Wendy Lynn Chisolm

Stephen Crawford is a financial advisor with Summit Wealth Group in Meridian, MS, holding a Series 66 credential and five years of industry experience. He has worked at Summit Wealth Group and Commonwealth Financial Network, among other financial institutions. He is also the owner of First Cahaba Investments LLC, a private entity established to support his advisory and insurance business. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm employs customized target allocations and a variety of analytical approaches, offering discretionary investment management, standalone financial planning, family office services, and retirement plan advisory.

Gary James is a financial advisor with Summit Wealth Group and holds the CFP® designation along with a Series 66 license. He has 25 years of industry experience, including a tenure at Commonwealth Financial Network since 2014. Outside of advising, he is co-owner of a marketing company based in Colorado. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers customized investment strategies using a variety of analytical approaches and frequently employs third-party money managers and sub-advised models, maintaining ongoing client account monitoring with at least annual reviews.

Nathan Cox is a financial advisor with Sound Income Strategies, LLC, holding a Series 65 designation and seven years of industry experience. He is also involved with Retirement Income Solutions and Secure Retirement Solutions of Tennessee. Outside of his advisory roles, Cox holds ownership interests in agricultural and livestock sales and is a partial owner of a dog grooming business. Sound Income Strategies serves a diverse client base including individuals, corporations, pension plans, and other advisors, providing asset management, financial planning, ERISA plan services, and co- and sub-advisory arrangements. The firm’s investment approach focuses on fixed-income and income-oriented strategies, combining fundamental and technical analysis to tailor portfolios across discretionary and non-discretionary platforms.

Lacey Morrison is a financial advisor at Summit Wealth Group with nine years of industry experience. She holds a Series 66 designation and has been with Summit Wealth Group since 2015, including a co-ownership role. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and utilizes a range of analytical approaches, often implementing strategies through third-party money managers and sub-advised models.

Thomas Booker is a financial advisor with First Command Advisory Services in Meridian, MS, holding a Series 66 designation and three years of industry experience. His prior work includes positions at Woodstock Furniture and Wal-Mart. First Command Advisory Services is an SEC-registered investment adviser serving individuals, corporate, and charitable clients, with a particular focus on active-duty service members and their families. The firm provides financial planning and multiple wrap-fee asset management programs managed through a centralized Investment Management Team.

Roy Lamar is a financial advisor at &PARTNERS with 18 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined 16 years. Outside of his advisory role, Lamar serves as a commissioner for the Meridian Airport Authority. &PARTNERS serves a broad mix of individual and institutional clients, offering investment management, financial and tax planning, ERISA consulting, and brokerage services. The firm utilizes a combination of fundamental, technical, and quantitative analyses along with both proprietary and third-party strategies.