Robert Woodend is a financial advisor at Private Advisor Group, LLC with 15 years of industry experience. He holds the Series 63 and Series 66 designations and previously worked at Ameriprise and LPL Financial. Private Advisor Group manages over $41 billion across more than 135,000 client relationships, serving individuals, high-net-worth clients, trusts, estates, charitable organizations, and corporate and retirement plan clients. The firm offers a range of portfolio management and financial planning services, utilizing various strategies and third-party asset management programs.

Joshua Black is a CFP® professional with 20 years of industry experience, currently affiliated with LPL Financial and Private Advisor Group in Memphis, TN. He previously worked at First Command Advisory Services and First Command Financial Planning, with a combined tenure of over ten years. Black holds ownership interests in Silver Leaf, Inc., a business entity established for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house research team and accommodates various advisory and brokerage needs through its extensive network of investment adviser representatives.

Jamie Baccus is a financial advisor at Creative Planning with a Series 65 credential and three years of industry experience. Prior to joining Creative Planning, Jamie worked at Telarray, LLC, Green Square Capital Advisors, LLC, and White Bison Capital, LLC. 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 process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Matthew Yokie is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 19 years of industry experience. He has been with Brookstone since 2007 and is also the owner of Provident Senior Resources LLC. Yokie holds various insurance licenses and acts as an insurance producer with BlueCross of Tennessee and other firms. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Graham Shelton is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 65 credential and has worked at HighTower Securities LLC since 2020. Prior to that, he spent a year at Andrew Johnson Bank and four years at the University of Tennessee. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s advisory approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

Charlton Gutierrez is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. Prior to joining Creative Planning, he worked at Empower Advisory Group, Empower Financial Services, and Thrivent Financial. Before his career in finance, he spent eight years with Memphis Shelby County Schools. Outside of advising, he has occasionally performed pressure washing services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of advisory and fiduciary services.

H Thompson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 28 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2009. Outside of his advisory role, he is a partner in several LLCs involved in operating Hotworx exercise studios in Arkansas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection services, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration.

Charles Brown is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Ameritas Advisory Services since 2018 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Corp. Additionally, he is a partner and owner of UCL Financial Group LLC, where he is licensed as an independent insurance agent selling fixed insurance products, and he is involved in life settlement assistance through Coventry. 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 fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a significant focus on plan sponsors and participants.

Bruce Martin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at TLG Advisors, Inc. He previously worked at MAS Advisors, LLC, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory role, Martin is involved as a health and fitness coach with Beach Body and works as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

John Templeton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. 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 and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

Stanley Mckinney II is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Truist Bank and its affiliated entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

David Pickler is a CFP® and ChFC® with 41 years of industry experience. He is affiliated with Commonwealth Financial Network and has worked with Memphis Divorce Financial Consultants since 2017. In addition to his advisory work, he is president and practicing attorney of The Pickler Law Firm, LLC, and author of the book *Pillars of Purpose*. Commonwealth Financial Network is a registered investment adviser serving a national network of approximately 2,950 advisors and their clients. The firm offers a range of advisory programs and support services, including discretionary model portfolios and personalized investment solutions, while providing operations, technology, and compliance support to affiliated advisors.

Dudley Otey is a financial advisor with CWM, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and operates Hal Otey Financial, a financial services firm he owns. Outside of his advisory work, he is also a semi-professional singer. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, and institutional clients through a large network of advisors. The firm emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis, and offers a range of retirement-plan services and consulting options.

Wilkes Crosthwait is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services and MassMutual Life Insurance. He has also worked in non-financial roles, including managing at The Sipp on South Lamar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes affiliated and third-party managers, utilizing a variety of investment vehicles and proprietary research.

Robert Hicks is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies (NY Life), and New York Life Insurance Company. He serves as president of the local NAIFA Memphis Chapter and volunteers with the Independent Presbyterian Church. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Susan Todd is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Mercer since 2025. Prior to that, she was with Vishria Bird Financial Group, LLC and APW Capital, Inc. Her career includes experience at Ameriprise as well. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach is based on Modern Portfolio Theory with diversified, risk-appropriate portfolios using ETFs, index funds, separate account managers, and private funds, supported by educational content and firm-wide initiatives.

Jarrod Trouy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2020 and has prior experience at Memphis Planning and Wealth, The University of Memphis, Target, and Bed Bath & Beyond. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

Neha Pande is a CFP® certificant with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has previously worked at Vishria Bird Financial Group, LLC, APW Capital, Inc., and Ameriprise. Pande holds an active insurance license and is also a Notary Public in Tennessee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios constructed with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Woodson Whitehead is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Hightower Advisors since 2019. Prior to that, he worked at Green Square Capital for six years. He serves as an adviser to Third Craft Partners, a private equity fund focused on the consumer packaged goods industry, where he assists with operations, fundraising, marketing, and financial due diligence, and he is also a minority owner of Calydon Capital, an asset management firm. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Lisa Clapper is a financial advisor with Private Advisor Group, LLC in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James & Associates and LPL Financial LLC. She also provides investment advisory services through Strategic Advisory Services, LLC, an independent investment advisor firm she operates. 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. The firm provides access to a range of advisory programs and third-party asset managers, with model portfolios supported by major strategists such as Fidelity and BlackRock.