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.

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.

James Sego is a CFP® with 10 years of experience in financial advising. He is the principal of Sego Wealth Management, LLC, an independent firm he has led since 2019. Prior to this, he held positions at FOUNDATIONS INVESTMENT ADVISORS, LLC and Executive Benefits of Memphis, Inc. Sego also operates Executive Benefits Wealth, LLC, where he offers life insurance and fixed annuity solutions as a licensed insurance agent. Sego Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored pension plans. The firm employs Modern Portfolio Theory with a focus on asset allocation and primarily recommends ETFs, tailoring portfolios to client time horizons and risk tolerance.

David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, Tennessee, holding the CFA® designation and Series 66 license with 22 years of industry experience. He founded Hogan Investment Counsel in 2012 and manages the firm’s investment advisory services. Outside of his advisory role, he manages Hogan Farms LLC, which leases farmland and handles related bookkeeping. Hogan Investment Counsel, LLC is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fundamental investment approach complemented by technical and macroeconomic analysis, utilizing equities, fixed income, mutual funds, and ETFs tailored to client goals and risk tolerance.

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.

Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Global Investment Advisory and Vere Global Wealth Management and currently serves as CEO of Vere Global Insurance Group. Additionally, he is Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds. Anchor & Oak Wealth Advisors, LLC offers discretionary portfolio management and pension consulting services to individual clients and employee benefit plans. The firm employs a range of analytical methods and uses model portfolios and third-party managers to implement client strategies.

Reginald Clark is a financial advisor at P3 Wealth Management in Cordova, TN, with 25 years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at The O.N. Equity Sales Company and multiple affiliated financial and insurance firms. P3 Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages approximately $30.8 million in discretionary assets and employs a tactical allocation approach using a variety of investment instruments.

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.

Morris Nutt is a financial advisor and CEO of Trinity Capital Management (TCM) with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Kingswood Wealth Advisors, Niagara International Capital, and Raymond James Financial. Nutt also serves as an advisory board member for Chalice Wealth Partners and is involved in non-investment activities such as providing audio devices through PRA Audio. Trinity Capital Management advises individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management, financial planning, third-party money manager recommendations, and educational seminars. It employs model portfolios, including an AI-assisted, quantitative model developed with Stone Wall Financial and implemented via the GeoWealth platform.

Andrew Taylor is a CFA® charterholder with 23 years of industry experience. He currently serves as an advisor at Evolutionary Tree Capital Management, LLC, having joined the firm in 2023. His prior experience includes roles 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, estates, trusts, retirement plans, and institutional clients. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining bottom-up fundamental research with industry and ecosystem analysis.

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 with FCG Investment Company in Germantown, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with FCG Investment Company and related entities since 1996, including prior roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. Lloyd is also a lawyer and occasionally provides legal advice or services to clients independently of his advisory role. FCG Investment Company offers portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm’s investment strategy focuses on long-term dividend growth and incorporates various analytical methods alongside AI and machine-learning tools, with human oversight to ensure accuracy.

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.

Gurner Lipscomb is a Series 65-licensed advisor with FCG Investment Company and has one year of industry experience. He also serves as an analyst at EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term dividend-growth investment approach supported by various analytical methods and incorporates AI and machine-learning tools with human oversight.

Davis Rangi is a Series 65-licensed advisor with FCG Investment Company, based in Germantown, TN. He joined the firm in 2026 and has prior experience with the PGA of America and Florida Atlantic University. FCG Investment Company provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term investing with a dividend-growth strategy and employs multiple analytical methods, supported by AI and machine-learning tools alongside human review.

Tachelle Nettles is a CFP® professional with three years of industry experience, currently affiliated with SmartPath Advisors in Cordova, TN. Her prior roles include positions at Abacus Wealth Partners and Intuit, where she works as a Tax Associate. Outside of financial advising, she owns and operates a candle-making business called Inhale by Chelle Candles and is a commissioned Notary Public in Tennessee. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements. The firm emphasizes a passive investment approach utilizing diversification and low-cost index funds and does not manage client assets or accept custody.