Marc R Maddox

Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Jason Jager is a CFP® with 10 years of industry experience, currently serving as an advisor at Inman Jager Wealth Management, LLC. His work history includes roles at Jager Wealth Management LLC and PriorityOne Bank, among others. Inman Jager Wealth Management advises individuals, high-net-worth clients, families, trusts, charitable organizations, and various business entities. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, offering discretionary and non-discretionary wealth management, financial planning, and ERISA 3(21) retirement plan advisory services.

Allen Regan is a CFP® with 15 years of industry experience, currently serving at Vistica Wealth Advisors, LLC. He has worked at several firms including Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Regan is also active in his community through roles at Main Street United Methodist Church and Diamondhead United Methodist Church. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in client assets and employs a long-term, allocation-driven investment approach emphasizing passively managed, index-based funds, ESG options, and the use of third-party sub-advisors for specialized strategies.

Bradley Bondurant is a CFP® with 13 years of industry experience, currently serving as an advisor at Truline Wealth Group, LLC. Prior to joining Truline in 2026, he worked at ICOM Advisors, LLC for 13 years. Outside of financial advising, he is president and a partner of White Glove, Inc., a janitorial service business. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, families, estates, trusts, and institutional entities. The firm employs a combination of strategic and tactical asset allocation, proprietary quantitative models, and third-party portfolio management, serving clients through a streamlined advisor team and maintaining custody typically at Charles Schwab.

Erin Willcutt is a financial advisor at Truline Wealth Group, LLC with six years of industry experience. Her prior roles include positions at ICOM Advisors, LLC and Hancock/Whitney Investment Services, Inc. Outside of financial advising, Willcutt is involved in two small businesses: she is president and owner of Mahogany Heights, LLC, which sells and manufactures handbags and accessories, and owner of Flagship Embroidery, LLC, providing embroidery services. Truline Wealth Group offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a mix of strategic and tactical asset allocation, proprietary quantitative optimization, and third-party models to manage portfolios primarily composed of equities, fixed income, mutual funds, and ETFs.