Charles Davis Dawkins

Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Marc Maddox is a financial advisor with Truline Wealth Group, LLC in Hattiesburg, MS, holding a Series 66 designation and 14 years of industry experience. He has worked previously with ICOM Advisors, LLC, Infinex Investments, Inc., Bancorpsouth Insurance Services, and Princor Financial Services Corporation. Outside of investment advising, Maddox serves as Vice President of the employee Benefits Division at Maddox Benefits, LLC, which sells insurance products to businesses and individuals. Truline Wealth Group provides discretionary investment management, financial planning, and retirement-plan advisory services to a range of clients including individuals, families, estates, and pension plans. The firm combines strategic and tactical asset allocation with proprietary quantitative models and offers pension consulting and fiduciary services with oversight of third-party advisers.

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Jason Jager is a CFP® with 10 years of industry experience, currently serving as an advisor at Inman Jager Wealth Management, LLC. His work history includes roles at Jager Wealth Management LLC and PriorityOne Bank, among others. Inman Jager Wealth Management advises individuals, high-net-worth clients, families, trusts, charitable organizations, and various business entities. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, offering discretionary and non-discretionary wealth management, financial planning, and ERISA 3(21) retirement plan advisory services.

Allen Regan is a CFP® with 15 years of industry experience, currently serving at Vistica Wealth Advisors, LLC. He has worked at several firms including Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Regan is also active in his community through roles at Main Street United Methodist Church and Diamondhead United Methodist Church. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in client assets and employs a long-term, allocation-driven investment approach emphasizing passively managed, index-based funds, ESG options, and the use of third-party sub-advisors for specialized strategies.

Bradley Bondurant is a CFP® professional at Truline Wealth Group, LLC with 13 years of industry experience. Prior to joining Truline Wealth Group in 2026, he worked for ICOM Advisors, LLC from 2013 to 2026. Outside of financial advising, he serves as president and partner of White Glove, Inc., a janitorial services company. Truline Wealth Group offers discretionary investment management and financial planning services to individuals, families, and various institutional clients. The firm combines strategic asset allocation with quantitative models and provides pension consulting and fiduciary services, along with oversight of third-party advisers.