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 CFP® and ChFC® with 23 years of industry experience, currently serving at Renaissance Advisors since 2015. He is also an independent insurance agent in Ridgeland, MS, working in insurance sales outside of his advisory role. Renaissance Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm uses a tailored investment approach combining fundamental, technical, charting, and cyclical analysis under discretionary authority and offers performance-based fee arrangements with a high-water mark to eligible clients.

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.

Henry Stephenson Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS. He holds 29 years of industry experience and has been with Woodmont Advisory Group since 1986. His career as a financial advisor began in 1975. Woodmont Advisory Group provides discretionary portfolio management to individual investors across various wealth levels as well as institutional retirement and corporate plans. The firm employs a strategic asset allocation process based on market probability indicators and uses both fundamental and technical analysis to manage portfolios emphasizing equity exposure and ongoing risk monitoring.

Jason Brown Jr. is a CFP® professional with 11 years of industry experience, currently serving at Renaissance Advisors since 2015. He holds the Series 65 designation and operates as an independent insurance agent in Ridgeland, MS. Renaissance Advisors provides discretionary asset management, financial planning, and retirement-plan advisory services to individuals, trusts, estates, and business entities. The firm customizes investment programs based on client objectives and uses a combination of fundamental, technical, charting, and cyclical analysis, offering performance-based fee arrangements with a high-water mark to eligible clients.

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 with Guaranty Private Wealth in Ridgeland, MS, holding Series 63 and Series 65 designations and bringing 21 years of industry experience. He has worked at Guaranty Private Wealth since 2019, with prior roles at LPL Financial and Kestra Financial. Outside of his advisory duties, Smith serves as a volunteer softball coach. Guaranty Private Wealth serves individuals, families, institutions, and corporations by providing asset and investment management, financial planning, and ERISA plan consulting. The firm employs a customized, goal-based investment approach incorporating a range of asset classes and offers discretionary and non-discretionary services.

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 the Series 63 and Series 65 designations and has worked previously at AcreTrader Financial, AcreTrader, Inc., and SouthernSun Asset Management. Guaranty Private Wealth serves individuals, families, institutional investors, corporations, and endowments by providing asset and investment management, financial planning, sub-advisory services, and ERISA plan consulting. The firm employs a customized, goal-based investment approach incorporating a range of strategies including alternatives and derivatives, and maintains formal ties to a bank and related trust affiliates.

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.