John Francis is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Green Square Capital LLC from 2016 to 2019 before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment strategies.

Robert Dingler is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 65 designation and previously worked at FSG Investment Management, LLC for 18 years before joining Creative Planning in 2023. Outside of his advisory role, he is an owner/member of R.G. Dingler and Associates, LLC, a marketing consulting, accounting, and bookkeeping firm. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

George Howard III is a financial advisor with Centaurus Financial, Inc. in Germantown, TN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Centaurus Financial since 2018 and previously at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He is also part owner of a bulk ice vending business in Germantown. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized consulting services, employing both discretionary and non-discretionary arrangements with a variety of investment analysis techniques.

Zubin Shah is a CFP® professional with one year of experience at Mercer Global Advisors Inc. He previously worked at Vishria Bird Financial Group LLC for five years and has additional experience at Blacksoil Capital Private Limited and Khimji Kunverji & Co. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios, employing a mix of ETFs, index funds, separate account managers, and private funds, supported by client education and integrated affiliated service lines.

George Moore Jr. is a ChFC® credentialed financial advisor with 34 years of industry experience, currently affiliated with Primerica Advisors. He has worked at Park Avenue Securities since 2000 and with Guardian Life Insurance Company since 1999. Moore also operates Ashford Advisors Mid South, a Guardian general agency based in Memphis, Tennessee. Park Avenue Securities serves a diverse retail client base, offering brokerage and advisory services along with financial and business consulting. The firm employs a variety of investment strategies through proprietary and third-party platforms and supports both discretionary and non-discretionary account management.

Barry Brothers is a CFP® professional with 43 years of industry experience, currently serving at VALIC Financial Advisors since 1998. He also holds Series 63 and Series 65 licenses and is an agent for non-securities insurance products with Agia. VALIC Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

James Duke is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 65 credential and offering nine years of industry experience. Prior to joining Hightower in 2019, he worked at Green Square Capital LLC for three years. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Jeremy Forbis is a CFP® professional with 25 years of experience in the financial industry, currently serving at Lincoln Investment since 2012. He holds Series 63 and is involved in fixed insurance sales and life settlements through his own agency, Forbis Financial, LLC. Forbis also serves on the boards of the Make-A-Wish Foundation of the Mid-South and the nonprofit One Million Wells, contributing to charitable activities and fundraising efforts. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a special focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and advisory services, utilizing both strategic and dynamic investment approaches overseen by its Investment Management & Research team.

Mark Ruleman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisors, and Girard Securities. Outside of his advisory work, he serves on the boards of the Germantown Chamber of Commerce and Theatre Memphis, and participates in local professional and networking organizations. Independent Financial Group, LLC is a dual-registered broker-dealer and SEC-registered investment adviser offering brokerage, portfolio management, financial planning, and retirement plan services to a diverse client base including individuals, charities, corporations, and plan sponsors. The firm utilizes multiple advisory platforms and third-party managers, managing approximately $11.3 billion in regulatory assets through a national network of Investment Adviser Representatives.

Lyndsey Pare is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent six years at both APW Capital, Inc. and Vishria Bird Financial Group, LLC, as well as five years at Ameriprise. Outside of her advisory role, she serves as Vice President of the Farmington Meadows Homeowners Association and as Treasurer for the Houton Middle School Theater Board. Mariner serves a broad range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, implementing customized portfolios through a combination of in-house research and third-party managers.

Joseph Mcdowell is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lion Street Financial and FSC Securities Corporation. Outside of his advisory role, Mcdowell teaches financial education classes, owns a real estate analysis consulting business, and serves on several nonprofit boards including the Shelby County Drug Court Foundation and CrimeStoppers of Memphis and Shelby County. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting through a network of 164 independent advisers. The firm employs a range of investment approaches and provides both discretionary and model-based portfolio management using multiple custodial platforms.

