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 four years of industry experience. She holds a Series 66 designation and has worked at Integrity Alliance, Csenge Advisory Group, Lion Street Financial, and Kestra Investment Services. 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 uses a team-based investment process with an Investment Committee that employs a core-plus-tactical philosophy and licensed third-party research to develop model portfolios tailored to client risk profiles and goals.

Tammy Byrd is a financial advisor at Virtue Capital Management, LLC with seven years of industry experience. She holds Series 63 and Series 65 licenses and has worked at Virtue Capital Management since 2018. Byrd is also a managing partner at Financial Works USA, where she is involved in the insurance sales of life and fixed annuities. Virtue Capital Management is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets across about 90 advisers and more than 4,000 clients. The firm offers discretionary portfolio management, financial planning, third-party manager selection, ERISA consulting, and a financial education course for pre-retirees, using a model-driven investment approach that incorporates economic data and quantitative optimization.

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.

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® professional with 14 years of experience in financial advising. He is currently with Balefire, LLC and has held roles at several firms including Csenge Advisory Group, Lion Street Financial, and Hancock Whitney. Outside of finance, he is the owner and Creative Director of Blue Magnolia Media, LLC, a digital creative and music studio. Balefire, LLC serves individual and high-net-worth clients, retirement plans, charitable organizations, trusts, and business entities. The firm employs a team-based investment process with discretionary portfolio management and tailored financial planning, utilizing model portfolios and third-party research to customize client relationships based on risk and goals.

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.