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 11 years of industry experience. She has held roles at Green Square Capital LLC and has been with Hightower Advisors since 2019. She holds a Series 65 designation and is based in Memphis, TN. 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 insurance companies. The firm’s advisory approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and various investment vehicles.

Graham Pollan is a financial advisor with Guardian Life holding the ChFC® designation and Series 66 license, with five years of industry experience. He has worked at Guardian Life Insurance Company and Park Avenue Securities since 2020. Outside of his advisory role, he serves on the Bellevue Baptist Church Student Education Committee. Park Avenue Securities LLC, where he is affiliated, provides brokerage and investment advisory services to individuals, corporations, retirement plan sponsors, and charitable organizations. The firm offers a range of financial planning and consulting services supported by both proprietary and third-party investment platforms.

Richard Hull is a Series 66 licensed financial advisor with 17 years of industry experience. He is affiliated with CWM, LLC and has held roles at Hulco Investments, Cetera Wealth Services, Hal Otey Financial, Ameriprise, LPL Financial, Uvest Financial Services Group, and Waddell & Reed. Outside of advising, 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 operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, variable sub-account management, sub-advisory relationships, and retirement plan services, supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

John Adams is a financial advisor at Mariner Wealth Advisors with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Raymond James & Associates, Hilltop Securities, Truist Securities, and SunTrust Robinson Humphrey. Mariner serves a diverse client base, including individuals, pension plans, trusts, and charitable organizations, offering investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized discretionary portfolio strategies supported by an internal management team and external managers, with a notable integration of tax and accounting services uncommon for a firm of its size.

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.

Owen Keith is a CFP® professional with 15 years of industry experience currently serving at Creative Planning. He previously worked for FSG Investment Management, LLC for 13 years before joining Creative Planning in 2023. Creative Planning provides 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 offers a range of supplemental strategies, supported by a large advisory team and centralized investment infrastructure managing approximately $217 billion in client assets.

Madeline Stephens is a Series 65-licensed financial advisor at Creative Planning with two years of industry experience. Prior to joining Creative Planning in 2023, she held roles at Telarray and several other companies. Outside of her advisory work, she serves as a social media manager and event coordinator for a wedding venue in Tennessee. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, and retirement plans. The firm manages approximately $217 billion in assets and offers a financial planning-led investment approach that emphasizes low-cost indexing, supplemented by strategies such as direct indexing and tax-loss harvesting.

Michael Rowland is a financial advisor at Private Advisor Group, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC for over three decades. Based in Memphis, TN, he joined Private Advisor Group in 2026. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through discretionary and non-discretionary programs. The firm employs a fiduciary-based advisory model that utilizes technology platforms and various investment strategies, often implementing advice via third-party managers and turnkey asset management programs.

John Fisher is a financial advisor with Guardian Life and Park Avenue Securities, holding Series 63 and Series 65 designations and 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Park Avenue Securities offers brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and provides access to proprietary and third-party advisory solutions.

Mark Miller 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 and its affiliates since 2006 and is associated with UCL Financial Group since 1990. Miller serves as a National Committeeman for NAIFA Memphis / West TN and participates on its Audit and Chapter Quality Committees. Ameritas Advisory Services, LLC provides investment advisory and planning services to individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm offers asset management and financial planning using a variety of investment products and platforms, and is part of a mutual holding company with affiliated broker-dealer, investment, and insurance entities.

Elizabeth Gordon is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Green Square Capital from 2012 to 2019. She serves as a board member of U.S. Industrial Machinery, attending monthly meetings and advising on business operations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment products.

James Earhart is a financial advisor at Guardian Life with 37 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Guardian Life since 1988. Outside of his advisory role, he participates in focus group and eye studies. Guardian Life, through its subsidiary Park Avenue Wealth Management, offers brokerage and advisory services to individuals, retirement plans, and organizations. The firm combines discretionary management with model-based strategies and provides access to insurance products and alternative investments.

Jason Caplan is a financial advisor at TIAA-CREF with 15 years of industry experience. He holds a Series 66 designation and previously worked at Merrill from 2011 to 2016 before joining TIAA-CREF in 2016. Outside of his advisory role, he is involved in multiple music-related activities, including founding The Bridge Institute, a nonprofit that teaches music through numerical concepts, and organizing a local music performance group in Memphis. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals and institutional clients, often those connected to TIAA-administered retirement plans. The firm offers a combination of point-in-time planning and ongoing portfolio management with both model and customized strategies, acting as adviser to donor-advised funds and operating within a vertically integrated financial services group.

Austin Maness is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc., MML Distributors, LLC, and MassMutual. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

Zackary Vaughn is a CFP® professional with 25 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017, following prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients through a team of more than 500 advisors. The firm offers a range of services, including wrap-fee advisory programs, financial planning, retirement plan consulting, and investment management consulting, employing both proprietary strategies and third-party models.