Ian Mc Ginnis is a financial advisor at Dental Wealth Partners LLC with six years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at firms including Davis Private Wealth, Northwestern Mutual, and MassMutual. Dental Wealth Partners provides investment advisory and financial planning primarily to dental professionals, offering services such as discretionary asset management, dental practice valuation, and retirement plan consulting. The firm emphasizes tailored portfolios and integrates practice transition and liquidity-event modeling with personal financial plans.

Sheldon Ford is a Series 65-licensed financial advisor with McAllister Capital Management in Jackson, MS, where he has worked since 2009. He has 11 years of industry experience. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million using a documented, disciplined investment process that emphasizes no-load mutual funds and ETFs, monthly portfolio reviews, and quarterly performance reporting.

Lyle Mc Allister is a financial advisor at McAllister Capital Management with a Series 65 designation and four years of industry experience. Prior to joining McAllister Capital Management in 2021, he worked at Deloitte Tax LLP from 2014 to 2021. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306 million for about 210 clients, primarily using no-load mutual funds and exchange-traded funds within a documented and disciplined investment process.

John Garrard is a financial advisor with Optimum Financial Services, LLC, holding Series 63 and Series 65 designations and bringing 18 years of industry experience. He has worked with Triad Advisors, Inc. since 2009 and has been associated with Optimum Financial Services, Inc. since 2007. Optimum Financial Services, LLC offers discretionary and non-discretionary investment management, consulting, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $300 million in client assets and employs a primarily long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by fundamental, technical, and quantitative analyses.

Henry Stephenson Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS. He holds 29 years of industry experience and has been with Woodmont Advisory Group since 1986. His career as a financial advisor began in 1975. Woodmont Advisory Group provides discretionary portfolio management to individual investors across various wealth levels as well as institutional retirement and corporate plans. The firm employs a strategic asset allocation process based on market probability indicators and uses both fundamental and technical analysis to manage portfolios emphasizing equity exposure and ongoing risk monitoring.

Lyle McAllister is a financial advisor with McAllister Capital Management in Jackson, MS, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. He has been with McAllister Capital Management since 1995. McAllister Capital Management provides discretionary investment advisory services to individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm manages approximately $306.2 million for about 210 clients using a documented investment process that emphasizes no-load mutual funds and exchange-traded funds, with regular portfolio monitoring and reporting.

William Harmon is a CFP® and PFS™ with 20 years of experience in financial advising. He is the principal of Harmon Financial Advisors, Inc., where he has worked since 2014, and also operates Harmon CPA, PLLC, a tax preparation and consulting firm he founded in 1997. In addition to his advisory and accounting roles, he serves as a contracted CFO for Provident Medical Solutions, Inc., a medical supply company. Harmon Financial Advisors, Inc. provides investment advisory services and 401(k) retirement plan consulting to individuals and corporate clients, focusing on asset allocation primarily through no-load mutual funds and supported by third-party research. The firm integrates traditional accounting and tax services with its advisory practice and manages most assets on a non-discretionary basis, often collaborating with recommended third-party advisers.

Steven Randolph Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and one year of industry experience. Prior to joining Wealthview Capital, he spent ten years at C Spine. Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors with services including wealth management, discretionary asset management, financial planning, and fiduciary consulting. The firm employs a strategic and tactical asset allocation approach grounded in Modern Portfolio Theory and Active Indexing, managing most client assets on a discretionary basis and offering specialized services such as the Millennial Growth Partnership for younger investors.

Tyson Rutland is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding a Series 65 credential. He has one year of industry experience, having joined Wealthview Capital in 2025. Prior to his advisory role, he spent time at Mississippi State University and MCR Safety in various capacities. Wealthview Capital serves individuals, businesses, trusts, foundations, and qualified retirement plan sponsors, providing comprehensive wealth management, discretionary asset management, financial planning, and fiduciary consulting. The firm employs a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, catering to a broad client base including younger investors through its Millennial Growth Partnership.

Samuel Taylor is a financial advisor at Wealthview Capital, LLC in Jackson, MS, holding Series 63 and Series 65 licenses with 30 years of industry experience. He has been with Wealthview Capital since 2009. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm uses a strategic and tactical asset allocation approach based on Modern Portfolio Theory and Active Indexing, managing approximately $287 million in client assets primarily on a discretionary basis.

Lawrence Tuskey Jr. is a financial advisor at Wealthview Capital, LLC with a Series 65 designation and five years of industry experience. Prior to joining Wealthview Capital in 2021, he worked at Pan-American Life Insurance Group and BrownGreer PLC. Wealthview Capital provides fee-only investment advisory services to individuals, businesses, trusts, foundations, and qualified retirement plan sponsors. The firm focuses on strategic and tactical asset allocation using an Active Indexing philosophy and offers comprehensive wealth management, financial planning, discretionary asset management, and fiduciary consulting.

