Jeffrey Lohmeier is a financial advisor at BankPlus Wealth Advisors with 23 years of industry experience. He holds a Series 66 credential and has worked at BankPlus since 2003, including a 13-year tenure at LPL Financial prior to joining BankPlus Wealth Advisors in 2020. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages customized portfolios, emphasizing in-house fundamental research and a thematic, bottom-up investment approach focused on high-quality companies and thoroughly researched bonds for long-term holdings.

James Clark is a CFP® and CFA® with 15 years of industry experience, currently serving at BankPlus Wealth Advisors in Jackson, MS. He has worked at BankPlus since 2006 and held roles at AmSouth Asset Management and Amsouth Investment Management Company prior to that. Outside of his advisory work, Clark serves as a member of the Board of Managers for Airport Park LLC and Airport Park III LLC, real estate investment partnerships in Jackson. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized investment solutions through in-house fundamental research and a bottom-up approach to equities and fixed income. The firm manages approximately $263.8 million across about 633 client relationships and is affiliated with BankPlus, a state banking corporation.

Phillip Burnett Jr. is a financial advisor with Resolute Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Coker & Palmer for 13 years before joining Resolute Wealth Strategies in 2022. Resolute Wealth Strategies provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a long-term investment strategy with comprehensive planning that incorporates both fundamental and technical analysis, and it explicitly includes insurance needs and products as part of its services.

Clyde Mosley is a financial advisor at Ballew Advisors Inc with 38 years of industry experience. He holds a Series 63 designation and has held leadership roles in several affiliated firms, including serving as president and board member of multiple entities within the Ballew group. His background includes extensive involvement in wealth management, insurance services, and broker-dealer products. Ballew Advisors is a SEC-registered investment advisory firm managing over $1.1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, retirement plans, trusts, and other entities, using a client-driven approach that incorporates asset allocation, fundamental and technical analysis, and both long- and short-term strategies.

Kelly Jennings is a CFP® with 10 years of industry experience, currently serving as an advisor at Asset Dedication, LLC since 2024. Prior to this, he spent 10 years at Branning Wealth Management. Outside of his advisory role, he is the owner and managing member of Pro Bookkeeping Solutions, LLC, a bookkeeping service for small business owners. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients.

Dennis White is a financial advisor at WMG Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WMG Financial Advisors since 2018, previously serving at Concourse Financial Group Securities and Strategic Wealth Management Group Inc. Outside of his advisory role, he is also a licensed insurance producer who presents fixed insurance products to prospects. WMG Financial Advisors is a team-based registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and retirement and profit-sharing plans. The firm emphasizes long-term trading using modern portfolio theory and manages discretionary accounts across various investment vehicles including mutual funds, ETFs, and real estate funds.

Matthew Herrington is a financial advisor at BankPlus Wealth Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked with Raymond James and PriorityOne Bank. Herrington has also served as a financial advisor in training at PriorityOne Financial Services. BankPlus Wealth Advisors manages approximately $263.8 million across 633 client relationships, offering discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on high-quality companies and bonds, with both model and customized portfolios tailored to client objectives and risk tolerance.

Randall Monaghan is a CFP® professional with 10 years of industry experience, currently with BankPlus Wealth Advisors. His career includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, BancorpSouth, Infinex Investments, Stifel Nicolaus, and Morgan Stanley. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm’s approach involves in-house fundamental research and thematic, bottom-up selection of equities and bonds, managing customized and model portfolios tailored to client objectives.

Karl Byrd is a CFP® with 46 years of experience in the financial services industry. He has been with Ballew Advisors Inc since 1991 and holds leadership roles in several related entities, including vice-president and board member positions. Byrd is also involved in insurance product sales and consulting for an insurance company. Ballew Advisors is a SEC-registered investment advisory firm managing over $1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management and retirement plan advisory services, employing a client-driven investment approach that integrates asset allocation, fundamental and technical analysis, and regular account reviews.

Brady Gray is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and also works with Rivertree Financial Planning, LLC. Prior to his advisory roles, he has experience in educational and community organizations, including multiple positions at Mississippi State University and Germantown High School. ValMark Advisers, Inc. provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm offers diversified, goal-based model portfolios using mutual funds, ETFs, and third-party managers, with proprietary platforms and unique arrangements involving insurance and ETF products.

Thomas Lee is a financial advisor with Smith, Moore & Co. in Mendenhall, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, PriorityOne Insurance Agency, and Priority One Bank. Lee also maintains a part-time role as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team structure. The firm uses both advisor-managed accounts and third-party managers, employing fundamental and technical analysis to manage diversified portfolios.

Todd Barnthouse is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at PriorityOne Bank and Raymond James Financial Services. Outside of his advisory role, he is the owner and president of Barnthouse Custom Homes in Brandon, MS. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans, utilizing an open-architecture approach that includes proprietary model portfolios, individual portfolio construction, and access to third-party managers. The firm manages a range of investments across stocks, bonds, mutual funds, ETFs, options, and select alternatives through both discretionary and non-discretionary accounts.

Scott Marshall is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with ValMark Advisers, Inc. and has prior experience at The Leaders Group, Inc. and Rivertree Financial Planning, LLC, where he remains a part-owner. Outside of his advisory roles, he is involved with GoldenCare/Integrity LTC Group as a fixed long-term care insurance agent. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

Jonathan Davis is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Rivertree Financial Planning, The Leaders Group, Inc., and Sowell Management Services. Outside of his advisory work, he serves as a non-public arbitrator on FINRA arbitration panels. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individual and institutional clients through a network of approximately 280 advisors. The firm utilizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Harlan Fortenberry is a financial advisor at First Heartland Consultants, Inc. with 49 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes over two decades at ValMark Advisers, Inc. and Valmark Securities, Inc., as well as a long tenure at Executive Planning Group. He is also a Certified Public Accountant and serves on the executive committee of the National Association of Insurance and Financial Advisors (NAIFA) in Mississippi. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Julie Carpenter is a financial advisor with Moors & Cabot, Inc. in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Her previous roles include 17 years at Coker & Palmer, Inc. and two years at Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using a variety of analytical methods and investment strategies.

Nick Morgan is a financial advisor with First Heartland Consultants, Inc. in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he owns and operates a duck hunting club and related land holdings. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Lance Henley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Gateway in 2025, he spent nine years at Householder Group Estate & Retirement Specialists and has been affiliated with LPL Financial LLC dba Gateway Financial Partners since 2009. He is also an agent representing fixed insurance companies. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically allocating assets among diversified mutual funds and ETFs while incorporating individual securities and independent managers using both fundamental and technical analysis.

Loreli Ghee is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Coker & Palmer, Morgan Stanley, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analysis methods and investment strategies.

Lauren White is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 65 license. Prior to her current role, she worked at Client One Securities, LLC and Chloe and Isabel. Outside of her advisory work, White serves as a FINRA Dispute Resolution Services Arbitrator and participates in the Military Spouse Community Leadership Initiative through the Association of Defense Communities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored assessments and regular portfolio rebalancing through its enterprise platform.