Tara May is a financial advisor at Mag Cap with seven years of industry experience and holds a Series 66 designation. She has worked at several firms, including Raymond James Financial, Grantham Poole Advisors, and Level Four Financial. Outside of her advisory role, she serves on the advisory board for Harrison Central High School’s Family and Consumer Science program and is a board member for the Estate & Gift Planning Advisory Board at Mississippi Baptist Medical Center. Mag Cap is a multi-team SEC-registered investment adviser with approximately 15 advisors and $1.69 billion in assets under management. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering discretionary and non-discretionary portfolio management, financial planning, and qualified-plan consulting using a combination of fundamental, quantitative, technical, and sector-rotation analysis.

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.

Dennis White is a financial advisor at WMG Financial Advisors, LLC with 36 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at WMG Financial Advisors since 2018, previously serving at Concourse Financial Group Securities and Strategic Wealth Management Group Inc. Outside of his advisory role, he is also a licensed insurance producer who presents fixed insurance products to prospects. WMG Financial Advisors is a team-based registered investment adviser that provides portfolio management, financial planning, and retirement plan consulting to individuals, high-net-worth clients, and retirement and profit-sharing plans. The firm emphasizes long-term trading using modern portfolio theory and manages discretionary accounts across various investment vehicles including mutual funds, ETFs, and real estate funds.

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.

Matthew Herrington is a financial advisor at BankPlus Wealth Advisors with two years of industry experience. He holds the Series 66 designation and has previously worked with Raymond James and PriorityOne Bank. Herrington has also served as a financial advisor in training at PriorityOne Financial Services. BankPlus Wealth Advisors manages approximately $263.8 million across 633 client relationships, offering discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on high-quality companies and bonds, with both model and customized portfolios tailored to client objectives and risk tolerance.

Randall Monaghan is a CFP® professional with 10 years of industry experience, currently with BankPlus Wealth Advisors. His career includes roles at Focus Partners Wealth, Buckingham Strategic Wealth, BancorpSouth, Infinex Investments, Stifel Nicolaus, and Morgan Stanley. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm’s approach involves in-house fundamental research and thematic, bottom-up selection of equities and bonds, managing customized and model portfolios tailored to client objectives.

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.

Karl Byrd is a CFP® with 46 years of experience in the financial services industry. He has been with Ballew Advisors Inc since 1991 and holds leadership roles in several related entities, including vice-president and board member positions. Byrd is also involved in insurance product sales and consulting for an insurance company. Ballew Advisors is a SEC-registered investment advisory firm managing over $1 billion for approximately 832 clients through a six-advisor team. The firm offers discretionary portfolio management and retirement plan advisory services, employing a client-driven investment approach that integrates asset allocation, fundamental and technical analysis, and regular account reviews.

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 credentials and 36 years of industry experience. His career includes long-term roles at Wachovia Securities, LLC, and A. G. Edwards & Sons, Inc. He has been with Stephens since 2009. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing multiple investment committees and strategies tailored to various mandates.

Brady Gray is a financial advisor at ValMark Advisers, Inc. with one year of industry experience. He holds the Series 66 designation and also works with Rivertree Financial Planning, LLC. Prior to his advisory roles, he has experience in educational and community organizations, including multiple positions at Mississippi State University and Germantown High School. ValMark Advisers, Inc. 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 using mutual funds, ETFs, and third-party managers, with proprietary platforms and unique arrangements involving insurance and ETF products.

George Hester is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and over 40 years of industry experience. His career includes roles with Integrity Alliance, Lion Street Financial, and Csenge Advisory Group. Outside of advising, he serves on the state board of the Mississippi Fellowship of Christian Athletes and on the executive board of the Unite MS Foundation. Balefire, LLC is an SEC-registered multi-team investment adviser serving individuals, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with discretionary portfolio management and utilizes third-party models, CFA input, and a range of investment vehicles.

Christopher Fay is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. His career includes roles at firms such as Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Navitas Wealth Advisors. He is an owner of Lion Street and AEG, both broker-dealer groups specializing in life insurance. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities by providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using model portfolios and licensed third-party research, offering customized client relationships with regular reviews and delegated discretionary authority.

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 since 2016, including its predecessor entities. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs both bottom-up security selection and top-down fixed-income management strategies, offering services through multiple sponsored programs and an integrated broker-dealer and investment banking platform.

Will Knight is an investment advisor at Balefire, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Kestra Financial Services. In addition to his advisory work, Knight is the owner of Taylor, Powell, Wilson & Harford P.A., a tax and accounting firm. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach with discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a platform managing approximately $2 billion in regulatory assets.

Edward Carlisle is a CFP® and holds a Series 65 license with 20 years of industry experience. He has worked at Soundpath Investment Advisors, LLC since 2006 and joined Waverly Advisors, LLC in 2023. 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, serving both non-discretionary and discretionary clients through institutional custodians and third-party platforms.

Thomas Lee is a financial advisor with Smith, Moore & Co. in Mendenhall, MS, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He previously worked at Raymond James Financial Services Advisors, PriorityOne Insurance Agency, and Priority One Bank. Lee also maintains a part-time role as an insurance agent. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting through a multi-team structure. The firm uses both advisor-managed accounts and third-party managers, employing fundamental and technical analysis to manage diversified portfolios.

Julius Ridgway Jr. is a CFA® charterholder and holds a Series 65 license with 24 years of industry experience. He has been affiliated with Soundpath Investment Advisors, LLC since 2002 and joined Waverly Advisors, LLC in 2023. 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, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

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.