Amanda Anne White

William Hays is a CFP® professional with 42 years of industry experience, currently serving as the sole advisor at WLH Management Co., Inc. in Collierville, TN. He has been with WLH Management since 2008 and maintains a longstanding affiliation with Arlington Securities, Inc. since 1990. Outside of his advisory work, he is involved with Cheers Wine & Spirits. WLH Management Co., Inc. provides portfolio management and financial planning services to individual and high-net-worth clients, tailoring investment strategies to client-specific goals and risk tolerances. The firm uses a combination of mutual funds, insurance products, and both long- and short-term trading strategies, conducting regular account reviews to manage client assets in-house.

Celia Brugge is a CFP® with 17 years of industry experience and has been the sole advisor at Dogwood Financial Planning since 2007. She holds a Series 65 license and is based in Eads, Tennessee. Dogwood Financial Planning offers fee-only, hourly financial planning and investment advice primarily to individuals, families, and trusts approaching retirement. The firm emphasizes a fundamental, long-term buy-and-hold investment approach using diversified, low-cost index funds and ETFs, with services structured as discrete recommendations rather than ongoing portfolio management.

James Sego is a CFP® with 10 years of experience in financial advising. He is the principal of Sego Wealth Management, LLC, an independent firm he has led since 2019. Prior to this, he held positions at FOUNDATIONS INVESTMENT ADVISORS, LLC and Executive Benefits of Memphis, Inc. Sego also operates Executive Benefits Wealth, LLC, where he offers life insurance and fixed annuity solutions as a licensed insurance agent. Sego Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored pension plans. The firm employs Modern Portfolio Theory with a focus on asset allocation and primarily recommends ETFs, tailoring portfolios to client time horizons and risk tolerance.

David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, Tennessee, holding the CFA® designation and Series 66 license with 22 years of industry experience. He founded Hogan Investment Counsel in 2012 and manages the firm’s investment advisory services. Outside of his advisory role, he manages Hogan Farms LLC, which leases farmland and handles related bookkeeping. Hogan Investment Counsel, LLC is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fundamental investment approach complemented by technical and macroeconomic analysis, utilizing equities, fixed income, mutual funds, and ETFs tailored to client goals and risk tolerance.

David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.

David Jones is a financial advisor at DCJ Global Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LPL Financial since 2008. Outside of his advisory role, he is an investor and strategist in a sports nutrition company and serves as a for-profit board member of Sigma Wellness. DCJ Global Wealth Management provides discretionary portfolio management and related advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm’s investment approach centers on technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs a tactical strategy across a range of investment types.