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.

Wesley Price is a financial advisor with Ally Invest Advisors in Memphis, TN, holding a Series 66 designation and nine years of industry experience. His background includes roles at Wells Fargo, Ameriprise Financial Services, and Waddell & Reed. Outside the advisory industry, he has worked at Garibaldi's Pizza for three years. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and advisor-delivered services across multiple risk tiers.

David Cremerius is a financial advisor at First Heartland Consultants, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at First Heartland Capital and Cambridge Investment Research prior to his current role. Outside of advisory work, he is also an independent insurance agent with various agencies. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm employs a mix of strategic and tactical asset allocation techniques delivered through independent representatives and offers multiple program options including third-party asset management and model-based self-directed brokerage accounts.

Richard Morrow is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. His career includes eight years at Wunderlich Securities, Inc. prior to joining Stephens in 2017. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm offers both discretionary and non-discretionary management across various advisory programs and combines bottom-up equity research with committee-driven asset allocation, while also providing brokerage, investment banking, custody, and municipal advisory services.

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 bringing 21 years of industry experience. His prior roles include positions at Cambridge Investment Research Advisors and Morgan Stanley. Outside of his advisory work, he is managing partner of a real estate fund, High Timber Vacation Homes, in Cedar City, Utah. Integrated Advisors Network is a multi-team SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, estates, retirement and employee benefit plans, and corporate entities. The firm employs a mix of fundamental and quantitative analysis and utilizes third-party sub-adviser platforms to implement customized investment strategies.

Anne Reed is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2025. Prior to joining Arvest, she worked for First Horizon Advisors, Inc. (formerly FTB Advisors, Inc.) for 29 years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

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 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, Stanford Group Company, and UBS Financial Services. He has been with Stephens since 2023. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management. The firm serves individuals, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, custody, and wrap program services supported by in-house equity research and committee-driven investment management.

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 Ameritas firms in various capacities since 2006 and leads The Moran Company, an independent insurance agency he founded in 2008. He is also a partner at UCL Financial Group, LLC, and engages in oil well royalty interests in Kansas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.