Elevated Retirement Financial Services provides financial planning, retirement planning, and investment management. Vinicius “V” Hiratuka, CPA, CFP® is a fee-only, fiduciary financial advisor located in Madison, MS. Vinicius, who goes by “V,” founded Elevated Retirement Financial Services out of deep care for people’s financial lives in retirement. Building meaningful and constructive relationships with his clients is what he enjoys most about his work. V was born and raised in Brazil and moved to the United States in 2005. He obtained his undergraduate degree from Mississippi College and completed his graduate studies at Vanderbilt University. He is a NAPFA-Registered Advisor, a Certified Public Accountant, and a Certified Financial Planner™ Professional. He enjoys playing soccer, serving his church, reading, and spending time with his family and close friends.

Travis Woods is a CFP® and CFA® with 15 years of industry experience, currently serving as the principal advisor at Collaborative Advice LLC. His prior roles include positions at Purshe Kaplan Sterling Investments and various business consulting ventures. Outside of advisory work, Woods is the Chief Financial Officer of Maybe Finance, Inc., and a business consultant and partner in several consulting and business ventures. Collaborative Advice LLC provides financial planning and discretionary investment management primarily to high-net-worth individuals. The firm emphasizes asset allocation and Modern Portfolio Theory, utilizing passive investment strategies alongside fundamental analysis, and focuses on planning and consultative services rather than managing large assets under management.

Dalion Welch is a financial advisor at Duncan Wealth Management, LLC in Madison, MS, holding a Series 65 designation with one year of industry experience. He is also the founder and managing partner of Duncan Financial Solutions, PLLC, a CPA firm providing outsourced accounting, tax planning, and fractional CFO services to small businesses. Welch has worked at Trustmark National Bank since 2012. Duncan Wealth Management, LLC offers investment management and comprehensive financial planning to individuals, high-net-worth clients, and businesses, including retirement plan consulting for qualified 401(k) plans. The firm employs a Modern Portfolio Theory-based approach, primarily using passive, low-turnover portfolios with nondiscretionary account supervision.

William Wimberly is the sole advisor at W.A. Wimberly & Associates, Inc. in Madison, Mississippi, holding Series 63 and Series 66 licenses with 42 years of industry experience. He previously worked at LPL Financial from 2008 to 2018 and has operated his own firm since 1972. In addition to his advisory role, he is actively involved in fixed life insurance, long-term disability, and long-term care insurance sales. W.A. Wimberly & Associates provides investment advice and planning services to individuals, closely held businesses, trusts, and estates, managing approximately $31.8 million across about 30 clients. The firm emphasizes a non-discretionary approach to asset management, employs a signature planning program called the Discovery Process, and integrates insurance advisory services alongside investment management.

Frank Zito is the sole advisor at FHZ Wealth Management, LLC in Madison, MS, holding Series 63 and Series 65 licenses with 26 years of industry experience. His prior roles include positions at Merrill Lynch, Bank of America, and Coker & Palmer. He is also an independent insurance agent, spending minimal time on insurance sales. FHZ Wealth Management provides sub-advisory portfolio management services to third-party investment advisers, managing client accounts according to the hiring advisers' objectives and guidelines. The firm employs multiple analysis methods and strategies, focusing exclusively on serving other advisers rather than individual retail clients.

Nicholas Reiber is a CFP® and PFS™ credentialed advisor with 12 years of industry experience. He is the principal of Reiber Wealth, an independent firm based in Canton, MS. Prior to founding Reiber Wealth Advisory Services in 2022, he worked at Buckingham Strategic Wealth, LLC and Horne LLP. Mr. Reiber is also the sole member of Reiber CPA, LLC, a Mississippi CPA firm, and serves as the incoming treasurer for the local Boy Scout troop. Reiber Wealth provides investment management and financial planning to individuals, including high-net-worth clients, and employer-sponsored retirement plans. The firm utilizes a goals-based buy, hold, and rebalance strategy grounded in Modern Portfolio Theory, emphasizing strategic asset allocation, low-cost funds, minimal trading, and tax considerations.

Robert Sutton is a CFP® with 15 years of industry experience, currently serving as a financial advisor at Guaranty Private Wealth. His prior roles include positions at LPL Financial LLC, Renasant Bank, Raymond James Financial Services, and Pinnacle Bank. Outside of his advisory work, Sutton volunteers as a volleyball coach, chairs the board of directors for A Way Out Ministries, and serves on the finance committee at Westminster Academy. Guaranty Private Wealth is a state-registered investment adviser serving individuals, families, and institutional clients. The firm manages discretionary and non-discretionary portfolios using a top-down, goal-based investment approach that incorporates tactical opportunities, alternative income instruments, and typically operates under discretionary authority.

Michael Langdon is a financial advisor at Grantham Poole Advisors, LLC with three years of industry experience. He holds a Series 65 designation and has worked at Grantham Poole Advisors since 2022. His prior work includes roles at Grantham Poole PLLC, Baxter Healthcare, and Bolivar Automotive. Grantham Poole Advisors, LLC provides financial planning, consulting, and portfolio management services to individuals, including high-net-worth and high-income clients. The firm manages discretionary accounts primarily using exchange-traded funds and mutual funds, and also recommends third-party money managers, integrating tax and accounting coordination through its affiliation with GranthamPoole, PLLC.

