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.

Reid Watson is a CFP® professional at Legacy Wealth Management, LLC with two years of industry experience. Prior to joining Legacy Wealth Management, he worked at Bank of Yazoo and has a background that includes real estate. 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 fundamental analysis and a long-term, conservative growth approach focused on individual securities and thematic investment ideas.

Ethan Kelly is a financial advisor at Renaissance Advisors with 10 years of industry experience and a Series 65 credential. He has held roles at multiple firms, including RL2 Advisors, Kovack Advisors, and Oxford Risk Management Group, and is also a part-time attorney at Naderpour & Associates, P.A. Additionally, he is the founder and CIO of Providence Capital Management, LLC, and a proprietary trader for Lux Trading Firm. 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 uses a combination of fundamental, technical, charting, and cyclical analysis to guide discretionary investment decisions and offers both traditional asset-based fees and a performance-fee option for qualified clients.

Wilfred Henderson III is a financial advisor with Legacy Wealth Management, LLC, holding Series 63 and Series 66 licenses and bringing 28 years of industry experience. He previously worked at UBS Financial Services Inc. for nine years before joining Legacy Wealth Management in 2024. Outside of his advisory role, Mr. Henderson is associated with Wellington Management Company, LLC, an entity established to manage administration fees related to his family trust. Legacy Wealth Management provides portfolio management and financial planning primarily to individuals and family groups, while also serving corporations, foundations, and endowments. The firm employs a long-term, conservative growth strategy focused on fundamental analysis and constructing portfolios mainly from individual securities.

Spencer Pipitone is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with BankPlus and BankPlus Wealth Advisors since 2018 and previously worked at CSpire from 2016 to 2018. Pipitone serves on the boards of the Boys and Girls Club of Central Mississippi, the Phoenix Club of Jackson, and the CFA Society of Mississippi. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm’s approach includes customized portfolios supported by in-house fundamental research and a thematic, bottom-up investment process focusing on high-quality companies and thoroughly researched bonds for long-term holdings.

Wilkins Montgomery is a financial advisor at Cornerstone Professional Advisor Services, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Cornerstone since 2003. Montgomery also serves as vice president of Certian Data Corp., a computer processing company. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach focused on diversified, buy-and-hold portfolios primarily using passive mutual funds, ETFs, and fixed-income securities.

Hayes Puckett is a financial advisor at Element Wealth, LLC with Series 65 credentials and one year of industry experience. Prior to joining Element Wealth, he served as the Speaker of the Mississippi House and spent ten years with MRA/Southern Miss. Element Wealth, LLC is a registered investment adviser managing approximately $642 million and serving individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide allocations and trade timing.

Barry Smith is a financial advisor at Element Wealth, LLC with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Woodridge Capital Portfolio Management since 1998. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities guided by relative strength, fundamental, and technical analysis, offering both discretionary and non-discretionary investment management along with financial planning and consulting services.

Samuel Mosley is a financial advisor with Ballew Advisors Inc in Jackson, MS, holding a Series 65 designation. He has held positions at Ballew Wealth Management, Sedgwick, Orgill, BKD, and Mississippi State University, totaling several years of professional experience across these roles. Ballew Advisors provides discretionary investment supervisory services, retirement plan advisory, and limited financial planning and Social Security consulting to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm offers portfolio management using both fundamental and technical analysis and delivers client strategies based on individualized asset allocation and regular account reviews.

Jeremy Nelson is a financial advisor at Element Wealth, LLC with eight years of industry experience. He holds a Series 65 license and has previously worked at Sowell Management Services, Pinnacle Insurance Agency, and Pinnacle Trust. In addition to his advisory role, he provides access to life, health, and long-term care insurance products as a licensed insurance agent. Element Wealth, LLC manages approximately $642 million, serving individuals, retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a blend of model portfolios, mutual funds, ETFs, and individual securities, using fundamental, technical, and intermediate relative strength analysis to guide investment decisions.

Julia Ott is a financial advisor at BankPlus Wealth Advisors in Jackson, Mississippi, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with BankPlus and its wealth management division since 2013. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management services to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on fundamental research to select high-quality equities and bonds, managing approximately $263.8 million for about 633 client relationships.

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.

Patti Daly is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 65 credential and six years of industry experience. She has been with BankPlus and its wealth advisory team since 2012. BankPlus Wealth Management provides discretionary and non-discretionary investment management services to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach based on in-house fundamental research and offers customized portfolios alongside internally managed model portfolios.

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.