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 financial advisor at Mag Cap with eight years of industry experience. He holds a Series 66 designation and has previously worked at LPL Financial, UBS Financial Services, WileyBros Aintree Capital, and The Omega Group. 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 entities. The firm offers portfolio management, financial planning, qualified-plan consulting, and business advisory services using strategic and tactical asset allocation and a variety 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 10 years of industry experience, currently serving as an advisor at Mag Cap. Prior to joining Mag Cap and Magnolia Capital Advisors, Wood worked at Bank of America and Merrill from 2016 to 2024, and has additional experience with Northwestern Mutual Investment Services and Todd Tauzin. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion with about 15 advisors. The firm serves individuals, including 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.

Hugh Arant III is a financial advisor at Mag Cap with 19 years of industry experience. He holds the ChFC® designation and Series 66 license. His prior experience includes roles at Raymond James Financial Services Advisors Inc. and involvement with the Greenwood Chamber of Commerce. In addition to his advisory work, he is a licensed independent insurance agent and operates HMA III Investments, LLC, a company established to manage personal assets. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion across a team of about 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering portfolio management, financial planning, consulting, and qualified-plan services using diverse investment strategies and analyses.

Paul Mcneill is a financial advisor at Mag Cap with Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Merrill for 26 years before joining Mag Cap in 2023. Mag Cap is a multi-team SEC-registered investment adviser managing approximately $1.69 billion across a team of about 15 advisors. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, providing portfolio management, financial planning, qualified-plan consulting, and business advisory services.

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 at Mag Cap with 26 years of industry experience and holds a Series 66 designation. Prior to joining Mag Cap and its affiliated firms in 2018, he worked at Raymond James & Associates for five years. Outside of advising, he is a partner in a family-owned farm management business and serves as president of the Ridgeland Tourism Commission. Mag Cap is a multi-team SEC-registered investment adviser serving individuals, employer retirement plans, corporations, estates, and other entities. The firm manages portfolios using strategic and tactical asset-allocation models and a mix of fundamental, quantitative, and technical analysis across a broad range of investment instruments.

Tara May is a financial advisor at Mag Cap with seven years of industry experience and holds a Series 66 designation. She has worked at several firms, including Raymond James Financial, Grantham Poole Advisors, and Level Four Financial. Outside of her advisory role, she serves on the advisory board for Harrison Central High School’s Family and Consumer Science program and is a board member for the Estate & Gift Planning Advisory Board at Mississippi Baptist Medical Center. Mag Cap is a multi-team SEC-registered investment adviser with approximately 15 advisors and $1.69 billion in assets under management. The firm serves individuals, employer retirement plans, corporations, estates, and other business entities, offering discretionary and non-discretionary portfolio management, financial planning, and qualified-plan consulting using a combination of fundamental, quantitative, technical, and sector-rotation analysis.

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.

Charles Marion Jr. is a financial advisor at Mag Cap with 20 years of industry experience and holds a Series 66 designation. He has held positions at Magnolia Capital, Highland Capital Planning, Raymond James Financial, and Pension Partners. He is also the owner and CEO of Charles F Marion JR CPA 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 and financial planning using a blend of fundamental, quantitative, and technical analysis across a broad range of investment instruments.