Brian Baumeister is a financial advisor with Stephens in Lakeland, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Stephens since 2015. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

George Coors II is a financial advisor at Stephens with 12 years of industry experience and holds a Series 66 designation. He has been with Stephens in various capacities since 2015. Outside of his advisory role, Coors serves as Treasurer for the Memphis Chapter of Delta Waterfowl, a nonprofit focused on raising funds for waterfowl conservation. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Larry Tolbert is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Lion Street Advisors and FSC Securities Corp. Outside of advisory work, he serves as president of the Tennessee Chapter of the Ferrari Club of America. Csenge Advisory Group serves charitable organizations, corporations, and individual clients, including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, primarily using mutual funds and ETFs to tailor portfolios to client goals.

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 with 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 previous roles at Lasalle St. Securities and Dempsey Lord Smith, LLC. In addition to his advisory work, he is involved with Exclusive Financial Strategies, focusing on fixed, life, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management, offering services through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements.

Robert Mccommon is a financial advisor at Wedbush Securities Inc. with 29 years of industry experience. He holds the ChFC® designation as well as Series 63 and Series 66 licenses. Prior to joining Wedbush in 2025, he worked at B. Riley Wealth Advisors and B. Riley Wealth Management for a total of 13 years. Outside of his advisory role, he serves as Treasurer on the board of the Oaks at Appling Condominium Association in Cordova, TN. Wedbush Securities serves a diverse client base including individual and high-net-worth investors, foundations, and institutional clients, offering brokerage and SEC-registered advisory services across multiple asset classes. The firm combines broker-dealer and capital markets functions with custody, clearing, and prime services, supporting a range of managed account programs and commission-based brokerage arrangements.

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.

Timothy Sheffield is a financial advisor at Calton & Associates, Inc. in Arlington, Tennessee, with 38 years of industry experience. He has been with Calton & Associates since 1999 and holds Series 63 and Series 65 licenses. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals, risk tolerance, and liquidity needs.

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.