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® 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.

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.

Lawrence Tuskey Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and five years of industry experience. Prior to joining Wealthview Capital in 2021, he worked at Pan-American Life Insurance Group and BrownGreer PLC. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm focuses on strategic and tactical asset allocation using an Active Indexing philosophy and offers comprehensive wealth management, financial planning, discretionary asset management, and fiduciary consulting.

Nancy Anderson is a CFA® charterholder with 23 years of industry experience. She has been with New Perspectives, Inc. since 1993 and is a part owner of the firm. Anderson is also an Associate Professor of Finance at Mississippi College, where she chairs the Retirement Committee and sponsors the investment club. She served on the board of the Mississippi Council of Economic Education from 2011 to 2014. 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, tailoring portfolios to client objectives and risk tolerance while using fundamental analysis and diversified funds.

Thomas Billups Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS, holding 23 years of industry experience. He has been associated with Woodmont Advisory Group since 1991 and with Carleton Billups & Associates since 1986. Woodmont Advisory Group provides discretionary portfolio management to a diverse client base, including individual investors across various net worth levels and institutional retirement and corporate plans. The firm employs a strategic asset allocation process grounded in market probability indicators and combines fundamental and technical analysis to manage portfolios with an emphasis on equity exposure and risk monitoring.

William Garrard is a Series 65-licensed financial advisor with Optimum Financial Services, LLC, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as secretary, treasurer, and director of Triangle Properties, Inc., a rental property investment business. Optimum Financial Services, LLC provides 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 long-term investment approach focused on low-cost, diversified mutual funds and ETFs, alongside individual stocks, commodities, and alternative investments as appropriate.

John Garrard III is a financial advisor at Optimum Financial Services, LLC in Jackson, MS, holding a Series 65 license with seven years of industry experience. He joined Optimum Financial Services in 2017 following five years at C Spire Wireless. Garrard is also a licensed insurance agent involved in implementing insurance recommendations. Optimum Financial Services, LLC provides 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 assets and employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by fundamental, technical, and quantitative analysis.

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.

Steven Anderson is a financial advisor with BCD Advisors in Ridgeland, Mississippi, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Beacon Capital Distributors Advisors and Virtue Capital Management since 2018 and previously spent one year at Horter Investment Management. Anderson is also president and CEO of The Financial Works USA, LLC, a firm focused on retirement income planning involving fixed annuities and life insurance sales. BCD Advisors serves individual and high-net-worth clients, pension and profit-sharing plans, and business entities by providing portfolio management, asset allocation, financial planning, and access to third-party money managers. The firm customizes portfolios based on client objectives and risk tolerance, employing strategies that include both long- and short-term trading and utilizing an open-architecture model.

Joshua Taff is a CFA® charterholder with 14 years of industry experience. He has been with New Perspectives, Inc. since 2011. 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 portfolios tailored to client objectives and risk tolerance, managing roughly $300 million with four advisors.