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.

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.

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.

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 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.