Joe Meals is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held roles at EMC Services, LLC, FCG Investment Company, Financial Consulting Group, and ELM Group LLC. Outside of advising, he serves as CFO for a private general contractor firm specializing in new home construction. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on long-term dividend-growth investing, using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, supported by AI and machine learning tools alongside human review.

Bonnie Boyd is a financial advisor at Stephens with 29 years of industry experience. She holds the Series 63 and Series 65 designations and has previously worked at Kestra Advisory, WFG Investments, and Morgan Stanley. Boyd is based in Memphis, TN. Stephens provides investment advisory and wealth management services to individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services including financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up security selection and top-down fixed-income duration management.

Scott Lipka is a financial advisor with Integrated Advisors Network LLC in Memphis, TN, holding Series 65 and Series 63 licenses with one year of industry experience. He also serves as CFO and financial adviser at Select Wealth Advisers. Prior to his advisory roles, Lipka worked in the fitness industry for five years at Ready Fitness. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies and often utilizes third-party sub-advisers through platforms such as Envestnet.

Kathy Briner is a financial advisor at Stephens with 39 years of industry experience. She holds Series 63, 65, and 66 credentials and has previously worked at Bank of America, Merrill, BankPlus, Linsco Private Ledger, Stanford Group Company, and UBS Financial Services. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs multiple sponsored programs and investment committees, offering a range of strategies such as discretionary portfolio management, private equity, and institutional equity research.

Connor Mykleby is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN. He holds a Series 65 designation and joined the firm in 2025. His prior experience includes four years at Ernst & Young LLC and a year at Riveron Consulting LLC. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs a range of investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, while offering customized portfolio management and family-office services.

William Covington III is a CFA® charterholder with 15 years of industry experience, currently serving as a financial advisor at Stephens. He previously worked at FTB Advisors, Inc. from 2016 to 2021 before joining Stephens. Stephens provides investment advisory and wealth management services to a diverse client base that includes individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across multiple managed programs and offers integrated broker-dealer and investment banking services.

William James is a financial advisor with Stephens, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley and Citigroup Global Markets before joining Stephens in 2011. Outside of his advisory work, he is a 50% owner of a real estate investment entity, WBJ Real Estate LLC. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up security selection and top-down fixed-income management.

William Plyler II is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors before joining Prospera in 2024. Outside of his advisory role, he is the managing partner of a hunting club, Bear Bayou Hunting Club, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Shelly Baker is a CFP®-certified financial advisor at Coastal Bridge Advisors with 29 years of industry experience. She has worked at firms including Waddell & Associates and B Riley Wealth Management. Baker also operated Baker Notary Services from 2017 to 2019. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

William Lowes is a Series 66-credentialed advisor with three years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and McAdams Group, LLC. Prior to his advisory roles, he worked at Empower Advisory Group and Pruco Securities LLC, and he also spent six years at Saint Francis Hospital - Bartlett. Outside of his advisory work, Lowes serves as treasurer for the Arlington Area Chamber of Commerce and holds a role with the Millington Area Chamber of Commerce. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a broad client base including individuals, pension plans, trusts, corporations, and registered investment advisers, offering customized portfolio management with an emphasis on fixed-income analysis alongside equity review.

Chad Keller is a financial advisor at Shelton Capital Management with 21 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Keller also serves as Chief Compliance Officer for Stringer Asset Management, where he oversees operations, compliance, and portfolio management. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors, utilizing an active approach that incorporates fundamental, technical, and quantitative analysis along with ESG screening and advanced data-science techniques.

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.

David Mcadams is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been involved in multiple related ventures since 2003, including managing McAdams Group LLC, which focuses on fixed insurance sales, and McAdams Tax Advisory Group LLC, which provides tax return preparation services. He also manages McAdams Estate Group LLC, utilizing estate planning software in collaboration with local attorneys. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a diverse client base, including individuals, pension and profit-sharing plans, and trusts. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolios and a range of advisory services including sub-advisory and insurance planning.

Christopher Wiltse is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. His prior work includes over a decade at Morgan Stanley and continued tenure at Stephens since 2011. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of financial planning and portfolio management solutions, utilizing both bottom-up and top-down investment strategies supported by in-house equity research and multiple sponsored programs.

George Sousoulas is a financial advisor at Stephens with Series 63 and Series 65 licenses and 41 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, B. Riley Wealth Management, and Banc of America Investment Services. He has been with Stephens since 2016. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities. The firm employs a variety of investment strategies and offers integrated broker-dealer and investment banking services.

Albert Alexander Jr. is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He held previous roles at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. He is involved in fiduciary consulting services and structured settlement brokerage. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to multiple advisory programs and platforms.

Connor Wright is a financial advisor at Red Door Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Stephens Inc., Millstone Market, CAPTrust, and the University of Alabama. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs various investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing separately managed accounts, and is noted for its active role as a private-fund adviser and sponsor.

Chris Sumner is a financial advisor with Virtue Capital Management, LLC, holding a Series 65 designation and 11 years of industry experience. He has worked at Virtue Capital Management since 2014 and is also the CEO and founding member of RS Financial Group, a practice offering insurance products. Virtue Capital Management is an SEC-registered enterprise adviser managing approximately $1.2 billion in discretionary assets through about 90 advisers for over 4,000 clients. The firm provides discretionary portfolio management, financial planning, third-party manager selection and monitoring, and retirement education, employing active, model-driven investment strategies primarily using mutual funds and ETFs.

Carol Lee Royer is a CFP® and CFA® with 22 years of experience in financial advising. She has worked at Coastal Bridge Advisors since 2026 and previously spent 10 years with Waddell & Associates, LLC. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach and offers diversified portfolio construction across various asset classes, utilizing scenario analysis and a range of specialized advisory services.

George Fowler is a financial advisor at First Heartland Consultants, Inc. with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked at First Heartland Capital Inc. since 2014 and Mutual Of New York since 1975. Fowler serves as president of the Corporate Gardens Condo Association board of directors. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management solutions delivered through a network of independent investment adviser representatives.