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.

Jess Hinton is a financial advisor at Virtue Capital Management, LLC with 20 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including IP Financial Advisory Services LLC, First Heartland Capital Inc, and The Prudential Insurance Company of America. Outside of his advisory role, he is an officer at Southeast Insurance & Financial Group Inc., which focuses on insurance and fixed products. Virtue Capital Management, LLC is an SEC-registered enterprise investment adviser managing approximately $1.2 billion in discretionary assets for over 4,000 clients through about 90 advisers. The firm offers discretionary portfolio management, financial planning, third-party manager selection, and qualified plan consulting, utilizing strategic and model-driven investment approaches that emphasize economic data inputs.

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.

Mylan Anderson is a financial advisor at Smith, Moore & Co. with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Priority One Bank and Raymond James Financial Services. Outside of advising, he owns a storage facility business. Smith, Moore & Co. serves individual and high-net-worth clients, corporations, and pension/profit-sharing plans, offering portfolio management, financial planning, and investment consulting. The firm employs both advisor-managed accounts and third-party manager arrangements across a diverse range of investment options.

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.