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.

Katherine White is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior experience includes roles at Raymond James & Associates and Ashford Advisors. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, predominantly providing non-discretionary recommendations.

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.

Mark Ruleman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisors, Girard Securities, and Raymond James & Associates. He serves on the boards of the Germantown Chamber of Commerce and Theatre Memphis and has been involved with the BNI Networking Group for over two decades. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing both firm- and third-party models that combine active and passive investment approaches tailored to client risk profiles.

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.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. 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 that uses risk questionnaires for portfolio placement and quarterly reviews.

Larry Clayton is a financial advisor with Lincoln Investment, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-standing role at Capital Analysts, Incorporated. Clayton is involved in insurance sales and life settlements, including evaluating life insurance policies for potential sale. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both strategic and dynamic investment 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 12 years of industry experience. She holds a Series 66 designation and previously worked at FTB Advisors, Inc. from 2013 to 2022 before joining NewEdge Advisors and LPL Financial in 2022. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent investment adviser representatives. The firm offers a range of portfolio management, financial planning, and consulting services, utilizing multiple program structures and technology tools to support advisor and client needs.

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.

Kirby Kinney is a financial advisor with Kestra Advisory Services, holding a Series 66 designation and five years of industry experience. Prior to joining Kestra in 2021, he worked at Royal Caribbean Group from 2016 to 2020. Outside of his advisory role, he serves as an assistant lacrosse coach at St. Agnes Academy Upper School. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and pooled plan solutions, managing approximately $79.8 billion in assets.

Kenneth Griffin is a financial advisor at Beacon Pointe Advisors, LLC with a Series 65 designation and five years of industry experience. His career includes roles at Raymond James & Associates and V Tennis prior to joining Beacon Pointe Advisors. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse client base, including individuals, institutions, and charitable organizations. The firm utilizes a proprietary manager due-diligence process and offers a range of services such as discretionary wealth management, retirement plan consulting, and outsourced CIO solutions.