Robert Jaffe is a financial advisor with Silver Oak Securities, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and eight years of industry experience. He has been associated with Silver Oak Securities since 2017 and has been involved with Jaffe Wealth Management & Consulting, Inc., as well as several related business activities including insurance and farm management. He is also president of Briarmeadows Holdings, LLC, which supports fixed income trading operations at Silver Oak. Silver Oak Securities, Inc. serves individuals, pension plans, corporations, trusts, and other entities through a network of over 100 financial professionals, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs with a primarily discretionary investment approach tailored to client objectives, combining individual securities and model-based portfolios supported by operational features like ongoing monitoring and automated investment processes.

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.

Joseph Staub is a CFP®-certified financial advisor with 21 years of industry experience, currently with Facet Wealth. His prior experience includes roles at Guardian, Park Avenue Securities, and Summit Asset Management. Staub has also spent time as a self-employed advisor. 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 phone, video, and a proprietary web platform. The firm uses model-based asset allocations with technology-driven processes and employs a flat subscription planning model rather than percentage-of-assets fees.

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 a Series 66 designation and has worked at Stephens since 2018, previously spending nine years at Wells Fargo advisors LLC and two years at Wells Fargo Clearing. 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 both discretionary and non-discretionary management through a variety of advisory programs and combines bottom-up equity research with committee-driven asset allocation and fixed-income strategies.

Donald Levy is a financial advisor with Stephens in Memphis, TN, holding a Series 63 designation and over 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. Outside of his advisory work, he is involved in property management through separate LLCs. 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 combines bottom-up equity research with committee-driven asset allocation and offers a broad range of advisory and brokerage services, including private equity and alternative investments.

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 at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing. Outside of his advisory role, Carruthers is a board member of the US Navy League Memphis Council, owns a company that designs medical mattresses, and is a published fiction author. 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 range of advisory and brokerage services and employs a combination of bottom-up equity research and committee-driven asset allocation strategies.

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 and holds a Series 63 license, with 31 years of industry experience. She is currently with Shelton Capital Management in Memphis, TN and has held senior portfolio management and research roles at Stringer Asset Management since 2013. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individuals, utilizing a disciplined approach that incorporates fundamental, technical, and quantitative analysis along with the use of options and derivatives in certain strategies. The firm also employs ESG screening and data-science techniques in its investment processes.

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 a Series 66 credential and two years of industry experience. Prior to joining Stephens, she has worked at Link University and has experience in various roles including assistant coaching for a volleyball club, Eckart Volleyball Enterprises LLC. 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 a range of discretionary and non-discretionary management strategies supported by equity research and committee-driven asset allocation.