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 designations and bringing 32 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, Stanford Group Company, and Merrill. Prospera Financial Services 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.

Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.

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, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory work, he is active in insurance sales, focusing on life and health insurance. ON Investment Management Company serves individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a mix of discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

John Matsek III is a financial advisor with Kingswood Wealth Advisors, LLC in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors before joining Kingswood in 2025. He is also involved with Southern Edge Wealth Solutions, a fee-based wealth management business. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-related accounts alongside traditional investment advisory services.

Jennifer Davey is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Kestra. Outside of her advisory role, she serves as a registered Field Assistant with Bright River Private Wealth, assisting advisors in client services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets across 208 advisors and offers a range of investment products and specialized services, combining discretionary and non-discretionary arrangements.

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 at Stephens in Memphis, TN, with 45 years of industry experience. He holds a Series 63 designation and has been with Stephens since 2004, following a brief tenure at UBS Financial Services. Outside of his advisory role, he serves as Treasurer of the Duck Club/Lone Cypress Hunting Club. Stephens offers investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and municipalities. The firm employs both bottom-up and top-down investment strategies and provides access to integrated broker-dealer and investment banking services.

Scott Poore is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds the Series 66 designation and has previously worked at Eudaimonia Advisors LLC and B. Riley Wealth Management, Inc. Outside of his advisory role, he is involved with TEN45, Inc., a nonprofit focused on mentoring high school football players, and serves as a general board member for the Juvenile Diabetes Research Foundation. Kingswood Wealth Advisors serves a diverse range of clients including individuals, high-net-worth investors, and institutional sponsors, offering portfolio management, financial planning, and consulting services. The firm operates an open-architecture platform and integrates insurance-linked account management alongside traditional wealth advisory offerings.

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 at Silver Oak Securities, Inc. in Memphis, TN, holding the Series 63 and Series 65 designations with eight years of industry experience. He has been associated with Silver Oak Securities and several related entities, including his own firms Jaffe Wealth Management & Consulting, Inc., Rob Jaffe Financial Services, and Jaffe Financial Services, Inc. Outside of advisory work, he is involved in managing a family farm corporation and runs an administrative business supporting a fixed income trading operation. Silver Oak Securities, Inc. serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a variety of advisory programs and emphasizes discretionary, customized investment management tailored to client objectives and risk tolerances, supported by operational features such as ongoing model monitoring and an automatic investment process.

Albert Alexander is a financial advisor at Prospera Financial Services, Inc. in Memphis, TN, holding Series 63 and Series 66 licenses with three years of industry experience. His prior roles include positions at B. Riley Wealth Management, Charles Schwab, and the Federal Deposit Insurance Corporation. 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 various advisory programs and platforms.

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.

Sandra Mays is a financial advisor at B. Riley Wealth Advisors, Inc. with 16 years of industry experience. She holds the Series 66 designation and has been with B. Riley Wealth Management since 2010. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a range of advisory programs, financial planning, and retirement solutions delivered through multiple program structures and both proprietary and third-party asset allocation models.

Michael Glaser is a financial advisor at Stephens with 15 years of industry experience. He holds the Series 66 designation and has worked at Stephens since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and municipal entities. The firm employs both bottom-up and top-down investment strategies across multiple programs and is notable for its integrated broker-dealer and investment banking operations.

Donald Levy is a financial advisor with Stephens in Memphis, TN, holding a Series 63 designation and 42 years of industry experience. He has worked at Stephens since 2018 and previously held positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, corporations, and government entities, offering a range of financial planning, portfolio management, private equity, and institutional equity research services.