Jennifer Linkous is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2010. 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 offers discretionary portfolio management using asset-allocation models and selected third-party managers, with options for ESG and faith-based customization, supported by client-facing technology and ongoing monitoring.

David Hall is a financial advisor at AlphaStar Capital Management with five years of industry experience. He holds Series 63 and Series 65 licenses and is a CPA providing planning services under the PFS designation through Retirement Risk Advisors. He is also the owner of RRA Agency, an insurance agency offering life and long-term care insurance and annuities across most states. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, offering discretionary investment management, financial planning, and subadvisory services. The firm employs a mix of strategic and tactical investment approaches, leveraging model portfolios, third-party portfolio construction tools, and unaffiliated subadvisers, managing approximately $2.5 billion in assets for over 8,400 client relationships.

Philip Wunderlich is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He has held roles at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management, and founded Wunderlich Capital Management LLC. Outside his advisory work, he is involved in family investment ventures including managing partnerships in real estate and serving on the board of a family trust. 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, and charitable organizations, offering financial planning, portfolio management, and access to multiple advisory platforms with both discretionary and non-discretionary account management.

Peyton Klawinski is a CFP® professional with eight years of industry experience, currently serving at Red Door Wealth Management, LLC since 2021. Prior to joining Red Door, Klawinski worked at Stephens Inc. from 2017 to 2021 and completed academic work at the University of North Carolina from 2013 to 2017. Red Door Wealth Management provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension plans, employing diverse investment strategies including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting. The firm is recognized for its role as a private-fund adviser and sponsor, offering customized wealth planning and estate services through strategic partnerships.

John Zoccola is a financial advisor at B. Riley Wealth Advisors, Inc. in Memphis, TN, holding a Series 63 designation and bringing 25 years of industry experience. His career includes long-term roles at First Tennessee Brokerage Inc and FTB Advisors, Inc., before joining B. Riley Wealth Management in 2019. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans with a range of advisory programs, financial planning, and retirement solutions, utilizing multiple program structures and both proprietary and third-party asset allocation models.

Michael Bartlett is a Planning Consultant at Fidelity Investments, a role he has held since 2023. He works closely with clients to help them grow and protect their wealth, make informed investment decisions, and simplify their financial lives through personalized financial planning. Prior to his current position, Michael served as an Investment Management Consultant and Investment Consultant at Fidelity Investments from 2020 to 2023. His earlier experience includes roles as a Financial Advisor at Edward Jones and UBS, and as a Wealth Planning Analyst at UBS. He holds an Arkansas Insurance License.

Brian Baumeister is a financial advisor with Stephens in Lakeland, Tennessee, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Stephens since 2015, totaling over eight years in his current firm. 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 provides advisory services alongside brokerage, investment banking, custody, and wrap program platforms, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

George Coors II is a financial advisor at Stephens with 12 years of industry experience. He holds a Series 66 designation and has worked at Stephens since 2015, following a year at First Horizon Advisors. Outside of his advisory role, he serves as Treasurer for the Delta Waterfowl Memphis Chapter, a nonprofit focused on fundraising for waterfowl conservation. Stephens is a multi-team investment adviser with approximately 243 advisors managing around $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering both discretionary and non-discretionary management across a range of advisory programs. Stephens combines bottom-up equity research with committee-driven asset allocation and also provides brokerage, investment banking, custody, and municipal advisory services.

Larry Tolbert is a financial advisor with Csenge Advisory Group, LLC in Memphis, TN, holding a Series 66 designation and 25 years of industry experience. He has worked at multiple firms, including Lion Street Financial and FSC Securities Corp. Tolbert also provides contract education services for the University of Tennessee at Martin and serves as President of the Tennessee Chapter of the Ferrari Club of America. Csenge Advisory Group offers investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate/business clients. The firm combines fundamental and technical analysis with a relative strength methodology and a top-down approach, providing customized portfolio management through discretionary or model-based allocations.

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 at 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 roles at firms such as Lasalle St. Securities and Dempsey Lord Smith, LLC. In addition to his advisory work, he is involved in fixed, life, long-term care, and disability insurance through Exclusive Financial Strategies. Packerland Brokerage Services, Inc. supports individual and institutional clients, including high-net-worth individuals and retirement plan sponsors, with comprehensive financial planning and portfolio management. The firm utilizes a variety of investment platforms and third-party managers to offer discretionary and non-discretionary account management.

Robert Mccommon is a financial advisor with Wedbush Securities Inc. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including prior roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Keegan & Company, LLC. Outside of his advisory work, he serves as Treasurer and board member for the Oaks at Appling Condominium Association in Cordova, Tennessee. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Joseph Crane is a financial advisor at B. Riley Wealth Advisors, Inc. with 17 years of industry experience. He has held roles at B. Riley Wealth Management since 2017 and previously worked at Raymond James & Associates from 2013 to 2017. Crane holds Series 63 and Series 65 licenses. 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 broad range of advisory services to individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans through various program structures and both discretionary and non-discretionary management approaches.

William Hogue is a financial advisor at Stephens with 39 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Raymond James & Associates for 18 years before joining Stephens. 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 advisory, brokerage, investment banking, and custody services, supported by in-depth equity research and committee-driven asset allocation.

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 66 licenses and six years of industry experience. She previously worked at UBS Financial Services and Waddell and Associates. Outside of advisory work, she has experience as a delivery driver for Uber Eats. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams serving individuals and institutional clients. The firm manages a broad range of investment products and offers specialized services such as annuity subaccount management and 529 plan 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 with Prospera Financial Services, Inc., holding Series 63 and Series 66 designations and bringing 34 years of industry experience. He has previously worked with B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Taylor is also licensed as an insurance producer, selling insurance and annuities. Prospera Financial Services, Inc. is a multi-team advisory firm with 271 advisors overseeing 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.

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.