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 with investment management, financial planning, and consulting services. The firm offers tailored portfolio strategies and manages accounts on both discretionary and non-discretionary terms.

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. in Jackson, MS, holding Series 63 and Series 65 registrations and having 15 years of industry experience. He previously worked at The Leaders Group Inc and Rivertree Financial Planning, where he remains a partner and co-owner. Outside of his advisory roles, he is involved in land development through membership in Dream Properties NW, LLC. ValMark Advisers provides investment advisory and financial planning services to individuals, high-net-worth investors, retirement plan sponsors, and institutional clients. The firm utilizes diversified, goal-based model portfolios and asset allocation strategies implemented primarily through mutual funds, ETFs, and separate account managers, supported by a range of proprietary and third-party platforms.

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, where he has worked since 2026. Prior to this, he spent 35 years at Coker & Palmer, Inc. Coker serves on the Board of Directors 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 investment management, financial planning, and consulting services using a variety of portfolio strategies and may allocate client assets to third-party or 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.

William Kientz III is a CFP® and ChFC® with over 50 years of industry experience. He is currently with Balefire, LLC and has worked previously at firms including Integrity Alliance, Lion Street Financial, Csenge Advisory Group, Kestra Financial Services, and New York Life Insurance Company. Outside of financial advising, he owns a family farm leased to the Arkansas Department of Corrections and is involved in estate management activities. 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 with discretionary asset management, comprehensive financial planning, and ERISA corporate solutions across a multi-advisor platform managing approximately $2 billion in regulatory assets.

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 with First Heartland Consultants, Inc. in Jackson, Mississippi, holding Series 63 and Series 65 licenses and nine years of industry experience. He has worked at Turner Insurance since 2013, where he is involved in marketing insurance and financial services. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants, utilizing discretionary portfolio management with various analytical techniques and offering multiple program options including model portfolios and third-party asset management.

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.

Jimmy White is a financial advisor at Calton & Associates, Inc. in Jackson, MS, with 27 years of industry experience. He holds Series 63 and Series 65 designations and has been with Calton & Associates since 2001. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and uses a range of analytic approaches tailored to client goals, risk tolerance, time horizon, and liquidity needs.

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 at Integrity Alliance, LLC with 14 years of industry experience. He holds the Series 66 designation and previously worked at Mass Mutual Investors Services and Securian Financial Services. Outside of his advisory role, he is the owner of William Morris Advisors, LLC, a marketing company associated with fixed insurance business. Integrity Alliance provides advisory and brokerage services to individual and institutional clients, managing approximately $5.4 billion in assets through a network of over 300 independent advisors. The firm offers portfolio management, financial planning, and third-party manager referrals, utilizing various investment approaches across discretionary and non-discretionary accounts.

Robert Browning is a financial advisor with Valic Financial Advisors, holding Series 63 and Series 65 credentials and 18 years of industry experience. He previously worked at PRUCO Securities, LLC and has outside involvement umpiring baseball and softball games. Valic Financial Advisors serves primarily U.S. individuals, including high net worth clients and employer-sponsored retirement participants, offering portfolio management, financial planning, and consulting services through a large network of investment advisor representatives. The firm manages approximately $29.2 billion and emphasizes discretionary unified managed accounts using third-party model managers and centralized technology.

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.