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Joseph R

Series 65, Series 63

Columbus, MS

IFG Advisory, LLC

Joseph Reed is a financial advisor with IFG Advisory, LLC and holds Series 63 and Series 65 licenses. He has four years of industry experience and has worked at firms including LPL Financial, Lincoln Financial Securities, and MWA Financial Services. Outside of advisory work, he owns and operates Worn Tools Woodworking LLC, a woodworking business. IFG Advisory, LLC provides investment advisory and financial planning services to a diverse client base including individuals, trusts, estates, corporations, and retirement plans. The firm uses a variety of investment strategies and third-party managers to tailor portfolios and offers comprehensive services such as discretionary portfolio management, retirement plan consulting, and real estate–related planning.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Morgan N

CFP®, Series 66

Columbus, MS

IFG Advisory, LLC

Morgan Nickels is a CFP® professional with 21 years of industry experience, currently affiliated with IFG Advisory, LLC. He has previously worked at Householder Group Estate & Retirement Specialists and LPL Financial, LLC. Nickels also operates L.H. Nickels & Associates and is involved in fixed insurance products as an agent. IFG Advisory, LLC serves a broad range of clients including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers portfolio management, financial planning, and retirement plan consulting, using a combination of fundamental, technical, and cyclical analysis along with a variety of investment management strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Danette S

Series 63, Series 66

Columbus, MS

IFG Advisory, LLC

Danette Starks is a financial advisor at IFG Advisory, LLC with 24 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at IFG Advisory since 2024. Her prior experience includes roles at Householder Group Estate & Retirement Specialists and LPL Financial. IFG Advisory serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers portfolio management, financial planning, and retirement consulting, using a combination of fundamental, technical, and cyclical analysis, and manages held-away assets to align with clients’ objectives.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Ernest B

Series 63, Series 65

Columbus, MS

IFG Advisory, LLC

Ernest Blackburn is a financial advisor with IFG Advisory, LLC, holding Series 63 and Series 65 credentials and over 31 years of industry experience. His career includes roles at Householder Group Estate & Retirement Specialists and LPL Financial, as well as a long tenure at L.H. Nickels & Associates. He is involved in selling fixed life and health insurance products through his affiliated business. IFG Advisory, LLC serves a diverse client base including individuals, high-net-worth clients, trusts, and retirement plans, offering comprehensive portfolio management and financial planning. The firm employs a multi-faceted investment approach using fundamental, technical, and cyclical analysis, and provides specialized services such as real estate planning and business valuation.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Suzette B

Series 66

Columbus, MS

IFG Advisory, LLC

Suzette Bates is a financial advisor with IFG Advisory, LLC and holds a Series 66 designation. She has 18 years of industry experience, including roles with LPL Financial and Householder Group Estate & Retirement Specialists. In addition to her advisory work, she is a commissioned Notary Public in Mississippi. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment approaches and offers portfolio management, consulting, and specialized planning services, utilizing sub-advisors and third-party models to implement client strategies.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Tracey B

CFP®, Series 63, Series 66

Columbus, MS

IFG Advisory, LLC

Tracey Bryan is a CFP® with 19 years of industry experience, currently serving as a financial advisor at IFG Advisory, LLC. She has worked with Nickels Wealth Management and LPL Financial since 2016 and was previously with Householder Group Estate & Retirement Specialists. Bryan is also a commissioned notary public. IFG Advisory, LLC provides advisory services to a diverse client base including individuals, high-net-worth clients, trusts, charitable and corporate entities, and retirement plans. The firm offers comprehensive portfolio management, financial planning, and retirement plan consulting, utilizing a combination of fundamental, technical, and cyclical analysis along with various management and advisory resources.

Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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