Joshua Burns is a financial advisor with Lasting Mark Retirement Group LLC, holding Series 65 and Series 63 licenses and possessing 13 years of industry experience. His prior roles include positions at Veritas Independent Partners, LLC, First Heartland Capital Inc, Capstone Insurance and Financial Group, and Allstate Insurance Co. He is also involved in a marketing entity focused on Medicare supplements, health, and fixed life insurance. Lasting Mark Retirement Group LLC provides portfolio management and integrated financial planning primarily to individual and high-net-worth clients nearing or in retirement. The firm employs a Modern Portfolio Theory–based investment approach with regular portfolio monitoring and offers both discretionary and non-discretionary management.

Maeve Beard is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation with nine years of industry experience. She has worked at BankPlus and BankPlus Wealth Advisors since 2021 and previously spent eleven years at Pinnacle Trust. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages approximately $263.8 million through customized portfolios and model strategies, using a thematic, bottom-up investment approach focused on fundamental research and long-term holdings.

Leah Doussard is a Series 65-licensed advisor at Ballew Advisors Inc with experience beginning in 2020. Her prior roles include positions at BlueTrust, Inc. and Snapshot Publishing. Ballew Advisors provides discretionary investment supervisory services, retirement plan advisory, and limited financial planning to individuals, pension plans, trusts, estates, and businesses. The firm employs individualized asset allocation and a combination of fundamental and technical analysis to manage portfolios across a range of securities, with quarterly reviews tailored to each client’s objectives and risk tolerance.

Matthew La Rochelle is a financial advisor with BankPlus Wealth Advisors, holding a Series 66 designation and six years of industry experience. Prior to joining BankPlus Wealth Advisors, he worked with First Command Insurance Services and served one year in the Department of the Air Force. He is also a Maritime Enforcement Specialist in the United States Coast Guard Reserve. BankPlus Wealth Advisors manages approximately $263.8 million for individuals, families, corporations, and endowments through customized portfolios and risk-based model strategies. The firm employs an in-house fundamental research process focused on high-quality equities and bonds for long-term holdings, serving predominantly long-standing, multi-generational client relationships.

Earl Laird III is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, holding a Series 66 designation with 11 years of industry experience. He has been with BankPlus Wealth Advisors since 2020 and previously worked at LPL Financial from 2015 to 2020. Laird has also maintained a role at BankPlus since 2015. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments, managing approximately $263.8 million across about 633 client relationships. The firm employs a thematic, bottom-up investment approach based on in-house fundamental research and offers both model portfolios and customized solutions aligned with client objectives and risk tolerance.

Jason Branning has spent more than two decades asking a question that most financial advisors skip past: not just whether a client has enough to retire, but whether their retirement income is truly built to last — predictable, tax-efficient, and independent of whatever the market decides to do tomorrow. That question became a framework. That framework became a published theory. And that theory is now shaping how retirement income planning is taught and practiced across the country. Jason co-developed Modern Retirement Theory (MRT) with M. Ray Grubbs, Ph.D. — a retirement planning framework built on the principle that retirement is an absolute goal, not a relative one. You don't just want to retire. You want to stay retired. That distinction changes everything about how an income plan should be built. MRT has been published in The Journal of Financial Planning's Retirement Income Special Report — twice. Content from those works now appears in the Retirement Management Analyst textbook and is embedded in the Retirement Income Certified Professional® (RICP®) curriculum, meaning the framework Jason built is now part of the national standard for how retirement income specialists are trained. A Practitioner, Not Just a Theorist Jason's work has been cited in Forbes, MarketWatch, CNBC, Morningstar, and Advisor Perspectives. He served on The Journal of Financial Planning's Advisory Board from 2010 to 2014 and has been a peer reviewer for the Retirement Management Journal. He has served as an expert witness in FINRA arbitration proceedings and was appointed by the Governor of Mississippi to serve on the College Savings Mississippi Board in 2014. How He Works Every client relationship at Branning Wealth Management begins with the same belief: you shouldn't have to ask the market for permission to retire. A retirement income plan built on that principle starts with your income needs — not your portfolio — and builds a foundation of predictable income designed to cover essential expenses regardless of market conditions. Tax efficiency is built in from the start, not added as an afterthought. Jason is a CERTIFIED FINANCIAL PLANNER™ practitioner and Retirement Income Certified Professional®. He is an honors graduate of Mississippi College with a B.A. in English and holds a Certificate in Financial Planning from Florida State University.

