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® with 16 years of industry experience, currently serving as the principal advisor at Collaborative Advice in Madison, MS. His prior work history includes roles at Purshe Kaplan Sterling Investments and Stanford Group Company. Outside of his advisory duties, he is a partner in business consulting ventures including LN Advisory Group LLC and serves as the Chief Financial Officer of Maybe Finance, Inc. Collaborative Advice is an independent, fee-only registered investment adviser that provides investment management and financial planning services to individuals and high-net-worth clients. The firm emphasizes asset allocation based on modern portfolio theory, utilizing a passive core of index funds and ETFs, and integrates fundamental analysis to tailor portfolios to clients’ objectives.

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.

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.

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.

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.

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.

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Atlanta, GA, holding a Series 65 designation with six years of industry experience. He has worked at Peregrine since 2018 and previously held roles at The Coca-Cola Company and the University of Mississippi. Peregrine Investment Advisors manages discretionary portfolios for individuals, trusts, estates, charitable organizations, and corporate clients, focusing on fundamental analysis and a long-term investment approach using mutual funds, ETFs, and individual equities. The firm operates with a small team of four advisers and maintains a cash-sweep practice that influences portfolio construction and fee treatment.

Forbes Watson is a Series 65-licensed financial advisor with 18 years of industry experience. He has worked at Legacy Wealth Management, LLC since 2019 and previously spent nine years at MIMCO. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, with additional services for corporations, foundations, and endowments. The firm employs in-house fundamental analysis and pursues a long-term, conservative growth strategy focused on individual securities and thematic investment ideas that are not yet widely priced into markets.

Jason Brown Jr. is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Renaissance Advisors since 2015. He previously worked at BlackSummit Financial Group, Inc. from 2014 to 2015. He is also an independent insurance agent in Ridgeland, MS, dedicating part of his time to selling insurance products. Renaissance Advisors provides discretionary asset management and financial planning 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 in its investment decisions and offers a performance-fee option for qualified clients alongside traditional asset-based fees.

William Smith is a financial advisor at Guaranty Private Wealth with 21 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Kestra Financial, LPL Financial, Morgan Stanley, and Merrill. Outside of his advisory role, he volunteers as a softball coach. Guaranty Private Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA-related retirement plan services to individual, family, and institutional clients. The firm employs a customized, goal-based investment process that incorporates a broad range of asset classes and strategies, including the use of derivatives and alternative credit instruments.

Michael Denny is a CFP® with 23 years of industry experience, currently serving at Grantham Poole Advisors, LLC. He has been with the affiliated firm Grantham Poole, PLLC since 2001, where he also works as a staff accountant preparing income tax returns and assisting with financial, tax, and estate planning. 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 tailored advice and comprehensive plans, utilizing mutual funds, ETFs, and third-party money managers while maintaining oversight of client portfolios.

Gentry Martin is a financial advisor at Guaranty Private Wealth with Series 63 and Series 65 registrations and four years of industry experience. He previously worked at SouthernSun Asset Management and AcreTrader, Inc. prior to joining his current firm. Guaranty Private Wealth offers discretionary and non-discretionary investment management, financial planning, and ERISA-related retirement plan services to both individual and institutional clients. The firm utilizes a customized, goal-based investment process that includes equities, fixed income, cash, and alternative investments, with strategies incorporating derivatives and private credit instruments.

Kevin Anthony is a financial advisor at Peregrine Investment Advisors, LLC in Madison, Mississippi, holding a Series 65 designation with 23 years of industry experience. He has been with Peregrine since 2010, working within a four-advisor team. Peregrine Investment Advisors provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, and corporate clients, including high-net-worth individuals. The firm focuses on fundamental analysis and a long-term investment approach, primarily using mutual funds, ETFs, and individual equities, while routinely incorporating cash as an asset class in portfolio construction.

Maggie Hartness is a financial advisor at Legacy Wealth Management, LLC with three years of industry experience. She holds the Series 65 designation and has worked at Bryant Songy Snell Global Partners and the Diaz Law Firm, among other roles. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, also serving corporations, foundations, and endowments. The firm employs fundamental analysis and pursues a long-term, conservative growth strategy, constructing portfolios mainly from individual securities rather than model portfolios or black-box strategies.

Reid Watson is a CFP® professional at Legacy Wealth Management, LLC with two years of industry experience. Prior to joining Legacy Wealth Management, he worked at Bank of Yazoo and has a background that includes real estate. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, with additional services for corporations, foundations, and endowments. The firm employs fundamental analysis and a long-term, conservative growth approach focused on individual securities and thematic investment ideas.

Ethan Kelly is a financial advisor at Renaissance Advisors with 10 years of industry experience and a Series 65 credential. He has held roles at multiple firms, including RL2 Advisors, Kovack Advisors, and Oxford Risk Management Group, and is also a part-time attorney at Naderpour & Associates, P.A. Additionally, he is the founder and CIO of Providence Capital Management, LLC, and a proprietary trader for Lux Trading Firm. Renaissance Advisors provides discretionary asset management and financial planning to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm uses a combination of fundamental, technical, charting, and cyclical analysis to guide discretionary investment decisions and offers both traditional asset-based fees and a performance-fee option for qualified clients.

Wilfred Henderson III is a financial advisor with Legacy Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Legacy Wealth Management in 2024. Outside of his advisory role, Mr. Henderson is associated with Wellington Management Company, LLC, an entity established to manage administration fees related to his family trust. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, while also serving corporations, foundations, and endowments. The firm employs a long-term, conservative growth strategy focused on fundamental analysis and constructing portfolios mainly from individual securities.