Jason Mims

Scott Cole is a CFP® with 21 years of experience and has been with Cole Financial Planning since 2004. He holds a Series 65 license and serves as a board member of GPN Alliance, Inc., the parent organization of the Garrett Planning Network. Cole also occasionally teaches financial planning courses as an adjunct professor and works as a financial neutral on interdisciplinary teams. Cole Financial Planning and Wealth Management, Inc. provides financial planning and investment advisory services to individuals, families, small businesses, nonprofits, trusts, and estates. The firm emphasizes long-term asset allocation and buy-hold-rebalance strategies, offering both discretionary and non-discretionary portfolio management tailored to client preferences.

Timothy Walls is a financial advisor with Axient Investment Advisors LLC, holding a Series 66 designation and 22 years of industry experience. His prior work includes roles at StoneX Securities Inc, Concourse Financial Group Securities Inc, and Sterne Agee Financial Services. Axient Investment Advisors LLC is an SEC-registered firm offering discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, retirement plans, institutions, and other entities. The firm provides multiple implementation options, including proprietary equity-focused model portfolios and third-party money manager programs, and offers ERISA/pension consulting, participant education, and affiliated insurance services.

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.

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.