Kimberly Escue is a CFA® charterholder with 31 years of industry experience. She is currently affiliated with Shelton Capital Management and has previously worked with Matrix 360 Distributors LLC and Stringer Asset Management, where she holds a senior portfolio manager role. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and other derivatives, and incorporates ESG screening and data-science tools in its portfolio strategies.

Guy Britton is a financial advisor with B. Riley Wealth Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with B. Riley Wealth Management since 2009 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as president of C & W Farms, a campground in Arkansas. 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 wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James West IV is a CFA® charterholder with 21 years of industry experience. He has worked at Calydon Capital, LLC since 2019 and previously spent 13 years at Green Square Capital, LLC. He holds a Series 63 license and is based in Memphis, TN. Calydon Capital provides portfolio management and sub‑advisory services to high‑net‑worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high‑quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting and legacy bridge-loan investments.

Robert Shelton is a financial advisor with Summit Wealth Group in Memphis, TN, holding a Series 66 designation and five years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Mass Mutual Investors Services. Shelton also has experience outside of finance, having worked with a food-focused business called Everything But The Food. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and employs various analytical approaches, including asset allocation, fundamental, technical, quantitative, and direct indexing strategies, with ongoing account monitoring and at least annual reviews.

Evelyn Griffith is a financial advisor at Stephens with a Series 66 designation and one year of industry experience. Prior to joining Stephens, she has been involved in various roles including working at Link University and coaching volleyball. Outside of her advisory work, she serves as an assistant coach for an elite junior girls volleyball club in Little Rock, Arkansas. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Sarah Zuckerman is a financial advisor with Stephens in Memphis, TN, holding a Series 66 designation and one year of industry experience. Her background includes roles at Commercial Bank and Trust Company and various positions in the hospitality and education sectors, including the University of Memphis. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, offering a broad range of solutions including portfolio management, financial planning, and institutional equity research.

William Moore V is a CFP® and holds a Series 66 designation with 27 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022, following 13 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as a director on the finance committee for Christian Brothers High School in Memphis, TN. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension plans, trusts, and corporate clients. The firm offers a range of portfolio management strategies, pension consulting, and customized financial solutions using various investment approaches and both fee-based and commission-based options.

Ryan Rogalski is a financial advisor at United Capital Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. Rogalski is based in Memphis, TN. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutions. The firm uses discretionary asset-allocation models and offers portfolio customization, alternative investments, and client-facing technology.

Hailey Thomas is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, she worked with Pinnacle Bank/Pinnacle Financial Partners and Raymond James. She is also associated with Fountain Financial Group and Pinnacle Asset Management, where she meets with clients and banking personnel to coordinate comprehensive financial services. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, delivering advice without charging percentage-of-AUM investment fees.

Robert Cremerius is a financial advisor at First Heartland Consultants, Inc. based in Memphis, TN, with 30 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His career includes over two decades at First Heartland Capital and Cambridge Investment Research Advisors. Outside of advisory work, he is also involved as an independent insurance agent and owns a financial services DBA. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management and model-based programs delivered through independent adviser representatives using a combination of fundamental, technical, and cyclical analysis.

Henry Groves is a financial advisor at Stephens with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2011. Outside of his advisory work, he is a part-owner of a family farm and has interests in agricultural properties. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Scott Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Founders Financial Securities since 2025 and previously spent 18 years with Purshe Kaplan Sterling Investments and 15 years with PKS Advisory Services, LLC. In addition to his advisory work, Reid operates a life and health insurance sales business as a sole proprietor. Founders Financial Securities serves a broad client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and integrated brokerage and insurance services.

Robert Johnston Jr. is a financial advisor at Stephens with 24 years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including Raymond James Financial Services Advisors, FirstBank, and LPL Financial. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines broker-dealer, investment banking, and advisory services.

Arthur Buring is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012 and Morgan Stanley Smith Barney since 2009. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining broker-dealer, investment banking, and advisory services.

William Hiatt is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Red Door Wealth Management since 2010. 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 various approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, and is notable for its active role in advising and sponsoring multiple private funds.

Zane Fowler is a financial advisor with Csenge Advisory Group, LLC in Memphis, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Sound Income Strategies LLC, McAdams Group LLC, Lion Street Financial, and service with the United States Air Force Audit Agency. He also has involvement with Radian Partners LLC as an investment advisor and with Integrity Alliance LLC as a registered representative. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment approach with a focus on relative strength and a top-down market analysis, offering customizable portfolios through discretionary management or model-based allocations.

Hunt Taylor is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mathis, Tibbets and Mathis, Transamerica Financial Advisors, and LPL Financial. In addition to his advisory work, Taylor is involved in insurance sales through The Glass Insurance Group, focusing on commercial property and casualty insurance for restaurants and contractors. Simplicity Wealth serves a broad range of clients including individual investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a variety of advisory, technology, and operational services to both clients and other financial advisers.

William Allen is a CFP® with 12 years of industry experience and has been with Red Door Wealth Management, LLC since 2015. He holds the Series 66 designation and is based in Memphis, TN. 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 tailored to client objectives, including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting, and it is notable for its active role as a private-fund adviser and sponsor.

Jonathan Fratesi is a financial advisor at Arete Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management since 2009 and Financial Resource Management, Inc. from 2008 to 2022. Outside of his advisory role, he serves as a trustee of the Joe David Meals Irrevocable Trust and works as a worship planning consultant at First Evangelical Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Ramon Fracchia Jr. is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Nations Financial Group in 2022, he spent 13 years with Wells Fargo Advisors Financial Network LLC. He is also the owner of ATKINGS CAPITAL MGMT LLC, an investment-related advisory business. Nations Financial Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services from discretionary and non-discretionary portfolio management to pension consulting and model portfolios, utilizing various investment strategies and a combination of in-house and third-party managers.