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.

Celia Brugge is a CFP® with 17 years of industry experience and has been the sole advisor at Dogwood Financial Planning since 2007. She holds a Series 65 license and is based in Eads, Tennessee. Dogwood Financial Planning offers fee-only, hourly financial planning and investment advice primarily to individuals, families, and trusts approaching retirement. The firm emphasizes a fundamental, long-term buy-and-hold investment approach using diversified, low-cost index funds and ETFs, with services structured as discrete recommendations rather than ongoing portfolio management.

David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.

David Jones is a financial advisor at DCJ Global Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LPL Financial since 2008. Outside of his advisory role, he is an investor and strategist in a sports nutrition company and serves as a for-profit board member of Sigma Wellness. DCJ Global Wealth Management provides discretionary portfolio management and related advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm’s investment approach centers on technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs a tactical strategy across a range of investment types.

James Adkins is a Series 65-licensed financial advisor with Adkins Asset Management LLC in Cordova, Tennessee, bringing four years of industry experience. His prior work includes roles at Jackson Howell and Associates and Robert Half. Adkins Asset Management LLC offers financial planning, investment management, and wealth management services tailored to individuals, high-net-worth clients, small businesses, and trusts. The firm’s investment approach focuses on asset allocation guided by economic analysis and uses individualized Investment Policy Statements with diversified holdings.

Jimmy Adkins is a Series 65-licensed financial advisor with four years of experience at Adkins Asset Management LLC in Cordova, TN. He also works part-time as an audit manager at Jackson Howell & Associates PLLC, a Certified Public Accounting firm where he has been employed since 1987. Adkins Asset Management LLC provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, small businesses, and trusts. The firm customizes services for each client and emphasizes asset allocation based on economic analysis, implementing strategies through individualized Investment Policy Statements and diversified holdings.

Lloyd Crawford is a financial advisor at FCG Investment Company with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FCG and its affiliated entities since 1996, with prior experience at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. In addition to his advisory role, he is a partner in Financial Consulting Group, a third-party administrator for retirement plans, and is also a licensed attorney who occasionally provides legal advice to clients. FCG Investment Company offers portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses individualized investment policy statements and a combination of analytical methods, emphasizing long-term investing and dividend growth strategies while also incorporating shorter-term trading techniques when appropriate.

Gurner Lipscomb is an analyst at EMC Services, LLC and an advisor at FCG Investment Company. He holds a Series 65 designation and has been working in the industry since 2025. Lipscomb has a background as a student from 2015 to the present. FCG Investment Company provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses individualized investment policy statements and a variety of analytical methods, combining long-term investing with shorter-term strategies, while maintaining close ties to related professional services.

Tachelle Nettles is a CFP® and Series 65-registered advisor with SmartPath Advisors, bringing two years of industry experience. Prior to joining SmartPath, she held roles at Abacus Wealth Partners and Intuit. Outside of advising, she owns a candle-making business called Inhale by Chelle Candles and is a commissioned Tennessee Notary Public. SmartPath Advisors offers short, engagement-based financial planning services primarily to individuals accessing services through employers or organizations, as well as high-net-worth clients. The firm focuses on planning rather than asset management and incorporates an AI-powered subscription service called Frank to provide ongoing financial analysis.

Kenneth Riffle is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and 21 years of industry experience. His prior roles include positions at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. He is also an analyst at EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses individualized Investment Policy Statements and a variety of analytical methods, emphasizing long-term investing and dividend growth strategies alongside shorter-term trading techniques.

Paul Shanklin is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 65 designation and has managed Shanklin Capital Management, Inc. since 2001. Outside of finance, he is the owner and manager of Servicemaster Professional Cleaning Services, a business he has been involved with since 1983. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, employing a strategic asset allocation framework that includes mutual funds, individual securities, and active option strategies.

