Jess Hinton is a financial advisor with Virtue Capital Management, LLC, holding Series 63 and Series 65 licenses and bringing 20 years of industry experience. His prior roles include positions at IP Financial Advisory Services LLC, Innovation Partners LLC, and First Heartland Capital Inc. He is also an officer of Southeast Insurance & Financial Group Inc., involved in insurance and fixed products. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers by providing portfolio management, financial planning, third-party manager due diligence, sub-advisory, and ERISA/qualified plan support. The firm uses a combination of tactical, strategic, and dynamic investment approaches and delivers advice through a multi-team model that includes investment adviser representatives and independent partners.

John Hays is a financial advisor with CreativeOne Wealth, LLC in Flowood, MS, holding Series 63 and Series 65 credentials and having 10 years of industry experience. He has worked at CreativeOne Wealth since 2017 and previously at Client One Securities, LLC. Hays serves as a board member and treasurer for Mercy House Teen Challenge, a nonprofit organization. CreativeOne Wealth, LLC provides fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, boutique equity managers, and option-based strategies, supported by quantitative, fundamental, and modern portfolio theory analyses.

Robert Turner Jr. is an investment adviser representative with First Heartland Consultants, Inc. based in Jackson, MS, holding Series 65 and Series 63 licenses and bringing nine years of industry experience. He has operated Turner Insurance since 2013, where he markets insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, offering personalized asset management, third-party asset management services, and a model-based self-directed brokerage account program. The firm employs a range of analytical approaches and asset allocation techniques, serving clients through independent advisers and utilizing multiple custodians and platform arrangements.

Christopher Register is a CFP® with 20 years of industry experience. He is currently with Waverly Advisors, LLC and has been with McDaniel & Register since 2009. Outside of his advisory work, he owns a restaurant and ice-cream shop operating as Bob's Frozen Custard. Waverly Advisors is a multi-team registered investment adviser managing portfolios for individuals, retirement plans, and pooled vehicles. The firm combines traditional equity and fixed-income strategies with alternative and private-market allocations and provides a range of investment management and financial planning services.

Donald Hughes is a financial advisor with Integrity Alliance, LLC in Jackson, MS, holding a Series 66 designation and 13 years of industry experience. He has worked with Mass Mutual Investors Services and Massachusetts Mutual Life Insurance Co for over a decade. Outside of his advisory role, Hughes is an owner and producer at William Morris Advisors, LLC, which operates as a marketing company related to fixed insurance business. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans. The firm provides asset management, financial planning, and retirement consulting through a network of independent advisors using various portfolio management approaches and third-party platforms.

Robert Browning is a financial advisor with Valic Financial Advisors, holding Series 65 and Series 63 licenses and bringing 18 years of industry experience. He has been with Valic Financial Advisors since 2015. Outside of his advisory role, Browning umpires baseball and softball games and consults on negotiating property management contracts for a real estate business. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts and overlay services on Envestnet’s platform.

James Swindell is a Series 66-licensed financial advisor with Valic Financial Advisors, based in Ridgeland, MS, and has 19 years of industry experience. He has worked at Valic Financial Advisors since 2008 and also holds a position as an agent at Agia. Outside of his advisory role, he serves as an elder on the governance committee at Madison Heights Church, where he helps oversee staffing, building projects, and church governance. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, consulting, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction and management.

Christopher White is a financial advisor with Independent Financial Partners, holding Series 63 and Series 65 credentials and 27 years of industry experience. His career includes roles at IFP Securities, LLC, LPL Financial, and Level Four Advisory Services. Outside of his advisory work, he is involved with the Mississippi Futbol Club as a recreational soccer representative. Independent Financial Partners offers investment advisory, financial planning, trust, and retirement-plan services through a nationwide network of independent advisers. The firm supports a multi-advisor platform serving individual, charitable, corporate, and high-net-worth clients, with a notable focus on retirement-plan advisory and pension consulting services.

John Beers is a CFP® with nine years of industry experience, currently serving as an advisor at Kestra Advisory. His prior experience includes roles at Personal Capital, MML Investors Services, and Mass Mutual Life Insurance Company. He is also a registered field assistant with WealthPartners, focusing on operations, planning, research, and support. Kestra Advisory provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan-level investment advice, and employee education, serving some of the largest institutional investors in the market.

Daniel Biggers is a Series 66-credentialed advisor with Valic Financial Advisors, where he has worked since 2014. He has 12 years of industry experience and also holds a position as an agent at Agia, focusing on non-securities insurance products. Additionally, he serves as a board member of the Harper Lake Home Owner Association. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models to construct client portfolios.

Elizabeth Reeves is a financial advisor with Commonwealth Financial Network in Jackson, MS, holding Series 63 and Series 66 licenses and possessing 24 years of industry experience. She previously worked at Coker & Palmer, Inc. for 21 years before joining Byers Poland Reeves Wealth Partners and Commonwealth Financial Network in 2025. Outside of advisory work, she is a co-owner of Mocs Sixty-Five LLC, an entity involved in managing residential real estate in Chattanooga, TN. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their clients, offering a variety of advisory programs and services including wealth management and retirement plan consulting. The firm provides operational, trading, technology, investment management, compliance, and practice-management support to affiliated advisors.

