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.

John Garrard is a financial advisor with Optimum Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked with Triad Advisors, Inc. since 2009 and has been associated with Optimum Financial Services, Inc. since 2007. Optimum Financial Services, LLC offers discretionary and non-discretionary investment management, consulting, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $300 million in client assets and employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by fundamental, technical, and quantitative analyses.

Lyle McAllister is a financial advisor with McAllister Capital Management in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with McAllister Capital Management since 1995. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306.2 million for about 210 clients using a documented investment process that emphasizes no-load mutual funds and exchange-traded funds, with regular portfolio monitoring and reporting.

William Harmon is a CFP® and PFS™ with 20 years of experience in financial advising. He is the principal of Harmon Financial Advisors, Inc., where he has worked since 2014, and also operates Harmon CPA, PLLC, a tax preparation and consulting firm he founded in 1997. In addition to his advisory and accounting roles, he serves as a contracted CFO for Provident Medical Solutions, Inc., a medical supply company. Harmon Financial Advisors, Inc. provides investment advisory services and 401(k) retirement plan consulting to individuals and corporate clients, focusing on asset allocation primarily through no-load mutual funds and supported by third-party research. The firm integrates traditional accounting and tax services with its advisory practice and manages most assets on a non-discretionary basis, often collaborating with recommended third-party advisers.

William Garrard is a Series 65-licensed financial advisor with Optimum Financial Services, LLC, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as secretary, treasurer, and director of Triangle Properties, Inc., a rental property investment business. Optimum Financial Services, LLC provides discretionary and non-discretionary investment management, consulting, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $300 million in client assets and employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, alongside individual stocks, commodities, and alternative investments as appropriate.

John Garrard III is a financial advisor at Optimum Financial Services, LLC in Jackson, MS, holding a Series 65 license with seven years of industry experience. He joined Optimum Financial Services in 2017 following five years at C Spire Wireless. Garrard is also a licensed insurance agent involved in implementing insurance recommendations. Optimum Financial Services, LLC provides discretionary and non-discretionary investment management, consulting, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $300 million in assets and employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by fundamental, technical, and quantitative analysis.

Ethan Kelly is a financial advisor with RL2 Advisors, LLC, holding a Series 65 credential and 10 years of industry experience. He is also a part-time attorney with Naderpour & Associates, P.A., and engages in proprietary trading for Lux Trading Firm. His career includes roles at Providence Capital Management, LLC, and Oxford Risk Management Group, Inc. RL2 Advisors provides discretionary asset management and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages portfolios using fundamental, technical, and cyclical analysis, offering tailored financial plans and periodic account reviews to a small, actively managed client base.

Wilkins Montgomery is a financial advisor at Cornerstone Professional Advisor Services, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Cornerstone since 2003. Montgomery also serves as vice president of Certian Data Corp., a computer processing company. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach focused on diversified, buy-and-hold portfolios primarily using passive mutual funds, ETFs, and fixed-income securities.

Julie Carpenter is a financial advisor with Coker & Palmer in Jackson, MS, holding Series 63 and Series 66 designations and bringing 42 years of industry experience. She has been with Coker & Palmer since 2009. Coker & Palmer provides investment advisory services to a diverse client base, including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, manager-selection programs, and financial planning, utilizing multiple analytical methods and strategies tailored to client-specific investment policy statements.

Jason Witcher is a financial advisor with WMG Financial Advisors, LLC, holding Series 63 and Series 65 credentials and bringing 14 years of industry experience. His background includes roles at Strategic Wealth Management Group, CONCOURSE Financial Group Securities Inc, and service with the Brandon Police Department. He is also the managing member of Witcher CPA, PLLC, and serves as a ruling elder and finance chairman at Lakeland Presbyterian Church. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement and profit-sharing plans, and corporations, employing a long-term, policy-driven investment approach and offering portfolio management, financial planning, and retirement plan consulting services.

Loreli Ghee is a financial advisor at Coker & Palmer with 32 years of industry experience. She holds Series 63 and Series 66 licenses and has been with Coker & Palmer since 2016, following seven years at Morgan Stanley Smith Barney. Coker & Palmer provides investment advisory services to individuals, pension and profit-sharing plans, pooled investment vehicles, charitable organizations, and corporations. The firm employs multiple methods of analysis and offers both discretionary and non-discretionary portfolio management, including manager-selection programs and financial planning.

Bobby Miles Jr. is a financial advisor at Coker & Palmer in Jackson, MS, holding Series 63 and Series 65 licenses with 27 years of industry experience. He has been with Coker & Palmer since 2009. Coker & Palmer provides investment advisory services to a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm offers portfolio management, manager-selection programs, and financial planning, employing multiple analysis methods and investment strategies tailored to client-specific policy statements.

James Coker is a CFA® charterholder with 42 years of industry experience and has been with Coker & Palmer since 1991. He serves on the board of directors for St. Dominic's, a community role he holds without compensation. Coker & Palmer provides investment advisory services to a diverse client base, including individuals, pension plans, charitable organizations, and corporations. The firm employs multiple analytical methods and offers portfolio management, manager-selection programs, and financial planning, overseeing both discretionary and non-discretionary assets.

Dennis White is a financial advisor with WMG Financial Advisors, LLC in Brandon, MS, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has worked at WMG Financial Advisors since 2018 and previously spent over two decades with Concourse Financial Group Securities and Strategic Wealth Management Group Inc. Outside of his advisory role, he is also a licensed insurance producer presenting fixed insurance products. WMG Financial Advisors, LLC is a team-based registered investment adviser managing approximately $615 million in client assets. The firm serves individuals, retirement plans, corporations, and brokerage customers, offering portfolio management, financial planning, and retirement plan consulting with an investment approach grounded in written Investment Policy Statements and modern portfolio theory.

Brady Gray is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and also works with Rivertree Financial Planning, LLC. Prior to his advisory roles, he has experience in educational and community organizations, including multiple positions at Mississippi State University and Germantown High School. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with proprietary platforms and unique arrangements involving insurance and ETF products.