William Klinke is a CFA® charterholder with 15 years of industry experience. He is the principal and portfolio manager at Kickpoint Financial, LLC, an independent firm he founded after prior roles at Morgan Stanley Private Bank, Morgan Stanley, and Merrill. Kickpoint Financial serves individual clients, trusts, estates, and businesses, managing approximately $15.4 million. The firm employs a single-advisor model and offers comprehensive wealth management and financial planning, typically constructing ETF-centered portfolios while occasionally incorporating individual stocks or bonds from legacy holdings.

Alan De Flumere is the sole advisor at Covenant Financial Planning and Resource Management, Inc. in Memphis, TN, holding a Series 65 designation with 13 years of experience in financial advisory services. Prior to founding his firm in 2013, he worked at FedEx for 31 years. Covenant Financial Planning and Resource Management, Inc. provides financial planning and discretionary portfolio management, primarily using pooled investment vehicles such as mutual funds, index funds, and ETFs. The firm focuses on asset allocation, periodic rebalancing, and tactical adjustments, serving clients through both ongoing investment management and standalone financial planning engagements.

Michael Parks is a financial advisor at Kickpoint Financial, LLC in Memphis, TN, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at State Farm and various insurance agencies. Parks is also involved in insurance sales outside of his advisory work. Kickpoint Financial is an independent firm serving individuals, trusts, estates, and businesses, managing approximately $15.4 million primarily through ETF-centered portfolios. The firm utilizes a primarily long-term investment approach that incorporates multiple analysis techniques and offers discretionary portfolio management along with comprehensive wealth planning.

Michael Pelts is a financial advisor with Harwood Investment Group LLC in Memphis, TN, holding a Series 63 designation and 21 years of industry experience. He has been with Harwood Investment Group since 1998. In addition to his advisory role, Pelts is a partner in IPS Group, which provides portfolio performance reporting and evaluation services, and in Lubin Property Management. Harwood Investment Group is an independent registered investment adviser that manages discretionary portfolios primarily for individuals, trusts, and estates. The firm employs a combination of fundamental and technical analysis across various strategies, focusing on a concentrated client base of wealthier individuals and entities.

Bruce Stein is a financial advisor at BAS Capital with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BAS Capital since 2009. BAS Capital is an independent investment advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary management of stock and bond portfolios along with pension consulting and ad hoc investment advice, employing a range of strategies from long-term holdings to short-term trading tailored to client objectives and risk tolerance.

Matthew Fox is a financial advisor with Ithaca Wealth Management in Memphis, TN, holding a Series 65 credential and five years of industry experience. He previously worked at Tompkins Financial Advisors and Dynamic Advisor Solutions. In addition to his advisory role, Fox serves as an adjunct professor at Ithaca College School of Business, teaching equity and fixed income analysis, and contributes articles to Insider Inc. Ithaca Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, small businesses, non-profits, endowments, and foundations. The firm focuses on ETFs and equity securities, using various analysis methods to tailor portfolios according to client goals and risk tolerances.

Robert Cooke Sr. is a financial advisor with Broxton Capital Advisors and Hudson Cooper Asset Management, Inc., holding Series 63 and Series 65 licenses and possessing 25 years of industry experience. He has been with Broxton Capital Advisors since 2010 and Hudson Cooper since 2011. Outside of his advisory roles, he is involved with Doozy Cards, LLC, a non-investment business. Broxton Capital Advisors serves individuals, corporations, trusts, independent managers, other advisors, and institutions, offering portfolio management through direct advisory and co-advisory arrangements. The firm employs a blend of fundamental and technical analysis combined with proprietary models across a range of asset classes and strategies, and is noted for its transparency in presenting composite performance results.

Robert Lloyd is a financial advisor at Rpata, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Revolution Partners, LLC since 2013. Rpata provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a goals-based approach focused on diversification, incorporating independent money managers and data aggregation technology, and offers ERISA 3(38) fiduciary services and a wrap fee program.

Paul Fowler is a financial advisor with RPATA, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Revolution Partners, LLC since 2013. RPATA provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans, managing approximately $67.6 million for a small client base supported by a three-advisor team. The firm employs a goals-based investment process with a focus on diversification and incorporates data-aggregation technology to include assets held away in portfolio recommendations.

Christopher Flis is a CFP® and Series 65 credentialed financial advisor with nine years of industry experience. He has been with Resilient Asset Management since 2016. Outside of his advisory role, he is a shareholder in a restaurant franchise through Flis Enterprises, Inc. Resilient Asset Management serves individual clients, small businesses, and charitable organizations with fee-only financial planning and portfolio management. The firm emphasizes a core investment approach using index funds complemented by active management, and it provides planning services that integrate cash-flow, tax, estate, and special-situation advice.

Hayden Wilson is a financial advisor at Revolution Partners, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Revolution Partners, he worked at Ramsey Solutions and held positions in other industries including retail and coffee. Revolution Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a goals-based, diversification-focused investment approach and integrates held-away assets through data aggregation to provide a consolidated portfolio view.

Matthew Saenger is a financial advisor at Sunbeam Capital Management, LLC with 21 years of industry experience. He previously worked at Steel Grove Capital Advisors, LLC for 20 years and Green Square Capital, LLC for 14 years. Saenger holds Series 63 and Series 65 licenses. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios utilizing low-cost mutual funds, ETFs, individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations.

Lauren Douglas Carpenter is a financial advisor with Revolution Partners, LLC in Memphis, TN, holding Series 65 and Series 66 licenses and having 10 years of industry experience. Prior to joining Revolution Partners in 2018, she worked at Cannon Financial Institute for four years. Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $115 million in assets for about 76 clients, employing a goals-based, diversification-oriented approach with both discretionary and non-discretionary portfolio management alongside standalone planning engagements.

Robert Schreiber is a financial advisor with Capital Markets IQ, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Capital Markets IQ since 2013. Capital Markets IQ provides investment advisory and sub‑advisory services to a diverse client base, including individual and high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a multi-branch operating model and coordinating with an external network of professionals.

Robert Burns is a financial advisor at Alden Capital with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stephens Inc. and Mortgage Industry Advisors Corporation. Burns is based in Memphis, TN. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm combines proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform and provides sub-advisory services, fee-only financial planning, and retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Craig Wiener is a financial advisor with Alden Capital based in Memphis, TN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior roles include positions at Realta Investment Advisors and Wunderlich Securities. Alden Capital Management serves individual clients, retirement plans, non-profit entities, other advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation and a proprietary platform that integrates multiple management approaches and technologies.

James Rorie Jr. is a financial advisor with B. Riley Wealth Advisors, Inc. in Memphis, TN, holding a Series 66 designation and 22 years of industry experience. He has worked at B. Riley Wealth Management since 2018 and previously held roles at Duncan Williams, Inc., Cetera Investment Services, and Regions Bank. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

John Zoccola is a financial advisor at B. Riley Wealth Advisors, Inc. in Memphis, TN, holding a Series 63 designation and bringing 25 years of industry experience. His career includes long-term roles at First Tennessee Brokerage Inc and FTB Advisors, Inc., before joining B. Riley Wealth Management in 2019. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Joseph Crane is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He has held roles at B. Riley Wealth Management since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. Crane holds Series 63 and Series 65 licenses. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a broad range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures and both discretionary and non-discretionary management approaches.

Marshall Rains is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Cornerstone Wealth Management and affiliated with LPL Financial since 2015. Cornerstone Wealth Management serves a broad client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through a variety of advisor-led and LPL-sponsored programs, utilizing a combination of fundamental, quantitative, and qualitative investment analysis alongside continuous account supervision.