Nathan Lucas is a financial advisor at BankPlus Wealth Advisors with 13 years of industry experience. He holds a Series 66 credential and previously worked at LPL Financial before joining BankPlus Wealth Advisors in 2020. Nathan has been associated with BankPlus since 2012. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on fundamental research and manages customized portfolios emphasizing long-term holdings.

Andrew Gay is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has worked at CGC PLLC since 2018 and previously spent 26 years at Gay & Co. CPA Firm, PA. In addition to his advisory role, he is a staff CPA at CGC PLLC, dedicating part of his time to accounting work. 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 blend of model portfolios, mutual funds, ETFs, and individual securities, using relative strength analysis alongside fundamental and technical methods, with ongoing portfolio monitoring and ERISA 3(38) investment-manager services for retirement plans.

Darren Butler is a Series 65-licensed advisor at Lasting Mark Retirement Group LLC with over a decade of experience in financial services. He has been associated with Lasting Mark Retirement Group since 2014 and Butler Financial since 2018, and has worked with Mutual of Omaha Insurance Company since 2013. Lasting Mark Retirement Group LLC provides ongoing portfolio management and integrated financial planning primarily to individual and high-net-worth clients nearing retirement. The firm’s investment approach is based on Modern Portfolio Theory and long-term trading, offering both discretionary and non-discretionary management while emphasizing documented client goals and regular portfolio reviews.

James Hurt is a ChFC® credentialed financial advisor with 45 years of industry experience. He has been with Ballew Advisors Inc. and affiliated firms since 2006. Outside of his advisory role, Hurt is a radio talk show host focusing on Social Security topics and has served as a FINRA arbitrator since 2007. Ballew Advisors is a SEC-registered investment advisory firm managing over $1 billion for individuals, pension plans, trusts, and other entities. The firm employs a client-driven investment approach using asset allocation, fundamental and technical analysis, and offers retirement plan advisory services alongside financial planning and Social Security consulting.

Jason Witcher is a financial advisor with WMG Financial Advisors, LLC in Brandon, MS, holding Series 63 and Series 65 licenses and possessing 15 years of industry experience. He has prior experience with Strategic Wealth Management Group, LLC and Concourse Financial Group Securities Inc. Outside of his advisory work, he serves as a ruling elder and finance chairman at Lakeland Presbyterian Church and manages Witcher CPA, PLLC, a certified public accounting practice. WMG Financial Advisors is a team-based registered investment adviser serving individuals, high-net-worth clients, retirement and profit-sharing plans, and certain brokerage customers. The firm utilizes individualized Investment Policy Statements and a long-term trading approach based on modern portfolio theory across diverse asset classes, including mutual funds, ETFs, and real estate funds, while also engaging in financial institution consulting and third-party adviser referrals.

Tony Edwards is a financial advisor at BankPlus Wealth Advisors in Jackson, MS, holding the CFA® and PFS™ designations with 14 years of industry experience. He has been with BankPlus since 2002 and joined the wealth advisory team in 2014. Outside of his advisory role, Edwards serves as treasurer for the Chaine De Rotisseurs, a fraternal organization. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized equity, fixed income, and multi-asset strategies through a thematic, bottom-up investment approach. The firm emphasizes long-term holdings, internal portfolio management, and regular client reviews.

Sarah Pehler is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and beginning her industry experience in 2023. Prior to joining Element Wealth, she worked at Trustmark National Bank and Northwestern Mutual. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities using a strategy that incorporates relative strength with fundamental and technical analysis, offering both discretionary and non-discretionary investment management and financial planning services.

Juli Ann Marquette is a financial advisor at Element Wealth, LLC with five years of industry experience. She holds a Series 65 designation and previously worked for BankPlus for ten years. Outside of her advisory role, she is involved with Pine Properties, LLC, where she manages rental property operations. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including mutual funds, ETFs, and individual securities, incorporating technical analysis and relative strength approaches in portfolio construction.

