Jason Kyle Mims

Timothy Walls is a financial advisor at Axient Investment Advisors LLC with 23 years of industry experience. He holds a Series 66 designation and has worked previously at Concourse Financial Group Securities Inc and Sterne Agee Financial Services. Walls is based in Pelham, Alabama. Axient Investment Advisors provides discretionary investment management, financial planning, and ERISA consulting to clients including retirement plans, trusts, corporations, and charitable organizations. The firm employs multiple delivery models and combines tactical and strategic allocation approaches, managing over $450 million in discretionary assets.

Mark Rutledge is a financial advisor at Insight Folios with 13 years of industry experience. He holds the ChFC® and Series 63 designations. Prior to joining Insight Folios in 2025, he worked at Brookstone Capital Management and Specialized Advisors LLC, among other firms. Rutledge is also an independent insurance agent through JD Mellberg LLC. Insight Folios provides portfolio management and financial planning services primarily for individual and high-net-worth clients, while also offering ERISA plan consulting and sub-advisory services to other registered investment advisers. The firm uses a team-of-advisers approach combined with proprietary planning software and artificial intelligence tools to support its investment and planning process.

Jeanna Stephens is a financial advisor at Wealth Management with six years of industry experience. She holds a Series 65 designation and has worked at Chappell Professional Group, PC, a tax and accounting firm, since 2015. Wealth Management Nebraska LLC provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as to retirement plan sponsors and other institutional clients. The firm manages approximately $3.1 billion in assets and employs a modern portfolio theory-based approach, primarily using passively managed mutual funds and ETFs.

Ralph Moore is a financial advisor with First Heartland Consultants, Inc. in Pelham, Alabama, holding the ChFC® designation and Series 63 license, with 32 years of industry experience. He has been with First Heartland Capital Inc since 2012 and has extensive involvement in multiple business ventures, including ownership in a furniture leasing business and active roles in various real estate and property management companies. Moore also serves as president of the board of directors for the Iota Lambda House Corporation of Sigma Nu Fraternity. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, asset management, and third-party asset management solutions through a network of independent investment adviser representatives.

Melissa Brown is a financial advisor at OneSeven with 24 years of industry experience. She holds a Series 63 designation and has worked at firms including Securities America Advisors, Inc. and Kestra Advisory Services, LLC. Brown joined OneSeven in 2026. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm offers diversified portfolios using mutual funds, ETFs, stocks, bonds, and access to alternatives and private placements, applying a primarily long-term investment approach with both discretionary and non-discretionary arrangements.

Thomas Davis IV is a financial advisor at Virtue Capital Management, LLC with 13 years of industry experience. He holds a Series 66 designation and has worked at Virtue Capital Management since 2019. In addition to his advisory role, he is president of Designed Income Advisory, LLC, where he is involved in the sales of insurance and insurance-based investment products. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisors and more than 4,000 clients. The firm offers portfolio management, financial planning, third-party manager selection, and retirement education, employing a model-driven approach that incorporates economic data and quantitative optimization.