Ryan Rogalski is a financial advisor at United Capital Financial Advisors with 22 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Integrity Alliance, Lion Street Financial, Cetera Advisor Networks, and Girard Securities. Rogalski is based in Memphis, TN. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and institutions. The firm uses discretionary asset-allocation models and offers portfolio customization, alternative investments, and client-facing technology.

Phillip Carver is a financial advisor with Huntleigh Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes over three decades at K. W. Chambers & Co. and five years with Huntleigh Securities Corporation. Outside of his advisory role, he serves as an umpire and scheduler for an adult softball league in Bartlett, TN. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of fundamental, technical, charting, and quantitative strategies, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Hailey Thomas is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, she worked with Pinnacle Bank/Pinnacle Financial Partners and Raymond James. She is also associated with Fountain Financial Group and Pinnacle Asset Management, where she meets with clients and banking personnel to coordinate comprehensive financial services. Facet serves individual members across a wide range of wealth levels, offering tiered, subscription-based financial planning and implementation services. The firm provides holistic financial planning through a Total Financial Life Resources framework and discretionary asset-allocation programs that primarily use ETFs, delivering advice without charging percentage-of-AUM investment fees.

Robert Cremerius is a financial advisor at First Heartland Consultants, Inc. based in Memphis, TN, with 30 years of industry experience. He holds the PFS™ designation as well as Series 63 and Series 65 licenses. His career includes over two decades at First Heartland Capital and Cambridge Investment Research Advisors. Outside of advisory work, he is also involved as an independent insurance agent and owns a financial services DBA. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm offers personalized asset management and model-based programs delivered through independent adviser representatives using a combination of fundamental, technical, and cyclical analysis.

Henry Groves is a financial advisor at Stephens with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Stephens since 2011. Outside of his advisory work, he is a part-owner of a family farm and has interests in agricultural properties. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs supported by committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Scott Reid is a financial advisor with Founders Financial Securities LLC, holding a Series 63 designation and 25 years of industry experience. He has worked at Founders Financial Securities since 2025 and previously spent 18 years with Purshe Kaplan Sterling Investments and 15 years with PKS Advisory Services, LLC. In addition to his advisory work, Reid operates a life and health insurance sales business as a sole proprietor. Founders Financial Securities serves a broad client base, including individual and high-net-worth investors, retirement plans, charitable organizations, and corporate clients. The firm offers discretionary and non-discretionary portfolio management, access to third-party asset managers, financial planning, retirement consulting, and integrated brokerage and insurance services.

Robert Johnston Jr. is a financial advisor at Stephens with 24 years of industry experience. He holds Series 66 and Series 63 designations and has worked at several firms including Raymond James Financial Services Advisors, FirstBank, and LPL Financial. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs overseen by multiple investment committees and combines broker-dealer, investment banking, and advisory services.

Jamison Bowman Sr. is a financial advisor at Silver Oak Securities, Incorporated with 51 years of industry experience. He holds Series 63 and Series 65 designations and has been with Silver Oak Securities since 2008. In addition to his advisory role, he serves as adjunct faculty teaching economics at the University of Phoenix and DeVry, and owns a tax preparation business, Buttonwood Consulting Group. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets. The firm offers tailored portfolio management, unified managed accounts, financial planning, and specialized solutions for held-away retirement plan assets.

Arthur Buring is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2012 and Morgan Stanley Smith Barney since 2009. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio management, financial planning, retirement-plan advisory, and institutional equity research, combining broker-dealer, investment banking, and advisory services.

William Hiatt is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Red Door Wealth Management since 2010. 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 various approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, and is notable for its active role in advising and sponsoring multiple private funds.

Zane Fowler is a financial advisor with Csenge Advisory Group, LLC in Memphis, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Sound Income Strategies LLC, McAdams Group LLC, Lion Street Financial, and service with the United States Air Force Audit Agency. He also has involvement with Radian Partners LLC as an investment advisor and with Integrity Alliance LLC as a registered representative. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment approach with a focus on relative strength and a top-down market analysis, offering customizable portfolios through discretionary management or model-based allocations.

Hunt Taylor is a financial advisor at Simplicity Wealth with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mathis, Tibbets and Mathis, Transamerica Financial Advisors, and LPL Financial. In addition to his advisory work, Taylor is involved in insurance sales through The Glass Insurance Group, focusing on commercial property and casualty insurance for restaurants and contractors. Simplicity Wealth serves a broad range of clients including individual investors, retirement plans, and institutional investors. The firm employs a fund-of-funds investment approach using ETFs, mutual funds, and individual securities, and offers a variety of advisory, technology, and operational services to both clients and other financial advisers.

William Allen is a CFP® with 12 years of industry experience and has been with Red Door Wealth Management, LLC since 2015. He holds the Series 66 designation and is based in Memphis, TN. 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, including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting, and it is notable for its active role as a private-fund adviser and sponsor.

Jonathan Fratesi is a financial advisor at Arete Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management since 2009 and Financial Resource Management, Inc. from 2008 to 2022. Outside of his advisory role, he serves as a trustee of the Joe David Meals Irrevocable Trust and works as a worship planning consultant at First Evangelical Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Alexa Alcala is a financial advisor with Coastal Bridge Advisors and holds a Series 65 designation. She has three years of industry experience, including prior roles at Waddell & Associates, Green Square Capital Advisors, and First Horizon Bank. Before entering finance, she worked for eight years at Beale Street Blues Company. 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 construct diversified portfolios and offers specialized advisory services such as retirement plan consulting, ERISA services, and HSA investment management.

Ramon Fracchia Jr. is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Nations Financial Group in 2022, he spent 13 years with Wells Fargo Advisors Financial Network LLC. He is also the owner of ATKINGS CAPITAL MGMT LLC, an investment-related advisory business. Nations Financial Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services from discretionary and non-discretionary portfolio management to pension consulting and model portfolios, utilizing various investment strategies and a combination of in-house and third-party managers.

Charles Todd is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Shoemaker Financial. Outside of his advisory work, he coaches tennis at the Memphis Country Club. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, focusing on mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Lewis Williamson Jr. is a financial advisor with Hilltop Securities Inc. in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Williamson serves on the boards of several nonprofit organizations, including Nexus, the Chickasaw Council of the Boy Scouts of America, and Presbyterian Day School. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm uses an open-architecture platform with multiple managed account programs and features distinctive capabilities such as municipal bond strategies co-advised with Franklin Templeton Group and custody services uncommon among enterprise advisers.

John Giovannetti is a financial advisor at Red Door Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Red Door Wealth Management since 2018, following a three-year tenure at Duncan Williams Asset Management, LLC. 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 uses a variety of investment approaches tailored to client objectives and risk tolerances, including fundamental and technical analysis, modern portfolio theory, and direct-indexing. It is notable for its role as a private-fund adviser and sponsor and offers services such as family-office and wealth planning, pension consulting, and estate and trust services through a strategic relationship with an independent law firm.

Larry Karban is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022, following a 13-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves on the board of Golden Cross Senior Ministries, an organization that provides assistance to low-income seniors, and is a member of the board of directors at Chickasaw Country Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management solutions and employs proprietary model portfolios combined with tailored recommendations based on client objectives and risk tolerance.