Thomas Billups Jr. is a financial advisor with Woodmont Advisory Group, Inc. in Brandon, MS, holding 23 years of industry experience. He has been associated with Woodmont Advisory Group since 1991 and with Carleton Billups & Associates since 1986. Woodmont Advisory Group provides discretionary portfolio management to a diverse client base, including individual investors across various net worth levels and institutional retirement and corporate plans. The firm employs a strategic asset allocation process grounded in market probability indicators and combines fundamental and technical analysis to manage portfolios with an emphasis on equity exposure and risk monitoring.

William Garrard is a Series 65-licensed financial advisor with Optimum Financial Services, LLC, where he has worked since 2015. He has 10 years of industry experience. Outside of his advisory role, he serves as secretary, treasurer, and director of Triangle Properties, Inc., a rental property investment business. Optimum Financial Services, LLC provides discretionary and non-discretionary investment management, consulting, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $300 million in client assets and employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, alongside individual stocks, commodities, and alternative investments as appropriate.

John Garrard III is a financial advisor at Optimum Financial Services, LLC in Jackson, MS, holding a Series 65 license with seven years of industry experience. He joined Optimum Financial Services in 2017 following five years at C Spire Wireless. Garrard is also a licensed insurance agent involved in implementing insurance recommendations. Optimum Financial Services, LLC provides discretionary and non-discretionary investment management, consulting, and retirement plan advisory services to individuals, trusts, estates, businesses, and retirement plans. The firm manages approximately $300 million in assets and employs a long-term investment approach focused on low-cost, diversified mutual funds and ETFs, supplemented by fundamental, technical, and quantitative analysis.

Spencer Pipitone is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has been with BankPlus and BankPlus Wealth Advisors since 2018 and previously worked at CSpire from 2016 to 2018. Pipitone serves on the boards of the Boys and Girls Club of Central Mississippi, the Phoenix Club of Jackson, and the CFA Society of Mississippi. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management to individuals, families, corporations, foundations, and endowments. The firm’s approach includes customized portfolios supported by in-house fundamental research and a thematic, bottom-up investment process focusing on high-quality companies and thoroughly researched bonds for long-term holdings.

Wilkins Montgomery is a financial advisor at Cornerstone Professional Advisor Services, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Cornerstone since 2003. Montgomery also serves as vice president of Certian Data Corp., a computer processing company. Cornerstone Professional Advisor Services serves individuals, including high net worth clients, as well as pension plans, trusts, estates, business entities, and charitable organizations. The firm employs a modern portfolio theory approach focused on diversified, buy-and-hold portfolios primarily using passive mutual funds, ETFs, and fixed-income securities.

Samuel Mosley is a financial advisor with Ballew Advisors Inc in Jackson, MS, holding a Series 65 designation. He has held positions at Ballew Wealth Management, Sedgwick, Orgill, BKD, and Mississippi State University, totaling several years of professional experience across these roles. Ballew Advisors provides discretionary investment supervisory services, retirement plan advisory, and limited financial planning and Social Security consulting to individuals, pension and profit-sharing plans, trusts, estates, and businesses. The firm offers portfolio management using both fundamental and technical analysis and delivers client strategies based on individualized asset allocation and regular account reviews.

Julia Ott is a financial advisor at BankPlus Wealth Advisors in Jackson, Mississippi, with 13 years of industry experience. She holds Series 63 and Series 65 licenses and has been with BankPlus and its wealth management division since 2013. BankPlus Wealth Advisors provides discretionary and non-discretionary investment management services to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach focused on fundamental research to select high-quality equities and bonds, managing approximately $263.8 million for about 633 client relationships.

Patti Daly is a financial advisor with BankPlus Wealth Advisors in Jackson, MS, holding a Series 65 credential and six years of industry experience. She has been with BankPlus and its wealth advisory team since 2012. BankPlus Wealth Management provides discretionary and non-discretionary investment management services to individuals, families, corporations, foundations, and endowments. The firm employs a thematic, bottom-up investment approach based on in-house fundamental research and offers customized portfolios alongside internally managed model portfolios.

Andrew Hoeniges is a CFA® charterholder with six years of industry experience. He has worked at BankPlus Wealth Advisors since 2019 and previously was employed at PERS of Mississippi and Guaranty Bank & Trust. He serves as the Treasurer for the CFA Society of Mississippi, providing monthly bookkeeping services. BankPlus Wealth Advisors manages discretionary and non-discretionary investment portfolios for individuals, families, corporations, foundations, and endowments. The firm emphasizes fundamental research and a bottom-up investment approach, offering customized portfolios alongside internally managed model portfolios.