James Witt Jr. is a financial advisor with Creativeone Wealth, LLC, holding Series 63 and Series 65 credentials and 18 years of industry experience. He has worked at ChangePath, LLC since 2021 and has been owner of Witt and Assoc./First Liberty Financial since 1996, where he spends approximately half of his time managing insurance services. Creativeone Wealth, LLC offers fee-based asset management, financial planning, retirement plan consulting, and sub-advisory services to individuals, corporations, charitable organizations, and other RIAs. The firm uses a combination of proprietary ETF-based core models, third-party managers, and option strategies, supported by quantitative and fundamental analyses, to deliver tailored investment solutions.

David Cremerius is a financial advisor at First Heartland Consultants, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at First Heartland Capital and Cambridge Investment Research prior to his current role. Outside of advisory work, he is also an independent insurance agent with various agencies. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm employs a mix of strategic and tactical asset allocation techniques delivered through independent representatives and offers multiple program options including third-party asset management and model-based self-directed brokerage accounts.

Richard Morrow is a financial advisor at Stephens with 17 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Wunderlich Securities, Inc. from 2009 to 2017. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Samuel Zweig is a financial advisor with B. Riley Wealth Advisors, Inc. based in Memphis, TN. He holds a Series 66 designation and has 17 years of industry experience. Since 2012, he has worked at Wunderlich Securities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

James Gulla is a financial advisor with Huntleigh Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at K. W. Chambers & Co. since 1997. Outside of advisory services, he is involved in insurance sales covering life, health, and variable products. 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 offers model portfolio programs and customized management, including a MindShare Small Companies program that combines investor-sentiment/charting analysis with fundamental research across micro-, small-, and mid-cap equities.

Morgan Sanders is a financial advisor at Calydon Capital, LLC with five years of industry experience. He holds a Series 65 designation and has worked at Principal Street Partners since 2016. Calydon Capital provides portfolio management, sub-advisory services, and private fund management to high-net-worth individuals, pooled investment vehicles, and other investment advisers. The firm employs a proprietary screening and factor model for equities alongside credit underwriting for municipal strategies, managing both discretionary and non-discretionary assets.

Richard Burt is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at WFG Investments Inc and has been involved with McAdams Group, LLC since 2005, where he engages in fixed insurance sales and client acquisition. Burt divides his time between advisory services and insurance-related activities. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, offering a range of services from financial planning to sub-advisory ETF management.

Mitchell Horst is a financial advisor with Integrated Advisors Network LLC, holding Series 63 and Series 66 credentials and 20 years of industry experience. He has worked at Cambridge Investment Research Advisors and Select Wealth Advisers, where he is also involved as manager of Horst Wealth Management, LLC. Additionally, he is an independent insurance agent and a managing partner in a real estate fund focused on vacation homes. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a range of investment approaches and offers portfolio management, financial planning, managed account solutions, and educational seminars.

James Cochran is a CFP® with 17 years of experience in financial advising, currently associated with Summit Wealth Group and Purshe Kaplan Sterling Investments since 2025. His prior experience includes roles at Commonwealth Financial Network, Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He serves as a board member and treasurer on the financial committee of the Tennessee State Parks Conservancy, a nonprofit organization supporting state parks. 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 investment strategies based on client profiles and employs a range of analytical approaches, often implementing solutions through third-party money managers and sub-advised models.

Charles Gray is a financial advisor with Silver Oak Securities, Incorporated in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Silver Oak Securities since 2008. Previously, he worked as a part-time instructor at LeMoyne-Owen College and Southwest Tennessee Community College until 2002. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing approximately $2.03 billion in discretionary assets through a network of over 100 professionals. The firm offers individualized portfolio management, unified managed account programs, financial planning, and third-party manager referrals, delivering investment advice mainly on a discretionary basis across a range of asset classes.

Celeste Pryor is a CFP® professional with 18 years of industry experience, currently serving at Red Door Wealth Management, LLC since 2023. Her prior roles include positions at FTN Financial Municipal Advisors and various FTN Financial entities, where she worked for over a decade. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension plans. The firm employs diverse investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, and is known for its private-fund advisory business and integrated estate and trust services.

Jason Fair is a financial advisor at Stephens in Memphis, TN, holding Series 63 and Series 65 licenses with 29 years of industry experience. He has worked at Stephens since 2023 and previously spent over 14 years at B. Riley Wealth Management, including a year with B. Riley Wealth Advisors. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and integrates broker-dealer and investment banking activities alongside advisory services.

Brandy Wagner is a Series 65-licensed financial advisor at Creative Planning with seven years of industry experience. She previously worked at FSG Investment Management, LLC for 16 years before joining Creative Planning. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by custom approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized infrastructure.

James Cole is a financial advisor at Mariner with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including First Horizon Advisors and BOK Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and integrated tax and accounting support. The firm employs a discretionary, customized portfolio approach backed by internal research and third-party managers, and provides specialized solutions like ERISA 3(38) retirement plans and a Financial Wellness Platform for employers.

Jay Healy is a CFP® professional with 22 years of experience in financial advising, currently with Beacon Pointe Advisors, LLC since 2022. Prior to this, he worked for 14 years at Century Wealth Management, LLC. He serves as a board member and chair of the investment committee for the Community Foundation of Greater Memphis. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy Moran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. His career includes roles at Ameritas Life Insurance Corp, United Wealth Advisors Group, and leadership of The Moran Company. He is also an independent insurance agent and president of The Moran Company. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering a range of fee-based management solutions and fiduciary advice through a combination of model portfolios, third-party sub-advisers, and custom strategies.

Robert Peters is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Smith Barney and Morgan Stanley Private Bank before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, Peters owns a basic web design business. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through various advisory programs and third-party asset managers. The firm supports a range of investment strategies and tools, delivering solutions via a large network of investment adviser representatives.

Brian Nanney is a financial advisor with TIAA-CREF in Memphis, TN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

James Steiger is a financial advisor with Centaurus Financial, Inc. in Germantown, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Centaurus Financial since 2018 and previously worked at Institutional Securities Corp from 2016 to 2018. Outside of advisory work, he serves as a General Partner of Striker LP, a non-investment related entity based in Memphis, TN. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and third-party management options.

James Raper is a Series 66-licensed financial advisor with NewEdge Advisors in Memphis, TN, bringing 21 years of industry experience. His prior roles include nine years at FTB Advisors, Inc. He provides investment advisory services through NewEdge Advisors, an independent firm, and also maintains an affiliation with LPL Financial. 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 through a wrap fee program that integrates asset management with financial planning, employing a mix of mutual funds, ETFs, and individual securities with regular portfolio reviews.