Thomas Dale is a financial advisor at Ballew Advisors Inc with 30 years of industry experience. He holds Series 63 and Series 65 licenses and has held various roles at multiple affiliated companies since 2005, including positions as corporate secretary and insurance agent. His background includes work with Ballew Wealth Management, Consilium Capital, and several Ballew entities involved in wealth management and insurance services. Ballew Advisors is an SEC-registered investment advisory firm managing over $1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, pension and profit-sharing 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.

Michael Puckett is a CFA® charterholder with 10 years of industry experience. He is currently with Resolute Wealth Strategies, LLC, where he has worked since 2022. Prior to that, he was with Coker & Palmer and Camellia Group, L.L.C. Outside of his advisory role, he holds ownership interests in a property holding company and a medical aesthetics business. Resolute Wealth Strategies provides personalized financial planning and investment advisory services to individuals, family offices, trusts, estates, and qualified retirement plans. The firm employs a comprehensive planning approach that integrates fundamental and technical analysis and includes insurance needs as part of its portfolio construction.

Zachary Israel is a financial advisor at BankPlus Wealth Advisors in Jackson, Mississippi, holding a Series 65 designation with one year of industry experience. His prior work includes positions at New York Life Insurance Company and BRG Restaurant Group. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized investments in equities, mutual funds, ETFs, fixed income, and cash equivalents. The firm emphasizes in-house fundamental research and a thematic, bottom-up approach to identify high-quality companies and bonds for long-term holdings.

Jeremy Yancey is a Series 65-licensed advisor with Element Wealth, LLC, bringing 17 years of industry experience. He has served as a Mississippi State Senator for District 20 since 2007. 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 mix of relative strength, fundamental, and technical analysis to guide investment decisions, offering both discretionary and non-discretionary management.

Charles Alley is a CFP® with 23 years of industry experience, currently serving at Resolute Wealth Strategies, LLC since 2022. Prior to this, he worked for Coker & Palmer, Inc. for ten years. Alley is involved in community roles, including serving on the board of the Else School of Management at Millsaps College and advising the Community Foundation for Mississippi. Resolute Wealth Strategies provides personalized financial planning and investment advisory services to individuals, family offices, trusts, and other entities. The firm manages approximately $316 million in discretionary assets and emphasizes customized, comprehensive planning with a primarily equity and ETF-focused portfolio approach.

Taylor Weintritt is a financial advisor at Resolute Wealth Strategies, LLC with two years of industry experience. He holds a Series 65 designation and has worked at Resolute Wealth since 2022. Prior to that, he held roles at Seiler Tucker Inc and has a background that includes positions outside of finance during his college years. Resolute Wealth Strategies provides personalized financial planning and discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, and various entities such as family offices and qualified retirement plans. The firm focuses on highly customized, comprehensive planning to guide portfolio construction, primarily investing in equities and ETFs while incorporating insurance analysis into its service offerings.

David Morse is a CFP® with 41 years of industry experience. He is currently with Element Wealth, LLC and previously spent 25 years at Coker & Palmer. Outside of financial advising, he serves as CFO for Morse Speech Pathology Services LLC. Element Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, and individual securities, employing an intermediate-term relative strength approach and technical analysis in its asset allocation.

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.