Jeffrey Turnipseed is a financial advisor with Kestra Advisory, holding a Series 66 designation and 17 years of industry experience. He has worked at Kestra Advisory since 2016 and holds roles with related firms including Kestra Investment Services and Securities America. Outside of advisory roles, he is a managing director and CPA at WealthPartners LLP and is involved in farming through Turnipseed Farms LLC. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse client base, including institutional and individual investors. The firm offers fiduciary consulting, plan design, employee education, and manages a range of investment solutions, serving clients such as sovereign wealth funds and large institutional investors.

Jack Moore is a financial advisor at Focus Partners Wealth, LLC with three years of industry experience. He holds the Series 65 designation and has worked at firms including The Colony Group, Buckingham Strategic Wealth, and Watkins, Ward, and Stafford. Outside of finance, he has experience in education, having worked at Mississippi State University and Northwest Rankin High School. Focus Partners Wealth serves individuals, high-net-worth families, family offices, and institutional clients with a range of wealth management and advisory services. The firm uses a long-term, tax- and fee-sensitive investment approach that combines active and passive strategies within an enhanced open architecture framework.

David Allen is a ChFC® credentialed financial advisor with 52 years of industry experience, currently affiliated with Primerica Advisors in Ridgeland, MS. He has worked with Guardian Life Insurance Co. since 1978 and has been with Primerica Advisors since 1999. Outside of his advisory role, Allen serves as treasurer and board member of the Lake Traderhorn Association and provides continuing education seminars. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual, high-net-worth, charitable, and corporate clients. The firm offers a range of brokerage and advisory services with multiple proprietary and third-party investment programs.

Patrick Thomas is a financial advisor with Primerica Advisors in Ridgeland, MS, holding Series 63 and Series 66 designations and 27 years of industry experience. He has worked at Primerica Advisors since 2013 and concurrently at Guardian Life Insurance Co of America since 2012. Thomas is also a principal at Stockett & Thomas Agency LLP, a diversified insurance and employee benefits firm he has been involved with since 2003. In addition to his financial services work, he is involved with Peeler Farms, LLC. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, employing a variety of proprietary and third-party investment strategies supported by an integrated operating model.

Dakota Tate is a financial advisor with Kestra Advisory Services, holding a Series 66 credential and having one year of industry experience. Prior to joining Kestra, Tate worked at First Commercial Bank and Regions Private Wealth Management, as well as at Morgan Stanley and Morgan Stanley Private Bank. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, offering services including plan design, fiduciary consulting, employee education, and pooled plan solutions. The firm manages approximately $79.8 billion in assets and serves diverse clients, including large institutional investors and sovereign wealth funds.

Marvin Stockett is a Certified Financial Planner® with 22 years of industry experience, currently serving at Primerica Advisors since 2013. He has also been affiliated with Guardian Life Insurance Co of America since 2012 and co-manages Stockett and Thomas Agency LLP, a diversified insurance and employee benefits firm. Marvin holds a Certified Public Accountant license in Mississippi, though he does not practice public accounting, and is involved in managing a family timber farm through a limited partnership. Primerica Advisors is part of Park Avenue Securities LLC, which serves a broad retail client base including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers both brokerage and advisory services with a variety of proprietary and third-party investment programs, utilizing an integrated operating model with approximately $15 billion in regulatory assets under management.

Camille Allen Snyder is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 13 years of industry experience. She has worked extensively with Guardian Life Insurance Company and Park Avenue Securities throughout her career. Snyder serves on the Insurance Committee for the Junior League of Jackson and acts as an executor for a family trust. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of brokerage and advisory services, utilizing proprietary and third-party investment strategies across multiple platforms.

Ryan Grassel is a CFP® with six years of experience in financial advising. He is currently with Valic Financial Advisors and has previously worked at Jackson National Life Distributors LLC and AGIA. He is also appointed as an agent to sell non-securities insurance products for AGIA. Valic Financial Advisors serves primarily U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and consulting services through a large network of advisors, using discretionary unified managed accounts and centralized technology to manage assets at scale.

Leighton Whitehead is a financial advisor with Eagle Strategies (NY Life) based in Brandon, MS, holding a Series 66 designation and five years of industry experience. His work history includes roles at Whitehead Financial Group, LLC, and WFG Risk Partners, LLC. Whitehead is also involved in brokering non-registered insurance products and property and casualty insurance through outside carriers. Eagle Strategies serves a diverse client base including individual and institutional investors, providing financial planning, investment management, and retirement-plan advisory services. The firm offers a range of advisory programs and emphasizes tailored recommendations, with most assets managed on a non-discretionary basis within an integrated New York Life affiliate structure.