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.

Nathaniel Collier is a financial advisor at United Advisor Group with Series 65 and Series 66 licenses and four years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Outside of his advisory work, he is an independent insurance agent and utilizes estate planning software to assist clients with document preparation. United Advisor Group serves individuals, small businesses, trusts, and charities through a network of independent advisers, offering investment management, financial planning, family office services, and financial education. The firm employs a range of investment strategies, including proprietary model portfolios and custom-traded accounts, tailored to client needs.

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.

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.

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.

Herbert Landstreet Jr. is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently affiliated with Gwfs Equities, Inc., where he has worked since 2015. He is based in Eads, Tennessee. He works with Empower Advisory Group (EAG), which provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Stephen Stamps is a financial advisor at TLG Advisors, Inc. with 15 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc., MAS Advisors LLC, Advantage Investment Management LLC, and LPL Financial LLC. He is also affiliated with Wealth Strategies Group in Collierville, TN. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors, providing services such as portfolio management, financial and estate planning, and ERISA fiduciary services. Its investment approach combines fundamental analysis and Modern Portfolio Theory, with a direct-to-consumer platform called Starlight Portfolios that uses risk questionnaires to tailor client portfolios.

Jerry Milligan II is a financial advisor at LPL Financial with 15 years of industry experience. He holds a Series 66 designation and has worked previously at Ameriprise Financial Services, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he is also a business owner involved in acting, modeling, and voice-over work. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a wide range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of representatives.

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.

Jeffrey Elsworth is a financial advisor at Edward Jones in Collierville, TN, holding Series 63 and Series 66 credentials with 22 years of industry experience, all of which has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Kenneth Bowley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Allstate Financial Services, LLC. Outside of advising, he served as vice president and financial services representative in insurance and managed an apartment complex through his ownership of CRD Properties LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-focused recommendations.

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.

Joshua Murphey is a financial advisor at LPL Financial with three years of industry experience. He holds the Series 63 and Series 65 licenses and previously worked at Park Avenue Securities and Guardian Life Insurance. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, and institutions, offering a range of financial planning, model-portfolio advisory programs, and third-party asset management solutions supported by an in-house research team.

Shawn Bouton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 12 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers for W & R Insurance Agencies. He is also involved with Bouton Wealth Management LLC, an investment-related business affiliated with his LPL practice. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by in-house research and flexible investment solutions tailored to client needs.

John Parks is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at RVL Pharmaceuticals PLC, Dentsply Sirona Inc, and Alcon Laboratories. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Gerald Emerson is a financial advisor at LPL Enterprise with 18 years of industry experience. He holds Series 63 and Series 65 credentials and has worked previously at The Prudential Insurance Company of America, PRUCO Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. Emerson serves on the board of the nonprofit Main Street Collierville. LPL Enterprise provides advisory services through a large network of investment adviser representatives to a diverse client base, offering financial planning, access to model wealth portfolios, and third-party asset management programs. The firm combines advisory and brokerage services, including insurance products, to meet client needs.

Pamela Pitts is a CFP® professional with 17 years of industry experience, currently serving as a financial advisor at LPL Financial since 2021. Her prior roles include work with the Financial Planning Association of Greater Memphis and various positions in insurance and financial services dating back to 2008. She is also an author and has been involved with the Colors Agency in a non-investment capacity. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plans, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.

Lisa Ravlija is a financial advisor with Edward Jones in Collierville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Merrill Lynch, Wells Fargo Clearing, and various independent and agency-based firms. Outside of finance, she has experience running a food truck business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

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.

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.

Alec Bouton is a financial advisor at LPL Financial with one year of industry experience. He holds Series 63 and Series 65 licenses. Prior to his current role, he was engaged in full-time education and has business interests in the retail sector, including ownership in The Wine Rack and Southwind Liquor. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and a large network of investment adviser representatives.

Amin Mulji is a financial advisor with Cetera who holds Series 63 and Series 65 licenses and has 11 years of industry experience. His career includes roles at VOYA Financial Advisors and Cetera Wealth Services, LLC. Outside of finance, he manages a Subway franchise through Mid South Subway Restaurants LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management and fiduciary solutions, combining advisor-managed accounts, model portfolios, and third-party managed options.

Gary Dering is a ChFC® credentialed advisor with 45 years of industry experience, currently with Cetera. His prior roles include positions at VOYA Financial Advisors and operating his own firm, GD & D, LLC. Outside of his advisory work, he owns and operates a cattle and horse farm and serves as president of the Tennessee Cattlemens Association. 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 supported by multiple program structures and a combination of advisor-managed and third-party managed solutions.