Stephen Mc Donald II

Stephen Strickland is a financial advisor at Stonehenge Private Client Group, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Sagepoint Financial, Inc. from 2009 to 2018. Outside of his advisory role, Strickland manages general farm operations as the managing member of East Rocking D Ranch, LLC and serves in multiple capacities with the University of Southern Mississippi Foundation. Stonehenge Private Client Group is a state-registered investment adviser that provides tailored investment management and retirement plan consulting to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages assets primarily on a non-discretionary basis and offers advisory services that may include the use of third-party Outside Managers.

Emily Maxwell is a CFP® professional with 25 years of industry experience, currently serving as an advisor at B. Riley Wealth Advisors, Inc. since 2015 and B. Riley Wealth Management since 2022. She previously worked at National Securities Corp from 2015 to 2022. Maxwell is a board member of the Rotary Club of Natchez, a local civic organization. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm provides a range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Gary Agent is a financial advisor at IFG Advisory, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at LPL Financial, Mississippi State University, and Madison-Ridgeland Academy. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis alongside a range of management strategies.

William Smith II is a financial advisor with IFG Advisory, LLC, holding a Series 66 credential and 16 years of industry experience. He has been with IFG Advisory since 2014 and also maintains a role with LPL Financial dating back to 2009. Outside of his advisory work, he is a partial owner of a family investment partnership. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm provides comprehensive portfolio management, financial planning, and retirement plan consulting, employing a blend of fundamental, technical, and cyclical analysis and utilizing various management strategies, including in-house and third-party options.

Donna Lindley is a financial advisor at Edward Jones with 33 years of industry experience. She holds Series 63 and Series 66 designations and has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

David Falkenheiner is a financial advisor at Ameriprise with a Series 66 designation and three years of industry experience. His prior work includes roles at Ernst & Young LLP and Silas Simmons LLP. He serves on multiple local boards in Natchez, Mississippi, including the Natchez Chamber of Commerce and the Rotary Club of Natchez. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets, combining research, modeling, and tax-efficiency analysis to generate tailored recommendations delivered through a centralized consulting team.