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.

Jett Stuart is an advisor at Sound Financial Strategies Group, LLC in Madison, MS, holding a Series 66 designation with less than one year of industry experience. His prior work includes roles at APW Inc, Trustmark Bank, and several other organizations. Sound Financial Strategies Group serves individuals, families, professionals, small business owners, high-net-worth individuals, trusts, estates, and not-for-profit entities, offering discretionary investment management, financial planning, insurance product distribution, and retirement plan advisory services. The firm employs strategic asset allocation, tactical model selection, and ongoing portfolio monitoring, and provides a Faith-Based Investing option aligned with clients’ biblical values.

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 licenses and bringing 37 years of industry experience. His career includes long tenures at Wachovia Securities, LLC and A. G. Edwards & Sons, Inc., before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers a range of advisory and brokerage services, utilizing bottom-up equity research and committee-driven asset allocation to manage investments across various strategies.

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 at Balefire, LLC with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at multiple firms including Integrity Alliance, Lion Street Financial, and Csenge Advisory Group. Outside of his advisory work, he is involved in several business and nonprofit activities, including ownership of farming and timber operations, and serves on the state board of the Mississippi Fellowship of Christian Athletes as well as the executive board of the Unite MS Foundation. 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 and provides discretionary asset management, financial planning, and ERISA corporate solutions across its multi-advisor platform.

Christopher Fay is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. His career includes roles at multiple firms such as Integrity Alliance, Lion Street Financial, Navitas Wealth Advisors, and Mass Mutual Investors Services. Fay is an owner of both Lion Street and AEG, broker-dealer general agencies specializing in life insurance. Balefire, LLC is a multi-team SEC-registered investment adviser serving individual investors, retirement plans, trusts, charities, and businesses. The firm employs a core-and-tactical investment approach with oversight from an Investment Committee, offering discretionary portfolio management, comprehensive planning, and access to third-party models and sub-advisors.

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 and its predecessor entities since 2016. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services supported by in-depth equity research and diversified investment strategies.

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® with 20 years of industry experience. He is currently with Waverly Advisors, LLC and previously worked for 17 years at Soundpath Investment Advisors, LLC. Waverly Advisors is a multi-team registered investment adviser that manages 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 a range of clients including non-HNW and high net worth individuals.

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 with 24 years of experience in the financial industry. He is currently with Waverly Advisors, LLC, where he has worked since 2023, following a 21-year tenure at Soundpath Investment Advisors, LLC. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled investment vehicles. The firm integrates traditional equity and fixed-income strategies with alternative and private-market allocations and offers a range of investment management and financial planning 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 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. She holds Series 63 and Series 66 licenses and has 42 years of industry experience. Her prior work includes seventeen 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 provides investment management, financial planning, and consulting services, offering tailored portfolio strategies and both discretionary and non-discretionary arrangements.

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.