Jeffrey W Chase

Sawyer Brown is a Series 65-licensed financial advisor at Financial Concepts with two years of industry experience. Prior to joining Financial Concepts, he held positions at Mississippi State University, Caring Transitions of GTR, East Mississippi Community College, Sleepmade, and Caledonia High School. Financial Concepts provides discretionary investment supervisory services, financial planning, and pension consulting to a diverse client base including individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold equity investment approach complemented by behavior coaching and utilizes third-party platforms such as SEI for portfolio management.

Jason Spears is a financial advisor with Beam Wealth Advisors, Inc. in Columbus, MS, holding Series 63 and Series 65 licenses and over 23 years of industry experience. He has worked at Purshe Kaplan Sterling Investments, Securities America Inc, and JDS Wealth Strategies. Outside of his advisory role, Spears is active in community organizations, serving as a Den Leader for a local Boy Scout pack, coaching competitive youth soccer, participating on the Columbus Redevelopment Authority board, and holding a political office on the City Council of Columbus. Beam Wealth Advisors, Inc. is a multi-team registered investment adviser with 27 advisors managing approximately $1.6 billion in client assets. The firm serves individuals, businesses, trusts, estates, and retirement plans through wealth management, financial planning, portfolio management, and ERISA/plan sponsor consulting, using an investment approach based on Modern and Post-Modern Portfolio Theory and behavioral finance.

Scott Ferguson is a financial advisor with Financial Concepts in Columbus, MS, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has worked at Financial Concepts since 2012, with a brief period at National Planning Corporation from 2015 to 2017. Ferguson serves as board president of the United Way of Lowndes County. Financial Concepts provides discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm emphasizes a buy-and-hold equity strategy to address inflation risk and incorporates behavior coaching to discourage market timing, managing portfolios primarily through mutual funds and SEI model allocations.

Kristen Kunz is a Series 65-licensed financial advisor with Financial Concepts, based in Columbus, MS, and has two years of industry experience. She has been with Financial Concepts since 2020 and previously worked at Mississippi University for Women and Lake Lowndes State Park. Financial Concepts is a team firm providing discretionary investment supervisory services, financial planning, and pension consulting to individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold investment approach focused on growth, growth-and-income, and balanced portfolios, emphasizing equities as an inflation hedge and tailoring portfolio changes to client circumstances rather than market timing.

Felice Olmos is a Series 65-licensed financial advisor with two years of industry experience, currently serving at Financial Concepts in Columbus, MS. Prior to her current role, she worked at Nicholas Air and United Exchange Corp. Financial Concepts provides discretionary investment supervisory services, financial planning, and pension consulting to a diverse client base including individuals, charitable organizations, and small businesses. The firm employs a buy-and-hold equity strategy supported by behavior coaching and utilizes third-party platforms such as SEI to manage over 3,000 clients with a small advisory team.

Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including LPL Financial, Lincoln Financial Securities, and MWA Financial Services. Outside of advisory work, he owns and operates Worn Tools Woodworking LLC, a woodworking business. 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 uses a variety of investment strategies and third-party managers to tailor portfolios and offers comprehensive services such as discretionary portfolio management, retirement plan consulting, and real estate–related planning.