Christopher Wiltse is a financial advisor at Stephens with Series 63 and Series 65 licenses and 45 years of industry experience. His prior experience includes roles at Morgan Stanley from 1997 to 2011. 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 institutional clients. The firm offers a wide range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and also provides investment banking and municipal advisory services.

George Sousoulas is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His career includes roles at Wells Fargo Clearing, Merrill, B. Riley Wealth Management, and Banc of America Investment Services before joining Stephens. Stephens is a multi-team investment adviser with approximately 243 advisors and about $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across diverse programs, combining bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Albert Alexander Jr. is a financial advisor at Prospera Financial Services, Inc. with 37 years of industry experience. He held previous roles at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc. He is involved in fiduciary consulting services and structured settlement brokerage. 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 multiple advisory programs and platforms.

Connor Wright is a financial advisor at Red Door Wealth Management, LLC with six years of industry experience. He holds the Series 66 designation and previously worked at Stephens Inc., Millstone Market, CAPTrust, and the University of Alabama. 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 various investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing separately managed accounts, and is noted for its active role as a private-fund adviser and sponsor.

Chris Sumner is a financial advisor with Virtue Capital Management, LLC in Memphis, TN, holding a Series 65 license and 12 years of industry experience. He is also the CEO and founding member of RS Financial Group, a practice offering insurance products. Virtue Capital Management serves individuals, trusts, estates, charitable organizations, corporations, qualified retirement plans, and other advisers. The firm manages portfolios using tactical, strategic, and dynamic approaches through a multi-team model and provides services including portfolio management, financial planning, and sub-advisory support.

Carol Lee Royer is a CFP® and CFA® with 22 years of experience in financial advising. She has worked at Coastal Bridge Advisors since 2026 and previously spent 10 years with Waddell & Associates, LLC. Coastal Bridge Advisors provides financial planning, consulting, and discretionary and non-discretionary wealth management 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 across various asset classes, utilizing scenario analysis and a range of specialized advisory services.

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.

Jeremy Forbis is a CFP® with 25 years of experience in the financial services industry. He is currently with Capital Analysts and previously worked at Lincoln Investment and Cincinnati Analysts, Inc. Forbis serves on the boards of the Make-A-Wish Foundation of the Mid-South and the nonprofit One Million Wells, where he is involved in fundraising and awareness efforts. He also owns a fixed insurance agency and is involved in fixed insurance sales and service. Capital Analysts provides portfolio management and retirement-plan advice to a diverse client base, including individual, high-net-worth, institutional, and charitable clients. The firm offers both discretionary and non-discretionary investment management through a proprietary mutual fund screening system and partners with third-party managers, delivering services via an independent advisor network and firm-managed programs.

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.

George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

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.

Larry Clayton is a financial advisor with Capital Analysts in Memphis, TN, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with Capital Analysts since 1993 and has worked at Lincoln Investment since 2012. Outside of his advisory role, he maintains an insurance sales position focused on life insurance and life settlements. Capital Analysts serves a diverse client base including individuals, high-net-worth investors, trusts, and institutions, offering portfolio management, custom and model portfolios, and retirement-plan advice. The firm combines discretionary investment management by an in-house team with non-discretionary services through advisors and third-party managers, utilizing a proprietary mutual fund screening process called CAPSL.

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.