Joshua K Tootle

Samuel Resultan is a financial advisor with Voyage Wealth Management, LLC in Diberville, MS, holding Series 63 and Series 65 licenses and four years of industry experience. He previously worked with Northwestern Mutual Wealth Management Company and Northwestern Mutual Investment Services LLC. Outside of advising, he has experience in the restaurant industry, having been associated with Downtown Bistro and Two Brothers Smoked Meats. Voyage Wealth Management provides investment management, financial planning, business planning, and retirement plan management services to individuals, small businesses, and employer plan sponsors. The firm employs a core-and-satellite investment strategy using diversified, low-cost ETFs alongside active managers, with a focus on pension consulting and serving as an ERISA 3(38) investment manager for plan sponsors.

Brandon Allen is a financial advisor with AAIM Financial in Ocean Springs, MS, holding a Series 66 designation and 11 years of industry experience. Prior to founding Allen & Associates Investment Management LLC, he was associated with firms including Benefits Plus, TriCities Advisors, and LPL Financial. He is also a licensed insurance agent involved in health insurance sales through Integrity Agency Corporation and Cervus Highlands Insurance Group. AAIM Financial is an independent, single-advisor registered investment adviser serving individual and high-net-worth clients with portfolio management and related services. The firm employs fundamental analysis, modern portfolio theory, and quantitative methods in its investment process and combines long-term investing with options trading strategies.

Dieter Scherer is a CFP® with 13 years of experience in the financial services industry. He is the sole advisor at Adaptive Wealth, LLC, an independent registered investment adviser based in Charleston, SC, where he has worked since 2013. Adaptive Wealth provides discretionary asset management and financial planning services to individuals, trusts, estates, and other client entities. The firm employs a formulaic, quantitative investment approach using proprietary algorithms and tactical asset-allocation models, combining technical, fundamental, and macroeconomic analysis with risk controls.

Inspired Financial Planners is a virtual, fee-only financial planning firm in Gulfport, MS and Flat Rock, NC. We serve clients from Gen Z all the way through retirees. While we have clients in any stage of life, Tricia specializes in working with professionals with families, advising employer-sponsored retirement plans, and individuals that have inherited wealth. Tricia earned her chops as an intern at a large brokerage firm, mutual funds specialist, paraplanner, portfolio manager, and retirement plan consultant, before partnering with Germaine Weldon in 2019 to co-found Inspired Financial Planners. She is a Certified Financial Planner™ practitioner, a Certified Public Accountant, a Certified Student Loan Professional, and a Ramsey Solutions Master Financial Coach. Her greatest passion is helping young families advance toward financial independence and meeting their life goals. On the personal front, Tricia and her husband Nick find life balance by hiking, running, scuba diving, and chasing their toddlers. They welcomed their third daughter to the world in 2021.

Carter Lewis is a financial advisor at RWM Capital, LLC with a Series 65 credential and four years of industry experience. He has worked at RWM Capital since 2023 and previously spent time at Foundations Investment Advisors and Roberts Wealth Management. Outside of advising, he is involved with Roberts Wealth Management’s insurance business. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm uses tailored asset allocations implemented through model portfolios and sub-advisers, supported by quantitative algorithms and AI-assisted processes, across a multi-office platform.

Jordan Thomas is a financial advisor at RWM Capital, LLC and holds a Series 65 designation. He has one year of industry experience and previously worked in hospitality and retail sectors, including roles at Beau Rivage Resort & Casino and Panda Express. Roberts Wealth Management provides financial planning and fee-based discretionary investment management primarily to individual and high-net-worth clients preparing for or in retirement. The firm utilizes tailored asset allocations, external model portfolios, and algorithmic tools across a multi-office platform to manage client relationships and portfolios.