Joel Holden Jr. is a CFP® with 17 years of experience in the financial services industry. He is currently affiliated with Sound Financial Strategies Group, LLC and has held roles at Comprehensive Asset Management and Servicing, Inc. and National Planning Corporation. Holden is involved in community activities through his membership on the Broadmoor Baptist Church Council and owns several small businesses including an accounting group. Sound Financial Strategies Group serves individuals, families, professionals, high-net-worth clients, trusts, estates, and not-for-profit entities by providing discretionary investment management, financial planning, insurance distribution, and retirement plan advisory services. The firm uses strategic asset allocation, tactical model selection, and ongoing portfolio monitoring, offering options such as Faith-Based Investing aligned with clients’ biblical values.

Matthew Newman is a financial advisor at Argent Wealth, LLC with 15 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including Voya Financial Advisors, Prudential Insurance Company of America, and Valic Financial Advisors. Newman is also the owner of Walter Preston Wealth Management, LLC, an independent insurance and financial services business. Argent Wealth, LLC provides investment advisory services to individuals, trusts, retirement plans, and businesses. The firm offers tailored portfolios using a range of investment vehicles and employs fundamental, quantitative, and qualitative analysis with discretionary management for most services.

James Stevens is a financial advisor at Mag Cap with Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Level Four Advisory Services, Magnolia Capital Advisors LLC, and Raymond James & Associates. Stevens is a partner in a family-owned business, B and H LP, where he assists in selecting investment purchases and recordkeeping. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with about 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services. Their investment approach combines fundamental, quantitative, technical, and sector-rotation analysis across a broad range of instruments while incorporating tax considerations.

Paul Loyacono Jr. is a financial advisor at Mag Cap with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at IFG Advisory, LLC and LPL Financial, LLC. Outside of his advisory role, he manages a consulting business related to investment and tax matters and has an ownership interest in family hunting land held through a private entity. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with a staff of about 15 advisors. The firm serves individuals, high-net-worth clients, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services using a combination of strategic and tactical asset allocation, fundamental and quantitative analysis, and a broad range of investment instruments.

Jerry Grantham is a financial advisor with Sound Financial Strategies Group, LLC, holding a ChFC® designation and Series 63 and 65 licenses. He has 43 years of industry experience and has worked with firms including Comprehensive Asset Management and Servicing, Inc., and Financial Strategies Group, Inc. In addition to his advisory work, Mr. Grantham serves as treasurer of a homeowners association and is an officer at Lakeland Presbyterian Church. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities. The firm provides discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services, using strategic asset allocation, tactical model selection, and ongoing portfolio monitoring.

Laura Herrington is a CFP®, ChFC®, and holds a Series 65 license with four years of industry experience. She has worked at Sound Financial Strategies Group, LLC since 2022 and previously held roles at New Perspectives, Inc, St Dominic, and Baptist Health Systems. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities with discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm uses strategic asset allocation, tactical model selection, and ongoing monitoring, offering a Faith-Based Investing option aligned with biblical values.

John Heidelberg is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Mag Cap and has held positions at LPL Financial and UBS Financial Services in prior years. Outside of his advisory role, he is the owner of Sadleberg Properties, LLC, a real estate investment business. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion for individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers discretionary and non-discretionary investment management using strategic and tactical asset allocation, various analytical methods, and a broad range of investment instruments.

Vaiden Clark is a financial advisor with Mag Cap, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Level Four Financial, Entoro Securities, Raymond James & Associates, and he has been involved with Mag Cap since 2018. Clark serves as a board member of the Mississippi College Savings Plan. Mag Cap is an SEC-registered multi-team investment adviser managing approximately $1.69 billion, serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, and qualified-plan consulting using a combination of fundamental, quantitative, and tactical investment strategies.

Yale Murphy is a financial advisor at Hardy Reed, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for HUB International Gulf South for nine years. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm focuses on discretionary portfolios, primarily using mutual funds and ETFs, and incorporates fiduciary consulting and pension advisory services.

