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® with 10 years of experience in the financial industry. He is a partner at Kelman Lazarov Inc. in Memphis, TN, where he has worked since 2016. Prior to and during the early part of his time at Kelman Lazarov, he spent several years at Mutual Securities, Inc. Kelman Lazarov Inc. provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations. The firm employs a strategic asset allocation approach using ETFs, mutual funds, model portfolios, and specialized techniques such as direct-indexing and tax-aware overlays to tailor solutions to client objectives and risk tolerance.

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® credentialed advisor with four years of industry experience, currently serving at Steel Grove Capital Advisors, LLC. He previously worked at Worthington Capital Management, LLC as Chief Investment Officer and spent over two decades at Bondurant Futures, Inc. Steel Grove Capital Advisors provides wealth management, investment 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 and employs a personalized investment process combining diversified portfolios, internal due diligence, and proprietary tools with a primarily long-term focus.

Dennis Plyler is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 designations and bringing 13 years of industry experience. Prior to joining FCG Investment Company in 2020, he worked at Mid Atlantic Financial Management, Inc. and Financial Consulting Group. 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 focuses on long-term, dividend-growth investing and employs a variety of analytical methods along with technology-assisted research tools that are verified by human review.

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 Series 63 and Series 65 designations and previously worked at Kestra Advisory, WFG Investments, and Morgan Stanley in various capacities. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individual, retirement plan, foundation, corporate, and institutional clients. The firm offers a broad range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Scott Lipka is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 65 licenses and one year of industry experience. He has held advisory roles at Integrated Advisors Network, Select Wealth Advisers, and The Leaders Group Inc. Prior to his advisory career, he worked at Ready Fitness for five years. Integrated Advisors Network is a multi-team SEC-registered investment adviser offering portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a blend of fundamental and quantitative analysis, uses a risk-profile framework to guide investments, and frequently incorporates third-party sub-advisers in client portfolios.

Kathy Briner is a financial advisor with Stephens in Memphis, TN, holding Series 63, 65, and 66 credentials and bringing 39 years of industry experience. Her career includes roles at Bank of America, Merrill, BankPlus, Linsco Private Ledger, Stanford Group Company, and UBS Financial Services. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and other institutional clients, offering a range of advisory, brokerage, investment banking, and research services.

Connor Mykleby is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 credential with one year of industry experience. Prior to joining Red Door in 2025, he worked at Ernst & Young LLC from 2017 to 2019 and again from 2021 to 2025, with a one-year tenure at Riveron Consulting LLC in between. 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 variety of investment approaches, including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting, and is noted for its active role as a private-fund adviser and sponsor.

William Covington III is a CFA® charterholder and holds a Series 63 license with 16 years of industry experience. He has worked at Stephens since 2021 and previously worked at FTB Advisors, Inc. from 2016 to 2021. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a broad range of advisory services, brokerage, investment banking, research, and other financial solutions.

William James is a financial advisor at Stephens with 18 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2011, following prior roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of discretionary and non-discretionary management services supported by bottom-up equity research and committee-driven asset allocation.

William Plyler II is a financial advisor at Prospera Financial Services, Inc. with 26 years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of his advisory work, he is a managing partner of Bear Bayou Hunting Club, LLC. Prospera Financial Services, Inc. is a multi-team advisory firm with over 270 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 various advisory programs and platforms.

Shelly Baker is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Coastal Bridge Advisors. She previously worked at Waddell & Associates, B Riley Wealth Management, Fidelity Brokerage Services, and several other firms. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs 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 CFP® with 21 years of industry experience. He is currently with Shelton Capital Management and has held roles at RFS Partners, Matrix Distributors 360, Stringer Asset Management, Morgan Keegan & Company, Merrill, and Waddell & Reed. Keller has also served as Chief Compliance Officer at Stringer Asset Management. Shelton Capital Management provides investment management services to a range of clients, including mutual funds, institutional investors, retirement plans, governmental entities, nonprofits, and individuals. The firm employs an active, discipline-specific approach that incorporates fundamental, technical, and quantitative analysis, with certain strategies utilizing options and other derivatives.

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.