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.

Arthur Buring is a financial advisor at Stephens with 42 years of industry experience. He holds the Series 63 and Series 65 designations and has worked with firms including Morgan Stanley and Morgan Stanley Smith Barney. Buring has been with Stephens since 2012. Stephens provides investment advisory and wealth management services to a wide range of clients such as individual investors, pension plans, foundations, corporations, banks, insurance companies, and government entities. The firm employs both bottom-up and top-down investment strategies across various programs and offers integrated broker-dealer and investment banking services.

William Hiatt is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN, with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Red Door Wealth Management since 2010. 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 offers tailored investment advice using various approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, and is notable for its active role in advising and sponsoring multiple private funds.

Zane Fowler is a financial advisor with Csenge Advisory Group, LLC in Memphis, TN, holding a Series 66 designation and four years of industry experience. His prior roles include positions at Sound Income Strategies LLC, McAdams Group LLC, Lion Street Financial, and service with the United States Air Force Audit Agency. He also has involvement with Radian Partners LLC as an investment advisor and with Integrity Alliance LLC as a registered representative. Csenge Advisory Group provides investment advisory and retirement-plan consulting services to individuals, high net worth clients, charities, and corporate/business clients. The firm employs a combined fundamental and technical investment approach with a focus on relative strength and a top-down market analysis, offering customizable portfolios through discretionary management or model-based allocations.

Hunt Taylor is a financial advisor with Simplicity Wealth, LLC, holding the Series 63 and Series 65 designations and bringing 26 years of industry experience. He has previously worked at Mathis, Tibbets and Mathis, Transamerica Financial Advisors, Inc., Virtue Capital Management, and operates Taylor Wealth and Insurance, an investment and insurance business. Additionally, Taylor is a producer for The Glass Insurance Group, which provides commercial property and casualty insurance for restaurants and contractors. Simplicity Wealth serves a diverse client base including individual and high-net-worth investors, retirement plans, corporate and institutional investors, and other financial firms. The firm employs a fund-of-funds approach using ETFs, mutual funds, and individual securities, offering discretionary and non-discretionary portfolio management, and supports advisers through its technology platform and third-party model managers.

William Allen is a CFP® with 12 years of industry experience and has been with Red Door Wealth Management, LLC since 2015. He holds the Series 66 designation and is based in Memphis, TN. 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 employs a variety of investment approaches tailored to client objectives, including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting, and it is notable for its active role as a private-fund adviser and sponsor.

Jonathan Fratesi is a financial advisor at Arete Wealth Advisors, LLC with 20 years of industry experience. He holds a Series 66 designation and has worked at Arete Wealth Management since 2009 and Financial Resource Management, Inc. from 2008 to 2022. Outside of his advisory role, he serves as a trustee of the Joe David Meals Irrevocable Trust and works as a worship planning consultant at First Evangelical Church. Arete Wealth Advisors provides investment advisory and financial planning services to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and other business entities. The firm employs both advisor-driven and proprietary model allocations, uses third-party sub-advisers, and acts as an ERISA fiduciary when applicable.

Alexa Alcala is a financial advisor with Coastal Bridge Advisors and holds a Series 65 designation. She has three years of industry experience, including prior roles at Waddell & Associates, Green Square Capital Advisors, and First Horizon Bank. Before entering finance, she worked for eight years at Beale Street Blues Company. 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 construct diversified portfolios and offers specialized advisory services such as retirement plan consulting, ERISA services, and HSA investment management.

Richard Townsend is a financial advisor at BFC Planning, Inc. with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at BFC Planning since 2019, alongside roles at Securities Management and Research Inc. and American National Insurance Co dating back to 2007. Townsend is also involved in insurance-related business activities, including serving as a principal agent for Townsend Insurance. BFC Planning, Inc. serves a diverse client base including individuals, corporations, banks, and pension plans through approximately 200 investment adviser representatives. The firm offers a range of financial planning and portfolio management services utilizing various platforms and strategies tailored to client needs.

Ramon Fracchia Jr. is a financial advisor with Nations Financial Group, Inc. He holds Series 63 and Series 65 licenses and has 33 years of industry experience. Prior to joining Nations Financial Group in 2022, he spent 13 years with Wells Fargo Advisors Financial Network LLC. He is also the owner of ATKINGS CAPITAL MGMT LLC, an investment-related advisory business. Nations Financial Group serves a diverse client base including individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and corporate clients. The firm offers a range of advisory services from discretionary and non-discretionary portfolio management to pension consulting and model portfolios, utilizing various investment strategies and a combination of in-house and third-party managers.

Charles Todd is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Regions Bank, and Shoemaker Financial. Outside of his advisory role, he coaches tennis at the Memphis Country Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and offers customized portfolio management through discretionary or model-based approaches.

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 and one year of industry experience. He previously worked at Regions Bank for sixteen years and operated Raiteri Financial Solutions, LLC for one year before joining Sowell Management. Sowell Management is a multi-team registered investment adviser serving individuals, retirement plans, corporations, and other RIAs with portfolio management, financial planning, and retirement-plan advisory services. The firm supports over 100 independent-contractor advisors and employs multiple management styles using mutual funds, ETFs, individual securities, model portfolios, and third-party manager solutions.

Michael Post is a financial advisor at StoneX Advisors Inc. with 42 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley and Howe Barnes Capital Management. Outside of his advisory work, he manages the Michael W. Post 401K plan through Diamond Cowboy LLC. StoneX Advisors Inc. serves individuals, corporations, retirement plans, and charitable organizations by providing portfolio management, financial planning, and consulting services through independent advisors and an in-house Private Client Group. The firm utilizes a variety of investment platforms and strategies, including proprietary models and third-party money managers, to deliver customized solutions.

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.