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.

Erik Olson is a financial advisor at Argent Wealth, LLC with two years of industry experience. He holds a Series 65 designation and has worked previously at Pinnacle Wealth, LLC, Regions, Republic Finance, and Cups. Argent Wealth primarily 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 utilizes Schwab’s managed account platforms, while its corporate structure includes affiliated trust, custody, and insurance services.

John Everett is a financial advisor at Argent Wealth, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Raymond James Financial Services Advisors, Inc. and Citizens National Bank. Argent Wealth serves individuals, trusts, pension and profit-sharing plans, and business entities by providing asset management, portfolio management, and retirement plan consulting. The firm employs a range of investment strategies tailored to client objectives and leverages affiliations with related financial and insurance entities to offer additional services.

Juli Ann Marquette is a financial advisor at Element Wealth, LLC with five years of industry experience. She holds a Series 65 designation and previously worked for BankPlus for ten years. Outside of her advisory role, she is involved with Pine Properties, LLC, where she manages rental property operations. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including mutual funds, ETFs, and individual securities, incorporating technical analysis and relative strength approaches in portfolio construction.

Martin Palomo IV is a financial advisor at Argent Wealth, LLC with 12 years of industry experience. He holds Series 63, Series 65, and Series 66 licenses and has worked at Argent Wealth since 2013, with a brief tenure at Voya Financial Advisors in 2016. Outside of finance, he owns Palomo Futbol Consulting, providing youth and high school soccer refereeing and tournament services. Argent Wealth, LLC serves individuals, trusts, retirement plans, and business entities, offering tailored portfolio management and financial planning. The firm employs fundamental, quantitative, and qualitative analysis and provides both discretionary and non-discretionary investment management services.

Robert Rives is a financial advisor at Ballew Advisors Inc with 19 years of industry experience. He holds a Series 66 designation and has been associated with several related entities, including Ballew Wealth Management, LLC and Bia, Inc. Outside of advisory services, he is involved as an insurance agent selling and servicing fixed insurance products. Ballew Advisors is a SEC-registered investment advisory firm that manages approximately $1.1 billion for about 832 clients through a six-advisor team. The firm provides discretionary portfolio management and retirement plan advisory services for individuals, trusts, and institutional clients, employing a client-driven investment approach based on documented objectives, risk tolerance, and tax considerations.

Joanna Greene is a financial advisor at Mag Cap with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones for six years and has a diverse background including roles in healthcare and the food service industry. 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, financial planning, qualified-plan consulting, and business advisory services using a combination of fundamental, quantitative, technical, and sector-rotation analysis across a wide range of investment instruments.

James Bailey is a financial advisor with Element Wealth, LLC, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior roles include positions at LPL Financial LLC, Trustmark National Bank, Sysco Foods, Desai Hotel Group, and Butler Snow Business Advisory. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, nonprofits, and endowments. The firm employs a combination of model portfolios, mutual funds, ETFs, and individual securities, using intermediate relative strength along with fundamental and technical analysis to guide investment decisions.

