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.

Douglas Mcdaniel Sr. is a CFP® professional with 27 years of industry experience. He is currently with Waverly Advisors, LLC, where he has worked since 2024, and was previously with EFP Advisors Inc. for over a decade. 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 investment management, financial planning, and multi-family office services.

William Barber is a financial advisor with Advisory Services Network and Oakmont Financial Partners, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He previously worked at WFG Investments, Inc. from 2009 to 2017 and has been with Advisory Services Network since 2017. Outside of his advisory roles, Barber is an independent insurance agent specializing in life insurance and annuities and is an officer at Barber Farms LLC. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of independent advisors. The firm offers portfolio management, financial planning, and investment consulting with a range of strategies across various asset classes, managing approximately $8.6 billion in client assets.

Jordan Maruszak is a CFP®-designated financial advisor with 15 years of industry experience. He is currently with Balefire, LLC and has held prior roles at firms including Csenge Advisory Group, Lion Street Financial, and Hancock Whitney. Outside of his advisory work, he is the owner and Creative Director of Blue Magnolia Media, LLC, a digital creative and music studio. Balefire, LLC is a multi-team SEC-registered investment adviser serving individuals, retirement plans, trusts, charities, and business entities. The firm employs a core-and-tactical investment approach, managing approximately $2 billion in assets through a multi-advisor platform.

Jason Hester is a financial advisor with Balefire, LLC, holding Series 63 and Series 66 licenses and 17 years of industry experience. His prior roles include positions at Integrity Alliance, Lion Street Financial, Csenge Advisory Group, FSC Securities Corp, and Navitas Wealth Advisors. Outside of advisory work, he owns and operates farming and tree farming businesses. Balefire serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities, providing discretionary asset management, financial planning, and ERISA-focused corporate solutions. The firm employs a team-based investment process using an Investment Committee and a core-plus-tactical philosophy to customize client portfolios.

Douglas Muenzenmay is a CFA® charterholder with 21 years of industry experience. He has worked at Waverly Advisors, LLC since 2023 and was previously with Medley & Brown, LLC for 13 years. 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, offering both discretionary and non-discretionary portfolio management along with financial planning and multi-family office services.

Julie Talbot is a financial advisor with Csenge Advisory Group, LLC, holding Series 63 and Series 65 licenses and 13 years of industry experience. She previously worked at Navitas and J. Roberts Capital, Inc. before joining Csenge Advisory Group in 2019. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm’s investment approach integrates fundamental and technical analysis with a relative strength methodology and a four-step market, sector, manager, and risk process.

Beverly Surles is a financial advisor with StoneX Advisors Inc. in Madison, MS, holding Series 63 and Series 65 credentials and bringing 37 years of industry experience. Her career includes tenures at StoneX Advisors Inc. since 2016, StoneX Securities Inc. since 2010, Intl Advisory Consultants Inc. from 2007 to 2016, and UBS Financial Services from 2000 to 2007. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations with portfolio management, financial planning, ERISA plan consulting, and related services. The firm employs a range of advisor-managed and model-based investment solutions supported by multiple platforms and conducts ongoing due diligence on third-party managers.

Lauren White is a financial advisor at CreativeOne Wealth, LLC with seven years of industry experience. She holds the CFP® and ChFC® designations as well as a Series 65 license. Prior to her current role, she worked at Client One Securities, LLC and Chloe and Isabel. Outside of her advisory work, White serves as a FINRA Dispute Resolution Services Arbitrator and participates in the Military Spouse Community Leadership Initiative through the Association of Defense Communities. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting to a diverse client base, including high-net-worth individuals, corporations, and charitable organizations. The firm uses a blend of proprietary ETF-based core models, third-party managers, and option-based strategies, supporting tailored assessments and regular portfolio rebalancing through its enterprise platform.

Bobby Miles Jr. is a financial advisor at Moors & Cabot, Inc. with 28 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Coker & Palmer for 17 years and Citigroup Global Markets for 2 years. 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, consulting, and advice-only services, employing a range of analytical methods and investment strategies.

