Todd Barnthouse is a financial advisor at Smith, Moore & Co. with 13 years of industry experience. He holds a Series 66 designation and previously worked at PriorityOne Bank and Raymond James Financial Services. Outside of his advisory role, he is the owner and president of Barnthouse Custom Homes in Brandon, MS. Smith, Moore & Co. provides investment advisory and financial planning services to individuals, corporations, and pension plans, utilizing an open-architecture approach that includes proprietary model portfolios, individual portfolio construction, and access to third-party managers. The firm manages a range of investments across stocks, bonds, mutual funds, ETFs, options, and select alternatives through both discretionary and non-discretionary accounts.

Scott Marshall is a CFP®-certified financial advisor with 18 years of industry experience. He is currently with ValMark Advisers, Inc. and has prior experience at The Leaders Group, Inc. and Rivertree Financial Planning, LLC, where he remains a part-owner. Outside of his advisory roles, he is involved with GoldenCare/Integrity LTC Group as a fixed long-term care insurance agent. 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 emphasizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and third-party managers, and offers a range of proprietary programs and sub-advisory services.

Jonathan Davis is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 21 years of industry experience. His prior roles include positions at Rivertree Financial Planning, The Leaders Group, Inc., and Sowell Management Services. Outside of his advisory work, he serves as a non-public arbitrator on FINRA arbitration panels. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individual and institutional clients through a network of approximately 280 advisors. The firm utilizes diversified, goal-based model portfolios implemented with mutual funds, ETFs, and approved third-party managers, and offers a range of proprietary platforms and sub-advisory services.

Harlan Fortenberry is a financial advisor at First Heartland Consultants, Inc. with 49 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior work includes over two decades at ValMark Advisers, Inc. and Valmark Securities, Inc., as well as a long tenure at Executive Planning Group. He is also a Certified Public Accountant and serves on the executive committee of the National Association of Insurance and Financial Advisors (NAIFA) in Mississippi. First Heartland Consultants provides advisory services to a diverse client base, including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for 401(k) accounts, and various asset management solutions through a network of independent investment adviser representatives.

Stedman Strickland is a financial advisor at Waverly Advisors, LLC with two years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Avantax firms. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations, serving both non‑discretionary and discretionary client needs.

Julie Carpenter is a financial advisor with Moors & Cabot, Inc. in Jackson, MS, holding Series 63 and Series 66 licenses and bringing 42 years of industry experience. Her previous roles include 17 years at Coker & Palmer, Inc. and two years at Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and advisory services using a variety of analytical methods and investment strategies.

Nick Morgan is a financial advisor with First Heartland Consultants, Inc. in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 25 years of industry experience. He has been with First Heartland Capital Inc since 2015. Outside of his advisory role, he owns and operates a duck hunting club and related land holdings. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers financial planning, model-based management for self-directed 401(k) accounts, and both wrap and non-wrap asset management solutions through a network of independent investment adviser representatives.

Landry Barnett is a financial advisor at Waverly Advisors, LLC with a Series 65 credential and one year of industry experience. Prior to joining Waverly Advisors, he was involved in Barnett's Body Shop and held various roles at Mississippi State University and other firms. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of financial planning, retirement consulting, and multi-family office services.

Tammy Byrd is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and eight years of industry experience. She has worked at Virtue Capital Management since 2018 and also serves as a managing partner in insurance sales at Financial Works USA, focusing on life and fixed annuities. Virtue Capital Management is a federally registered investment adviser that serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers, offering customized portfolio management and financial planning through a multi-team model and a combination of tactical, strategic, and dynamic investment approaches.

Lance Henley is a financial advisor with Gateway Wealth Partners, LLC, holding Series 63 and Series 65 licenses and having 27 years of industry experience. Prior to joining Gateway in 2025, he spent nine years at Householder Group Estate & Retirement Specialists and has been affiliated with LPL Financial LLC dba Gateway Financial Partners since 2009. He is also an agent representing fixed insurance companies. Gateway Wealth Partners is a registered investment adviser serving individuals, corporations, and retirement plans. The firm provides financial planning, consulting, and wealth management services, typically allocating assets among diversified mutual funds and ETFs while incorporating individual securities and independent managers using both fundamental and technical analysis.

Loreli Ghee is a financial advisor at Moors & Cabot, Inc. with 33 years of industry experience. She holds the Series 63 and Series 66 credentials. Her prior experience includes roles at Coker & Palmer, Morgan Stanley, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, and consulting services using a variety of analysis methods and investment strategies.

William Stone Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and over 30 years of industry experience. He has served at Waverly Advisors since 2024 and previously worked with EFP Advisors Inc. D/B/A W. O. Stone Advisors and Purshe Kaplan Sterling Investments. Stone is also a board member of the Presbyterian Church in America Foundation, which funds various denominational agencies and missionaries. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations and provides a range of investment management and planning services supported by institutional custodians and advanced client platforms.

Michael Petyak is a financial advisor with Advisory Services Network, LLC, holding Series 63 and Series 65 licenses and bringing 24 years of industry experience. He has worked with Cambridge Investment Research Advisors and Calton & Associates, Inc., and currently serves as Vice President of the Gluckstadt Madison Business Alliance and Secretary of the Board for The Soldier Fund, a nonprofit organization. He is also a powerlifting meet judge with the USPA. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent investment adviser representatives. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, managing approximately $8.6 billion in client assets.

Douglas Mcdaniel Sr. is a CFP® professional with 27 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2024, and was previously with EFP Advisors Inc. for over a decade. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management, financial planning, and multi-family office services.

William Barber is a financial advisor with Advisory Services Network and Oakmont Financial Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at WFG Investments, Inc. from 2009 to 2017 and has been with Advisory Services Network since 2017. Outside of his advisory roles, Barber is an independent insurance agent specializing in life insurance and annuities and is an officer at Barber Farms LLC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a range of strategies across various asset classes, managing approximately $8.6 billion in client assets.

Douglas Muenzenmay is a CFA® charterholder with 21 years of industry experience. He has worked at Waverly Advisors, LLC since 2023 and was previously with Medley & Brown, LLC for 13 years. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private markets allocations, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Lauren White is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 65 license. Prior to her current role, she worked at Client One Securities, LLC and Chloe and Isabel. Outside of her advisory work, White serves as a FINRA Dispute Resolution Services Arbitrator and participates in the Military Spouse Community Leadership Initiative through the Association of Defense Communities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored assessments and regular portfolio rebalancing through its enterprise platform.

Bobby Miles Jr. is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coker & Palmer for 17 years and Citigroup Global Markets for 2 years. Moors & Cabot serves retail and high-net-worth individuals, corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, employing a range of analytical methods and investment strategies.

Nathaniel Wheeler is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at American Seniors Benefit and Seadrill Americas. Outside of advisory work, he is the CEO and owner of Wheelers Services, an independent contracting business specializing in tree dismantling and removal. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual, corporate, and charitable clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Brent Walker is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at The Leaders Group Inc and Sowell Management Services, and he is a partner and co-owner at Rivertree Financial Planning. Outside of his advisory work, he is involved with Dream Properties NW, a land development entity. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, along with proprietary and third-party platforms to service its client base.