𝐇𝐞𝐥𝐩𝐢𝐧𝐠 𝐦𝐢𝐥𝐥𝐞𝐧𝐧𝐢𝐚𝐥𝐬 𝐚𝐧𝐝 𝐩𝐫𝐞-𝐫𝐞𝐭𝐢𝐫𝐞𝐞𝐬 𝐦𝐚𝐤𝐞 𝐜𝐨𝐧𝐟𝐢𝐝𝐞𝐧𝐭 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬 𝐚𝐧𝐝 𝐛𝐮𝐢𝐥𝐝 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐩𝐥𝐚𝐧 𝐟𝐨𝐫 𝐭𝐡𝐞 𝐟𝐮𝐭𝐮𝐫𝐞. I’m a fee-only fiduciary financial planner, as well as a CERTIFIED FINANCIAL PLANNER® professional and Chartered Financial Consultant®. I work with clients locally in the greater Jackson, MS area and virtually with clients across the U.S. Through years working in relationally focused professions, I’ve developed a genuine enjoyment for walking alongside people as they navigate important financial decisions. 𝐌𝐚𝐧𝐲 𝐨𝐟 𝐭𝐡𝐞 𝐩𝐞𝐨𝐩𝐥𝐞 𝐈 𝐰𝐨𝐫𝐤 𝐰𝐢𝐭𝐡 𝐟𝐢𝐧𝐝 𝐭𝐡𝐞𝐦𝐬𝐞𝐥𝐯𝐞𝐬 𝐢𝐧 𝐨𝐧𝐞 𝐨𝐫 𝐦𝐨𝐫𝐞 𝐨𝐟 𝐭𝐡𝐞𝐬𝐞 𝐬𝐢𝐭𝐮𝐚𝐭𝐢𝐨𝐧𝐬: • You feel anxious about whether you’re doing the right things with your money • You don’t want to manage every financial decision yourself • Your finances have become more complex and you want expert guidance • You simply don’t have time to research and implement every financial decision • Important financial tasks keep getting pushed off • You and your spouse want help getting aligned on financial decisions • You want a thoughtful sounding board before making major financial choices 𝐈 𝐡𝐞𝐥𝐩 𝐚𝐧𝐬𝐰𝐞𝐫 𝐪𝐮𝐞𝐬𝐭𝐢𝐨𝐧𝐬 𝐥𝐢𝐤𝐞: • How do I set and prioritize my financial goals? • How much should I have saved before buying a home or car? • Should I invest more or focus on paying down debt? • Do I have the right amount in my emergency fund? • How much should I be saving for retirement right now? • Am I investing the right way or just guessing? • Are there ways I could be saving more on taxes? • What are the biggest risks to my financial future? 𝐈𝐟 𝐲𝐨𝐮’𝐫𝐞 𝐥𝐨𝐨𝐤𝐢𝐧𝐠 𝐟𝐨𝐫 𝐚 𝐜𝐥𝐞𝐚𝐫 𝐩𝐥𝐚𝐧 𝐚𝐧𝐝 𝐚 𝐭𝐫𝐮𝐬𝐭𝐞𝐝 𝐭𝐡𝐨𝐮𝐠𝐡𝐭 𝐩𝐚𝐫𝐭𝐧𝐞𝐫 𝐟𝐨𝐫 𝐲𝐨𝐮𝐫 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐝𝐞𝐜𝐢𝐬𝐢𝐨𝐧𝐬, 𝐟𝐞𝐞𝐥 𝐟𝐫𝐞𝐞 𝐭𝐨 𝐜𝐨𝐧𝐧𝐞𝐜𝐭 𝐨𝐫 𝐬𝐞𝐧𝐝 𝐦𝐞 𝐚 𝐦𝐞𝐬𝐬𝐚𝐠𝐞.

Alan Mccormick is a CFP® with 19 years of industry experience, currently serving at Ballew Advisors Inc. He has been associated with multiple related entities since 2006, including Ballew Wealth Management, LLC and Bia, Inc. Outside of advisory services, he is also active as an insurance agent selling and servicing fixed insurance products. Ballew Advisors is an SEC-registered investment advisory firm managing approximately $1.1 billion for individuals, pension plans, trusts, and other entities. The firm employs a client-driven investment approach that includes asset allocation and both fundamental and technical analysis, offering discretionary portfolio management alongside retirement plan advisory and financial planning services.

Danny Williams is a CFP® professional with 26 years of industry experience. He has worked at Woodridge Capital Portfolio Management, LLC since 2006. Williams is part of the team at Element Wealth, LLC in Ridgeland, MS. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies that include mutual funds, ETFs, and individual securities, using an intermediate-term relative strength approach and technical analysis as part of its asset allocation process.

