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.

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.

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

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.

Joseph Horner is a financial advisor with Private Wealth Management, Inc. in Memphis, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 24 years with his current firm. Private Wealth Management, Inc. provides individualized, non-discretionary investment management and comprehensive personal financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets across about 125 client relationships, focusing on client objectives and risk profiles while recommending allocations among mutual funds, ETFs, and outside managers.

Mark Collinsworth is a financial advisor with Global Investment Advisory, holding a Series 66 designation and over 23 years of industry experience. He serves as CEO of Vere Global Insurance Group, an insurance agency in Collierville, Tennessee. Collinsworth also holds executive roles in incubator hedge funds Gjallarhorn Capital Inc. and Mimir's Well LP, focusing on portfolio management and research. Global Investment Advisory provides fee-based, discretionary portfolio management and turnkey asset management services to individuals, trusts, estates, charitable organizations, and business entities. The firm serves both non‑high-net-worth and high-net-worth clients, employing a tactical allocation strategy combined with fundamental analysis to tailor portfolios to client objectives and risk tolerances.

David Hall is a CPA and financial advisor at The Institute with 4 years of industry experience. He provides planning services under the PFS designation through Retirement Risk Advisors and owns RRA Agency, an insurance agency offering life and long-term care insurance and annuities across most states. Hall has operated David Hall & Associates since 2010 and has been affiliated with multiple advisory and insurance firms since 2021. The Institute for Wealth Management offers discretionary and non-discretionary investment management and financial planning to individuals, trusts, retirement plans, charitable organizations, and business entities. The firm employs a team-based investment approach combining fundamental and technical analysis, managing over $1 billion in assets with diverse strategies including ESG-focused ETFs, sector rotation, alternative income, and private pooled vehicles.

Scott Robbins is a CFP® with 22 years of industry experience, currently serving at Private Wealth Management, Inc. in Memphis, TN since 2002. He holds a Series 65 license and works as part of a four-advisor team. Private Wealth Management, Inc. offers individualized, non-discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets and emphasizes tailored advice based on client objectives and risk profiles, with a notable focus on tax preparation services and non-discretionary accounts.

Monty Mccurley is a financial advisor at Quartz Partners Investment Management with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Secure Insurance Group and Farmers Insurance. Outside of his advisory role, Monty is the owner of High Point Financial Group, where he offers annuities, life insurance, and long-term care products. Quartz Partners serves individual investors, retirement plans, institutions, and financial intermediaries, providing model-based investment management through separately managed accounts, model portfolios, and digital platforms. The firm combines top-down macro analysis with bottom-up stock selection and manages portfolios on a discretionary basis with ongoing oversight by an investment committee.

Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.

Jacob Schatz is a financial advisor at Thrivent Advisor Network, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked at various Thrivent entities since 2008, as well as at Purshe Kaplan Sterling Investments from 2020 to 2024. Outside of advisory services, he is involved in fixed insurance sales and is a partner in an LLC that manages operational expenses for his firm. Thrivent Advisor Network, LLC provides investment advisory services to individuals, families, trusts, businesses, retirement plans, and charitable organizations. The firm focuses on long-term investment strategies using customized asset allocations with low-cost mutual funds, ETFs, fixed-income securities, and alternative investments, supported by a network integrated within the broader Thrivent group.

Jeffrey Boone is a financial advisor with Truist Advisory Services in Collierville, TN, holding a Series 63 designation and 29 years of industry experience. He has worked at SunTrust Advisory Services since 2016 and SunTrust Investment Services, Inc. since 2012. Truist Advisory Services is a large SEC-registered investment adviser serving individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers discretionary and non-discretionary investment solutions that combine model portfolios, third-party managers, and advisor-led asset allocation, supported by research shared across affiliated channels.

Matthew Pennington is an investment advisor at TLG Advisors, Inc. based in Collierville, TN. He holds Series 63 and Series 65 licenses and has recent experience with Wealth Strategies Group and MML Investor Services, LLC. Prior to his advisory roles, he worked in education at Mississippi State University and Evangelical Christian School. He is also licensed as an independent insurance agent. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, offering services including portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Yokie is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 19 years of industry experience. He has been with Brookstone since 2007 and is also the owner of Provident Senior Resources LLC. Yokie holds various insurance licenses and acts as an insurance producer with BlueCross of Tennessee and other firms. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Charlton Gutierrez is a financial advisor at Empower Advisory Group with three years of industry experience. He holds a Series 66 designation and previously worked at Thrivent Financial and Memphis Shelby County Schools. Outside of his advisory role, he has done occasional pressure washing work during summers. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and participants, as well as to Empower Premier IRA and certain retail brokerage clients. The firm integrates its services with Empower’s recordkeeping and administrative platforms and focuses on long-term portfolio returns and client savings rates.

Bruce Martin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at TLG Advisors, Inc. He previously worked at MAS Advisors, LLC, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory role, Martin is involved as a health and fitness coach with Beach Body and works as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Justin Winchell is a financial advisor with Kestra Advisory in Collierville, TN, holding a Series 66 designation and five years of industry experience. His career includes roles at Kestra Advisory, Kestra Investment Services, First Horizon Advisors, Inc., and Raymond James. He also worked at the University of Memphis prior to entering the advisory field. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a broad range of institutional and individual clients, offering services such as fiduciary consulting, plan-level investment advice, and advisor-managed accounts. The firm serves large institutional investors, including sovereign wealth funds, and supports multiple management platforms and third-party solutions within its supervisory framework.