Roxanne Spencer is a financial advisor at Stephens with 21 years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2018, with prior experience at Wells Fargo Advisors. Stephens provides investment advisory and brokerage services to a diverse client base, including individuals, corporations, foundations, pension plans, and public entities. The firm’s investment process involves centralized committees and affiliated sub-advisors to manage equity, fixed-income, and alternative strategies, supported by in-house equity research and specialized client platforms.

Nolan Hughes is a financial advisor at Accelerate Retirement with 18 years of industry experience and a Series 66 designation. His prior roles include positions at LPL Financial, NewEdge Advisors, Wunderlich Securities, and Eudaimonia Partners. In addition to his advisory work, he provides outsourced compliance consulting through Oyster Consulting LLC. Accelerate Investment Advisors serves individual and high-net-worth clients, trusts, corporations, and employer plan sponsors by offering investment management, financial planning, and retirement plan consulting. The firm emphasizes retirement-plan due diligence and fiduciary compliance under ERISA, managing both retail portfolios and large-scale plan assets.

Michael Turner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He is based in Oakland, TN, and is a member of the Board of Directors for King's Daughters and Sons Home. Outside of his advisory role, he also pursues woodworking, creating wood furniture. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendation reports with personalized financial advice, offering a broad range of advisory, brokerage, and insurance solutions.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Arthur Montgomery is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 35 years of industry experience. He has worked with Cetera and its affiliates since 2013 and previously served at Paramount Financial LLC for over two decades. Montgomery is also the author of a book titled "So You Want to Retire" and serves as a board member of the St. Louis Audubon Society. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, combining retirement and institutional capabilities with various program options and custodial arrangements.

Shonna Smith is a financial advisor with Equitable Advisors, holding the ChFC® designation and Series 63 license, and has 10 years of industry experience. Her prior experience includes roles at Mass Mutual Investors Services, Mass Mutual Life Insurance Company, Securian Financial Services, Minnesota Life Insurance Company, and Shoemaker Financial. Outside of her advisory work, she is the founder and president of the Memphis Seminole Chapter, supporting Florida State University alumni and athletics. Equitable Advisors serves a broad client base including individual investors, retirement plan sponsors, corporations, and charitable organizations, providing financial planning, retirement plan support, and access to asset management through LPL programs and third-party asset managers. The firm operates a hybrid referral and implementation model, combining advisory and brokerage/insurance channels to tailor services based on client goals, risk tolerance, and time horizon.

Jennifer Montgomery is a financial advisor with Cetera, holding a Series 66 designation and 11 years of industry experience. She has been affiliated with Cetera Wealth Services, LLC and Summit National Partners since 2014 and currently serves as National Business Manager at Summit National Partners. Outside of her advisory role, she is involved in operations management for insurance agencies and acts as a public notary. Cetera Investment Advisers serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing a combination of advisor-managed accounts, model portfolios, and third-party solutions.