Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.

Virginia Brewer is a CFP® professional with 16 years of experience in the financial advisory industry, currently serving at United Capital Financial Advisors since 2010. She is a member of the Board of Directors and Investment Committee at the Women's Foundation for a Greater Memphis and serves on the Advisory Board of Black Lens Production, a film production and content company based in Memphis. 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 employs discretionary portfolio management using asset-allocation models and offers portfolio customization, client-facing technology, and access to both internal and third-party investment strategies.

Douglas Doster is a financial advisor with ON Investment Management Company, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been associated with The O.N. Equity Sales Company since 2004. In addition to his advisory work, he is active in insurance sales, focusing on life and health insurance. ON Investment Management Company serves individuals, families, trusts, estates, charitable organizations, businesses, and ERISA plan sponsors with financial planning, portfolio management, and retirement-plan advisory services. The firm offers a mix of discretionary and non-discretionary account management through third-party programs and maintains a dual-registration model involving broker-dealer activities.

John Matsek III is a financial advisor with Kingswood Wealth Advisors, LLC in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 32 years of industry experience. He previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors before joining Kingswood in 2025. He is also involved with Southern Edge Wealth Solutions, a fee-based wealth management business. Kingswood Wealth Advisors serves a diverse client base including individual and high-net-worth investors, retirement plan sponsors, and institutions, offering portfolio management, financial planning, ERISA plan advisory, and consulting services. The firm operates an open-architecture platform and integrates insurance-related accounts alongside traditional investment advisory services.

Jennifer Davey is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She previously worked at UBS Financial Services Inc. for 17 years before joining Kestra. Outside of her advisory role, she serves as a registered Field Assistant with Bright River Private Wealth, assisting advisors in client services. Kestra Private Wealth Services, LLC provides investment advisory services through a network of independent advisors and multi-advisor teams, serving both individual and institutional clients. The firm manages approximately $13.45 billion in client assets across 208 advisors and offers a range of investment products and specialized services, combining discretionary and non-discretionary arrangements.

Christopher Williamson is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, holding a Series 65 license with six years of industry experience. Prior to joining Red Door Wealth Management in 2019, he served five years in the United States Marine Corps. 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 fundamental and technical analysis, modern portfolio theory, direct-indexing separately managed accounts, and periodic tax-loss harvesting, along with specialized services such as private fund management and affiliated travel and concierge services.

Lisa Reid is a financial advisor at Founders Financial Securities LLC with five years of industry experience. She holds a Series 66 designation and previously worked at Purshe Kaplan Sterling Investments for five years. Reid was involved with the YMCA of Memphis & the Mid for four years. Founders Financial Securities serves individuals, retirement plan sponsors, trusts, and corporate clients through an enterprise network of investment adviser representatives managing approximately $4.1 billion in client assets. The firm offers multiple advisory platforms, including managed portfolios, co-advised private wealth solutions, and 1031 exchange consulting, with investment philosophies delegated to its advisers who provide discretionary or non-discretionary management.

Giles Coors III is a financial advisor at Stephens with 45 years of industry experience. He holds the Series 63 designation and has been with Stephens since 2004, following a brief tenure at UBS Financial Services. Outside of his advisory work, he serves as treasurer for the Duck Club/Lone Cypress Hunting Club. Stephens is a multi-team investment adviser with approximately 243 advisors managing about $18 billion in assets. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering advisory, brokerage, investment banking, and other financial services supported by an in-house Equity Research group and a committee-driven investment approach.

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 Eudaimonia Advisors LLC, B. Riley Wealth Management, Inc., and Morgan Keegan & Company, LLC. Outside of his advisory role, he is involved with TEN45, Inc., a nonprofit focused on mentoring high school football players in Memphis, and serves on the board of the Juvenile Diabetes Research Foundation (JDRF). Kingswood Wealth Advisors serves a diverse client base that includes individual investors, high-net-worth clients, retirement plan sponsors, and institutions. The firm provides portfolio management, financial planning, ERISA plan advisory, and consulting services, operating an open-architecture platform that frequently employs third-party managers and supports insurance-linked account management.

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, 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.