Ridgeland, MS Office

Jeremy Nelson is a financial advisor at Element Wealth, LLC with eight years of industry experience. He holds a Series 65 license and has previously worked at Sowell Management Services, Pinnacle Insurance Agency, and Pinnacle Trust. In addition to his advisory role, he provides access to life, health, and long-term care insurance products as a licensed insurance agent. Element Wealth, LLC manages approximately $642 million, serving individuals, retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a blend of model portfolios, mutual funds, ETFs, and individual securities, using fundamental, technical, and intermediate relative strength analysis to guide investment decisions.

Jeremy Yancey is a Series 65-licensed advisor with Element Wealth, LLC, bringing 17 years of industry experience. He has served as a Mississippi State Senator for District 20 since 2007. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities using a mix of relative strength, fundamental, and technical analysis to guide investment decisions, offering both discretionary and non-discretionary management.

David Morse is a CFP® with 41 years of industry experience. He is currently with Element Wealth, LLC and previously spent 25 years at Coker & Palmer. Outside of financial advising, he serves as CFO for Morse Speech Pathology Services LLC. Element Wealth provides investment management, financial planning, and consulting services to individuals, high-net-worth clients, retirement plans, trusts, estates, and charitable organizations. The firm uses a combination of mutual funds, ETFs, and individual securities, employing an intermediate-term relative strength approach and technical analysis in its asset allocation.

Andrew Gay is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and bringing 16 years of industry experience. He has worked at CGC PLLC since 2018 and previously spent 26 years at Gay & Co. CPA Firm, PA. In addition to his advisory role, he is a staff CPA at CGC PLLC, dedicating part of his time to accounting work. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm employs a blend of model portfolios, mutual funds, ETFs, and individual securities, using relative strength analysis alongside fundamental and technical methods, with ongoing portfolio monitoring and ERISA 3(38) investment-manager services for retirement plans.

Sarah Pehler is a financial advisor with Element Wealth, LLC, holding a Series 65 designation and beginning her industry experience in 2023. Prior to joining Element Wealth, she worked at Trustmark National Bank and Northwestern Mutual. Element Wealth, LLC manages approximately $642 million and serves individuals, qualified retirement plans, trusts, estates, charitable organizations, non-profits, and endowments. The firm combines model portfolios, mutual funds, ETFs, and individual securities using a strategy that incorporates relative strength with fundamental and technical analysis, offering both discretionary and non-discretionary investment management and financial planning services.

Juli Ann Marquette is a financial advisor at Element Wealth, LLC with five years of industry experience. She holds a Series 65 designation and previously worked for BankPlus for ten years. Outside of her advisory role, she is involved with Pine Properties, LLC, where she manages rental property operations. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs a range of strategies including mutual funds, ETFs, and individual securities, incorporating technical analysis and relative strength approaches in portfolio construction.

James Bailey is a financial advisor with Element Wealth, LLC in Ridgeland, MS, holding Series 63, 65, and 66 licenses and eight years of industry experience. He has worked at Trustmark National Bank, LPL Financial LLC, Sysco Foods, Desai Hotel Group, and Butler Snow Business Advisory. Element Wealth offers discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs multiple portfolio strategies, including mutual funds, ETFs, individual securities, and technical analysis, and serves as a sub-adviser and ERISA 3(38) investment manager for employer-sponsored plans.

Danny Williams is a CFP® professional with 26 years of industry experience. He has worked at Woodridge Capital Portfolio Management, LLC since 2006. Williams is part of the team at Element Wealth, LLC in Ridgeland, MS. Element Wealth provides discretionary and non-discretionary investment management, financial planning, and consulting services to individuals, high-net-worth clients, qualified retirement plans, trusts, estates, and charitable organizations. The firm employs diversified portfolio strategies that include mutual funds, ETFs, and individual securities, using an intermediate-term relative strength approach and technical analysis as part of its asset allocation process.