Robert Rives is a financial advisor at Ballew Advisors Inc with 19 years of industry experience. He holds a Series 66 designation and has been associated with several related entities, including Ballew Wealth Management, LLC and Bia, Inc. Outside of advisory services, he is involved as an insurance agent selling and servicing fixed insurance products. Ballew Advisors is a SEC-registered investment advisory firm that manages approximately $1.1 billion for about 832 clients through a six-advisor team. The firm provides discretionary portfolio management and retirement plan advisory services for individuals, trusts, and institutional clients, employing a client-driven investment approach based on documented objectives, risk tolerance, and tax considerations.

James Bailey is a financial advisor with Element Wealth, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Trustmark National Bank, Sysco Foods, Desai Hotel Group, and Butler Snow Business Advisory. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, nonprofits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide investment decisions.

𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐦𝐢𝐥𝐥𝐞𝐧𝐧𝐢𝐚𝐥𝐬 𝐚𝐧𝐝 𝐩𝐫𝐞-𝐫𝐞𝐭𝐢𝐫𝐞𝐞𝐬 𝐦𝐚𝐤𝐞 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞. I’m a fee-only fiduciary financial planner, as well as a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®. I work with clients locally in the greater Jackson, MS area and virtually with clients across the U.S. Through years working in relationally focused professions, I’ve developed a genuine enjoyment for walking alongside people as they navigate important financial decisions. 𝐌𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐈 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐟𝐢𝐧𝐝 𝐭𝐡𝐞𝐦𝐬𝐞𝐥𝐯𝐞𝐬 𝐢𝐧 𝐨𝐧𝐞 𝐨𝐫 𝐦𝐨𝐫𝐞 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧𝐬: • You feel anxious about whether you’re doing the right things with your money • You don’t want to manage every financial decision yourself • Your finances have become more complex and you want expert guidance • You simply don’t have time to research and implement every financial decision • Important financial tasks keep getting pushed off • You and your spouse want help getting aligned on financial decisions • You want a thoughtful sounding board before making major financial choices 𝐈 𝐡𝐞𝐥𝐩 𝐚𝐧𝐬𝐰𝐞𝐫 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐥𝐢𝐤𝐞: • How do I set and prioritize my financial goals? • How much should I have saved before buying a home or car? • Should I invest more or focus on paying down debt? • Do I have the right amount in my emergency fund? • How much should I be saving for retirement right now? • Am I investing the right way or just guessing? • Are there ways I could be saving more on taxes? • What are the biggest risks to my financial future? 𝐈𝐟 𝐲𝐨𝐮’𝐫𝐞 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐩𝐥𝐚𝐧 𝐚𝐧𝐝 𝐚 𝐭𝐫𝐮𝐬𝐭𝐞𝐝 𝐭𝐡𝐨𝐮𝐠𝐡𝐭 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬, 𝐟𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐨𝐫 𝐬𝐞𝐧𝐝 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞.

Alan Mccormick is a CFP® with 19 years of industry experience, currently serving at Ballew Advisors Inc. He has been associated with multiple related entities since 2006, including Ballew Wealth Management, LLC and Bia, Inc. Outside of advisory services, he is also active as an insurance agent selling and servicing fixed insurance products. Ballew Advisors is an SEC-registered investment advisory firm managing approximately $1.1 billion for individuals, pension plans, trusts, and other entities. The firm employs a client-driven investment approach that includes asset allocation and both fundamental and technical analysis, offering discretionary portfolio management alongside retirement plan advisory and financial planning services.

Danny Williams is a CFP® professional with 26 years of industry experience. He has worked at Woodridge Capital Portfolio Management, LLC since 2006. Williams is part of the team at Element Wealth, LLC in Ridgeland, MS. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies that include mutual funds, ETFs, and individual securities, using an intermediate-term relative strength approach and technical analysis as part of its asset allocation process.

Sherry Mosley is a financial advisor at Ballew Advisors Inc in Jackson, MS, holding a Series 66 designation with 16 years of industry experience. She has been with Ballew Advisors Inc since 2009 and also worked at Ballew Investments, Inc. during that period. Ballew Advisors is a SEC-registered investment advisory firm managing approximately $1.1 billion for over 800 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, retirement plans, trusts, and other entities, employing client-driven strategies based on asset allocation, fundamental and technical analysis, with regular account reviews.