Samuel Zweig is a financial advisor with B. Riley Wealth Advisors, Inc. based in Memphis, TN. He holds a Series 66 designation and has 17 years of industry experience. Since 2012, he has worked at Wunderlich Securities. B. Riley Wealth Advisors, Inc. is an SEC-registered firm managing approximately $7.03 billion in client assets through about 274 advisors. The firm serves individuals, high-net-worth clients, charitable organizations, corporations, and retirement plans, offering a broad range of advisory programs, financial planning, and retirement solutions.

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.

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.

Charles Gray is a financial advisor with Silver Oak Securities, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. He joined Silver Oak Securities in 2008 after prior roles at OSAIC Services, Inc. and Sunamerica Securities, Inc. He previously worked as a part-time instructor at LeMoyne-Owen College and Southwest Tennessee Community College until 2002. Silver Oak Securities serves a diverse client base, including individuals, pension plans, corporations, and trusts, managing approximately $2.4 billion in discretionary assets. The firm offers various advisory programs tailored to client objectives, combining discretionary investment management with operational features like ongoing model monitoring and automatic investment processes.

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 with Series 63 and Series 65 credentials and 29 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, B. Riley Wealth Management, Stanford Group Company, and UBS Financial Services. He is based in Memphis, TN. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, and government entities. The firm utilizes both bottom-up security selection and top-down fixed-income strategies across multiple programs, supported by internal investment committees and an integrated broker-dealer and investment banking platform.

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.

Jay Healy is a CFP® professional with 22 years of experience in financial advising, currently with Beacon Pointe Advisors, LLC since 2022. Prior to this, he worked for 14 years at Century Wealth Management, LLC. He serves as a board member and chair of the investment committee for the Community Foundation of Greater Memphis. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy Moran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with several Ameritas affiliates and owns The Moran Company, serving as its president. Moran is also a partner at UCL Financial Group, LLC, and holds a royalty interest in an oil well in Kansas. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a broad network of Investment Adviser Representatives. The firm offers a variety of managed account programs and fee-based management of variable annuity and universal life subaccounts, utilizing multiple custodial platforms and third-party tools to support portfolio construction and monitoring.

Travis Maverick is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds a Series 66 designation and has worked at firms including FTB Advisors, Inc. and Scottrade. He is also involved with Chief's Society LLC. Voya Financial Advisors, Inc. serves a diverse client base including individual and institutional investors with services such as financial planning, portfolio management, and retirement plan consulting. The firm operates multiple program structures and typically provides primarily non-discretionary investment recommendations.

Ka Dedrick Richardson is a financial advisor with Equity Services, Inc. in Memphis, TN, holding Series 65 and Series 63 licenses and two years of industry experience. His prior experience includes roles at National Life Group, MML Investors Services, LLC, MassMutual Life Insurance Company, and Northwestern Mutual entities. Outside of his advisory work, he has worked as a delivery driver for DoorDash and Instacart. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms and frequently utilizes third-party asset managers and model portfolios, combining predominantly long-term strategies with options for shorter-term trading.

Robert Peters is a financial advisor with Private Advisor Group, LLC based in Memphis, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, he owns Petersbuilt Solutions, a basic web design business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Brian Nanney is a financial advisor with TIAA-CREF in Memphis, TN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

Robert Womack is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® and Series 63 designations with 28 years of industry experience. He has held roles at State Farm Investment Management, State Farm VP Management Corp, and State Farm Insurance from 2013 to 2026 before joining Guardian Life and Park Avenue Securities in 2026. Park Avenue Securities, a wholly owned subsidiary of The Guardian Life Insurance Company of America, provides brokerage services, financial planning, and investment advisory programs to individual, institutional, and charitable clients using a mix of proprietary and third-party strategies.

James Steiger is a financial advisor with Centaurus Financial, Inc. in Germantown, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Centaurus Financial since 2018 and previously worked at Institutional Securities Corp from 2016 to 2018. Outside of advisory work, he serves as a General Partner of Striker LP, a non-investment related entity based in Memphis, TN. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and third-party management options.

James Raper is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 21 years of industry experience, including nine years at FTB Advisors, Inc., and currently works with both NewEdge Advisors and LPL Financial. 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 advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs, utilizing both in-house and external strategies supported by technology and centralized due diligence.