Element Wealth, LLC

Hayes Puckett is a financial advisor at Element Wealth, LLC with Series 65 credentials and one year of industry experience. Prior to joining Element Wealth, he served as the Speaker of the Mississippi House and spent ten years with MRA/Southern Miss. Element Wealth, LLC is a registered investment adviser managing approximately $642 million and serving individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide allocations and trade timing.

Barry Smith is a financial advisor at Element Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodridge Capital Portfolio Management since 1998. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities guided by relative strength, fundamental, and technical analysis, offering both discretionary and non-discretionary investment management along with financial planning and consulting services.

Jeremy Nelson is a financial advisor at Element Wealth, LLC with eight years of industry experience. He holds a Series 65 license and has previously worked at Sowell Management Services, Pinnacle Insurance Agency, and Pinnacle Trust. In addition to his advisory role, he provides access to life, health, and long-term care insurance products as a licensed insurance agent. Element Wealth, LLC manages approximately $642 million, serving individuals, retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a blend of model portfolios, mutual funds, ETFs, and individual securities, using fundamental, technical, and intermediate relative strength analysis to guide investment decisions.

Laura Cerra is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and 12 years of industry experience. She previously worked at Raymond James Financial Services Advisors and is the owner of Laura Brame Cerra CPA, an accounting firm providing services to individuals and businesses. Element Wealth, LLC manages approximately $642 million and serves a diverse client base including individuals, retirement plans, trusts, and nonprofit organizations. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using a mix of relative strength, fundamental, and technical analysis to guide investment decisions.

Jeremy Yancey is a Series 65-licensed advisor with Element Wealth, LLC, bringing 17 years of industry experience. He has served as a Mississippi State Senator for District 20 since 2007. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities using a mix of relative strength, fundamental, and technical analysis to guide investment decisions, offering both discretionary and non-discretionary management.

David Morse is a CFP® with 40 years of industry experience. He has worked at Element Wealth, LLC since 2025 and previously spent 25 years at Coker & Palmer. Outside of his advisory role, Morse serves as CFO of Morse Speech Pathology Services LLC. Element Wealth, LLC manages approximately $642 million and serves a diverse client base including individuals, retirement plans, trusts, and non-profits. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide investment decisions.

Andrew Gay is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has worked at CGC PLLC since 2018 and previously spent 26 years at Gay & Co. CPA Firm, PA. In addition to his advisory role, he is a staff CPA at CGC PLLC, dedicating part of his time to accounting work. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a blend of model portfolios, mutual funds, ETFs, and individual securities, using relative strength analysis alongside fundamental and technical methods, with ongoing portfolio monitoring and ERISA 3(38) investment-manager services for retirement plans.

Sarah Pehler is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and beginning her industry experience in 2023. Prior to joining Element Wealth, she worked at Trustmark National Bank and Northwestern Mutual. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities using a strategy that incorporates relative strength with fundamental and technical analysis, offering both discretionary and non-discretionary investment management and financial planning services.

Juli Ann Marquette is a financial advisor at Element Wealth, LLC with four years of industry experience. She holds a Series 65 designation and previously worked for BankPlus for ten years. Outside of her advisory role, she is involved as a managing member of Pine Properties, LLC, a rental property business. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using relative strength along with fundamental and technical analysis to guide investment decisions.

Lance Heisler is a financial advisor with Element Wealth, LLC in Theodore, Alabama, holding Series 63 and Series 65 licenses and six years of industry experience. He has worked at Element Wealth since 2019 and previously at Pinnacle Trust from 2015 to 2019. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide investment decisions.

James Bailey is a financial advisor with Element Wealth, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Trustmark National Bank, Sysco Foods, Desai Hotel Group, and Butler Snow Business Advisory. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, nonprofits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide investment decisions.

Danny Williams is a CFP® with 25 years of industry experience and is currently affiliated with Element Wealth, LLC in Ridgeland, MS. He has worked at Woodridge Capital Portfolio Management, LLC since 2006. Element Wealth, LLC is a registered investment adviser managing approximately $642 million and serves a diverse client base including individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm utilizes a combination of model portfolios, mutual funds, ETFs, and individual securities, applying intermediate relative strength along with fundamental and technical analysis to guide investment decisions.