Larry Clayton is a ChFC® credentialed financial advisor with 33 years of industry experience. He has been with Lincoln Investment since 2012 and has also worked with Capital Analysts, Incorporated since 1993. Clayton holds an insurance sales position and is involved in life settlements, assessing the saleability of clients' life insurance policies. He is an emeritus member of The Pinnacle Study Group, which focuses on new planning ideas. Lincoln Investment serves individuals—including high-net-worth clients—charitable organizations, businesses, and employer-sponsored retirement plans, specializing in educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a mix of advisor- and firm-managed investment strategies overseen by an Investment Management & Research team using strategic and tactical approaches.

Gail Tencer is a financial advisor at Truist Advisory Services with 25 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at various Truist-affiliated firms since 2011. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm combines discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and inter-affiliate integration, to deliver its investment solutions.

Naishee Shah is a CFP® and CFA® with one year of industry experience, currently advising at Mercer Global Advisors Inc. She previously worked at Vishria Bird Financial Group LLC for five years and Blacksoil Capital Private Limited for three years. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, estate planning, and family office services. The firm employs a Modern Portfolio Theory-based approach with globally diversified portfolios using low-cost ETFs, index funds, separate account managers, and alternative investments.

Mallory Podesta is a financial advisor at Hightower Advisors with 10 years of industry experience. She holds the Series 65 designation and has worked at Hightower Advisors since 2019, following seven years at Green Square Capital LLC. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers supported by proprietary research and portfolio construction techniques.

Graham Pollan is a financial advisor with Guardian Life and holds the ChFC® and Series 66 designations. He has five years of industry experience, including roles at Park Avenue Securities and Guardian Life Insurance Company. Pollan is involved in community activities through his participation in the Bellevue Baptist Church Student Education Committee. Park Avenue Securities LLC, operating as Park Avenue® Wealth Management and a subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individuals, including high-net-worth clients, pension plans, charitable organizations, and corporations. The firm offers discretionary and non-discretionary advisory services utilizing model portfolios from in-house and third-party managers, along with a hybrid digital advisory solution.

Richard Hull is a financial advisor with CWM, LLC in Memphis, TN, holding a Series 66 credential and 17 years of industry experience. His work history includes roles at Hulco Investments, LLC, Cetera Wealth Services, LLC, Hal Otey Financial, and Ameriprise Financial Services Inc. Outside of advisory roles, he serves as a board member for the Desoto County Outlet Shops of the Mid South public improvement district. CWM, LLC is an SEC-registered investment adviser serving individuals, high-net-worth families, foundations, corporations, and institutions through a network of more than 600 advisors. The firm manages accounts primarily on a discretionary basis using model portfolios and offers services including portfolio management, financial planning, retirement plan solutions, and access to alternative investments.

John Adams is a financial advisor at Mariner Wealth Advisors with 21 years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Raymond James & Associates, Hilltop Securities, Truist Securities, and SunTrust Robinson Humphrey. Mariner serves a broad range of clients including individuals, pension plans, trusts, and charitable organizations, providing investment management, financial planning, retirement plan consulting, and coordinated tax services. The firm employs discretionary, customized portfolios supported by an internal management team and third-party managers, offering comprehensive solutions that include tax integration and administrative family office services.

Lindsay Pelkey is a financial advisor at NewEdge Advisors with 11 years of industry experience. She holds the Series 66 designation and previously worked at FTB Advisors, Inc. for nine years. Pelkey is also associated with LPL Financial through a related business entity. 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 via a wrap fee program that integrates asset management with financial planning, utilizing a range of investment approaches and regular portfolio reviews.

Sahil Sury is a financial advisor at Creative Planning with seven years of industry experience. He holds a Series 65 designation and previously worked at Telarray, LLC and Servicemaster. Outside of his advisory role, he owns a rental property. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a broad client base, including high-net-worth individuals, pension plans, trusts, and corporations. The firm employs a financial-planning-led investment approach that emphasizes low-cost indexing and buy-and-hold strategies for long-term goals alongside selective private market exposure.