Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Davis Private Wealth, Northwestern Mutual, and MassMutual. Dental Wealth Partners provides investment advisory and financial planning primarily to dental professionals, offering services such as discretionary asset management, dental practice valuation, and retirement plan consulting. The firm emphasizes tailored portfolios and integrates practice transition and liquidity-event modeling with personal financial plans.

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® credentialed financial advisor with 16 years of industry experience. He is the principal of Collaborative Advice, an independent registered investment advisory firm based in Madison, MS. Woods also holds roles as Chief Financial Officer of Maybe Finance, Inc., business consultant at TBW Enterprises, and partner in LN Advisory Group LLC and BW2 Capital LLC. Collaborative Advice provides investment management and financial planning services to individuals and high-net-worth clients through a fee-only model. The firm emphasizes asset allocation based on modern portfolio theory, using passive index funds and ETFs alongside fundamental analysis, and offers comprehensive financial planning covering areas such as business planning, retirement, and tax strategies.

Dalion Welch is a financial advisor with Duncan Wealth Management, LLC in Madison, MS, holding a Series 65 credential and over one year of experience in investment advisory. He has worked at Duncan Financial Solutions, PLLC since 2024 and Trustmark National Bank since 2012. Welch is also the founder and managing partner of Duncan Financial Solutions, PLLC, a CPA firm offering outsourced accounting, tax planning, and fractional CFO services to small businesses. Duncan Wealth Management provides fee-only investment management and financial planning services primarily for women aged 50–65 experiencing life transitions. The firm follows a passive, tax-aware investment approach based on Modern Portfolio Theory and offers dedicated 401(k) plan consulting on a non-discretionary basis.

William Wimberly is the principal advisor at W.A. Wimberly & Associates, Inc. in Madison, Mississippi, with 43 years of industry experience. He held a role at LPL Financial from 2008 to 2018 and has been managing his own firm since 1972. In addition to his advisory work, he is involved in insurance sales, focusing on fixed life insurance, long-term disability, and long-term care products. W.A. Wimberly & Associates provides investment advice primarily on a non-discretionary basis to individuals, closely held businesses, trusts, and estates, managing approximately $31.8 million. The firm offers a planning program called the Discovery Process, combining budgeting, retirement, estate, and succession planning, and generally recommends exchange-traded funds using Charles Schwab research and custody.

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.

Nicholas Reiber is a CFP® and PFS™ with 13 years of industry experience, currently serving as the sole advisor at Reiber Wealth in Canton, Mississippi. He previously worked at Buckingham Strategic Wealth and Horne LLP, including their wealth advisory division. Mr. Reiber is also the sole member of Reiber CPA, LLC and serves as the incoming treasurer for the local Boy Scout troop. Reiber Wealth provides investment management and comprehensive financial planning to individuals, high-net-worth clients, and employer plan sponsors. The firm employs a goals-based buy, hold, and rebalance approach grounded in Modern Portfolio Theory, emphasizing tax efficiency and low internal costs, and benefits from its affiliation with a CPA practice that supports integrated tax and business planning.

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.

Tiffany Bergland is a CFP® and founder of Bergland Wealth Management, Inc. in Ridgeland, MS, where she has provided financial advisory services for 18 years. She has led her independent firm since 2002. Bergland Wealth Management offers personalized financial planning and discretionary investment management for individuals, families, trusts, estates, and related entities such as small businesses and charitable organizations. The firm emphasizes strategic asset allocation with a core of passively managed index funds, operates on a fee-only fiduciary basis, and provides regular reviews and written reports.

Tom Davenport is a Series 65-licensed financial advisor with Davenport Watts & Drake Investment Advisors, LLC, bringing 16 years of industry experience. He has been with Davenport & Watts Investment Advisors LLC since 2003. Outside of his advisory role, he holds a 35% non-voting interest in McInvale Heating & Air, Inc. and serves as president of Cougar Management, Inc., a consulting firm supporting Davenport Watts & Drake and Mississippi Valley Publishing Corp. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and tax-aware long-term portfolio management primarily through no-load mutual funds and ETFs.

Robert Sutton is a CFP® professional with 15 years of industry experience, currently serving at Guaranty Private Wealth. His prior work includes roles at LPL Financial, Renasant Bank, Raymond James Financial Services, Pinnacle Bank, and Mass Mutual Investors Services. Outside of his advisory work, he 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 provides discretionary and non-discretionary investment management, financial planning, and ERISA-related retirement plan services to individual and institutional clients. The firm employs a customized, goal-based investment approach that includes Tactical Opportunities, Core Growth, and Diversified Income strategies, utilizing equities, fixed income, alternatives, and derivatives as part of its portfolio construction.

Stephanie Kelly is a CFP® professional with four years of industry experience and is currently with Renaissance Advisors. Her prior roles include positions at Kelly Capital Group, LLC, The Thigpen Group, and The Mississippi Bar. She is also involved with Colonial Heights PreSchool outside of her advisory work. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing approximately $147.5 million in discretionary assets and offers both traditional and performance-based fee structures.

Kelly Adams is a CFP® with 18 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 for four years. Outside of the financial industry, Adams serves as treasurer 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, pension plans, trusts, and business entities, focusing on customized, fiduciary investment advice. The firm manages diversified portfolios on a discretionary basis, utilizing mutual funds, ETFs, individual securities, and third-party money managers, and offers a unique wrap fee program combining advisory, trade execution, and custody services.

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.

Michael Langdon is a financial advisor at Grantham Poole Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Grantham Poole Advisors, LLC since 2022. Prior to this, he was associated with Grantham Poole PLLC for nine years and has experience in the healthcare and automotive sectors. Grantham Poole Advisors, LLC provides financial planning, investment advisory, and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers customized retirement and financial plans, with a focus on mutual funds, ETFs, and the use of third-party money managers for discretionary asset management.

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.

Henry Drake Jr. is a financial advisor at Davenport Watts & Drake Investment Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he has been a practicing CPA for over 35 years with a sole practice focused on public accounting. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, tax-aware investing, and manages portfolios primarily using no-load mutual funds and exchange-traded funds.

Blake Headley is a financial advisor at Renaissance Advisors with over 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including BlackSummit Financial Group, Raymond James Financial, and LPL Financial. He also works as an independent insurance agent in Ridgeland, MS. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to guide investment decisions and offers a performance-fee option for qualified clients alongside traditional asset-based fees.