Sherry Mosley is a financial advisor at Ballew Advisors Inc in Jackson, MS, holding a Series 66 designation with 16 years of industry experience. She has been with Ballew Advisors Inc since 2009 and also worked at Ballew Investments, Inc. during that period. Ballew Advisors is a SEC-registered investment advisory firm managing approximately $1.1 billion for over 800 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, retirement plans, trusts, and other entities, employing client-driven strategies based on asset allocation, fundamental and technical analysis, with regular account reviews.

Paul McNeill is a financial advisor at Mag Cap with 29 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at Merrill for 26 years before joining Mag Cap. His current firm 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. Mag Cap offers portfolio management and consulting services using a variety of investment strategies, including fundamental, quantitative, and sector-rotation analysis.

Jeffrey Lohmeier is a financial advisor at BankPlus Wealth Advisors with 23 years of industry experience. He holds a Series 66 credential and has worked at BankPlus since 2003, including a 13-year tenure at LPL Financial prior to joining BankPlus Wealth Advisors in 2020. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm manages customized portfolios, emphasizing in-house fundamental research and a thematic, bottom-up investment approach focused on high-quality companies and thoroughly researched bonds for long-term holdings.

William Trusty is a financial advisor with Mag Cap, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Raymond James & Associates and is currently affiliated with Magnolia Capital Advisors and Level Four Financial. 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 a range of portfolio management and consulting services using strategic and tactical asset allocation models and employs fundamental, quantitative, technical, and sector-rotation analysis across diverse investment instruments.

James Clark is a CFP® and CFA® with 15 years of industry experience, currently serving at BankPlus Wealth Advisors in Jackson, MS. He has worked at BankPlus since 2006 and held roles at AmSouth Asset Management and Amsouth Investment Management Company prior to that. Outside of his advisory work, Clark serves as a member of the Board of Managers for Airport Park LLC and Airport Park III LLC, real estate investment partnerships in Jackson. BankPlus Wealth Advisors manages discretionary and non-discretionary portfolios for individuals, families, corporations, foundations, and endowments, focusing on customized investment solutions through in-house fundamental research and a bottom-up approach to equities and fixed income. The firm manages approximately $263.8 million across about 633 client relationships and is affiliated with BankPlus, a state banking corporation.

Phillip Burnett Jr. is a financial advisor with Resolute Wealth Strategies, LLC, holding Series 63 and Series 65 designations and bringing 33 years of industry experience. He previously worked at Coker & Palmer for 13 years before joining Resolute Wealth Strategies in 2022. Resolute Wealth Strategies provides personalized financial planning and both discretionary and non-discretionary investment advisory services to individuals, including high net worth clients, as well as family offices, trusts, estates, private foundations, and qualified retirement plans. The firm employs a long-term investment strategy with comprehensive planning that incorporates both fundamental and technical analysis, and it explicitly includes insurance needs and products as part of its services.

Clyde Mosley is a financial advisor at Ballew Advisors Inc with 38 years of industry experience. He holds a Series 63 designation and has held leadership roles in several affiliated firms, including serving as president and board member of multiple entities within the Ballew group. His background includes extensive involvement in wealth management, insurance services, and broker-dealer products. Ballew Advisors is a SEC-registered investment advisory firm managing over $1.1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management for individuals, retirement 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.

Kelly Jennings is a CFP® with 10 years of industry experience, currently serving as an advisor at Asset Dedication, LLC since 2024. Prior to this, he spent 10 years at Branning Wealth Management. Outside of his advisory role, he is the owner and managing member of Pro Bookkeeping Solutions, LLC, a bookkeeping service for small business owners. Asset Dedication provides discretionary investment management and financial planning to individuals, high-net-worth clients, trusts, estates, charitable organizations, and small institutions. The firm employs a cash-matching approach for income and an asset-class-based framework for equities, managing approximately $2.6 billion in discretionary assets for nearly 2,000 clients.