Chad Edmonson is a CFA® charterholder with 10 years of industry experience, currently serving as the sole advisor at Lee-Way Financial Services, Inc. in Hattiesburg, MS, where he has worked since 2015. He holds leadership roles with the MSMS Foundation and Friends of MSMS and serves on the finance committee of Westminster Presbyterian Church. Edmonson is also involved in various business and real estate investments, including restaurant and testing laboratory ventures. Lee-Way Financial Services provides discretionary portfolio management to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate entities. The firm emphasizes tax-aware investment selection and longer-term holdings with a focus on income and growth, often incorporating bonds, REITs, and publicly traded limited partnerships into client portfolios.

Marc Maddox is a financial advisor at Truline Wealth Group, LLC with 14 years of industry experience. He holds the Series 66 designation and has worked at firms including ICOM Advisors, LLC and Valic Financial Advisors. Maddox also serves as Vice President of the employee Benefits Division at Maddox Benefits, LLC, where he is involved in the sale of insurance products. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base, implementing portfolios primarily through equities, fixed income, mutual funds, and ETFs. The firm uses a combination of proprietary quantitative models, third-party model portfolios, and strategic asset allocation, managing over $170 million in assets.

Henry Mc Call is a Series 65-licensed advisor at Inman Jager Wealth Management, LLC with experience dating back to 2018. His background includes roles in campus recreation at the University of Mississippi and positions in the hospitality and retail sectors. Inman Jager Wealth Management serves individuals, families, trusts, charitable organizations, retirement plans, and small businesses with discretionary and non-discretionary wealth management, financial planning, and retirement plan advisory services. The firm employs a long-term investment approach using a mix of equities, ETFs, bonds, and other instruments, supported by an institutional platform and a compact advisory team.

Jason Jager is a CFP® with 10 years of industry experience, currently serving as an advisor at Inman Jager Wealth Management, LLC. His work history includes roles at Jager Wealth Management LLC and PriorityOne Bank, among others. Inman Jager Wealth Management advises individuals, high-net-worth clients, families, trusts, charitable organizations, and various business entities. The firm employs a primarily long-term investment approach that integrates fundamental and technical analysis, offering discretionary and non-discretionary wealth management, financial planning, and ERISA 3(21) retirement plan advisory services.

Allen Regan is a CFP® with 15 years of industry experience, currently serving at Vistica Wealth Advisors, LLC. He has worked at several firms including Peirce Capital Management, Merit Wealth Management, and Cogent Advisor LLC. Regan is also active in his community through roles at Main Street United Methodist Church and Diamondhead United Methodist Church. Vistica Wealth Advisors provides discretionary investment management, financial planning, and retirement-plan advisory services to individuals, trusts, pension and profit-sharing plans, and businesses. The firm manages approximately $290 million in client assets and employs a long-term, allocation-driven investment approach emphasizing passively managed, index-based funds, ESG options, and the use of third-party sub-advisors for specialized strategies.

Bradley Bondurant is a CFP® with 13 years of industry experience, currently serving as an advisor at Truline Wealth Group, LLC. Prior to joining Truline in 2026, he worked at ICOM Advisors, LLC for 13 years. Outside of financial advising, he is president and a partner of White Glove, Inc., a janitorial service business. Truline Wealth Group provides discretionary investment management, financial planning, and retirement plan advisory services to a variety of clients, including individuals, families, estates, trusts, and institutional entities. The firm employs a combination of strategic and tactical asset allocation, proprietary quantitative models, and third-party portfolio management, serving clients through a streamlined advisor team and maintaining custody typically at Charles Schwab.

Erin Willcutt is a financial advisor at Truline Wealth Group, LLC with six years of industry experience. Her prior roles include positions at ICOM Advisors, LLC and Hancock/Whitney Investment Services, Inc. Outside of financial advising, Willcutt is involved in two small businesses: she is president and owner of Mahogany Heights, LLC, which sells and manufactures handbags and accessories, and owner of Flagship Embroidery, LLC, providing embroidery services. Truline Wealth Group offers discretionary investment management, financial planning, and retirement plan advisory services to a diverse client base. The firm employs a mix of strategic and tactical asset allocation, proprietary quantitative optimization, and third-party models to manage portfolios primarily composed of equities, fixed income, mutual funds, and ETFs.

Christopher Inman is a CFP® professional with 25 years of experience in financial advising. He currently serves at Inman Jager Wealth Management, LLC, which he joined in 2024 after ten years at Wells Fargo Advisors Financial Network. Inman is an investment committee member of the University of Southern Mississippi Foundation. Inman Jager Wealth Management advises individuals, families, trusts, and charitable organizations with a focus on customized wealth management and financial planning. The firm employs a long-term investment strategy using equities, ETFs, and bonds, while retaining flexibility to incorporate other asset types and employs margin borrowing and derivatives for rebalancing and hedging purposes.

Kevin Mccormick is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding a Series 66 designation and 17 years of industry experience. He previously worked at LPL Financial LLC for seven years before joining Simplified Wealth Management in 2018. Outside of his advisory role, he owns and produces non-variable insurance products through Stellar Insurance, LLC. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs a range of investment methods, and does not require an account minimum to open or maintain advisory accounts.

Mark Creel is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He previously worked at LPL Financial for 11 years before joining Simplified Wealth Management in 2021. He operates a DBA under Creel Wealth Management. Simplified Wealth Management is a team of five advisors serving individual clients, including high-net-worth individuals, with portfolio management and tailored investment strategies. The firm offers discretionary and non-discretionary managed accounts, emphasizing personalized advice based on client objectives, risk tolerance, and time horizon.

