Beverly Greene Surles

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 with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Davis Private Wealth, Northwestern Mutual, and MassMutual. Dental Wealth Partners provides investment advisory and financial planning primarily to dental professionals, offering services such as discretionary asset management, dental practice valuation, and retirement plan consulting. The firm emphasizes tailored portfolios and integrates practice transition and liquidity-event modeling with personal financial plans.

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® credentialed financial advisor with 16 years of industry experience. He is the principal of Collaborative Advice, an independent registered investment advisory firm based in Madison, MS. Woods also holds roles as Chief Financial Officer of Maybe Finance, Inc., business consultant at TBW Enterprises, and partner in LN Advisory Group LLC and BW2 Capital LLC. Collaborative Advice provides investment management and financial planning services to individuals and high-net-worth clients through a fee-only model. The firm emphasizes asset allocation based on modern portfolio theory, using passive index funds and ETFs alongside fundamental analysis, and offers comprehensive financial planning covering areas such as business planning, retirement, and tax strategies.

Dalion Welch is a financial advisor with Duncan Wealth Management, LLC in Madison, MS, holding a Series 65 credential and over one year of experience in investment advisory. He has worked at Duncan Financial Solutions, PLLC since 2024 and Trustmark National Bank since 2012. Welch is also the founder and managing partner of Duncan Financial Solutions, PLLC, a CPA firm offering outsourced accounting, tax planning, and fractional CFO services to small businesses. Duncan Wealth Management provides fee-only investment management and financial planning services primarily for women aged 50–65 experiencing life transitions. The firm follows a passive, tax-aware investment approach based on Modern Portfolio Theory and offers dedicated 401(k) plan consulting on a non-discretionary basis.

William Wimberly is the principal advisor at W.A. Wimberly & Associates, Inc. in Madison, Mississippi, with 43 years of industry experience. He held a role at LPL Financial from 2008 to 2018 and has been managing his own firm since 1972. In addition to his advisory work, he is involved in insurance sales, focusing on fixed life insurance, long-term disability, and long-term care products. W.A. Wimberly & Associates provides investment advice primarily on a non-discretionary basis to individuals, closely held businesses, trusts, and estates, managing approximately $31.8 million. The firm offers a planning program called the Discovery Process, combining budgeting, retirement, estate, and succession planning, and generally recommends exchange-traded funds using Charles Schwab research and custody.