Kenneth P Bowley

Roxanne Spencer is a financial advisor with Stephens in Oakland, Tennessee, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She has been with Stephens since 2018. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning and portfolio management to private equity and institutional equity research, utilizing both bottom-up and top-down investment strategies.

Nathaniel Collier is a financial advisor with United Advisor Group in Collierville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, LPL Enterprise, Ameriprise, and entrepreneurial ventures such as Sunshine Five, LLC. In addition to advisory work, he is an independent insurance agent and assists clients with estate document preparation using specialized software. United Advisor Group provides investment management, financial planning, consulting, and family office services to a range of clients including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation using proprietary models, third-party sub-advisors, and customized portfolios tailored to client risk tolerance, tax strategies, and time horizons.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Bruce Martin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at TLG Advisors, Inc. He previously worked at MAS Advisors, LLC, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory role, Martin is involved as a health and fitness coach with Beach Body and works as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Herbert Landstreet Jr. is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently affiliated with Gwfs Equities, Inc., where he has worked since 2015. He is based in Eads, Tennessee. He works with Empower Advisory Group (EAG), which provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.