Scott Poore is a financial advisor at Kingswood Wealth Advisors, LLC with 17 years of industry experience. He holds a Series 66 designation and has worked previously at B. Riley Wealth Management, Inc. and Eudaimonia Advisors LLC. Outside of his advisory role, he is involved with TEN45, Inc., a charitable organization supporting mentoring for high school football players, and serves as a general board member of the Juvenile Diabetes Research Foundation (JDRF). Kingswood Wealth Advisors serves a diverse client base, including individuals, corporations, pension plans, nonprofits, and institutional investors. The firm employs an open-architecture investment approach tailored to clients’ goals and risk tolerance, offering discretionary and non-discretionary portfolio management along with consulting and oversight of third-party managers.

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 with Silver Oak Securities, Incorporated, holding Series 63 and Series 65 credentials and eight years of industry experience. He has been associated with Silver Oak Securities and several related firms, including Jaffe Wealth Management & Consulting, Inc., and Rob Jaffe Financial Services. Outside of his advisory role, he serves as secretary and partial owner of Pitts Farm Management, Inc., which manages his family farm, and is president of Briarmeadows Holdings, LLC, providing administrative support to a fixed income trading business. Silver Oak Securities serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a team of over 100 financial professionals. The firm manages approximately $2.4 billion in discretionary assets and offers a range of advisory programs tailored to client objectives, with an emphasis on operational features such as ongoing model monitoring and an automatic investment process.

Albert Alexander is a financial advisor with Prospera Financial Services, Inc. in Memphis, TN. He holds Series 63 and Series 66 licenses and has two years of industry experience. His prior roles include positions at Charles Schwab and B. Riley Wealth Management. Prospera Financial Services, Inc. is an enterprise-scale firm serving individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion across about 207 advisors. The firm offers investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations for portfolio construction and management.

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 a Series 66 designation and has worked at Stephens and Wells Fargo throughout his career. Stephens provides investment advisory and wealth-management services to a diverse client base, including individuals, pension plans, foundations, corporations, and other institutional clients. The firm employs tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Donald Levy is a financial advisor at Stephens in Memphis, TN, with 42 years of industry experience. He holds the Series 63 designation and has worked at Stephens since 2018, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, offering tailored portfolio programs with committee-based oversight and a combination of advisory and broker-dealer services.

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 worked at Stephens since 2012. Outside of his advisory role, he serves on the Memphis Council Board of the US Navy League, owns BedPanEase, LLC—a medical mattress product company—and is a fiction book author. 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 advisory services with broker-dealer and investment banking activities.

Jonathan Stambaugh is a financial advisor at Red Door Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Raymond James & Associates for seven years. 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, pooled investment vehicles, and pension and profit-sharing plans. The firm employs a variety of investment approaches tailored to client objectives and is noted for its role as a private-fund adviser and sponsor.

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 a Series 66 designation and one year of industry experience. Prior to joining Stephens, she has been involved in various roles including working at Link University and coaching volleyball. Outside of her advisory work, she serves as an assistant coach for an elite junior girls volleyball club in Little Rock, Arkansas. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.