William Gurner is a financial advisor with 22 years of industry experience, currently affiliated with FCG Investment Company and EMC Services, LLC. He holds a Series 65 designation and has worked at firms including Nuveen Asset Management and Mid Atlantic Financial Management. Gurner is an equal owner of EMC Services, a management services company. FCG Investment Company provides portfolio management and financial planning services to individuals, high-net-worth clients, and pension/profit-sharing plans. The firm employs multiple analytical methods and emphasizes long-term investing with a dividend growth focus while also utilizing shorter-term trading strategies.

Alston Wade is a financial advisor at FCG Investment Company with five years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FCG Investment Company since 2020. Wade also maintains a CPA designation and dedicates part of his time to accounting and consulting through Wade Consulting, as well as involvement with a nonprofit conservancy. FCG Investment Company provides portfolio management and financial planning services to individuals, including high-net-worth clients, and pension and profit-sharing plans. The firm uses a comprehensive investment process based on individualized Investment Policy Statements and combines various analytical methods, emphasizing long-term investing and dividend growth strategies.

Scott Shows is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 23 years of industry experience. He has been associated with Advocacy Wealth Management Services, LLC since 2006 and Family Wealth Management Inc. since 2003, where he also serves as Chief Financial Officer overseeing the firm’s financial operations. Family WMS, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and offers financial planning at no extra charge. The firm provides bundled accounting services alongside investment advice focused on asset allocation and the use of third-party money managers, serving a small client base with a high asset-per-client profile.

Michael Thompson is a Series 65-licensed financial advisor with FCG Investment Company, where he has worked since 2018. He has seven years of industry experience, including prior roles at Mid Atlantic Financial Management, Inc. Thompson also serves as a reserve officer with the City of Memphis Police Department, assisting with public events. FCG Investment Company provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment process incorporates a range of analytical methods and emphasizes long-term investing and dividend growth strategies while maintaining ties to related professional services.

Jeremy Plyler is a financial advisor at FCG Investment Company with 11 years of industry experience. He holds a Series 65 designation and has worked at FCG Investment Company since 2020, following six years at Mid Atlantic Financial Management, Inc. Plyler is also a partner at Financial Consulting Group, a retirement plan consulting firm. FCG Investment Company provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach involves individualized Investment Policy Statements and a combination of analytical methods, emphasizing long-term investing and dividend growth strategies alongside shorter-term trading techniques.

Mellio Sulipeck is a financial advisor at FCG Investment Company with nine years of industry experience. He holds a Series 65 designation and has previously worked at WHBQ FOX13 Memphis and Sector Capital Management. Outside of advising, Sulipeck owns and operates EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses individualized investment policy statements and a combination of analytical methods to guide its investment approach, emphasizing long-term investing and dividend growth strategies while also employing shorter-term techniques.

Stephen House is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 13 years of industry experience. He has been with Family WMS since 2004. Family WMS, LLC serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside complimentary financial planning. The firm also offers bundled accounting services such as bookkeeping, tax preparation, and payroll tax administration, focusing its investment advice on asset allocation and third-party money managers rather than in-house security analysis.

Dennis Plyler is a financial advisor at FCG Investment Company with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at FCG Investment Company since 2020. Prior to this, he was with Mid Atlantic Financial Management, Inc. from 2014 to 2020, and has been a partner in Financial Consulting Group since 1996. Outside of advisory work, he is involved in retirement plan consulting and third-party administration through Financial Consulting Group. FCG Investment Company provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm uses individualized Investment Policy Statements and a combination of analytical methods, emphasizing long-term investing and dividend growth strategies while also employing shorter-term trading techniques and options where appropriate.

Joe Meals is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has worked at FCG Investment Company since 2020 and is also the owner of EMC Services, LLC, a management services company. Outside of advising, he serves as CFO for a private general contractor firm specializing in new home construction. FCG Investment Company provides portfolio management and financial planning services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes individualized investment policy statements and employs a range of analytical methods along with long-term investing and dividend growth strategies.