George Fowler is a financial advisor at First Heartland Consultants, Inc. with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked at First Heartland Capital Inc. since 2014 and Mutual Of New York since 1975. Fowler serves as president of the Corporate Gardens Condo Association board of directors. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management solutions delivered through a network of independent investment adviser representatives.

Craig Howard is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2021. He previously worked at Lincoln Investment and Capital Analysts Incorporated. Howard is also licensed to solicit, sell, and service fixed insurance products. 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 employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Paul Zuckerman is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at Morgan Stanley and Citigroup Global Markets. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and other institutional clients. The firm offers discretionary and non-discretionary management across various advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

Gary Osing is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Sound Income Strategies since 2017 and previously held roles at WFG Advisors LP and WFG Investments, Inc. Osing is also involved with McAdams Group LLC, where he provides fixed insurance and tax preparation services and serves as a strategic wealth advisor. Additionally, he is the secretary of the GM&O Historical Society. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of advisory services including financial planning, ERISA plan services, and insurance planning through affiliated channels.

John Kimbrough IV is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 42 years of industry experience. His prior work includes roles at Morgan Stanley and UBS Financial Services, with continuous tenure at Stephens since 2012. Outside of advisory work, he owns and manages four single-family rental dwellings. 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 discretionary and non-discretionary management across various wrap and advisory programs while combining equity research with committee-driven asset allocation and fixed-income management.

Sean Gould is a CFP®, PFS™, and Series 65 credentialed advisor with 13 years of industry experience. He currently works at Coastal Bridge Advisors and previously spent 10 years at Waddell & Associates, LLC. Coastal Bridge Advisors offers 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 provides specialized advisory services including retirement plan consulting, HSA investment management, and access to various lending solutions.

Michael Deutsch is a CFP® professional with 20 years of experience in financial advising. He has been with United Capital Financial Advisors since 2010. Outside of his advisory role, he mentors his daughter's jewelry design and sales business, Pink Antique, LLC. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized investment strategies, supported by client-facing technology and ongoing portfolio monitoring.

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.

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.

John Zoccola is a financial advisor at B. Riley Wealth Advisors, Inc. in Memphis, TN, holding a Series 63 designation and bringing 25 years of industry experience. His career includes long-term roles at First Tennessee Brokerage Inc and FTB Advisors, Inc., before joining B. Riley Wealth Management in 2019. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

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.

George Coors II is a financial advisor at Stephens with 12 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015, following a year at First Horizon Advisors. Outside of his advisory role, he serves as Treasurer for the Delta Waterfowl Memphis Chapter, a nonprofit focused on fundraising for waterfowl conservation. 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 both discretionary and non-discretionary management across a range of advisory programs. Stephens combines bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Larry Tolbert is a financial advisor with Csenge Advisory Group, LLC in Memphis, TN, holding a Series 66 designation and 25 years of industry experience. He has worked at multiple firms, including Lion Street Financial and FSC Securities Corp. Tolbert also provides contract education services for the University of Tennessee at Martin and serves as President of the Tennessee Chapter of the Ferrari Club of America. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach, providing customized portfolio management through discretionary or model-based allocations.

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.