Lee W Lakey

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

William Klinke is a CFA® charterholder with 15 years of industry experience. He is the principal and portfolio manager at Kickpoint Financial, LLC, an independent firm he founded after prior roles at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Kickpoint Financial serves individual clients, trusts, estates, and businesses, managing approximately $15.4 million. The firm employs a single-advisor model and offers comprehensive wealth management and financial planning, typically constructing ETF-centered portfolios while occasionally incorporating individual stocks or bonds from legacy holdings.

Alan De Flumere is the sole advisor at Covenant Financial Planning and Resource Management, Inc. in Memphis, TN, holding a Series 65 designation with 13 years of experience in financial advisory services. Prior to founding his firm in 2013, he worked at FedEx for 31 years. Covenant Financial Planning and Resource Management, Inc. provides financial planning and discretionary portfolio management, primarily using pooled investment vehicles such as mutual funds, index funds, and ETFs. The firm focuses on asset allocation, periodic rebalancing, and tactical adjustments, serving clients through both ongoing investment management and standalone financial planning engagements.

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.

Michael Parks is a financial advisor at Kickpoint Financial, LLC in Memphis, TN, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at State Farm and various insurance agencies. Parks is also involved in insurance sales outside of his advisory work. Kickpoint Financial is an independent firm serving individuals, trusts, estates, and businesses, managing approximately $15.4 million primarily through ETF-centered portfolios. The firm utilizes a primarily long-term investment approach that incorporates multiple analysis techniques and offers discretionary portfolio management along with comprehensive wealth planning.