Timothy Ballard is a financial advisor at Steel Grove Capital Advisors, LLC, with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Cantor Fitzgerald & Co and Morgan Keegan & Company, LLC. He serves as a co-trustee for a family testamentary trust. Steel Grove Capital Advisors provides wealth management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets using a personalized investment approach that incorporates diversified portfolios, internal due diligence, and liability-planning tools.

Christopher Jones is a CFA® charterholder and holds a Series 63 license. He has been with Delta Asset Management, LLC since 2008, accumulating 18 years of industry experience. Based in Memphis, TN, he is part of a five-advisor team at Delta. Delta Asset Management serves a diverse client base including individual and institutional investors such as banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach with an emphasis on fundamental analysis and long-term investment strategies.

Patrick O'hearn is a CFP® and holds a Series 63 license with nine years of industry experience. He is a partner at Kelman Lazarov Inc., where he has worked since 2016, following his prior role at Mutual Securities, Inc. from 2016 to 2024. Kelman Lazarov Inc. provides discretionary investment management, financial planning, retirement plan advisory, 1031 exchange advisory, and consulting services to individuals, pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations. The firm emphasizes strategic asset allocation primarily using ETFs, mutual funds, and model portfolios, while also offering specialized services such as direct-indexing with tax-loss harvesting, alternative investments, and advisory support for 1031 exchanges.

Hugh Parks is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Envision Financial Planning, LLC. His prior experience includes roles at Commonwealth Financial Network and Independent Wealth Management, LLC. Parks is also an owner and manager of Marlyn LLC, a family-owned partnership that operates a hunting club with timber rights. Envision Financial Planning, LLC provides financial planning, asset management, retirement plan consulting, and wealth management services to individuals, pension plans, charitable organizations, municipal entities, and corporations. The firm employs a centralized investment process focused on long-term market returns and diversified asset allocation, managing approximately $391 million across discretionary and non-discretionary accounts with a team of four advisors.

William Woodmansee Jr. is a financial advisor with Commerce Advisors, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commerce Advisors since 2009 and is also associated with Purshe Kaplan Sterling Investments. Woodmansee owns Commerce Holdings, LLC, a holding company unrelated to investment activities. Commerce Advisors serves individual investors, high-net-worth clients, family offices, and select institutional clients, offering comprehensive wealth management including financial planning, portfolio management, and retirement plan advisory. The firm emphasizes tailored investment plans, diversification, and a formal ERISA focus, managing approximately $236.6 million for about 128 clients as of year-end 2024.

William Martin is a CFA® charterholder with four years of industry experience. He is currently with Steel Grove Capital Advisors, LLC and also serves as Chief Investment Officer at Worthington Capital Management, LLC. His prior experience includes 24 years with Bondurant Futures, Inc. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals and various entities. The firm manages approximately $1.64 billion in assets, employing a personalized investment process that includes diversified portfolios, internal due diligence, and proprietary liability-planning tools with a primarily long-term focus.

Dennis Plyler is a financial advisor at FCG Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mid Atlantic Financial Management, Inc. He is also a partner in a retirement plan consulting and third-party administration business. FCG Investment Company provides portfolio management and financial planning services to 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 multiple analytical methods and incorporates AI and machine-learning tools alongside human oversight.

Richard Eskrigge is a financial advisor at Silverleafe Capital Partners, LLC with a Series 65 credential and three years of industry experience. His work history includes positions at Buckingham Strategic Wealth, Forvis, LLP, and the University of Mississippi. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm employs a combined macroeconomic fundamental and technical analysis investment process, utilizing ETFs, individual equities, options, and derivatives to construct portfolios tailored from conservative to aggressive.

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.