Mag Cap

Courtney Lankford is an advisor at Mag Cap with a Series 65 designation and experience that includes roles at Magnolia Capital Advisors, BBVA, and Movement Mortgage. She is also a licensed independent insurance agent. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving a diverse client base including individuals, retirement plans, corporations, and estates. The firm offers portfolio management, financial planning, and consulting services using a range of investment strategies and instruments.

Pamela Franklin is a financial advisor at Mag Cap with 18 years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates. Her career includes seven years at Magnolia Capital Advisors and PFJ MAG CAP, LLC. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services using a range of strategic and tactical investment models and a mix of fundamental, quantitative, and technical analysis.

James Stevens is a financial advisor at Mag Cap with Series 63 and Series 65 licenses and 34 years of industry experience. His career includes roles at Level Four Advisory Services, Magnolia Capital Advisors LLC, and Raymond James & Associates. Stevens is a partner in a family-owned business, B and H LP, where he assists in selecting investment purchases and recordkeeping. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with about 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services. Their investment approach combines fundamental, quantitative, technical, and sector-rotation analysis across a broad range of instruments while incorporating tax considerations.

Paul Loyacono Jr. is a financial advisor at Mag Cap with 21 years of industry experience. He holds the Series 63 and Series 66 designations and has worked previously at IFG Advisory, LLC and LPL Financial, LLC. Outside of his advisory role, he manages a consulting business related to investment and tax matters and has an ownership interest in family hunting land held through a private entity. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with a staff of about 15 advisors. The firm serves individuals, high-net-worth clients, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services using a combination of strategic and tactical asset allocation, fundamental and quantitative analysis, and a broad range of investment instruments.

John Heidelberg is a Series 66-licensed financial advisor with eight years of industry experience. He currently works at Mag Cap and has held positions at LPL Financial and UBS Financial Services in prior years. Outside of his advisory role, he is the owner of Sadleberg Properties, LLC, a real estate investment business. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion for individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers discretionary and non-discretionary investment management using strategic and tactical asset allocation, various analytical methods, and a broad range of investment instruments.

Vaiden Clark is a financial advisor with Mag Cap, holding a Series 66 designation and 12 years of industry experience. His prior work includes roles at Level Four Financial, Entoro Securities, Raymond James & Associates, and he has been involved with Mag Cap since 2018. Clark serves as a board member of the Mississippi College Savings Plan. Mag Cap is an SEC-registered multi-team investment adviser managing approximately $1.69 billion, serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, and qualified-plan consulting using a combination of fundamental, quantitative, and tactical investment strategies.

Courtney Wood is a CFP® with 11 years of industry experience, currently serving as a financial advisor at Mag Cap. Prior to joining Mag Cap, Wood worked at Bank of America and Merrill for eight years. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services, employing a combination of fundamental, quantitative, technical, and sector-rotation analyses across a broad range of investment instruments.

Hugh Arant III is a financial advisor with Mag Cap, holding the ChFC® designation and Series 66 license, with 20 years of industry experience. He has worked at Magnolia Capital Advisers, LLC since 2026 and previously with Raymond James Financial Services Advisors Inc. from 2014 to 2025. Outside of advising, he is a licensed independent insurance agent and operates HMA III Investments, LLC, a company established to manage his personal assets. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services, utilizing a combination of fundamental, quantitative, technical, and sector-rotation analysis across a diverse range of investment instruments.

Joanna Greene is a financial advisor at Mag Cap with a Series 66 designation and one year of industry experience. She previously worked at Edward Jones for six years and has a diverse background including roles in healthcare and the food service industry. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services using a combination of fundamental, quantitative, technical, and sector-rotation analysis across a wide range of investment instruments.

Paul Mcneill is a financial advisor at Mag Cap with Series 63 and Series 65 designations and 29 years of industry experience. He worked at Merrill from 1991 to 2017 before joining Mag Cap in 2023. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services, utilizing a variety of investment strategies and instruments tailored to client goals.

William Trusty is a financial advisor with Mag Cap, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has previously worked at Raymond James & Associates and is currently affiliated with Magnolia Capital Advisors and Level Four Financial. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers a range of portfolio management and consulting services using strategic and tactical asset allocation models and employs fundamental, quantitative, technical, and sector-rotation analysis across diverse investment instruments.

Allan Pickle is a financial advisor with Mag Cap who holds a Series 66 designation and has 27 years of industry experience. He has worked at several firms, including Raymond James & Associates and multiple entities within the Mag Cap organization since 2018. Outside of his advisory role, he is a partner managing a family-owned farm and serves as president of the Ridgeland Tourism Commission. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and other business entities. The firm offers portfolio management and financial planning services using a mix of fundamental, quantitative, technical, and sector-rotation analysis across a broad range of investment instruments.

Tara May is a Series 66 registered advisor at Mag Cap with eight years of industry experience. She has worked at several firms, including Magnolia Capital Advisors, Level Four Financial, Grantham Poole Advisors, Raymond James Financial, and Horne Wealth Advisors. Outside of her advisory work, she serves on the advisory board for Harrison Central High School’s Family and Consumer Science program and is a board member of the Estate & Gift Planning Advisory Board at Mississippi Baptist Medical Center. Tara also holds the position of treasurer for the Cypress Cove Homeowner’s Association. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion and serving individuals, employer retirement plans, corporations, estates, and business entities. The firm offers portfolio management, financial planning, and consulting services, utilizing a mix of fundamental, quantitative, technical, and sector-rotation analyses across a broad range of investment instruments.

Stephen Griner is a financial advisor with Mag Cap holding a Series 66 designation and 24 years of industry experience. His prior work includes roles at Entoro Capital and Entoro Securities from 2021 to 2023, as well as Raymond James & Associates from 2013 to 2018. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with around 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services using strategic and tactical asset-allocation models alongside fundamental, quantitative, and technical analysis.

Edward Hartley is a CFP® with 19 years of experience in the financial services industry. He currently serves at Mag Cap and has held positions at Milestone Investments, Magnolia Capital Advisors, Milestone Investment Group, and Raymond James Financial Services. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with a staff of about 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, qualified-plan consulting, and business advisory services.