Matthew Cox

Harvey Little is a CFP® with 15 years of industry experience, currently serving as the sole advisor at WH Wealth Management LLC since 2021. He previously operated Harvey R Little Jr Financial Services for 15 years and maintains a licensed insurance producer role with Harvey R Little Jr Insurance Services. Outside of financial advising, he is involved in residential and commercial real estate management through several related entities. WH Wealth Management LLC provides investment advisory services and financial planning to individuals, families, and small business owners. The firm employs a blend of fundamental and technical analysis, focusing on mutual funds, low-cost index funds, and ETFs, with account management tailored to clients’ time horizons, net worth, and risk tolerance.

Daniel Prevett is a financial advisor at Stirlingshire Investments with five years of industry experience and holds a Series 65 designation. He previously worked at Capstone Wealth Advisors, Midway University, and Brewton-Parker College. Outside of advisory work, Prevett owns Parallel, LLC, which provides agricultural services including spraying and seeding. Stirlingshire RIA LLC offers discretionary portfolio management to individuals, trusts, and other entities, serving both non‑high-net-worth and high-net-worth clients. The firm employs a range of investment strategies including quantitative, fundamental, and technical analysis, and provides access to diverse investment types through its in-house and third-party models available on the Advyzon AIM marketplace.

Janie Aispuro is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. Her prior work includes roles in childcare and education through AmeriCorps Partners for Education and running a childcare business. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to a broad client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage portfolios and deliver model investment solutions.

William Duncan is a financial advisor at Edward Jones with seven years of industry experience. He holds the Series 66 designation and previously worked at Citizens National Bank for four years before joining Edward Jones in 2019. He is also the owner and proprietor of an Edward Jones office in Stanford, KY. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and maintains a large network of financial advisors and branch offices across the country.

Robbie Perry is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 credentials and 10 years of industry experience. His prior work includes roles at Transamerica Financial Advisors and United Financial Services. Outside of advising, he has entrepreneurial experience including partial ownership of a Subway restaurant. LPL Enterprise provides advisory services to individuals, retirement plans, charitable organizations, and corporate clients through a large network of investment adviser representatives. The firm offers financial planning, access to model portfolios, and third-party asset management programs.

Rachel Miracle is a financial advisor at Fidelity with two years of industry experience. She holds Series 63 and Series 66 designations. Prior to joining Fidelity in 2022, she worked at Walmart and Red Lobster. She is also a published author. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional clients, including registered investment companies, using a proprietary investment process that combines fundamental research, quantitative analysis, and algorithmic portfolio construction.