Ahmed Abouzaid is a financial advisor at Simplified Wealth Management with one year of industry experience. He holds a Series 65 designation and has prior work experience in construction and service roles, as well as ongoing affiliation with the University of Southern Mississippi. Simplified Wealth Management serves individual investors, including high-net-worth clients, by providing discretionary portfolio management and tailored investment strategies based on multiple methods such as asset allocation and technical analysis. The firm manages accounts on a discretionary basis and offers participant account management through third-party platforms.

Thomas Mcguire is a financial advisor at Modern Capital Advisors, LLC with 24 years of industry experience. He holds Series 63 and Series 66 licenses and has been with Modern Capital Advisors and Liberty Partners Financial Services since 2011. Outside of his advisory work, he owns a 10% stake in Southern Q-Teez, a T-shirt business, and is involved in ice vending operations. Modern Capital Advisors provides financial planning, asset management, and retirement plan consulting to individuals, institutions, and charities. The firm employs a strategic asset allocation approach using passive index funds combined with active management where appropriate, offering a range of implementation options including direct management and third-party managers.

James Carpenter is a financial advisor at Simplified Wealth Management with 24 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at LPL Financial LLC for 16 years before joining his current firm in 2020. Outside of his advisory role, he teaches individual and group golf lessons in Hattiesburg, MS. Simplified Wealth Management is a team of five advisors serving individual and high-net-worth clients with portfolio management, discretionary and non-discretionary accounts, and written investment strategies. The firm customizes advice based on client objectives and risk tolerance, employs various investment methods, and does not require an account minimum to open or maintain accounts.

Kali Plunket is a financial advisor at Simplified Wealth Management in Hattiesburg, MS, holding a Series 65 credential with one year of industry experience. Prior to joining Simplified Wealth Management, Kali has worked in various roles including office coordinator at Southern Direct Fiber and in the food service industry. Kali is also a licensed insurance agent involved in the sale of insurance products. Simplified Wealth Management is a team of five advisors serving individual clients, including high-net-worth individuals, with portfolio management and investment strategies tailored to client objectives, time horizons, and risk tolerance. The firm does not impose account minimums and offers both discretionary and non-discretionary managed accounts along with one-time financial planning services.

Paul Harris is a financial advisor with Client 1 St Advisory Group in Hattiesburg, MS, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior work includes long tenures at Regions Bank and Cetera, as well as Hancock Whitney Bank. Client 1 St Advisory Group is a SEC-registered advisory firm serving individuals, trusts, pension plans, estates, and small businesses with personalized portfolio management, financial planning, and retirement consulting. The firm manages approximately $511 million in assets, employs a consultative approach with customized investment plans, and sponsors its own wrap fee program.

James Garraway III is a financial advisor with Simplified Wealth Management in Hattiesburg, MS, holding Series 63 and Series 65 designations and six years of industry experience. His prior roles include positions at Thrivent Financial, Thrivent Investment Management Inc, Trustmark National Bank, and Regions Financial Corp. He is also licensed to sell various insurance products as an insurance agent. Simplified Wealth Management serves individual investors, including high-net-worth clients, by providing discretionary portfolio management, managed account programs, and investment consulting. The firm uses a multi-method investment approach tailored to clients’ risk tolerances and time horizons, and offers account management services for defined-contribution plan participants through a third-party platform.

Thomas Ricks is a financial advisor at Simplified Wealth Management with 12 years of industry experience. He holds a Series 66 designation and has worked at LPL Financial LLC and Raymond James Financial prior to joining his current firm. Outside of advisory work, he is involved with Stellar Insurance and Simplified Business Solutions, a health insurance business. Simplified Wealth Management serves individual investors, including high-net-worth clients, by providing discretionary portfolio management and consulting. The firm employs a multi-method investment approach tailored to clients’ risk tolerances and time horizons, offering services without account minimums and managing assets on a discretionary basis.

Gerard Guercio is a financial advisor at IFG Advisory, LLC with 33 years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining IFG Advisory in 2026, he worked at LPL Financial starting in 2010. IFG Advisory, LLC provides investment advisory and financial planning services to individuals, trusts, estates, corporations, and retirement plans. The firm employs a variety of investment strategies using sub-advisors and third-party managers, and offers services including portfolio management, retirement plan consulting, and real estate-related planning.

Madalyn Turner is a Series 65 licensed advisor at HUB Investment Partners, LLC with one year of industry experience. Her prior roles include positions at The University of Southern Mississippi and BankFirst. HUB Investment Partners provides investment management and retirement planning services to a diverse client base, including individuals, institutional investors, and municipal entities. The firm combines internally managed model portfolios with customized allocations and employs various advisory platforms to serve its clients.

Richard Topp is a financial advisor with ValMark Advisers, Inc. He holds Series 63 and Series 65 licenses and has 26 years of industry experience. Prior to joining ValMark Advisers in 2022, he worked at CenterPoint Advantage, LLC for 24 years and has been associated with Valmark Securities, Inc. since 1999. In addition to his advisory role, Topp is a full-time accountant at Topp, McWhorter, Harvey, PLLC, a CPA firm. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, plan sponsors, and institutional users through a network of approximately 280 investment advisory representatives. The firm offers diversified, goal-based model portfolios primarily implemented with mutual funds, ETFs, and third-party managers, and supports its advisors with due diligence, back-office services, and fee-based planning solutions.