Roger Collins is a financial advisor at Eversight Wealth LLC in Jackson, MS, holding a Series 65 designation with 10 years of industry experience. He has been with Eversight Wealth since 2015. Eversight Wealth provides investment management and financial planning primarily to individual clients, as well as trusts and private companies, serving mostly remote clients across the United States. The firm’s approach focuses on low-cost, globally diversified portfolios with inflation protection and employs strategies such as tax-loss harvesting, rebalancing, and tailored asset allocation, including the use of call options and other derivatives for some clients.

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.

Ashby Foote III is the Chief Investment Officer of Vector Money Management Inc and holds a Series 65 credential with 21 years of industry experience. He has worked at Vector Money Management since 1988. Outside of his advisory role, Foote serves as an elected City Councilman for Ward 1 of Jackson, MS, and is a board member of several nonprofit organizations, including the Institute of Technology Development, Bigger Pie Forum, Innovate Mississippi, and the Association of Graduates Investment Committee at West Point. Vector Money Management provides discretionary investment advisory and portfolio management services to individuals, trusts, corporations, institutions, foundations, and charitable organizations. The firm employs a top-down Classical Economic Model to guide sector and security selection, managing equity, balanced, and fixed-income strategies on a discretionary basis.

Josh started his career with Ernst & Young in Memphis. In 2010, he bought a small accounting firm in Jackson, MS and moved back to his hometown. Over the next few years, he developed the firm into a more narrowly focused tax practice and began expanding the client base and tax services. Through building relationships and serving clients, Josh began to see a need for more than just tax planning. As a result, he obtained the Certified Financial Planner (CFP) designation and created LeFleur Financial to better serve his clients. Now he provides individuals and small businesses with tax-conscious financial advice and investment management services so that they can efficiently accumulate wealth for retirement.

Glover Russell is the principal of Russell Wealth Management, LLC, an independent firm based in Jackson, Mississippi. He holds Series 63 and Series 65 licenses and has 15 years of industry experience. In addition to his advisory role, he maintains a part-time legal practice focusing on estate planning, probate, and trust litigation. Russell Wealth Management provides customized investment management services to high-net-worth individuals, retirement and pension plans, trusts, estates, charitable foundations, and private corporations. The firm emphasizes risk-adjusted returns through fundamental security analysis with a long-term value orientation, tailoring portfolio management to each client’s objectives.

Tiffany Bergland is a CFP® and founder of Bergland Wealth Management, Inc. in Ridgeland, MS, where she has provided financial advisory services for 18 years. She has led her independent firm since 2002. Bergland Wealth Management offers personalized financial planning and discretionary investment management for individuals, families, trusts, estates, and related entities such as small businesses and charitable organizations. The firm emphasizes strategic asset allocation with a core of passively managed index funds, operates on a fee-only fiduciary basis, and provides regular reviews and written reports.

Gene Yates is a financial advisor at Abridge Partners, LLC with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Abridge Partners since 2007. Yates is also licensed in life and health insurance. Abridge Partners primarily serves high-net-worth individuals, their trusts, estates, and retirement accounts, as well as charitable organizations and corporate entities. The firm offers financial planning, consulting, and investment management through a combination of fundamental analysis, strategic asset allocation, and core-satellite portfolio construction, often utilizing third-party sub-advisers and model platforms.

Tom Davenport is a Series 65-licensed financial advisor with Davenport Watts & Drake Investment Advisors, LLC, bringing 16 years of industry experience. He has been with Davenport & Watts Investment Advisors LLC since 2003. Outside of his advisory role, he holds a 35% non-voting interest in McInvale Heating & Air, Inc. and serves as president of Cougar Management, Inc., a consulting firm supporting Davenport Watts & Drake and Mississippi Valley Publishing Corp. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, and tax-aware long-term portfolio management primarily through no-load mutual funds and ETFs.

Robert Sutton is a CFP® professional with 15 years of industry experience, currently serving at Guaranty Private Wealth. His prior work includes roles at LPL Financial, Renasant Bank, Raymond James Financial Services, Pinnacle Bank, and Mass Mutual Investors Services. Outside of his advisory work, he volunteers as a volleyball coach, chairs the board of directors for A Way Out Ministries, and serves on the finance committee at Westminster Academy. Guaranty Private Wealth provides discretionary and non-discretionary investment management, financial planning, and ERISA-related retirement plan services to individual and institutional clients. The firm employs a customized, goal-based investment approach that includes Tactical Opportunities, Core Growth, and Diversified Income strategies, utilizing equities, fixed income, alternatives, and derivatives as part of its portfolio construction.

