Richard Hull is a financial advisor with CWM, LLC in Memphis, TN, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at Hulco Investments, LLC, Cetera Wealth Services, LLC, Hal Otey Financial, and Ameriprise Financial Services Inc. Outside of advisory roles, he serves as a board member for the Desoto County Outlet Shops of the Mid South public improvement district. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, retirement plan solutions, and access to alternative investments.

John Adams is a financial advisor at Mariner Wealth Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James & Associates, Hilltop Securities, Truist Securities, and SunTrust Robinson Humphrey. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, offering comprehensive solutions that include tax integration and administrative family office services.

Lindsay Pelkey is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds the Series 66 designation and previously worked at FTB Advisors, Inc. for nine years. Pelkey is also associated with LPL Financial through a related business entity. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management via a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Sahil Sury is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked at Telarray, LLC and Servicemaster. Outside of his advisory role, he owns a rental property. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals alongside selective private market exposure.

Kirby Kinney is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2021, he worked at Royal Caribbean Group from 2016 to 2020. Outside of his advisory role, he serves as an assistant lacrosse coach at St. Agnes Academy Upper School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Kenneth Griffin is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and five years of industry experience. His career includes roles at Raymond James & Associates and V Tennis prior to joining Beacon Pointe Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.

Owen Keith is a CFP® professional with 15 years of industry experience currently serving at Creative Planning. He previously worked for FSG Investment Management, LLC for 13 years before joining Creative Planning in 2023. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process emphasizing low-cost indexing and offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Madeline Stephens is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning in 2023, she held roles at Telarray and several other companies. Outside of her advisory work, she serves as a social media manager and event coordinator for a wedding venue in Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

John Fisher is a financial advisor with Primerica Advisors based in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Fisher is also involved in insurance sales beyond his work with Guardian. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

Mark Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and over 34 years of industry experience. He has been with Ameritas Advisory Services since 2021 and has longstanding roles with Ameritas Life Insurance Corp, Ameritas Investment Corp., Uwag, and UCL Financial Group. Miller serves as a National Committeeman for NAIFA Memphis/West TN, acting as a liaison between local, state, and national associations and participating on the Audit and Chapter Quality Committees. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. Their offerings include fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies with at least annual client reviews.

James Earhart is a financial advisor with Primerica Advisors in Collierville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with The Guardian Life Insurance Company since 1988 and with Primerica Advisors since 1999. Outside of his advisory role, he participates in various focus group and eye studies. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in assets with a network of over 1,900 investment adviser representatives.

Jason Caplan is a financial advisor at TIAA-CREF with 14 years of industry experience and holds a Series 66 designation. He has worked at TIAA-CREF since 2016. Outside of his advisory role, Caplan is involved in music education and community activities, including serving as President and Founder of The Bridge Institute, a nonprofit that teaches music through mathematical concepts, and organizing a local music performance group called Naqshon's Leap. TIAA-CREF Individual & Institutional Services provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, and small retirement plans, often working with clients connected to TIAA-administered employer retirement plans. The firm offers a range of managed account options, including model portfolios and customized portfolio management, and serves as adviser to a donor-advised fund sponsored by Charityvest.

Zackary Vaughn is a CFP® professional with 25 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. His prior experience includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable organizations, offering a range of advisory programs and investment strategies that include both firm-developed and third-party models with ongoing portfolio oversight.

Richard Ditter is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds a Series 65 credential and has worked at firms including Pier Financial Advisors and United Capital Financial Advisers. Outside of advisory work, he is involved in managing commercial real estate investments through several LLCs focused on net lease properties and self-storage facilities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and retirement plan administration. The firm employs a range of investment strategies and offers family office services along with an affiliated tax advisory subsidiary.

Wade Winsett is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Pickler Wealth Advisors. He has served as General Counsel for The Pickler Law Firm, providing legal counsel to Pickler Wealth Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rebecca Schulter is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and having eight years of industry experience. She has been with Ameritas Advisory Services since 2021 and has worked at affiliated Ameritas entities since 2014. Outside of advisory work, she is a past president of the NAIFA Memphis/West TN chapter and has experience acting in commercials. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and uses model portfolios, third-party sub-advisers, and custom strategies, with a notable focus on plan sponsors and participants.

Michael Shaul is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2023, following an 18-year tenure at FSG Investment Management and ongoing involvement with Paessler Shaul, LLC since 2004. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tax-efficient and equity management techniques.

William Kelly is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Financial Engines Advisors L.L.C. and TIAA-CREF. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of strategies including core/satellite, thematic, and tactical approaches.

Lonnie Epperson Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has been associated with The Advisor Group since 2008 and serves as President of The Advisor Group USA LLC, where he assists clients with Medicare, life insurance, and annuities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, with a high client-to-advisor ratio supported by standardized model and platform services.