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.

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.

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.

John Heidelberg is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Mag Cap and has held positions at LPL Financial and UBS Financial Services in prior years. Outside of his advisory role, he is the owner of Sadleberg Properties, LLC, a real estate investment business. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion for individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers discretionary and non-discretionary investment management using strategic and tactical asset allocation, various analytical methods, and a broad range of investment instruments.

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.

Vaiden Clark is a financial advisor with Mag Cap, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Level Four Financial, Entoro Securities, Raymond James & Associates, and he has been involved with Mag Cap since 2018. Clark serves as a board member of the Mississippi College Savings Plan. Mag Cap is an SEC-registered multi-team investment adviser managing approximately $1.69 billion, serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, and qualified-plan consulting using a combination of fundamental, quantitative, and tactical investment strategies.

Leah Doussard is a financial advisor with Ballew Advisors Inc in Jackson, MS. She holds a Series 65 credential and has experience working with Ballew Wealth Management and Bluetrust, Inc. Prior to her roles in financial services, she worked at Snapshot Publishing and the Visit Oxford Visitor's Center. 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 uses individualized asset allocation and both fundamental and technical analysis to manage portfolios, offering regular account supervision and reporting.

Yale Murphy is a financial advisor at Hardy Reed, LLC with one year of industry experience. He holds a Series 65 designation and previously worked for HUB International Gulf South for nine years. Hardy Reed provides financial planning, wealth management, and investment advisory services to individuals, trusts and estates, pension and profit-sharing plans, and charitable and corporate entities. The firm focuses on discretionary portfolios, primarily using mutual funds and ETFs, and incorporates fiduciary consulting and pension advisory services.

Matthew Davis is a financial advisor with Argent Wealth, LLC in Ridgeland, MS, holding Series 63 and Series 65 licenses and five years of industry experience. He previously worked at Pinnacle Trust from 2013 to 2020 and has been with Pinnacle Wealth, LLC since 2021, with a one-year sabbatical in between. Argent Wealth serves individuals, trusts, pension and profit-sharing plans, and business entities, offering asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and leverages affiliated trust and insurance services through its parent company, Argent Financial Group.

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.