Stephanie Kelly is a CFP® professional with four years of industry experience and is currently with Renaissance Advisors. Her prior roles include positions at Kelly Capital Group, LLC, The Thigpen Group, and The Mississippi Bar. She is also involved with Colonial Heights PreSchool outside of her advisory work. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a combination of fundamental, technical, charting, and cyclical analysis in managing approximately $147.5 million in discretionary assets and offers both traditional and performance-based fee structures.

Kelly Adams is a CFP® with 18 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to that, Adams worked at Wells Fargo Advisors for four years. Outside of the financial industry, Adams serves as treasurer for St. Phillips Episcopal Church and the Jackson Yacht Club, managing budgets for both organizations. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension plans, trusts, and business entities, focusing on customized, fiduciary investment advice. The firm manages diversified portfolios on a discretionary basis, utilizing mutual funds, ETFs, individual securities, and third-party money managers, and offers a unique wrap fee program combining advisory, trade execution, and custody services.

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.

Michael Langdon is a financial advisor at Grantham Poole Advisors, LLC with four years of industry experience. He holds a Series 65 designation and has worked at Grantham Poole Advisors, LLC since 2022. Prior to this, he was associated with Grantham Poole PLLC for nine years and has experience in the healthcare and automotive sectors. Grantham Poole Advisors, LLC provides financial planning, investment advisory, and portfolio management services to individuals, high-net-worth clients, trusts, corporations, and charitable organizations. The firm offers customized retirement and financial plans, with a focus on mutual funds, ETFs, and the use of third-party money managers for discretionary asset management.

James Gerhart is a Series 65-licensed financial advisor at New Perspectives, Inc. with one year of industry experience. Prior to joining New Perspectives, he worked for the University of Southern Mississippi Foundation and held roles at Pixoul and the University of Southern Mississippi. New Perspectives, Inc. serves individuals, trusts, small businesses, and foundations by providing financial planning, discretionary portfolio management, and financial consulting. The firm emphasizes a long-term, buy-and-hold investment approach with fundamental analysis and uses no-load mutual funds and ETFs for diversification.

Henry Drake Jr. is a financial advisor at Davenport Watts & Drake Investment Advisors, LLC with 16 years of industry experience. He holds the PFS™ designation and Series 65 license. In addition to his advisory role, he has been a practicing CPA for over 35 years with a sole practice focused on public accounting. Davenport Watts & Drake provides personalized financial planning and discretionary investment management to individuals, small businesses, retirement plans, trusts, and charitable organizations. The firm emphasizes strategic asset allocation, diversification, tax-aware investing, and manages portfolios primarily using no-load mutual funds and exchange-traded funds.

Blake Headley is a financial advisor at Renaissance Advisors with over 23 years of industry experience. He holds the CFP® and ChFC® designations and has worked at several firms, including BlackSummit Financial Group, Raymond James Financial, and LPL Financial. He also works as an independent insurance agent in Ridgeland, MS. Renaissance Advisors provides discretionary asset management and financial planning services to individuals, high-net-worth clients, trusts, estates, business entities, and employer retirement plans. The firm employs a mix of fundamental, technical, charting, and cyclical analysis to guide investment decisions and offers a performance-fee option for qualified clients alongside traditional asset-based fees.

Carl Easley is a CFP® with 28 years of industry experience, currently serving as an advisor at Easley Investment Consultants, Inc. since 2020. Prior to this, he worked for Wells Fargo Advisors Financial Network LLC for 11 years. He is a member of the investment committee for the Women's Foundation of Mississippi. Easley Investment Consultants provides investment advisory and consulting services to individuals, pension and profit-sharing plans, trusts, partnerships, corporations, and other business entities. The firm offers customized, fiduciary investment advice with a focus on diversified portfolios, combining fundamental and technical analysis, and operates its own wrap fee program for portfolio management.

Mitchell Brown is a financial advisor at Harmon Financial Advisors, Inc. with 16 years of industry experience. He holds Series 65 and Series 66 licenses and has worked at Harmon Financial Advisors since 2013. Brown is also the owner and sole proprietor of Brown CPA, PLLC, providing accounting and tax preparation services. Harmon Financial Advisors, Inc. offers consultative investment advisory services and 401(k) retirement plan consulting to individual and corporate clients. The firm integrates accounting and tax planning with its advisory services and employs an asset allocation strategy primarily using no-load mutual funds, with many assets managed on a non-discretionary basis through third-party advisers.

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.