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 two years of industry experience. She holds a Series 66 designation and has worked at Stephens since 2023. Outside of her advisory role, she serves as an assistant coach for an elite volleyball academy in Little Rock, Arkansas. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, institutions, and government entities. The firm employs both bottom-up and top-down investment strategies and offers a range of programs, including private equity, alternative investments, and institutional equity research.

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 at Stephens with one year of industry experience. She holds the Series 66 credential and has previous experience at Commercial Bank and Trust Company and the University of Memphis. Stephens provides investment advisory and wealth management services to a wide range of clients, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers diversified services such as financial planning, portfolio management, private equity, alternative investments, and institutional equity research, supported by its integrated broker-dealer and investment banking operations.

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.

James Johnston is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Resource Management, Inc. in addition to his long tenure with Arete Wealth Management. Outside of advisory work, he serves as an officer and owner of Financial Resource Management and is chief manager of Resource Exchange Services, which acts as a qualified intermediary for 1031 exchanges. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers and private investments.

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.

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 at Pinnacle Bank/Pinnacle Financial Partners and Raymond James Financial Services. She is also involved with Gymstars, a business activity outside traditional financial advising. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households through phone, video, and a proprietary platform. The firm emphasizes model-based asset allocations using ETFs and incorporates technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

Henry Groves is a financial advisor at Stephens with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2011, with prior roles at Morgan Stanley and Citigroup Global Markets. Outside of his advisory work, he has interests in farmland and family farm ownership. Stephens provides investment advisory and wealth management services to a diverse client base, including individuals, pension plans, foundations, and government entities. The firm offers a range of services such as financial planning, portfolio management, private equity, and institutional equity research, utilizing both bottom-up and top-down investment strategies.

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 in Memphis, TN with 24 years of industry experience. He holds Series 66 and Series 63 licenses. Prior to joining Stephens in 2025, he worked at Raymond James Financial Services Advisors and FirstBank in various capacities. Stephens provides investment advisory and wealth management services to individual investors, institutions, and government entities. The firm offers a range of financial planning and portfolio management solutions, utilizing both bottom-up and top-down investment strategies supported by internal research and multiple sponsored programs.

Jamison Bowman Sr. is a financial advisor with Silver Oak Securities, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 51 years of industry experience. He has been with Silver Oak Securities since 2008 and has concurrently served as adjunct faculty teaching economics at University of Phoenix, DeVry, LeMoyne College, and Shelby State Community College for multiple decades. In addition to his advisory role, he owns a tax preparation business, Buttonwood Consulting Group. Silver Oak Securities, Inc. serves a broad client base including individuals, pension and profit-sharing plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers a range of advisory programs tailored to client objectives and emphasizes discretionary investment management supported by operational features such as ongoing model monitoring and an automated investment process.

Jessica Bailey is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. She has been associated with Women Financial Power since 2014. Outside of her advisory role, Bailey is involved as an owner and investment advisor representative at Wynful Capital. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.