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.

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.

James Moritsugu is a financial advisor at ValMark Advisers, Inc. with eight years of industry experience. He holds Series 63 and Series 65 designations and has worked at ValMark Advisers since 2018. In addition to his advisory role, he is a self-employed freelance musician. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies delivered through a network of representatives, with oversight from an investment committee.

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.

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 six years of industry experience currently affiliated with Summit Wealth Group and Purshe Kaplan Sterling Investments. He previously worked at Commonwealth Financial Network and BankFirst Financial Services. Outside of his financial advisory roles, he is the owner of ProTraj, LLC, a support company. 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, tailoring strategies based on each client’s financial profile and utilizing a range of analytical approaches and third-party managers.

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.