Jalyn Peterson

Vincent Bonasso is a financial advisor with Simple Financial Solutions LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial services industry, he worked for 25 years at FedEx and spent five years in retirement. Simple Financial Solutions LLC provides investment advisory services and financial planning to individuals, families, and small businesses, emphasizing a conservative, long-term investment approach with diversified asset allocation and periodic rebalancing. The firm offers flexible engagement options, including hourly and project-based billing, and does not maintain custody of client assets.

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.

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Andrew Taylor is a CFA® charterholder with 22 years of industry experience. He is currently with Evolutionary Tree Capital Management, LLC and has previously worked at Finalis Securities LLC, Growth Capital Services Inc., Patrick Capital Markets, LLC, Trestle Point, LLC, and Cumberland Partners, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, institutions, and registered investment companies. The firm employs a concentrated, innovation-focused growth strategy based on fundamental proprietary research, managing portfolios with a multi-year horizon and typically limited to 35 or fewer holdings.

Joseph Horner is a financial advisor with Private Wealth Management, Inc. in Memphis, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 24 years with his current firm. Private Wealth Management, Inc. provides individualized, non-discretionary investment management and comprehensive personal financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets across about 125 client relationships, focusing on client objectives and risk profiles while recommending allocations among mutual funds, ETFs, and outside managers.