Frank Bailey is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sound Income Strategies, LLC and McAdams Group LLC. His prior roles include positions at Simmons Bank, LPL Financial, Raymond James & Associates, and Minnesota Life Insurance Co. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm emphasizes fixed-income analysis and employs a customizable portfolio approach that integrates equity review and risk management through strategic asset allocation and sub-advisory relationships.

Sarah Zuckerman is a financial advisor with Stephens in Memphis, TN, holding a Series 66 designation and one year of industry experience. Her background includes roles at Commercial Bank and Trust Company and various positions in the hospitality and education sectors, including the University of Memphis. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients, emphasizing tailored portfolio programs and committee-based oversight. The firm combines advisory services with broker-dealer and investment banking activities, offering a broad range of solutions including portfolio management, financial planning, and institutional equity research.

Aubrey Ford is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise from 2022 to 2026. His background includes various roles outside of finance, including positions in the restaurant and retail sectors. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm offers customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.

William Moore V is a CFP® and holds a Series 66 designation with 27 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022, following 13 years at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves as a director on the finance committee for Christian Brothers High School in Memphis, TN. Nations Financial Group, Inc. provides advisory services to a diverse client base, including individuals, pension plans, trusts, and corporate clients. The firm offers a range of portfolio management strategies, pension consulting, and customized financial solutions using various investment approaches and both fee-based and commission-based options.

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.

Nathaniel Collier is a financial advisor with United Advisor Group in Collierville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, LPL Enterprise, Ameriprise, and entrepreneurial ventures such as Sunshine Five, LLC. In addition to advisory work, he is an independent insurance agent and assists clients with estate document preparation using specialized software. United Advisor Group provides investment management, financial planning, consulting, and family office services to a range of clients including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation using proprietary models, third-party sub-advisors, and customized portfolios tailored to client risk tolerance, tax strategies, and time horizons.

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.

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.

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.

Richard Townsend is a financial advisor at BFC Planning, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning since 2019, alongside roles at Securities Management and Research Inc. and American National Insurance Co dating back to 2007. Townsend is also involved in insurance-related business activities, including serving as a principal agent for Townsend Insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services utilizing various platforms and strategies tailored to client needs.

John Webber is a financial advisor with Capital Analysts in Memphis, TN, holding a Series 63 designation and over 33 years of industry experience. He has worked with Capital Analysts since 1993 and has been affiliated with Lincoln Investment since 2012. Outside of his advisory role, Webber serves as a board member for the nonprofit Village of Hope and is on the Board of Governors for Oikos Church of Christ. Capital Analysts serves a diverse client base including individual and high-net-worth investors, retirement plans, trusts, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through in-house model portfolios, third-party manager access, and ERISA retirement plan advisory services.

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.