Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Jason Jager is a CFP® professional with nine years of industry experience, currently serving at Inman Jager Wealth Management, LLC in Hattiesburg, MS. He previously led Jager Wealth Management LLC and has held roles at PriorityOne Bank and Raymond James Financial Services. His background also includes a brief involvement with Jager Farms, LLC. Inman Jager Wealth Management advises individuals, families, trusts, charitable organizations, retirement plans, and small businesses, providing discretionary and non-discretionary wealth management alongside financial planning. The firm employs a long-term investment approach using equities, ETFs, bonds, and other instruments, incorporating margin borrowing and derivatives for rebalancing or hedging in client portfolios.

Allen Regan is a CFP® with 14 years of industry experience and currently serves as an advisor at Vistica Wealth Advisors, LLC. His prior work includes roles at Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Outside of his advisory work, he has been involved with Main Street United Methodist Church since 2023. Vistica Wealth Advisors provides investment management, financial planning, and advisory services to individual and high-net-worth clients, as well as participant-directed employee retirement plans. The firm emphasizes a long-term, asset-allocation approach using primarily passively managed and index-based mutual funds, including ESG-conscious options, and offers customized portfolios with ongoing reviews.

Bradley Bondurant is a CFP® with 12 years of industry experience, currently serving at ICOM Advisors, LLC since 2013. He has also worked at Hancock Investment Services and Hancock Bank for over two decades. Outside of financial advising, he is president and partner of White Glove, Inc., a janitorial service company. ICOM Advisors, LLC provides portfolio management and analysis services to individuals, high-net-worth clients, trusts, estates, charitable organizations, and business entities. The firm manages approximately $123 million in client assets, offering both discretionary and non-discretionary management with an investment approach that includes mutual funds, ETFs, and private equity where appropriate.

Christopher Inman is a CFP® professional with 25 years of experience in financial advising. He currently serves at Inman Jager Wealth Management, LLC, which he joined in 2024 after ten years at Wells Fargo Advisors Financial Network. Inman is an investment committee member of the University of Southern Mississippi Foundation. Inman Jager Wealth Management advises individuals, families, trusts, and charitable organizations with a focus on customized wealth management and financial planning. The firm employs a long-term investment strategy using equities, ETFs, and bonds, while retaining flexibility to incorporate other asset types and employs margin borrowing and derivatives for rebalancing and hedging purposes.

Kevin Mccormick is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial LLC for seven years before joining Simplified Wealth Management in 2018. Outside of his advisory role, he owns and produces non-variable insurance products through Stellar Insurance, LLC. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs a range of investment methods, and does not require an account minimum to open or maintain advisory accounts.

Mark Creel is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial for 11 years before joining Simplified Wealth Management in 2021. He operates a DBA under Creel Wealth Management. Simplified Wealth Management is a team of five advisors serving individual clients, including high-net-worth individuals, with portfolio management and tailored investment strategies. The firm offers discretionary and non-discretionary managed accounts, emphasizing personalized advice based on client objectives, risk tolerance, and time horizon.

Ahmed Abouzaid is a Series 65-credentialed advisor at Simplified Wealth Management with one year of industry experience. Prior to joining the firm, he held positions in construction and retail sectors and has been affiliated with the University of Southern Mississippi since 2022. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management and written investment strategies. The firm offers tailored advice without account minimums and provides both discretionary and non-discretionary managed accounts.

Thomas Mcguire is a financial advisor at Modern Capital Advisors, LLC with 23 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory work, he has a part ownership interest in a t-shirt business, Southern Q-Teez, and is involved in ice vending operations. Modern Capital Advisors provides financial planning, portfolio and wealth management, and retirement-plan consulting services to individuals, pension and profit-sharing plans, charitable organizations, and corporations. The firm uses a core-and-satellite investment approach with globally diversified portfolios and offers Strategic Portfolio Management strategies through custodial platforms.

James Carpenter is a financial advisor at Simplified Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial LLC for 16 years before joining his current firm in 2020. Outside of his advisory role, he teaches individual and group golf lessons in Hattiesburg, MS. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs various investment methods, and does not require an account minimum to open or maintain accounts.

Kali Plunket is a financial advisor at Simplified Wealth Management in Hattiesburg, MS, holding a Series 65 credential with one year of industry experience. Prior to joining Simplified Wealth Management, Kali has worked in various roles including office coordinator at Southern Direct Fiber and in the food service industry. Kali is also a licensed insurance agent involved in the sale of insurance products. Simplified Wealth Management is a team of five advisors serving individual clients, including high-net-worth individuals, with portfolio management and investment strategies tailored to client objectives, time horizons, and risk tolerance. The firm does not impose account minimums and offers both discretionary and non-discretionary managed accounts along with one-time financial planning services.

James Garraway III is a financial advisor at Simplified Wealth Management in Hattiesburg, MS, with six years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Thrivent Financial, Thrivent Investment Management Inc., Trustmark National Bank, and Regions Financial Corp. He is also licensed as an insurance agent and engages in insurance sales as a secondary business activity. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and personalized investment strategies. The firm emphasizes tailored advice based on client objectives and risk tolerance, employs various investment methods, and does not require an account minimum to open or maintain advisory accounts.

Thomas Ricks is a financial advisor at Simplified Wealth Management with 11 years of industry experience. He holds a Series 66 designation and previously worked at LPL Financial. Outside of advisory work, he is involved with Stellar Insurance, which offers non-variable insurance products, and also participates in a health insurance business through Simplified Business Solutions. Simplified Wealth Management operates as a team of five advisors serving individual and high-net-worth clients with portfolio management and written investment strategies. The firm emphasizes tailored advice based on client objectives and risk tolerance, employing various investment methods and offering services without an account minimum.

Madalyn Turner is a Series 65 licensed advisor at HUB Investment Partners, LLC with one year of industry experience. Her prior roles include positions at The University of Southern Mississippi and BankFirst. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutional investors, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs various advisory platforms to serve its clients.

Richard Topp is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining ValMark Advisers in 2022, he worked at CenterPoint Advantage, LLC for 24 years and has been associated with Valmark Securities, Inc. since 1999. In addition to his advisory role, Topp is a full-time accountant at Topp, McWhorter, Harvey, PLLC, a CPA firm. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning solutions.

Jason Hudson is a financial advisor at Concurrent Investment Advisors, LLC with 12 years of industry experience. He holds a Series 66 designation and has worked previously at Edward Jones Investments and Purshe Kaplan Sterling Investments. Concurrent Investment Advisors provides wealth management, investment management, financial planning, and retirement plan advisory services to individuals, high-net-worth clients, families, trusts, estates, businesses, and retirement plans. The firm manages approximately $9.9 billion in client assets through customized portfolios and a long-term investment approach.

Richard Moore is a financial advisor with Benjamin F. Edwards & Company, Inc. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. His career includes positions at Wells Fargo Advisors LLC and Wells Fargo Clearing before joining Benjamin F. Edwards in 2017. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models.

Howell Taylor is a CFP® professional with 39 years of industry experience, currently serving at Benjamin F. Edwards & Company, Inc. since 2015. He holds the Series 63 license and is based in Hattiesburg, MS. Outside of his advisory role, he serves as co-trustee for a family trust in Atlanta, GA. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and nonprofit organizations, offering a range of advisory programs and investment strategies including firm-developed and third-party models with periodic strategic reviews.

Dustin Autry is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation and four years of industry experience. He has worked at Benjamin F. Edwards since 2021 and previously spent eight years at Citizens National Bank. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment management solutions with oversight from an Investment Strategy Committee.