John Cordera Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining B. Riley Wealth Advisors and B. Riley Wealth Management in 2024, he worked at FedEx Express for six years and at Mississippi State University for five years. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individual, high-net-worth, charitable, corporate, and retirement plan clients with a broad range of advisory programs, financial planning, and investment management services.

Stuart Ray is a CFP® with 27 years of industry experience, currently with Hilltop Securities Inc. He has previously held roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Wunderlich Securities, and Morgan Stanley in various capacities over nearly two decades. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes third-party and proprietary strategies. The firm integrates custody, banking, and market-making capabilities and sponsors specialized municipal bond strategies.

Robert Graham is a CFP® and holds a Series 65 license with four years of industry experience. He joined Coastal Bridge Advisors in 2026 after working at Waddell & Associates, LLC for five years and previously held roles at AutoZone and The Marston Group, PLC. 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, HSA investment management, and access to lending solutions.

Martin Hearn Sr. is a financial advisor at Silver Oak Securities, Inc. with 32 years of industry experience. He holds a Series 63 designation and has been with Silver Oak Securities since 2009, following prior roles at Securities America Advisors, Inc. and Investacorp Advisory Services Inc. He also operates Hearn Wealth Management, LLC, providing life, fixed, health, and long-term care insurance services. Silver Oak Securities serves individuals, including high-net-worth clients, as well as pension plans, corporations, trusts, and other entities through a network of over 100 financial professionals. The firm offers various advisory programs and employs primarily discretionary investment management tailored to client objectives using a mix of individual securities, ETFs, mutual funds, and strategist models.

Jennifer Linkous is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2010. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm offers discretionary portfolio management using asset-allocation models and selected third-party managers, with options for ESG and faith-based customization, supported by client-facing technology and ongoing monitoring.

David Hall is a financial advisor with AlphaStar Capital Management and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously operated David Hall & Associates for 13 years. Hall is also a CPA providing planning services under the PFS designation through Retirement Risk Advisors and owns an insurance agency offering life and long-term care insurance and annuities. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches and uses third-party portfolio construction technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Philip Wunderlich is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He has held roles at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, and founded Wunderlich Capital Management LLC. Outside his advisory work, he is involved in family investment ventures including managing partnerships in real estate and serving on the board of a family trust. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary account management.

Peyton Klawinski is a CFP® professional with eight years of industry experience, currently serving at Red Door Wealth Management, LLC since 2021. Prior to joining Red Door, Klawinski worked at Stephens Inc. from 2017 to 2021 and completed academic work at the University of North Carolina from 2013 to 2017. Red Door Wealth Management provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension plans, employing diverse investment strategies including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting. The firm is recognized for its role as a private-fund adviser and sponsor, offering customized wealth planning and estate services through strategic partnerships.

Michael Bartlett is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to help them grow and protect their wealth, make informed investment decisions, and simplify their financial lives through personalized financial planning. Prior to his current position, Michael served as an Investment Management Consultant and Investment Consultant at Fidelity Investments from 2020 to 2023. His earlier experience includes roles as a Financial Advisor at Edward Jones and UBS, and as a Wealth Planning Analyst at UBS. He holds an Arkansas Insurance License.

Brian Baumeister is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2015. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and governmental entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across various sponsored programs and investment committees.

George Coors II is a financial advisor with Stephens in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He has worked at Stephens since 2015, following a year at First Horizon Advisors. Outside of his advisory role, he serves as treasurer for the Memphis chapter of Delta Waterfowl, a nonprofit focused on waterfowl conservation. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm employs a range of investment strategies across equity, fixed income, and alternative investments, supported by an integrated broker-dealer and investment banking platform.

Larry Tolbert is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Lion Street Advisors and FSC Securities Corp. Outside of advisory work, he serves as president of the Tennessee Chapter of the Ferrari Club of America. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, primarily using mutual funds and ETFs to tailor portfolios to client goals.

Kenneth Hawkins is a financial advisor with ValMark Advisers, Inc. in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He previously worked at Lincoln Investment and Capital Analysts, Incorporated. Hawkins serves on the investment committee of the Collierville High School Alumni Association, managing the investment assets of a scholarship fund. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.

Ralph Bond is a financial advisor at Packerland Brokerage Services, Inc. in Memphis, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including roles at firms such as Lasalle St. Securities and Dempsey Lord Smith, LLC. In addition to his advisory work, he is involved in fixed, life, long-term care, and disability insurance through Exclusive Financial Strategies. Packerland Brokerage Services, Inc. supports individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, with comprehensive financial planning and portfolio management. The firm utilizes a variety of investment platforms and third-party managers to offer discretionary and non-discretionary account management.

Robert Mccommon is a financial advisor with Wedbush Securities Inc. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including prior roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Keegan & Company, LLC. Outside of his advisory work, he serves as Treasurer and board member for the Oaks at Appling Condominium Association in Cordova, Tennessee. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

William Hogue is a financial advisor at Stephens with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 18 years before joining Stephens in 2017. 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 financial planning, portfolio management, private equity, alternative investments, and institutional equity research, utilizing both bottom-up security selection and top-down fixed-income strategies.

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC based in Memphis, TN. She holds Series 63 and Series 66 licenses and has six years of industry experience. Prior to joining Kestra in 2025, she worked at UBS Financial Services and Waddell and Associates. Outside of advising, she has worked as a delivery driver for Uber Eats. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams to individuals and institutional clients. The firm offers a broad range of investment products and specialized services, including annuity subaccount management and 529 plan services, while overseeing advisor recommendations within an approved product menu.

Philip Zanone Jr. is a financial advisor with B. Riley Wealth Private Shares, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with B. Riley Wealth Advisors and its related entities since 2005. Outside of his advisory role, Zanone serves on the boards of several organizations, including INSBANK and the Assisi Foundation, where he is treasurer. B. Riley Wealth Private Shares advises privately offered pooled investment vehicles that invest in early- and developmental-stage private companies. The firm uses a Commitment Committee to oversee investment decisions and generally holds concentrated, long-term positions until liquidity events occur.

Timothy Sheffield is a financial advisor at Calton & Associates, Inc. in Arlington, Tennessee, with 38 years of industry experience. He has been with Calton & Associates since 1999 and holds Series 63 and Series 65 licenses. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals, risk tolerance, and liquidity needs.

Herbert Taylor IV is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has previously worked with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Taylor is also licensed as an insurance producer, selling insurance and annuities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing 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.