jason has served as an expert witness for FINRA arbitration. In 2014, Jason was appointed by the Governor and confirmed by the state Senate to serve on the College Savings Mississippi Board. Branning is married with 4 children and is active in his local church. He is an honors graduate of Mississippi College with a B.A. in English and holds a certificate in Financial Planning from Florida State University. His hobbies are reading and running.

Johnson is a CERTIFIED FINANCIAL PLANNER practitioner and a Chartered Financial Consultant® at Branning Wealth Management, LLC. He is a Magna Cum Laude graduate of Mississippi State University where he received his Bachelor’s degree in Business Administration with a concentration in finance. Through prior experience with non-profit organizations, Johnson has developed a genuine interest in cultivating meaningful relationships with others. Primarily serving millennials and those starting out in their working careers, Johnson is poised to provide hands-on, practical advice for your financial life. Johnson is an active member at First Presbyterian Church of Jackson, where he is involved with the music ministry, young adult ministry, and serves as an usher. He serves on the board of directors for the Financial Planning Association (FPA) of Mississippi. He enjoys playing guitar and mandolin, sports, and fishing of any kind. He and his wife, Anna, currently reside in Jackson.

William Boyles is a Financial Solutions Advisor with Merrill Lynch Wealth Management. In his role, he collaborates with clients to understand their financial priorities and develop strategies aimed at pursuing their short-, mid-, and long-term objectives. His services encompass a range of areas including general investing, retirement planning, and preparing for unexpected financial needs. He also facilitates access to Bank of America specialists for clients requiring support with banking, credit, home financing, and small business solutions. Boyles holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). He earned a Bachelor's Degree from the University of Mississippi and a Master's Degree from Virginia Theological Seminary. His approach emphasizes personalized client relationships and ongoing advice aligned with evolving client needs.