Ellis Gerald Mitchell Jr.

Stephen Crawford is a financial advisor with Summit Wealth Group in Meridian, MS, holding a Series 66 credential and five years of industry experience. He has worked at Summit Wealth Group and Commonwealth Financial Network, among other financial institutions. He is also the owner of First Cahaba Investments LLC, a private entity established to support his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized target allocations and a variety of analytical approaches, offering discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Gary James is a CFP® professional with 26 years of industry experience. He currently serves as vice president and co-owner at Summit Wealth Group and has held prior roles at Commonwealth Financial Network, LPL Financial, and UBS Financial Services. Outside of his advisory work, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized investment strategies tailored to each client’s profile and uses various analytical approaches, including third-party money managers and sub-advised models, with ongoing account monitoring.

Nathan Cox is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and seven years of industry experience. He is also involved with Retirement Income Solutions and Secure Retirement Solutions of Tennessee. Outside of his advisory roles, Cox holds ownership interests in agricultural and livestock sales and is a partial owner of a dog grooming business. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, providing asset management, financial planning, ERISA plan services, and co- and sub-advisory arrangements. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to tailor portfolios across discretionary and non-discretionary platforms.

Lacey Morrison is a financial advisor at Summit Wealth Group in Meridian, MS, holding a Series 66 credential with 10 years of industry experience. She has been with Summit Wealth Group and its related entities since 2015, including a two-year tenure at Commonwealth Financial Network. Summit Wealth Group LLC provides wealth management and financial planning services to a diverse client base, including individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs a customized investment approach that incorporates various analytical methods and frequently utilizes third-party money managers and sub-advised models.

Thomas Booker is a financial advisor with First Command Advisory Services in Meridian, MS, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Woodstock Furniture and Wal-Mart. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Roy Lamar is a financial advisor at &Partners with 18 years of industry experience. He holds a Series 66 credential and has previously worked at Wells Fargo Clearing, Stifel, and UBS Financial Services. Lamar serves as a commissioner for the Meridian Airport Authority. &Partners serves a diverse client base including high-net-worth individuals, retirement plans, and institutional clients. The firm offers investment management, financial and tax planning, and retirement plan consulting using a combination of proprietary and third-party strategies.