Matthew Davis is a financial advisor with Argent Wealth, LLC in Ridgeland, MS, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Pinnacle Trust from 2013 to 2020 and has been with Pinnacle Wealth, LLC since 2021, with a one-year sabbatical in between. Argent Wealth serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and leverages affiliated trust and insurance services through its parent company, Argent Financial Group.

Courtney Wood is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mag Cap. Prior to joining Mag Cap, Wood worked at Bank of America and Merrill for eight years. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services, employing a combination of fundamental, quantitative, technical, and sector-rotation analyses across a broad range of investment instruments.

Ryan Barnes is a financial advisor with Barnes Pettey Financial Advisors, LLC in Madison, MS, holding a Series 66 designation and 22 years of industry experience. He has been with Barnes Pettey since 2007 and previously worked at Raymond James Financial Services, Inc from 2003 to 2025. In addition to his advisory role, Barnes is a licensed independent life insurance agent. Barnes Pettey Financial Advisors provides discretionary and non-discretionary investment management, personalized financial planning, and retirement-plan consulting to individuals, families, trusts, estates, charitable organizations, and business entities. The firm employs a client-specific approach that incorporates fundamental and technical analysis and a broad range of investment vehicles, managing $1.31 billion in assets and serving over 3,000 clients.

Cristopher Dockery is a financial advisor at Argent Wealth, LLC with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Pinnacle Trust and Pinnacle Wealth. Outside of his advisory role, he is also an independent insurance agent. Argent Wealth primarily serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management and retirement plan consulting. The firm manages approximately $439 million in discretionary assets and employs a range of investment strategies tailored to client objectives, combining fundamental, quantitative, and qualitative analysis.

Hugh Arant III is a financial advisor with Mag Cap, holding the ChFC® designation and Series 66 license, with 20 years of industry experience. He has worked at Magnolia Capital Advisers, LLC since 2026 and previously with Raymond James Financial Services Advisors Inc. from 2014 to 2025. Outside of advising, he is a licensed independent insurance agent and operates HMA III Investments, LLC, a company established to manage his personal assets. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services, utilizing a combination of fundamental, quantitative, technical, and sector-rotation analysis across a diverse range of investment instruments.

Erik Olson is a financial advisor at Argent Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Pinnacle Wealth, LLC, Regions, Republic Finance, and Cups. Argent Wealth primarily serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and utilizes Schwab’s managed account platforms, while its corporate structure includes affiliated trust, custody, and insurance services.

John Everett is a financial advisor at Argent Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Citizens National Bank. Argent Wealth serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and leverages affiliations with related financial and insurance entities to offer additional services.

Martin Palomo IV is a financial advisor at Argent Wealth, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 designations and has previously worked at Voya Financial Advisors, Edward Jones, A.G. Edwards & Sons, and MSI Financial Services. Outside of finance, he is involved in youth and high school soccer as the owner of Palomo Futbol Consulting, providing tournaments, referee services, and soccer consulting. Argent Wealth, LLC serves individuals, trusts, retirement plans, and business entities with tailored investment advisory services including asset management, financial planning, and retirement plan consulting. The firm employs fundamental, quantitative, and qualitative analysis to manage diverse portfolios and offers both discretionary and non-discretionary management options.

Joanna Greene is a financial advisor at Mag Cap with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones for six years and has a diverse background including roles in healthcare and the food service industry. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services using a combination of fundamental, quantitative, technical, and sector-rotation analysis across a wide range of investment instruments.

Paul Mcneill is a financial advisor at Mag Cap with Series 63 and Series 65 designations and 29 years of industry experience. He worked at Merrill from 1991 to 2017 before joining Mag Cap in 2023. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services, utilizing a variety of investment strategies and instruments tailored to client goals.

William Trusty is a financial advisor with Mag Cap, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Raymond James & Associates and is currently affiliated with Magnolia Capital Advisors and Level Four Financial. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers a range of portfolio management and consulting services using strategic and tactical asset allocation models and employs fundamental, quantitative, technical, and sector-rotation analysis across diverse investment instruments.