Blake Headley is a CFP® and ChFC® with 22 years of industry experience. He has been with Renaissance Advisors since 2015. In addition to his advisory role, he works as an independent insurance agent selling insurance products. Renaissance Advisors provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, employing a combination of fundamental, technical, charting, and cyclical analyses, and offers performance-based fee arrangements for qualified clients.

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Peregrine since 2018 and previously held roles at The Coca-Cola Company and the University of Mississippi. Peregrine Investment Advisors manages discretionary portfolios for individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term investment approach using mutual funds, ETFs, and individual equities. The firm operates with a small team of four advisers and maintains a cash-sweep practice that influences portfolio construction and fee treatment.

Forbes Watson is a financial advisor at Legacy Wealth Management, LLC with 17 years of industry experience. He holds a Series 65 designation and has worked at Legacy Wealth Management since 2019, following nine years at MIMCO. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals, family groups, and institutional clients such as corporations and endowments. The firm employs an in-house fundamental analysis process and a long-term, conservative growth strategy focused on customized portfolios constructed largely from individual securities.

Jason Brown is a CFP® with 11 years of industry experience, currently serving as an advisor at Renaissance Advisors since 2015. He also works as an independent insurance agent in Ridgeland, MS, selling insurance products on a part-time basis. Renaissance Advisors provides discretionary asset management, financial planning, and limited-scope ERISA 3(21) retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm customizes portfolios based on client objectives and risk tolerance, offering ongoing management and plan sponsor support, including investment policy statement development and monitoring.

William Smith is a financial advisor at Guaranty Private Wealth with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including LPL Financial and Kestra Financial. Outside of his advisory role, he volunteers as a softball coach. Guaranty Private Wealth is a state-registered investment adviser serving individuals, families, and institutional clients. The firm employs a top-down, goal-based investment approach and manages portfolios that include tactical opportunities and alternative income strategies, operating as a four-advisor team with affiliations to Guaranty Bank and Trust Company.

Michael Denny is a CFP® with 22 years of industry experience, currently serving at Grantham Poole Advisors, LLC. He has been with Grantham Poole, PLLC since 2001. In addition to his advisory role, he works as a staff accountant preparing income tax returns and providing financial, tax, and estate planning services at Grantham Poole CPA’s. Grantham Poole Advisors, LLC offers financial planning, consulting, and portfolio management services primarily to individuals, including high-net-worth and high-income clients. The firm provides both discretionary account management and recommendations to third-party money managers, integrating tax and accounting coordination through its affiliation with a public accounting firm.

Gentry Martin is a financial advisor at Guaranty Private Wealth with Series 63 and Series 65 credentials and over a decade of industry experience. His work history includes roles at SouthernSun Asset Management and AcreTrader, Inc. prior to joining Guaranty Private Wealth. Guaranty Private Wealth provides investment management, financial planning, and sub-advisory services to individuals, family groups, and institutional clients, including employer-sponsored retirement plans. The firm employs a goal-based, top-down investment process to create customized portfolios combining equities, fixed income, cash, and alternative strategies.

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Madison, Mississippi, holding a Series 65 designation with 23 years of industry experience. He has been with Peregrine since 2010, working within a four-advisor team. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, including high-net-worth individuals. The firm focuses on fundamental analysis and a long-term investment approach, primarily using mutual funds, ETFs, and individual equities, while routinely incorporating cash as an asset class in portfolio construction.

Maggie Hartness is a financial advisor at Legacy Wealth Management, LLC with a Series 65 credential and three years of industry experience. Her prior work includes roles at Bryant Songy Snell Global Partners and the Diaz Law Firm. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals, family groups, and institutional clients. The firm employs a long-term, conservative growth strategy based on in-house fundamental analysis, constructing customized portfolios largely from individual securities rather than model portfolios.

Reid Watson is a CFP® professional with two years of industry experience, currently serving as an advisor at Legacy Wealth Management, LLC. His prior work includes roles at Bank of Yazoo and Cindy Crane Real Estate. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals, families, and institutional clients. The firm employs an in-house fundamental analysis process and a long-term, conservative growth strategy focused on customized portfolios built largely from individual securities.

Wilfred Henderson III is a financial advisor at Legacy Wealth Management, LLC with 28 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at UBS Financial Services Inc. for nine years. Outside of his advisory role, he is involved in a partnership established to administer fees related to monitoring his family trust. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals, families, and institutional clients, emphasizing a long-term, conservative growth strategy based on in-house fundamental analysis. The firm manages relatively large assets with a small advisor team, creating highly customized portfolios largely composed of individual securities.

James Stevens is a financial advisor at Mag Cap with Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Level Four Advisory Services, Magnolia Capital Advisors LLC, and Raymond James & Associates. Stevens is a partner in a family-owned business, B and H LP, where he assists in selecting investment purchases and recordkeeping. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with about 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services. Their investment approach combines fundamental, quantitative, technical, and sector-rotation analysis across a broad range of instruments while incorporating tax considerations.