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.

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.

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.

David Waddell is a CFP® with 22 years of industry experience and currently serves at Coastal Bridge Advisors. He was previously affiliated with Waddell & Associates Management Partners, LLC, Waddell & Associates, LLC, and Ironhorse Capital LLC. He is a passive shareholder of Ironhorse Capital LLC. 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 and offers diversified portfolio construction, retirement plan consulting, and specialized advisory services.

Brown Baine is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 designations and bringing 32 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, Stanford Group Company, and Merrill. Prospera Financial Services 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.

Virginia Brewer is a CFP® professional with 16 years of experience in the financial advisory industry, currently serving at United Capital Financial Advisors since 2010. She is a member of the Board of Directors and Investment Committee at the Women's Foundation for a Greater Memphis and serves on the Advisory Board of Black Lens Production, a film production and content company based in Memphis. 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 employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.

Douglas Doster is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory work, he is active in insurance sales, focusing on life and health insurance. ON Investment Management Company serves individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a mix of discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

John Matsek III is a financial advisor with Kingswood Wealth Advisors, LLC in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors before joining Kingswood in 2025. He is also involved with Southern Edge Wealth Solutions, a fee-based wealth management business. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-related accounts alongside traditional investment advisory services.

Jennifer Davey is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Kestra. Outside of her advisory role, she serves as a registered Field Assistant with Bright River Private Wealth, assisting advisors in client services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets across 208 advisors and offers a range of investment products and specialized services, combining discretionary and non-discretionary arrangements.

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.

Christopher Williamson is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 license with six years of industry experience. Prior to joining Red Door Wealth Management in 2019, he served five years in the United States Marine Corps. 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 offers tailored investment advice using fundamental and technical analysis, modern portfolio theory, direct-indexing separately managed accounts, and periodic tax-loss harvesting, along with specialized services such as private fund management and affiliated travel and concierge services.

Lisa Reid is a financial advisor at Founders Financial Securities LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for five years. Reid was involved with the YMCA of Memphis & the Mid for four years. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through an enterprise network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms, including managed portfolios, co-advised private wealth solutions, and 1031 exchange consulting, with investment philosophies delegated to its advisers who provide discretionary or non-discretionary management.

Giles Coors III is a financial advisor at Stephens in Memphis, TN, with 45 years of industry experience. He holds a Series 63 designation and has been with Stephens since 2004, following a brief tenure at UBS Financial Services. Outside of his advisory role, he serves as Treasurer of the Duck Club/Lone Cypress Hunting Club. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and municipalities. The firm employs both bottom-up and top-down investment strategies and provides access to integrated broker-dealer and investment banking services.

Scott Poore is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of his advisory role, he is involved with TEN45, Inc., a nonprofit focused on mentoring high school football players, and serves as a general board member for the Juvenile Diabetes Research Foundation. Kingswood Wealth Advisors serves a diverse range of clients including individuals, high-net-worth investors, and institutional sponsors, offering portfolio management, financial planning, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside traditional wealth advisory offerings.

Lukas Hooper is a CFP® and Series 65-licensed financial advisor at Coastal Bridge Advisors with four years of industry experience. Prior to joining Coastal Bridge Advisors, he worked at Waddell & Associates, Legacy Wealth Management, and Deloitte Tax, LLP. 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 build diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Robert Jaffe is a financial advisor at Silver Oak Securities, Inc. in Memphis, TN, holding the Series 63 and Series 65 designations with eight years of industry experience. He has been associated with Silver Oak Securities and several related entities, including his own firms Jaffe Wealth Management & Consulting, Inc., Rob Jaffe Financial Services, and Jaffe Financial Services, Inc. Outside of advisory work, he is involved in managing a family farm corporation and runs an administrative business supporting a fixed income trading operation. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances, supported by operational features such as ongoing model monitoring and an automatic investment process.

Albert Alexander is a financial advisor at Prospera Financial Services, Inc. in Memphis, TN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at B. Riley Wealth Management, Charles Schwab, and the Federal Deposit Insurance Corporation. 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 various advisory programs and platforms.

John Phillips V is a CFP®, CFA®, and holds a Series 65 license with 17 years of industry experience. He has been with Red Door Wealth Management, LLC since 2010. Phillips is also an owner of RDPF Management Group LLC, a subsidiary of Red Door Wealth Management that manages several private investment funds. 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 varied investment approaches and offers access to private funds through its subsidiary, with operational features including estate and trust services and concierge support.