Wendell Godfrey

Roger Collins is a financial advisor at Eversight Wealth LLC in Jackson, MS, holding a Series 65 designation with 10 years of industry experience. He has been with Eversight Wealth since 2015. Eversight Wealth provides investment management and financial planning primarily to individual clients, as well as trusts and private companies, serving mostly remote clients across the United States. The firm’s approach focuses on low-cost, globally diversified portfolios with inflation protection and employs strategies such as tax-loss harvesting, rebalancing, and tailored asset allocation, including the use of call options and other derivatives for some clients.

Glover Russell is the principal of Russell Wealth Management, LLC, an independent firm based in Jackson, Mississippi. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he maintains a part-time legal practice focusing on estate planning, probate, and trust litigation. Russell Wealth Management provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm emphasizes risk-adjusted returns through fundamental security analysis with a long-term value orientation, tailoring portfolio management to each client’s objectives.

Gene Yates is a financial advisor at Abridge Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abridge Partners since 2007. Yates is also licensed in life and health insurance. Abridge Partners primarily serves high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm offers financial planning, consulting, and investment management through a combination of fundamental analysis, strategic asset allocation, and core-satellite portfolio construction, often utilizing third-party sub-advisers and model platforms.

Stephanie Kelly is a CFP® professional with three years of industry experience, currently serving as an advisor at RL2 Advisors, LLC in Jackson, MS. Her prior work includes roles at Cwm, LLC and The Thigpen Group, as well as experience with The Mississippi Bar. RL2 Advisors provides discretionary asset management and financial planning to individuals, trusts, estates, charitable organizations, and business entities. The firm manages a small client base with tailored financial plans and conducts periodic account reviews using a combination of fundamental, technical, and cyclical analysis.

Sheldon Ford is a Series 65-licensed financial advisor with McAllister Capital Management in Jackson, MS, where he has worked since 2009. He has 11 years of industry experience. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million using a documented, disciplined investment process that emphasizes no-load mutual funds and ETFs, monthly portfolio reviews, and quarterly performance reporting.

Lyle Mc Allister is a financial advisor at McAllister Capital Management with a Series 65 designation and four years of industry experience. Prior to joining McAllister Capital Management in 2021, he worked at Deloitte Tax LLP from 2014 to 2021. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million for about 210 clients, primarily using no-load mutual funds and exchange-traded funds within a documented and disciplined investment process.