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.

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.

Andrew Hoeniges is a CFA® charterholder with six years of industry experience. He has worked at BankPlus Wealth Advisors since 2019 and previously was employed at PERS of Mississippi and Guaranty Bank & Trust. He serves as the Treasurer for the CFA Society of Mississippi, providing monthly bookkeeping services. BankPlus Wealth Advisors manages discretionary and non-discretionary investment portfolios for individuals, families, corporations, foundations, and endowments. The firm emphasizes fundamental research and a bottom-up investment approach, offering customized portfolios alongside internally managed model portfolios.

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.