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.

Byron Studdard is a CFP® professional with 32 years of experience in the financial industry. He is the principal of Studdard Financial, LLC, an independent firm he has led since 2012. Outside of his advisory work, he holds ownership interests in residential real estate ventures. Studdard Financial provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of asset allocation with fundamental and technical analysis, offers comprehensive ancillary analyses, and delivers regular market updates, operating as a small, solo-practitioner practice.

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.

This is my second professional life. My first was healthcare administration. I completed a Master in Health Administration and specialized in business development, physician services, risk management and regulatory administration. I looked at budgets, analyzed data, and helped departments work together. My husband became a physician which brought me even closer to the patient care side of healthcare. But life changes…constantly. I took a long detour to be a stay at home mom, then spent the last several years in the world of personal finance as a student and working alongside other financial planners. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and hold the Chartered Retirement Planning Counselor ™ designation. I am also a member of the National Association of Personal Financial Advisors, the XY Planning Network and the Financial Planning Association®. I started my own firm to provide you with an ongoing relationship so you can have a trusted partner to turn to for all your questions and concerns. Together, we can move forward to achieve your life goals. I live outside of Memphis, TN. I have two human kids and one furry one named Blue (our standard poodle and my running buddy). I read all the time. If not reading, I am running, cooking, eating, gardening, or playing the piano. My undergraduate degree is in psychology so the area of behavioral finance is fascinating to me. Why we do what we do, is a question that never gets old.

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.

Ivan Rodriguez is the sole advisor at New Southern Advisory Services in Germantown, Tennessee, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2004. Outside of finance, Rodriguez is active as a screenplay writer and singer/songwriter. New Southern Advisory Services is an independent registered investment adviser that provides fee-based, custom portfolio management to individuals and institutional clients, including banks, trusts, estates, charitable organizations, and corporations. The firm uses a strategic asset-allocation approach with primarily non-discretionary portfolio decisions tailored to each client’s objectives and risk tolerance.

Derrik Hubbard is a CFP® professional with 22 years of industry experience. He has been the principal of The Stewardship Solution since 2015 and previously worked at Santa Clarita Financial Education Services and Next Financial Group Inc. He is also a licensed insurance agent involved in the sale of various insurance products. The Stewardship Solution provides investment advisory services and financial planning primarily to individual and high-net-worth clients. The firm offers tailored programs based on client objectives and risk tolerance, utilizing methods such as asset allocation and technical analysis, and delivers services through discretionary and non-discretionary managed accounts as well as written financial plans.

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.

David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, TN, holding the CFA® designation and Series 66 license with 22 years of industry experience. He has led Hogan Investment Counsel since 2012. Outside of his advisory work, he manages Hogan Farms LLC, which leases farmland and handles bookkeeping. Hogan Investment Counsel provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and estates, including ERISA and IRA rollover advice. The firm emphasizes a long-term, fundamental analysis approach supplemented by technical and macro insights, constructing customized portfolios that include equities, fixed income, mutual funds, and ETFs.

John Anderson is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has been with Cypress Wealth Management, LLC since 2010. Cypress Wealth Management provides fee-only wealth management, financial planning, retirement transition planning, and institutional investment management. The firm serves individuals, families, entrepreneurs, executives, charitable organizations, endowments, and qualified retirement plans, using an asset-allocation focused, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis.

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.

Joe Moser is a CFP® and Series 66-licensed advisor at Five Oceans Advisors with 16 years of industry experience. Prior to joining Five Oceans Advisors in 2020, he worked at Dhgwealth Advisors for seven years. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and modern portfolio theory, offering discretionary investment management, financial planning, and coordinated oversight across custodial platforms and other professionals.

Earl Reeser is a financial advisor at Reeser Advisory Services Inc. with nine years of industry experience. He has worked at his current firm since 2014, with a two-year period at Raymond James from 2016 to 2018. He holds the Series 66 designation. Reeser Advisory Services Inc. provides portfolio management and financial advisory services primarily to individual and high-net-worth clients. The firm maintains a small client base, emphasizing individualized portfolio management and direct owner supervision of all advisory activities.

Reginald Clark is a CFP® professional at P3 Wealth Management with 24 years of industry experience. He has worked at several firms, including The O.N. Equity Sales Company and Hdvest Investment Services. Clark is also involved with P3 Insurance Group, Inc. and Ohio National Financial Services. P3 Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation approach and offers services such as retirement planning, tax optimization, and estate planning.

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.

Frank Lombardo is a financial advisor at W Advisors LLC with 19 years of industry experience. He holds a Series 66 designation and has worked with W Advisors and Purshe Kaplan Sterling Investments since 2013. W Advisors LLC provides investment advisory and financial planning services to individuals, high-net-worth clients, trusts, estates, and business entities. The firm employs a variety of investment strategies, including fundamental, technical, cyclical, and charting analysis, and offers comprehensive portfolio management along with corporate and pension consulting services.

William Reeser is a financial advisor at Reeser Advisory Services Inc. with 21 years of industry experience. He holds a Series 63 designation and has served as Chief Executive Officer of the University of Florida Investment Corporation (UFICO), a 501(c)(3) charitable organization, since 2002. He also serves as an independent director for the FSI Low Beta Absolute Return Fund. Reeser Advisory Services Inc. provides portfolio management and financial advisory services primarily to individual and high-net-worth clients. The firm manages approximately $26.8 million in assets for 18 clients, focusing on individualized portfolio management with direct owner supervision.

Morris Nutt is a financial advisor at Trinity Capital Management, LLC (TCM) with 28 years of industry experience. He holds a Series 63 designation and has held roles at multiple firms, including Kingswood Wealth Advisors, LLC, Raymond James Financial Services Advisors, Inc., and his own firm, Morris Nutt Financial, LLC. Outside of his advisory work, he serves on the advisory board of Chalice Wealth Partners and is involved in providing audio devices through PRA Audio. Trinity Capital Management offers discretionary portfolio management and standalone financial planning to individuals, high-net-worth clients, trusts, retirement plans, and other entities. The firm employs a broad investment approach, including equities, mutual funds, ETFs, REITs, and private placements, and utilizes third-party money managers, sub-advisers, and model portfolios to support its client base.

Stephanie Jones is a financial advisor with DCJ Global Wealth Management in Germantown, TN. She holds Series 63 and Series 65 designations and has seven years of experience at LPL Financial. Prior to her advisory career, she was a homemaker for 22 years. DCJ Global Wealth Management provides discretionary portfolio management and advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm emphasizes technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs tactical strategies across various investment types.

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.