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Marc M

Series 66

Hattiesburg, MS

Truline Wealth Group, LLC

Marc Maddox is a financial advisor at Truline Wealth Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including ICOM Advisors, LLC and Valic Financial Advisors. Maddox also serves as Vice President of the employee Benefits Division at Maddox Benefits, LLC, where he is involved in the sale of insurance products. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, implementing portfolios primarily through equities, fixed income, mutual funds, and ETFs. The firm uses a combination of proprietary quantitative models, third-party model portfolios, and strategic asset allocation, managing over $170 million in assets.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Bradley B

CFP®, Series 63, Series 65

Hattiesburg, MS

Truline Wealth Group, LLC

Bradley Bondurant is a CFP® with 13 years of industry experience, currently serving as an advisor at Truline Wealth Group, LLC. Prior to joining Truline in 2026, he worked at ICOM Advisors, LLC for 13 years. Outside of financial advising, he is president and a partner of White Glove, Inc., a janitorial service business. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, families, estates, trusts, and institutional entities. The firm employs a combination of strategic and tactical asset allocation, proprietary quantitative models, and third-party portfolio management, serving clients through a streamlined advisor team and maintaining custody typically at Charles Schwab.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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Erin W

Series 66

Hattiesburg, MS

Truline Wealth Group, LLC

Erin Willcutt is a financial advisor at Truline Wealth Group, LLC with six years of industry experience. Her prior roles include positions at ICOM Advisors, LLC and Hancock/Whitney Investment Services, Inc. Outside of financial advising, Willcutt is involved in two small businesses: she is president and owner of Mahogany Heights, LLC, which sells and manufactures handbags and accessories, and owner of Flagship Embroidery, LLC, providing embroidery services. Truline Wealth Group offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a mix of strategic and tactical asset allocation, proprietary quantitative optimization, and third-party models to manage portfolios primarily composed of equities, fixed income, mutual funds, and ETFs.

Private / alternative investments Real estate investing Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Retired
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