Nathaniel Wheeler is a financial advisor at CreativeOne Wealth, LLC with one year of industry experience. He holds a Series 65 designation and has prior work experience including roles at American Seniors Benefit and Seadrill Americas. Outside of advisory work, he is the CEO and owner of Wheelers Services, an independent contracting business specializing in tree dismantling and removal. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, and retirement plan consulting services to individual, corporate, and charitable clients. The firm utilizes a combination of proprietary ETF-based models, third-party managers, and option strategies to manage client portfolios.

Ryan Smeltzer is a CFA® charterholder and Series 65 licensee with one year of industry experience. He is currently an advisor at Balefire, LLC, having previously worked at Highland Consulting Associates and LRJ Consulting. Balefire, LLC is an SEC-registered multi-team investment adviser serving individual investors, retirement plans, trusts, charities, and business entities, offering discretionary asset management and comprehensive financial planning through a core-and-tactical investment approach.

Brent Walker is a financial advisor with ValMark Advisers, Inc., holding Series 63 and Series 65 licenses and bringing 15 years of industry experience. His prior roles include positions at The Leaders Group Inc and Sowell Management Services, and he is a partner and co-owner at Rivertree Financial Planning. Outside of his advisory work, he is involved with Dream Properties NW, a land development entity. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm focuses on diversified, goal-based portfolios and asset allocation, utilizing mutual funds, ETFs, and separate-account managers, along with proprietary and third-party platforms to service its client base.

John Williams Jr. is a financial advisor with Advisory Services Network who holds Series 63 and Series 65 licenses and has 30 years of industry experience. Prior to joining Advisory Services Network in 2017, he worked at Cambridge Investment Research Advisors Inc. and Cambridge Investment Research Inc. from 2013 to 2017. Outside of advising, he is involved in several business ventures including ownership and management roles in commercial real estate and a sport fishing yacht partnership. Advisory Services Network serves individuals, families, corporations, charitable organizations, and employer retirement plans through a network of approximately 208 independent advisors. The firm offers portfolio management, financial planning, investment and retirement-plan consulting, and third-party manager selection, overseeing about $8.6 billion in client assets.

James Coker is a CFA® charterholder with 42 years of industry experience. He is currently with Moors & Cabot, Inc. in Jackson, MS, joining the firm in 2026 after 35 years at Coker & Palmer, Inc. He serves on the board of St. Dominic's without compensation. Moors & Cabot serves retail and high-net-worth individuals as well as corporations, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers portfolio management, fee-based financial planning, consulting, and advice-only services, utilizing multiple investment analysis methods and working with third-party and affiliated sub-advisors.

Jesse Mc Callister is a financial advisor with ValMark Advisers, Inc. in Jackson, MS, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Regions Bank and involvement with Biblical Counseling and Training Ministries and Trinity Presbyterian Church. He also serves clients through Rivertree Financial Planning, LLC. ValMark Advisers provides investment advisory and financial planning services to individual and high-net-worth investors, retirement plan sponsors, and institutional entities. The firm emphasizes diversified, goal-based portfolios and asset allocation, utilizing a range of investment platforms and integrating third-party manager programs and strategist portfolios into client solutions.

Robert Dye Jr. is a financial advisor at ValMark Advisers, Inc. with three years of industry experience. He holds Series 65 and Series 63 licenses and has worked at AE Wealth Management, LLC and Pinnacle Trust Company. In addition to his advisory role, he is involved in fixed insurance sales through Dye Resource Management, LLC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm employs a diversified, goal-based investment approach with oversight from an investment committee and is notable for its involvement with investment-company products and index licensing.

William Kientz III is a financial advisor with Balefire, LLC, holding the CFP®, ChFC®, and Series 63 designations and bringing 50 years of industry experience. His career includes roles at Integrity Alliance, Lion Street Financial, Csenge Advisory Group, Kestra Financial Services, New York Life Insurance Company, and Kientz, Martin Hill & Breazeale LLC. Outside of advising, he owns and manages family farmland leased to the Arkansas Department of Corrections. Balefire, LLC is a multi-team SEC-registered 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 and comprehensive planning, managing approximately $2 billion in regulatory assets across a platform of 35 advisors.