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.

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.

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.

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.

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.

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.

Ellen Hazlewood is a financial advisor with Davenport Watts & Drake Investment Advisors, LLC, holding a Series 65 designation and affiliated with the firm since 2007. She is based in Ridgeland, MS, and has 19 years of experience in the financial services industry. Davenport Watts & Drake provides personalized financial planning and investment management services to individuals, small businesses, qualified retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and long-term portfolio management using primarily no-load mutual funds and ETFs, with a focus on minimizing income taxes and expenses.

Steven Randolph Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealthview Capital, he spent ten years at C Spine. Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors with services including wealth management, discretionary asset management, financial planning, and fiduciary consulting. The firm employs a strategic and tactical asset allocation approach grounded in Modern Portfolio Theory and Active Indexing, managing most client assets on a discretionary basis and offering specialized services such as the Millennial Growth Partnership for younger investors.

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 four years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at AcreTrader, Inc. and SouthernSun Asset Management. Guaranty Private Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA-related retirement plan services to individual clients, families, and institutional plan sponsors. The firm employs a customized, goal-based investment process incorporating equities, fixed income, cash, and alternatives, including derivatives and alternative credit instruments.

Tyson Rutland is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding a Series 65 credential. He has one year of industry experience, having joined Wealthview Capital in 2025. Prior to his advisory role, he spent time at Mississippi State University and MCR Safety in various capacities. Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors, providing comprehensive wealth management, discretionary asset management, financial planning, and fiduciary consulting. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, catering to a broad client base including younger investors through its Millennial Growth Partnership.

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.

Samuel Taylor is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wealthview Capital since 2009. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm uses a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets primarily on a discretionary basis.