David Carl Jones

Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.

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.

John Wright is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He is the owner of Stellar Assets L.L.C., an independent advisory firm based in Memphis, TN, and also owns Brazilian Bake Shop, a business specializing in chocolate and brownie treats. Prior to founding Stellar Assets, he worked for five years at Veridad Consulting. Stellar Assets provides discretionary portfolio management primarily to individual clients, including accredited and qualified investors. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and utilizes long- and short-term trading strategies, focusing on publicly traded equities and equity options.

Paul Dorian is the founder and sole advisor of Dorian Investment Advisory LLC, based in Memphis, TN. He holds the CFA® designation and has 22 years of industry experience, including 24 years at Dorian Eason Asset Management LLC prior to establishing his current firm in 2025. Dorian Investment Advisory serves individuals, retirement accounts, businesses, employer-sponsored retirement plans, endowments, churches, and charitable organizations. The firm offers discretionary, individualized portfolio management primarily using ETFs and mutual funds, allowing for occasional individual securities and client-specific constraints such as ESG screens, with client performance reported on a time-weighted basis using CFA Institute methodology.

William French III is a financial advisor at Red Oak Advisors LLC in Memphis, TN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, and PURSHE KAPLAN STERLING INVESTMENTS. He has been with Red Oak Advisors since 2018. Red Oak Advisors primarily serves individual clients along with trusts, retirement plans, and business entities, providing discretionary portfolio management, financial planning, and access to separately managed accounts without a formal account minimum. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of trading strategies, with additional business-oriented services such as corporate structure analysis and real estate evaluation.

Byron Studdard is a CFP® professional with 32 years of experience in the financial industry. He is the principal of Studdard Financial, LLC, an independent firm he has led since 2012. Outside of his advisory work, he holds ownership interests in residential real estate ventures. Studdard Financial provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of asset allocation with fundamental and technical analysis, offers comprehensive ancillary analyses, and delivers regular market updates, operating as a small, solo-practitioner practice.