Jalen Dagher is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on guiding clients through their financial lives using a planning-centric approach centered on client goals. His work involves thoughtful financial planning and implementation to help clients pursue their objectives during their lifetimes and beyond. Prior to his current position, Jalen held several roles at UBS Private Wealth Management, including Senior Wealth Strategy Associate in 2022, Wealth Strategy Associate from 2021 to 2022, and Wealth Planning Associate from 2018 to 2021. He also worked as a Financial Advisor at North Star Resource Group from 2016 to 2018. He holds an Arkansas insurance license. Outside of his professional work, Jalen engages in family activities, social events with friends, music, and tennis.

Martin Gaia is a financial advisor at B. Riley Wealth Advisors, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wunderlich Securities, Inc. for 23 years. 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.

Cage Carruthers is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and has previously worked at Wells Fargo Clearing. Outside of his advisory role, Carruthers is a board member of the US Navy League Memphis Council, owns a company that designs medical mattresses, and is a published fiction author. 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 offers a range of advisory and brokerage services and employs a combination of bottom-up equity research and committee-driven asset allocation strategies.

Jonathan Stambaugh is a financial advisor at Red Door Wealth Management, LLC with 15 years of industry experience. He holds Series 63 and Series 66 licenses and has previously worked at Raymond James & Associates and Southstate Securities Corp. Outside of his advisory role, he coaches baseball at West Collierville Middle School. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pension and profit-sharing plans, and pooled investment vehicles. The firm employs a range of investment strategies tailored to client objectives and offers access to private funds alongside financial planning, family-office services, and specialized operational support.

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 and holds a Series 63 license, with 31 years of industry experience. She is currently with Shelton Capital Management in Memphis, TN and has held senior portfolio management and research roles at Stringer Asset Management since 2013. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individuals, utilizing a disciplined approach that incorporates fundamental, technical, and quantitative analysis along with the use of options and derivatives in certain strategies. The firm also employs ESG screening and data-science techniques in its investment processes.

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 a Series 66 credential and two years of industry experience. Prior to joining Stephens, she has worked at Link University and has experience in various roles including assistant coaching for a volleyball club, Eckart Volleyball Enterprises LLC. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of discretionary and non-discretionary management strategies supported by equity research and committee-driven asset allocation.

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 a Series 66 designation and previously worked at Commercial Bank and Trust Company and the University of Memphis. 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 offers a range of advisory and brokerage services, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.

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 holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Outside of financial 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 diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation combined with value investing and various analytical methods to tailor portfolios according to client risk tolerance, tax considerations, 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 previously worked at Morgan Stanley and Citigroup Global Markets. Groves has minor involvement in family agricultural and residential real estate ventures. 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 offers discretionary and non-discretionary management through various wrap and advisory programs, combining bottom-up equity research with committee-driven asset allocation and fixed-income management.