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.

John Fisher is a financial advisor with Primerica Advisors based in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Park Avenue Securities and Guardian Life Insurance Company since 2012. Fisher is also involved in insurance sales beyond his work with Guardian. Park Avenue Securities serves a diverse retail client base with both brokerage and advisory services, offering financial planning, retirement-plan consulting, and business consulting. The firm employs a mix of proprietary and third-party investment strategies and supports various account-level services, managing approximately $15 billion in regulatory assets under management.

Mark Miller is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 credentials and over 34 years of industry experience. He has worked with Ameritas and its affiliates since 2006 and maintains roles with Uwag and UCL Financial Group. Miller serves as a National Committeeman for NAIFA Memphis/West Tennessee, acting as a liaison to state and national associations and participating in local board committees. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable product subaccounts, supported by its Investment Committee and third-party partners.

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 with Primerica Advisors in Collierville, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has worked with The Guardian Life Insurance Company since 1988 and with Primerica Advisors since 1999. Outside of his advisory role, he participates in various focus group and eye studies. Primerica Advisors operates as part of Park Avenue Securities LLC, serving a diverse retail client base with brokerage and advisory services, financial planning, and retirement consulting. The firm utilizes a range of proprietary and third-party investment strategies and platforms, managing approximately $15 billion in assets with a network of over 1,900 investment adviser representatives.

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®-designated financial advisor with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Vaughn is based in Germantown, TN. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third-party managers, supported by an in-house trading desk and oversight from an Investment Strategy Committee.

Richard Ditter is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds a Series 65 credential and has worked at firms including Pier Financial Advisors and United Capital Financial Advisers. Outside of advisory work, he is involved in managing commercial real estate investments through several LLCs focused on net lease properties and self-storage facilities. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans with services such as asset management, financial planning, and retirement plan administration. The firm employs a range of investment strategies and offers family office services along with an affiliated tax advisory subsidiary.

Wade Winsett is a CFP® professional with eight years of industry experience, currently affiliated with Commonwealth Financial Network and Pickler Wealth Advisors. He has served as General Counsel for The Pickler Law Firm, providing legal counsel to Pickler Wealth Advisors. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and hundreds of thousands of clients, offering a comprehensive adviser-support platform including managed-account programs, third-party asset manager access, and custody/clearing services.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Rebecca Schulter is a financial advisor with Ameritas Advisory Services, LLC, holding CFP® and Series 66 credentials and bringing nine years of industry experience. She has been affiliated with Ameritas entities since 2014 and serves as a past president of the NAIFA Memphis/West Tennessee chapter. In addition to her financial advisory work, she is involved in acting, participating in commercials. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients. The firm offers various managed account programs and fee-based management of variable annuity and variable universal life subaccounts, supported by a network of Investment Adviser Representatives and third-party partners for portfolio construction and management.

Michael Shaul is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 65 designation and has worked at Creative Planning since 2023, following an 18-year tenure at FSG Investment Management and ongoing involvement with Paessler Shaul, LLC since 2004. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment approach that emphasizes low-cost indexing and buy-and-hold strategies, supplemented by various tax-efficient and equity management techniques.

William Kelly is a financial advisor at Prime Capital Financial with 19 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Financial Engines Advisors L.L.C. and TIAA-CREF. Prime Capital Financial is an SEC-registered enterprise advisory firm serving individuals, trusts, corporations, and retirement plans. The firm offers asset management, financial planning, qualified retirement plan services, and family office solutions, employing a range of strategies including core/satellite, thematic, and tactical approaches.

Lonnie Epperson Jr. is a financial advisor with AE Wealth Management, LLC, holding a Series 65 designation and two years of industry experience. He has been associated with The Advisor Group since 2008 and serves as President of The Advisor Group USA LLC, where he assists clients with Medicare, life insurance, and annuities. AE Wealth Management provides fee-based portfolio management, financial planning, and retirement-plan consulting to a diverse client base, including individuals, corporations, trusts, and ERISA plan sponsors. The firm emphasizes model portfolio and direct asset management programs, with a high client-to-advisor ratio supported by standardized model and platform services.

Robert Woodend is a financial advisor with Private Advisor Group, LLC and holds Series 63 and Series 66 licenses. He has 16 years of industry experience, previously working at Ameriprise and LPL Financial. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by providing portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model and offers managed account solutions, including proprietary and third-party platforms.

Joshua Black is a CFP® with 20 years of industry experience, currently serving as a financial advisor at Private Advisor Group, LLC. His career includes prior roles at LPL Financial and First Command, as well as a brief tenure at Merrill. Outside of his advisory work, he holds ownership interests in Silver Leaf, Inc., a business entity for tax and investment purposes. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering portfolio management, financial planning, retirement plan consulting, and access to a range of managed account solutions. The firm employs a fiduciary-based advisory model and utilizes multiple strategies and technology platforms to deliver both discretionary and non-discretionary investment services.

Jamie Baccus is a financial advisor at Creative Planning with a Series 65 credential and three years of industry experience. Prior to joining Creative Planning, Jamie worked at Telarray, LLC, Green Square Capital Advisors, LLC, and White Bison Capital, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Matthew Yokie is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 19 years of industry experience. He has been with Brookstone since 2007 and is also the owner of Provident Senior Resources LLC. Yokie holds various insurance licenses and acts as an insurance producer with BlueCross of Tennessee and other firms. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.