Nicholas Ethan Reiber

Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Travis Woods is a CFP® and CFA® with 16 years of industry experience, currently serving as the principal advisor at Collaborative Advice in Madison, MS. His prior work history includes roles at Purshe Kaplan Sterling Investments and Stanford Group Company. Outside of his advisory duties, he is a partner in business consulting ventures including LN Advisory Group LLC and serves as the Chief Financial Officer of Maybe Finance, Inc. Collaborative Advice is an independent, fee-only registered investment adviser that provides investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, utilizing a passive core of index funds and ETFs, and integrates fundamental analysis to tailor portfolios to clients’ objectives.

Dalion Welch is a financial advisor with Duncan Wealth Management, LLC in Madison, MS, holding a Series 65 credential and over one year of experience in investment advisory. He has worked at Duncan Financial Solutions, PLLC since 2024 and Trustmark National Bank since 2012. Welch is also the founder and managing partner of Duncan Financial Solutions, PLLC, a CPA firm offering outsourced accounting, tax planning, and fractional CFO services to small businesses. Duncan Wealth Management provides fee-only investment management and financial planning services primarily for women aged 50–65 experiencing life transitions. The firm follows a passive, tax-aware investment approach based on Modern Portfolio Theory and offers dedicated 401(k) plan consulting on a non-discretionary basis.

William Wimberly is the principal advisor at W.A. Wimberly & Associates, Inc. in Madison, Mississippi, with 43 years of industry experience. He held a role at LPL Financial from 2008 to 2018 and has been managing his own firm since 1972. In addition to his advisory work, he is involved in insurance sales, focusing on fixed life insurance, long-term disability, and long-term care products. W.A. Wimberly & Associates provides investment advice primarily on a non-discretionary basis to individuals, closely held businesses, trusts, and estates, managing approximately $31.8 million. The firm offers a planning program called the Discovery Process, combining budgeting, retirement, estate, and succession planning, and generally recommends exchange-traded funds using Charles Schwab research and custody.

Robert Sutton is a CFP® professional with 15 years of industry experience, currently serving at Guaranty Private Wealth. His prior work includes roles at LPL Financial, Renasant Bank, Raymond James Financial Services, Pinnacle Bank, and Mass Mutual Investors Services. Outside of his advisory work, he volunteers as a volleyball coach, chairs the board of directors for A Way Out Ministries, and serves on the finance committee at Westminster Academy. Guaranty Private Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA-related retirement plan services to individual and institutional clients. The firm employs a customized, goal-based investment approach that includes Tactical Opportunities, Core Growth, and Diversified Income strategies, utilizing equities, fixed income, alternatives, and derivatives as part of its portfolio construction.

Stephanie Kelly is a CFP® professional with four years of industry experience and is currently with Renaissance Advisors. Her prior roles include positions at Kelly Capital Group, LLC, The Thigpen Group, and The Mississippi Bar. She is also involved with Colonial Heights PreSchool outside of her advisory work. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing approximately $147.5 million in discretionary assets and offers both traditional and performance-based fee structures.