Tara May is a Series 66 registered advisor at Mag Cap with eight years of industry experience. She has worked at several firms, including Magnolia Capital Advisors, Level Four Financial, Grantham Poole Advisors, Raymond James Financial, and Horne Wealth Advisors. Outside of her advisory work, she serves on the advisory board for Harrison Central High School’s Family and Consumer Science program and is a board member of the Estate & Gift Planning Advisory Board at Mississippi Baptist Medical Center. Tara also holds the position of treasurer for the Cypress Cove Homeowner’s Association. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing a mix of fundamental, quantitative, technical, and sector-rotation analyses across a broad range of investment instruments.

Stephen Griner is a financial advisor with Mag Cap holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Entoro Capital and Entoro Securities from 2021 to 2023, as well as Raymond James & Associates from 2013 to 2018. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with around 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 using strategic and tactical asset-allocation models alongside fundamental, quantitative, and technical analysis.

Edward Hartley is a CFP® with 19 years of experience in the financial services industry. He currently serves at Mag Cap and has held positions at Milestone Investments, Magnolia Capital Advisors, Milestone Investment Group, and Raymond James Financial Services. 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, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services.

Christine Cole is a financial advisor at Sound Financial Strategies Group, LLC in Madison, MS. She holds a Series 65 designation and has 12 years of experience at Sound Financial Strategies Group and National Planning Corporation. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth clients, trusts, estates, and not-for-profit entities with discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm uses strategic asset allocation and tactical model selection, offering options including Faith-Based Investing aligned with clients’ biblical values.

Charles Marion Jr. is a financial advisor at Mag Cap with 20 years of industry experience and holds a Series 66 designation. He has held positions at Magnolia Capital, Highland Capital Planning, Raymond James Financial, and Pension Partners. He is also the owner and CEO of Charles F Marion JR CPA LLC. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management and financial planning using a blend of fundamental, quantitative, and technical analysis across a broad range of investment instruments.

Wilson Nichols is a financial advisor with Argent Wealth, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Raymond James & Associates, KLLM Transport Services, Blue Cross & Blue Shield of Mississippi, and Mississippi College. Argent Wealth primarily serves individuals, including high net worth clients, trusts, pension and profit-sharing plans, and business entities, offering asset management, comprehensive portfolio management, and retirement plan consulting. The firm manages approximately $439 million in discretionary assets and employs a range of investment strategies tailored to client objectives, utilizing fundamental, quantitative, and qualitative analysis combined with Schwab’s managed account platforms.

Jett Stuart is an advisor at Sound Financial Strategies Group, LLC in Madison, MS, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at APW Inc, Trustmark Bank, and several other organizations. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities, offering discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm employs strategic asset allocation, tactical model selection, and ongoing portfolio monitoring, and provides a Faith-Based Investing option aligned with clients’ biblical values.

Robert Bradford is a financial advisor with ValMark Advisers, Inc. He holds the ChFC® designation and Series 63 and 65 licenses, and has 41 years of industry experience. His prior experience includes roles at CenterPoint Advantage LLC, Valmark Securities, Inc., Ohio National Life Ins Co, and his own firm, PICKETT BRADFORD & ASSOC, P.A. 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 offers diversified, goal-based model portfolios primarily using mutual funds, ETFs, and approved third-party managers, supported by proprietary platforms and comprehensive back-office services.

George Pickett Jr. is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 48 years of industry experience. His prior roles include positions at CenterPoint Advantage and Valmark Securities, as well as operating Pickett Bradford & Associates, P.A., a firm licensed to sell life and health insurance products. He also provides litigation consulting as an expert witness in life insurance-related cases. ValMark Advisers, Inc. offers 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 portfolios using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and comprehensive due diligence.

Joshua Taffer is a financial advisor at Signal Advisors Wealth, LLC with 11 years of industry experience and holds a Series 66 designation. His prior work includes roles at Wells Fargo and AE Wealth Management, as well as ownership of Jesiolowski Taffer Consulting LLC, which provides business consulting and coaching services. Outside of financial advising, he is the head coach of the Mississippi Futbol Club. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their retail clients. The firm employs a primarily top-down, tactical asset allocation approach supplemented by fundamental, quantitative, and technical analysis, while supporting a high client load per advisor through its platform.

Jerry Glaze is a financial advisor with Stephens, holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. His career includes long tenures at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc., before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing bottom-up equity research and committee-driven asset allocation to manage investments across various strategies.

Andrew Glaze is a financial advisor at Stephens with nine years of industry experience. He holds a Series 66 designation and has been with Stephens and its predecessor entities since 2016. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and diversified investment strategies.

James Moritsugu is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at ValMark Advisers since 2018. In addition to his advisory role, he is a self-employed freelance musician. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies delivered through a network of representatives, with oversight from an investment committee.

David Jesiolowski is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His work history includes roles at AE Wealth Management, APW Capital, and OneAmerica Securities. Outside of investment advising, he owns a book design and speaking business focused on overcoming adversity and is a partner at Jesiolowski, Taffer Consulting, LLC, providing business consulting and coaching services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their clients. The firm offers discretionary portfolio management using a primarily top-down tactical asset allocation process alongside fundamental, quantitative, and technical analysis.

Joseph Drake III is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Stonex Advisors since 2016 and previously held positions at StoneX Securities Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. Outside of his advisory work, he is involved in timberland and agricultural land management through several family-owned entities. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers to implement client strategies.

Maxwell Neely is a CFA® charterholder with 12 years of industry experience, currently serving as an advisor at Stephens since 2015. He holds a Series 63 license and is based in Ridgeland, Mississippi. Outside of his advisory role, he owns a business focused on developing websites and providing online marketing and search engine optimization services. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services. Stephens employs a combination of bottom-up equity research and committee-driven asset allocation and also provides municipal advisory and pension trust services.

Beverly Surles is a financial advisor with StoneX Advisors Inc. in Madison, MS, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. Her career includes roles at UBS Financial Services and Intl Advisory Consultants Inc. prior to joining StoneX Advisors in 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various portfolio models and third-party managers.

Robert Dye Jr. is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining ValMark, he worked at AE Wealth Management, LLC and Pinnacle Trust Company. In addition to his advisory role, he is involved with Dye Resource Management, LLC, focusing on fixed insurance sales. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm emphasizes diversified, goal-based model portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, with ongoing monitoring and rebalancing overseen by an investment committee.

Jack Moore is a financial advisor at Focus Partners Wealth, LLC with a Series 65 designation and three years of industry experience. His prior roles include positions at The Colony Group, Buckingham Strategic Wealth, Watkins, Ward, and Stafford, and Northwestern Mutual. He has also worked outside financial services, including at Smart Scapes and in educational roles at Mississippi State University and Northwest Rankin High School. Focus Partners serves individuals, high-net-worth families, family offices, and institutional clients with a wide range of wealth management and advisory services. The firm employs a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies, third-party managers, and private funds, alongside specialized tools and legacy strategies from multiple mergers.

David Allen is a ChFC® credentialed financial advisor with 52 years of industry experience, currently affiliated with Primerica Advisors in Ridgeland, MS. He has worked with Guardian Life Insurance Co. since 1978 and has been with Primerica Advisors since 1999. Outside of his advisory role, Allen serves as treasurer and board member of the Lake Traderhorn Association and provides continuing education seminars. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs.