Amanda 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®-credentialed financial advisor with nine years of industry experience. He is the principal of Sego Wealth Management, LLC, an independent firm he has led since 2019. Prior to founding Sego Wealth Management, he worked at FOUNDATIONS INVESTMENT ADVISORS, LLC and Executive Benefits of Memphis, Inc. Sego also operates Executive Benefits Wealth, LLC, where he provides life insurance and fixed annuity solutions as an independent agent. Sego Wealth Management provides investment advisory and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a Modern Portfolio Theory framework with discretionary portfolio management and integrates advisory, insurance, and tax services, including explicit pension consulting for plan sponsors.

David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, TN, holding the CFA® designation and Series 66 license with 22 years of industry experience. He has led Hogan Investment Counsel since 2012. Outside of his advisory work, he manages Hogan Farms LLC, which leases farmland and handles bookkeeping. Hogan Investment Counsel provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and estates, including ERISA and IRA rollover advice. The firm emphasizes a long-term, fundamental analysis approach supplemented by technical and macro insights, constructing customized portfolios that include equities, fixed income, mutual funds, and ETFs.

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.