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 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.

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.

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.

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.

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® with 15 years of industry experience, currently serving as a financial advisor at Guaranty Private Wealth. His prior roles include positions at LPL Financial LLC, Renasant Bank, Raymond James Financial Services, and Pinnacle Bank. Outside of his advisory work, Sutton 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 is a state-registered investment adviser serving individuals, families, and institutional clients. The firm manages discretionary and non-discretionary portfolios using a top-down, goal-based investment approach that incorporates tactical opportunities, alternative income instruments, and typically operates under discretionary authority.

Stephanie Kelly is a CFP® professional with four years of industry experience, currently serving at Kelly Capital Group, LLC. Her prior experience includes roles at CWM, LLC and The Thigpen Group, as well as a five-year tenure with The Mississippi Bar. Kelly Capital Group provides fee-based financial planning and discretionary portfolio management to individuals, trusts, estates, charitable organizations, and business entities. The firm uses a combination of fundamental, technical, and cyclical analysis to tailor investment strategies to each client’s objectives and risk tolerance, offering regular account reviews and a variety of engagement options including public educational seminars.

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.