Addicus Advisory, LLC

Samuel Webb is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, holding a Series 65 designation with one year of industry experience. Prior to joining Addicus Advisory in 2023, he worked at Fiserv from 2018 to 2022. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using a mix of discretionary and non-discretionary strategies tailored to client needs.

Ryan Kelly is a financial advisor at Addicus Advisory, LLC with one year of industry experience. He holds a Series 65 designation and has been with Addicus Advisory since 2015. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles. The firm offers portfolio management, financial planning, consulting, and third-party manager oversight, using tailored and model portfolios with ongoing monitoring. A significant portion of client assets are managed on a non-discretionary basis, allowing clients to retain approval authority before trades are executed.

Andrew Adams is a financial advisor at Addicus Advisory, LLC in Tupelo, MS, with 23 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Addicus Advisory since 2015. Adams is involved in several business ventures, including serving as president of ABA Marketing, Inc., a marketing services company supporting Addicus Holdings and its subsidiaries. Addicus Advisory serves individuals, high-net-worth clients, corporations, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm offers portfolio management, financial planning, and consulting, emphasizing customized strategies and ongoing monitoring, with a notable portion of assets managed on a non-discretionary basis.

Stephen Miles is a financial advisor with Addicus Advisory, LLC in Tupelo, MS. He holds the CFP® and ChFC® designations and has 26 years of industry experience. Prior to joining Addicus Advisory in 2015, he worked at INVEST Financial Corp. from 2011 to 2016. Outside of his advisory work, he is involved in the sale and transfer of custom firearms through Metal Gear LLC. Addicus Advisory serves individuals, high-net-worth clients, corporations, business entities, and affiliated private pooled investment vehicles, managing approximately $275 million in assets with a 12-advisor team. The firm provides portfolio management, financial planning, and consulting services, tailoring advice and strategies to clients with an emphasis on non-discretionary management and ongoing monitoring.