David Grant Falkenheiner

Stephen Strickland is a financial advisor at Stonehenge Private Client Group, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Strickland manages general farm operations as the managing member of East Rocking D Ranch, LLC and serves in multiple capacities with the University of Southern Mississippi Foundation. Stonehenge Private Client Group is a state-registered investment adviser that provides tailored investment management and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages assets primarily on a non-discretionary basis and offers advisory services that may include the use of third-party Outside Managers.

Emily Maxwell is a financial advisor at B. Riley Wealth Advisors, Inc. with 26 years of industry experience. She holds the CFP® designation as well as Series 63 and Series 65 licenses. Maxwell has worked at B. Riley Wealth Advisors since 2015, including a prior role at National Securities Corp from 2015 to 2022. Outside of her advisory work, she serves as a board member of the Rotary Club of Natchez. B. Riley Wealth Advisors provides investment advice and portfolio management services to individual clients, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a variety of programs, including Advisor-as-Portfolio-Manager, third-party managed portfolios, and internally managed models, overseeing approximately $4.21 billion in client assets.

Gary Agent is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. He has five years of industry experience, having previously been affiliated with LPL Financial and Mississippi State University. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors, third-party managers, and analytical approaches spanning mutual funds, ETFs, fixed income, options, and alternative products.

William Smith II is a financial advisor at IFG Advisory, LLC in Natchez, MS, holding a Series 66 designation with 17 years of industry experience. He has been with IFG Advisory since 2014 and concurrently with LPL Financial since 2009. Smith is a partial owner of a family investment partnership with no active management role. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm uses a mix of analytical approaches and various investment instruments, employing sub-advisors and third-party managers to tailor strategies aligned with client objectives.

Donna Lindley is a financial advisor at Edward Jones with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Stephen Mc Donald II is a CFP® professional with 23 years of industry experience and has been with Edward Jones since 2002. Based in Natchez, MS, he holds the Series 66 designation. Outside of his advisory role, he is involved in managing a family farm partnership and holds trustee and managerial positions in several local real estate entities. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets and offers a wide range of advisory strategies, supported by a large national network of financial advisors and branch offices.