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.

Joshua Oller is a CFP® with seven years of industry experience, currently practicing at Summit Wealth Group. He previously worked at Commonwealth Financial Network and BankFirst Financial Services. Outside of his advisory role, he owns ProTraj, LLC, a support company related to his financial advisory income. Summit Wealth Group provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm offers discretionary investment management, standalone financial planning, family office services, and retirement plan advisory using a customizable investment approach and a variety of analytical methods.

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.

David Jesiolowski is a financial advisor with Signal Advisors Wealth, LLC, holding Series 63 and Series 66 licenses and bringing 23 years of industry experience. His work history includes roles at AE Wealth Management, APW Capital, and OneAmerica Securities. Outside of investment advising, he owns a book design and speaking business focused on overcoming adversity and is a partner at Jesiolowski, Taffer Consulting, LLC, providing business consulting and coaching services. Signal Advisors Wealth operates a turnkey asset management platform serving independent RIAs, co-branded investment adviser representatives, and their clients. The firm offers discretionary portfolio management using a primarily top-down tactical asset allocation process alongside fundamental, quantitative, and technical analysis.

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.

Christopher Tipton is a CFP® and ChFC® with 29 years of industry experience. He is currently affiliated with Balefire, LLC and has previously worked with firms including Kestra Advisory Services and Navitas Wealth Advisors. Outside of his advisory work, he is involved in piloting and serves on the finance committee of Pinelake Church. 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 overseen by an Investment Committee and manages approximately $2 billion in assets across a variety of investment vehicles.

Stephen Kinsley is an advisor at Balefire, LLC with 6 years of industry experience. He holds Series 65 and Series 63 licenses and has worked with firms including Integrity Alliance, Csenge Advisory Group, and Lion Street Financial. Outside of advising, he is a pastor at The Way Church and facilitates a men's personal accountability mastermind group called View From The Top Mastermind. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and business entities. The firm offers discretionary asset management and comprehensive financial planning using a core-and-tactical investment approach with oversight from an Investment Committee.

Lindsey Gresham is a financial advisor at Balefire, LLC with five years of industry experience. She holds the Series 66 designation and has worked with firms including Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Kestra Investment Services. 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 using third-party models, CFA input, and a range of investment vehicles to provide discretionary portfolio management and financial planning services across a platform managing approximately $2 billion in assets.

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.

Joseph Drake III is a financial advisor with Stonex Advisors Inc., holding Series 63 and Series 65 licenses and over 36 years of industry experience. He has worked at Stonex Advisors since 2016 and previously held positions at StoneX Securities Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. Outside of his advisory work, he is involved in timberland and agricultural land management through several family-owned entities. Stonex Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a mix of independent advisors and an in-house Private Client Group, utilizing multiple account structures, model-based solutions, and third-party money managers to implement client strategies.

Maxwell Neely is a CFA® charterholder with 12 years of industry experience, currently serving at Stephens since 2015. He holds a Series 63 license and is based in Ridgeland, MS. Outside of his advisory role, Neely owns a business focused on website development and online marketing, including search engine optimization services. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, institutional clients, and government entities. The firm employs both bottom-up security selection and top-down fixed-income duration management across multiple sponsored programs and investment committees.

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.

Christopher Wells is a CFP® professional with 25 years of experience, currently serving at Summit Wealth Group LLC. He has held roles at Summit Wealth Group, Inc. since 2002 and Commonwealth Financial Network since 2005. Outside of advisory activities, he is co-owner of a marketing company and manages a consulting entity supporting his firm. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs a range of analytical approaches, often implementing strategies through third-party money managers, with ongoing account monitoring.