Charles Todd is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Cetera, Regions Bank, and Shoemaker Financial. Outside of his advisory work, he coaches tennis at the Memphis Country Club. Csenge Advisory Group serves charitable organizations, corporations, business entities, and high-net-worth individuals by providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment process combining fundamental and technical analysis, focusing on mutual funds and ETFs, and offers both discretionary and non-discretionary portfolio management.

Lewis Williamson Jr. is a financial advisor with Hilltop Securities Inc. in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Williamson serves on the boards of several nonprofit organizations, including Nexus, the Chickasaw Council of the Boy Scouts of America, and Presbyterian Day School. Hilltop Securities Inc. offers brokerage, investment advisory, and retirement-plan consulting services to a diverse client base, managing approximately $2.25 billion in assets. The firm uses an open-architecture platform with multiple managed account programs and features distinctive capabilities such as municipal bond strategies co-advised with Franklin Templeton Group and custody services uncommon among enterprise advisers.

John Giovannetti is a financial advisor at Red Door Wealth Management, LLC with 14 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Red Door Wealth Management since 2018, following a three-year tenure at Duncan Williams Asset Management, LLC. 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 uses a variety of investment approaches tailored to client objectives and risk tolerances, including fundamental and technical analysis, modern portfolio theory, and direct-indexing. It is notable for its role as a private-fund adviser and sponsor and offers services such as family-office and wealth planning, pension consulting, and estate and trust services through a strategic relationship with an independent law firm.

Larry Karban is a CFP®-certified financial advisor with 42 years of industry experience. He is currently with Nations Financial Group, Inc., where he has worked since 2022, following a 13-year tenure at Wells Fargo Advisors Financial Network LLC. Outside of his advisory role, he serves on the board of Golden Cross Senior Ministries, an organization that provides assistance to low-income seniors, and is a member of the board of directors at Chickasaw Country Club. Nations Financial Group, Inc. provides investment advisory services to a diverse client base including individuals, high-net-worth investors, and institutional clients. The firm offers a range of portfolio management solutions and employs proprietary model portfolios combined with tailored recommendations based on client objectives and risk tolerance.

Perry Green is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations. Prior to joining Coastal Bridge Advisors in 2026, he worked for various affiliated entities including Waddell and Associates LLC and W&A Management Services, Inc. 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 constructing diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

William Raiteri is a financial advisor at Sowell Management with a Series 65 designation. He has prior experience working at Regions Bank from 2009 to 2025 and operated Raiteri Financial Solutions, LLC for one year before joining Sowell. Sowell Management is a fee-based registered investment adviser serving individuals, retirement plans, corporations, registered investment advisers, and institutions. The firm employs a multi-branch independent-contractor model with over 100 advisors and offers investment management, financial planning, retirement-plan advisory, and consulting services using a range of investment styles and third-party platforms.

Michael Post is a financial advisor with StoneX Advisors Inc. and holds Series 63 and Series 65 licenses. He has 41 years of industry experience, including over a decade at StoneX Advisors Inc. and StoneX Securities Inc. Outside of his advisory work, he manages Diamond Cowboy LLC, which holds assets for his 401(k) plan. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, ERISA consulting, and related services. The firm employs a variety of investment strategies through independent advisors and an in-house Private Client Group, utilizing multiple platforms and third-party managers.

Noel David is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 25 years of industry experience. His prior work history includes roles at MML Investors Services, Inc. and MassMutual Life Insurance Company. He also serves as president of Connect Advisory Group, LLC, a financial consulting firm. Csenge Advisory Group serves charitable organizations, corporations, and individual clients including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach combining fundamental and technical analysis with a relative-strength methodology to construct portfolios primarily using mutual funds and ETFs.

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.

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.

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.

Anne Reed is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2025. Prior to joining Arvest, she worked for First Horizon Advisors, Inc. (formerly FTB Advisors, Inc.) for 29 years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

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.

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.