William Hogue is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 18 years before joining Stephens, where he has been since 2017. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 66 and Series 63 licenses and possessing six years of industry experience. Her prior work includes roles at UBS Financial Services and Waddell and Associates. Outside of her advisory duties, she has worked as a delivery driver for Uber Eats. Kestra Private Wealth Services serves individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services across multiple platforms. The firm supports both discretionary and non-discretionary investment approaches and includes an affiliated trust company for trustee services.

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 at Prospera Financial Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. In addition to his advisory role, he is licensed as an insurance producer with PacificLife, focusing on insurance and annuities. Prospera Financial Services, Inc. is an enterprise-scale firm that serves individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations in portfolio management.

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 credentials and 32 years of industry experience. Prior to joining Prospera in 2024, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2009 to 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services via multiple delivery 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 in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. He has worked at The O.N. Equity Sales Company since 2004. In addition to his advisory role, he is actively engaged in selling life and health insurance through Doster Financial. On Investment Management Company provides financial planning and investment advisory services to a diverse client base, including individual investors, charitable organizations, businesses, and retirement plan sponsors. The firm offers a range of fee-based financial planning, third-party investment programs, and managed account options with both discretionary and non-discretionary asset management.

John Matsek III is a financial advisor with Kingswood Wealth Advisors, LLC in Memphis, TN, holding Series 63 and Series 66 licenses and having 32 years of industry experience. His previous roles include positions at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. He is also involved with Southern Edge Wealth Solutions, a fee-based wealth management business. Kingswood Wealth Advisors, LLC serves a diverse client base including individuals, corporations, and institutional investors, offering tailored investment advisory and consulting services through an open-architecture approach and ongoing manager oversight.

Jennifer Davey is a financial advisor with Kestra Private Wealth Services, LLC and holds Series 63 and Series 65 licenses. She has 22 years of industry experience, including 17 years at UBS Financial Services, Inc., before joining Kestra in 2025. She also serves as a registered field assistant at Bright River Private Wealth, assisting client service associates. Kestra Private Wealth Services manages approximately $10.2 billion in client assets through nearly 200 independent advisors, serving individuals, retirement plans, charitable organizations, and businesses. The firm offers a range of advisory services including discretionary and non-discretionary accounts, financial planning, retirement plan services, and access to both in-house and third-party managed solutions.

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 with Stephens in Memphis, TN, holding a Series 63 designation and 45 years of industry experience. He has been with Stephens since 2004. Outside of his advisory work, he serves as treasurer for the Lone Cypress Hunting Club. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines substantial broker-dealer and investment banking activities alongside advisory services.

Scott Poore is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at B. Riley Wealth Management, Inc. and Eudaimonia Advisors LLC. Outside of his advisory role, he is involved with TEN45, Inc., a charitable organization supporting mentoring for high school football players, and serves as a general board member of the Juvenile Diabetes Research Foundation (JDRF). Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

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 with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been associated with Silver Oak Securities and several related firms, including Jaffe Wealth Management & Consulting, Inc., and Rob Jaffe Financial Services. Outside of his advisory role, he serves as secretary and partial owner of Pitts Farm Management, Inc., which manages his family farm, and is president of Briarmeadows Holdings, LLC, providing administrative support to a fixed income trading business. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a team of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs tailored to client objectives, with an emphasis on operational features such as ongoing model monitoring and an automatic investment process.

Albert Alexander is a financial advisor with Prospera Financial Services, Inc. in Memphis, TN. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab and B. Riley Wealth Management. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

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.

Gayle Mabry is a financial advisor at Hilltop Securities Inc. with 28 years of industry experience. She holds Series 63 and Series 65 designations. Her prior roles include positions at B. Riley Wealth Advisors, B.Riley Wealth Management, and Ameriprise Financial Services. Hilltop Securities serves individual and institutional clients through investment advisory and broker-dealer services on an open-architecture platform. The firm offers managed accounts, financial planning, retirement-plan advisory, and municipal bond strategies, supported by a combination of custody, banking, and market-making capabilities.

Marvin Coleman is a financial advisor with Hilltop Securities Inc. in Memphis, TN, holding Series 63 and Series 65 credentials and 28 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney, serving a combined 18 years. Outside of his advisory role, Coleman is president of Bellevue Baptist Church in Cordova, TN. Hilltop Securities Inc. offers brokerage, clearing, custody, investment advisory, and retirement-plan consulting services to individuals, corporations, nonprofits, and institutional clients. The firm employs an open-architecture platform with a range of adviser-managed and manager/model-based programs, and it sponsors municipal bond strategies co-advised by Franklin Templeton Group and sub-advised by Western Asset Management.