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.

Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC in Jackson, MS, holding Series 63 and Series 65 designations with four years of industry experience. His prior work includes roles at Davis Private Wealth, MML Investors Services, and Northwestern Mutual. Dental Wealth Partners serves dental professionals, high-net-worth individuals, and sponsor-level retirement plans, providing discretionary asset management, comprehensive financial planning, retirement plan consulting, and dental practice valuation services. The firm emphasizes diversified asset allocation, tax-aware implementation, and ongoing portfolio monitoring, with specialized support for retirement plan governance and practice owners.

Ashby Foote III is the Chief Investment Officer of Vector Money Management Inc and holds a Series 65 credential with 21 years of industry experience. He has worked at Vector Money Management since 1988. Outside of his advisory role, Foote serves as an elected City Councilman for Ward 1 of Jackson, MS, and is a board member of several nonprofit organizations, including the Institute of Technology Development, Bigger Pie Forum, Innovate Mississippi, and the Association of Graduates Investment Committee at West Point. Vector Money Management provides discretionary investment advisory and portfolio management services to individuals, trusts, corporations, institutions, foundations, and charitable organizations. The firm employs a top-down Classical Economic Model to guide sector and security selection, managing equity, balanced, and fixed-income strategies on a discretionary basis.

Huiming Sun is a CFA® charterholder and Series 65 licensed financial advisor with 10 years of industry experience. Since 2015, Sun has been the sole advisor at Wealth Management, LLC in Clinton, MS. Outside of advisory work, Sun provides tax preparation services for a small number of individuals annually. Wealth Management, LLC offers discretionary investment management and advisory services primarily to affluent individuals, as well as select institutional and charitable clients. The firm focuses on client-specific investment policies, strategic asset allocation, and manager/security selection, utilizing both active and passive funds, with regular portfolio reviews and formal board-level engagement for institutional clients.

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

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.

Kelly Adams is a CFP® with 17 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to that, Adams worked at Wells Fargo Advisors Financial Network, LLC from 2016 to 2020. Outside of financial advising, Adams holds treasurer positions for St. Phillips Episcopal Church and the Jackson Yacht Club, managing budgets for both organizations. Easley Investment Consultants provides investment advisory and consulting services to individuals, including high-net-worth clients, as well as pension plans, trusts, and business entities. The firm offers customized fiduciary investment advice, portfolio management through its own wrap fee program, and employs fundamental and technical analysis with an asset-allocation focus.

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.

James Gerhart is a Series 65-licensed financial advisor at New Perspectives, Inc. with one year of industry experience. Prior to joining New Perspectives, he worked for the University of Southern Mississippi Foundation and held roles at Pixoul and the University of Southern Mississippi. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, and financial consulting. The firm emphasizes a long-term, buy-and-hold investment approach with fundamental analysis and uses no-load mutual funds and ETFs for diversification.

Ronald Morton is a CFP® professional with four years of experience in financial advising. He is the principal of Brick Street Financial and has maintained a legal practice at Morton Law Firm, PLLC since 1998. Outside of finance, he owns a marketing and consulting firm focused on legal professionals and serves as an adjunct law professor at Mississippi College School of Law, as well as a law firm coach for Atticus Advantage. Brick Street Financial, founded in 2021, offers investment management and financial planning services to individuals, high-net-worth clients, and businesses. The firm emphasizes fundamental analysis, asset allocation, and the use of passive funds, often managing portfolios on a non-discretionary basis while collaborating with sub-advisors and outside managers.

Carl Easley is a CFP® with 28 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC for 11 years. He is a member of the investment committee for the Women's Foundation of Mississippi. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. The firm offers customized, fiduciary investment advice with a focus on diversified portfolios, combining fundamental and technical analysis, and operates its own wrap fee program for portfolio management.

Mitchell Brown is a financial advisor at Harmon Financial Advisors, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Harmon Financial Advisors since 2013. Brown is also the owner and sole proprietor of Brown CPA, PLLC, providing accounting and tax preparation services. Harmon Financial Advisors, Inc. offers consultative investment advisory services and 401(k) retirement plan consulting to individual and corporate clients. The firm integrates accounting and tax planning with its advisory services and employs an asset allocation strategy primarily using no-load mutual funds, with many assets managed on a non-discretionary basis through third-party advisers.

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.

Meredith Drake is a financial advisor at New Perspectives, Inc. with three years of industry experience. She holds a Series 65 credential and has previously worked at Parkway Church and Germantown High School. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, periodic publications, and other financial consulting. The firm follows a long-term, buy-and-hold investment approach that emphasizes fundamental analysis and diversification through no-load mutual funds and ETFs, offering both discretionary management and hourly consulting services.

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.

Samuel Buchanan is a financial advisor at Mascagni Wealth Management, Inc. with one year of industry experience. He holds a Series 65 designation and has worked in various roles including at Wellspire Financial Group, International Paper, and the U.S. House of Representatives. Samuel is licensed to offer fixed insurance products, which may result in commissions if clients choose to purchase insurance through him. Mascagni Wealth Management provides financial planning and investment advisory services to individuals, families, trusts, estates, businesses, retirement plans, and non-profits. The firm combines fundamental and technical security analysis with both long- and short-term investment strategies, and manages a discretionary wrap-fee program with over $424 million in assets.