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.

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.