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 with Balefire, LLC and has held roles at multiple firms including Navitas Wealth Advisors, Lion Street Financial, and Kestra advisory entities. Outside of his advisory work, Tipton is an active pilot and serves on the finance committee of Pinelake Church, providing oversight of the church’s finances. 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 strategy, offering discretionary asset management and financial planning across a diverse range of asset types.

Stephen Kinsley is a financial advisor with Balefire, LLC, holding Series 63 and Series 65 licenses and bringing six years of industry experience. His prior firms include Integrity Alliance, Csenge Advisory Group, and Lion Street Financial. Outside of his advisory work, he serves as a pastor at The Way Church, where he provides administrative oversight and teaching, and he facilitates a men's personal accountability mastermind group called View From The Top. 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 multi-advisor platform managing approximately $2 billion in assets.

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. in Jackson, MS, holding Series 63 and Series 66 licenses with 33 years of industry experience. Her prior work includes positions at Coker & Palmer, Morgan Stanley, and Citigroup Global Markets. Moors & Cabot serves retail and high-net-worth individuals, corporations, and various institutional clients by providing investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies and manages accounts on both discretionary and non-discretionary bases.

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 as an advisor at Stephens since 2015. He holds a Series 63 license and is based in Ridgeland, Mississippi. Outside of his advisory role, he owns a business focused on developing websites and providing online marketing and search engine optimization services. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and custody services. Stephens employs a combination of bottom-up equity research and committee-driven asset allocation and also provides municipal advisory and pension trust services.

William Stone Jr. is a financial advisor with Waverly Advisors, LLC, holding Series 63 and Series 66 credentials and over 31 years of industry experience. His prior work includes roles at Efp Advisors Inc (D/B/A W. O. Stone Advisors), Purshe Kaplan Sterling Investments, Stanford Group Company, and EFP Wealth Management. He serves as a board member of the Presbyterian Church in America Foundation. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individual clients, 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 and financial planning services.

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 26 years of industry experience, currently serving at Summit Wealth Group. His prior experience includes 20 years at Commonwealth Financial Network and three years at EFP Wealth Management. He is co-owner of Summit Advisor Marketing, LLC, a marketing company, and managing member of Cataloochee Creek LLC, a consulting entity. 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 employs a customized investment approach incorporating various analytical methods and utilizes third-party money managers and sub-advised models to manage over $2.3 billion in discretionary assets.

Douglas Mcdaniel Sr. is a CFP®-credentialed financial advisor with 27 years of industry experience. He has worked at several firms, including EFP Advisors Inc. and Stanford Group Company, before joining Waverly Advisors, LLC, where he has been since 2024. 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 and consulting 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 15 years of industry experience. He is currently an advisor at Balefire, LLC and has held previous roles at Cinder Wealth Advisors, Lion Street Financial, and several other firms. Outside of finance, he is the owner and Creative Director of Blue Magnolia Media, LLC, a digital creative and music studio. Balefire, LLC is a 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 portfolio management supported by third-party models and sub-advisors.

Jason Hester is a financial advisor with Balefire, LLC, holding Series 63 and Series 66 licenses and bringing 18 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, as well as management consulting ventures. 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 strategy with discretionary asset management and comprehensive financial planning across a platform managing approximately $2 billion in assets.

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 licenses and bringing 38 years of industry experience. Her career includes roles at UBS Financial Services and Intl Advisory Consultants Inc. prior to joining StoneX Advisors in 2016. StoneX Advisors serves individuals, corporations, retirement plans, and charitable organizations with discretionary and non-discretionary portfolio management, financial planning, ERISA plan consulting, and related services. The firm utilizes a combination of independent advisors and an in-house Private Client Group to implement strategies through various portfolio models and third-party managers.