Rebecca Y Lin

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.

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 six years of industry experience. He is the owner of Stellar Assets L.L.C., an independent advisory firm based in Memphis, TN, and has prior experience at Veridad Consulting. Outside of financial advisory, Mr. Wright owns a Brazilian Bake Shop specializing in chocolate and brownie treats. Stellar Assets provides discretionary portfolio management primarily to individual clients, including accredited and qualified investors, with customized investment plans documented through tailored Investment Policy Statements. The firm employs a combination of charting, fundamental, quantitative, and technical analysis using a range of instruments, including options and derivatives, and offers performance-based fee arrangements for qualified clients.

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 is a financial advisor with Red Oak Advisors LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Red Oak Advisors since 2018 and also has experience at Purshe Kaplan Sterling Investments and W Advisors LLC. Red Oak Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers access to separately managed accounts and employs a variety of investment approaches, including fundamental and technical analysis, serving approximately 55 clients with $43.4 million in assets under management.