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.

Joseph Staub is a CFP® professional with 21 years of industry experience and is currently an advisor at Facet. His prior experience includes roles at Guardian, Park Avenue Securities, and Summit Asset Management LLC. He has worked in a variety of advisory capacities since 2004. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through virtual channels and a proprietary web platform. The firm employs model-based asset allocations with a focus on ETFs and uses technology-driven processes, including machine-learning algorithms, to optimize tax efficiency and portfolio 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.

David Cole is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He has held roles at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc., as well as Wells Fargo Clearing. He holds Series 63 and Series 65 licenses. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

Jalen Dagher is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on guiding clients through their financial lives using a planning-centric approach centered on client goals. His work involves thoughtful financial planning and implementation to help clients pursue their objectives during their lifetimes and beyond. Prior to his current position, Jalen held several roles at UBS Private Wealth Management, including Senior Wealth Strategy Associate in 2022, Wealth Strategy Associate from 2021 to 2022, and Wealth Planning Associate from 2018 to 2021. He also worked as a Financial Advisor at North Star Resource Group from 2016 to 2018. He holds an Arkansas insurance license. Outside of his professional work, Jalen engages in family activities, social events with friends, music, and tennis.

Martin Gaia is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wunderlich Securities, Inc. for 23 years. 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.

Cage Carruthers is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He previously worked at Wells Fargo Clearing for nine years before joining Stephens in 2012. Outside of his advisory role, Carruthers serves on the Memphis Council Board of the US Navy League, owns a company that designed a medical mattress with a bed pan recess, and authors fiction books. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, institutions, and government entities, offering a range of strategies from discretionary portfolio management to private equity and institutional equity research.

Jonathan Stambaugh is a financial advisor at Red Door Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Southstate Securities Corp. Outside of his advisory role, he coaches baseball at West Collierville Middle School. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of investment strategies tailored to client objectives and offers access to private funds alongside financial planning, family-office services, and specialized operational support.

Andrew Karban is a financial advisor with Nations Financial Group, Inc. in Memphis, TN, holding a Series 66 designation and three years of industry experience. He previously worked at FedEx Services for seven years. Outside of his advisory role, he serves as a client services representative for Atkins Capital Management, LLC, where he performs administrative duties. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm offers a range of portfolio management strategies and consulting services, with investment approaches tailored to client objectives through a combination of proprietary model portfolios and selected outside managers.

Kimberly Escue is a CFA® charterholder with 31 years of industry experience. She is currently affiliated with Shelton Capital Management and has previously worked with Matrix 360 Distributors LLC and Stringer Asset Management, where she holds a senior portfolio manager role. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors. The firm employs an active, discipline-specific investment approach that integrates fundamental, technical, and quantitative analysis, including the use of options and other derivatives, and incorporates ESG screening and data-science tools in its portfolio strategies.

Guy Britton is a financial advisor with B. Riley Wealth Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with B. Riley Wealth Management since 2009 and joined B. Riley Wealth Advisors in 2022. Outside of his advisory role, he serves as president of C & W Farms, a campground in Arkansas. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets across 274 advisors. The firm provides a wide range of services, including advisory programs, financial planning, and retirement solutions, serving individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans.

James West IV is a CFA® charterholder with 21 years of industry experience. He has worked at Calydon Capital, LLC since 2019 and previously spent 13 years at Green Square Capital, LLC. He holds a Series 63 license and is based in Memphis, TN. Calydon Capital provides portfolio management and sub‑advisory services to high‑net‑worth individuals, pooled investment vehicles, and other advisers, managing approximately $2.87 billion in regulatory assets. The firm uses a proprietary screening and factor model to select high‑quality equities and allocates assets among income-producing equity and fixed-income strategies, including high-yield municipal underwriting and legacy bridge-loan investments.

Robert Shelton is a financial advisor with Summit Wealth Group in Memphis, TN, holding a Series 66 designation and five years of industry experience. His career includes roles at Purshe Kaplan Sterling Investments, Commonwealth Financial Network, and Mass Mutual Investors Services. Shelton also has experience outside of finance, having worked with a food-focused business called Everything But The Food. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes target allocations based on clients’ financial profiles and employs various analytical approaches, including asset allocation, fundamental, technical, quantitative, and direct indexing strategies, with ongoing account monitoring and at least annual reviews.

Evelyn Griffith is a financial advisor at Stephens with two years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2023. Outside of her advisory role, she serves as an assistant coach for an elite volleyball academy in Little Rock, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, institutions, and government entities. The firm employs both bottom-up and top-down investment strategies and offers a range of programs, including private equity, alternative investments, and institutional equity research.

Frank Bailey is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sound Income Strategies, LLC and McAdams Group LLC. His prior roles include positions at Simmons Bank, LPL Financial, Raymond James & Associates, and Minnesota Life Insurance Co. 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 emphasizes fixed-income analysis and employs a customizable portfolio approach that integrates equity review and risk management through strategic asset allocation and sub-advisory relationships.

Sarah Zuckerman is a financial advisor at Stephens with one year of industry experience. She holds the Series 66 credential and has previous experience at Commercial Bank and Trust Company and the University of Memphis. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers diversified services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, supported by its integrated broker-dealer and investment banking operations.

Aubrey Ford is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise from 2022 to 2026. His background includes various roles outside of finance, including positions in the restaurant and retail sectors. 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 offers customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.