William Stirling Pittman

Don Fruge Jr. is a Series 65 licensed financial advisor with 19 years of industry experience. He is a partner at Fruge' Capital Advisors, LLC (formerly Oxford Investment Advisors) and also maintains a legal practice as a partner at Fruge' Law Firm, PLLC, dedicating 10-25% of his time to providing legal services outside of investment advising. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach with both passive and active elements and integrates coordinated wealth management that includes legal and institutional planning resources.

Don Fruge is a financial advisor at Fruge' Capital Advisors, LLC with 19 years of industry experience. He holds a Series 65 designation and has been involved with Oxford Investment Advisors, PLLC since 2009. In addition to his advisory role, Fruge is a partner at Fruge' Law Firm, PLLC, where he provides legal services and dedicates approximately 10-25% of his time. Fruge' Capital Advisors offers fee-only advisory services primarily to individuals and families, as well as nonprofits, trusts, estates, small businesses, and retirement plans. The firm employs a globally diversified, multi-asset-class investment approach incorporating strategic asset allocation with both passive and active management components, and maintains a material affiliation with a related law practice that some clients may utilize for estate, charitable, and tax matters.

John Hardy is a financial advisor at Hardy Reed, LLC in Oxford, MS, with 23 years of industry experience. He has been with Hardy Reed since 2011 and holds Series 63 and Series 65 licenses. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, as well as charitable and corporate entities. The firm employs a long-term investment approach focused on discretionary portfolios concentrated in mutual funds and ETFs, and it holds a CEFEX® certification uncommon among similar team firms.

Gary Wilson is a financial advisor with Hardy Reed, LLC in Oxford, MS. He holds the CFA® designation and Series 63 and Series 65 licenses, with four years of industry experience. Prior to joining Hardy Reed, he worked at ALPS Distributors, Inc and Vulcan Value Partners. Outside of his advisory role, he is a member of Magnolia By the Sea, LLC, a vacation rental business. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts, pension plans, and charitable and corporate entities. The firm uses fundamental analysis and a long-term investment approach, concentrating portfolios in mutual funds and ETFs while also offering fiduciary consulting and training services.

Kenneth Parkinson is a financial advisor with Hardy Reed, LLC in Oxford, MS, holding Series 63 and Series 65 licenses and 22 years of industry experience. He has been with Hardy Reed since 2011 and previously worked at Valic Financial Advisors from 2003 to 2009. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm employs a long-term investment approach using discretionary portfolios concentrated in mutual funds and ETFs, supplemented by fiduciary consulting and tailored financial plans.

Andrew Yee is a CFP® professional with 19 years of industry experience. He is affiliated with Barnes Pettey Financial Advisors, LLC and previously worked at Raymond James Financial Services for 18 years. Yee holds a Series 66 license and is also a licensed independent life insurance agent with limited activity outside his advisory role. Barnes Pettey Financial Advisors, LLC provides discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and businesses. The firm manages $1.31 billion in assets and follows a client-specific approach utilizing a broad range of investment vehicles and strategies.