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.

Robert Young is a CFP® and Series 66-registered financial advisor with 10 years of industry experience. He has worked at Edward Jones for 10 years before joining NewEdge Advisors in 2026. 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 broad range of services including portfolio management, financial planning, retirement consulting, and access to various advisory programs, utilizing both in-house and third-party strategies supported by technology and centralized due diligence.

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.

Joseph Nored is a financial advisor at First Citizens Investor Services, Inc. in Memphis, TN, holding Series 63 and Series 66 registrations with 13 years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, and First Horizon Advisors, Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led client assessments and uses fundamental, quantitative, and technical analysis to guide portfolio allocations across various investment vehicles.

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.

James Anderson is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wileybros Aintree Capital LLC and Wells Fargo Advisors. Outside of finance, he is co-owner of a house restoration and sale business and a motel rental operation. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

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.

Bailey Rihner is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2018. Additionally, he is an agent for Agia, where he is involved in non-securities insurance products. 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.

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.

Martin Koonce is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and two years of industry experience. He has worked with multiple firms including Csenge Advisory Group and Lion Street Financial. Outside of advising, he serves as Executive Director and Development Director for Harmony Project International, supporting fundraising and strategic decisions for LivingStone International University in Uganda. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans through a network of 164 independent advisers. The firm provides continuous asset management, financial planning, and retirement consulting, utilizing a variety of investment approaches and custodial platforms.

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.

Graham Shelton is a financial advisor at Hightower Advisors with six years of industry experience. He holds a Series 65 credential and has worked at HighTower Securities LLC since 2020. Prior to that, he spent a year at Andrew Johnson Bank and four years at the University of Tennessee. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension and profit-sharing plans, charitable organizations, corporations, trusts, and insurance companies. The firm’s advisory approach features manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, along with proprietary research and a variety of investment vehicles.

H Thompson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 28 years of industry experience. He has been with Truist Advisory Services since 2016 and Truist Investment Services since 2009. Outside of his advisory role, he is a partner in several LLCs involved in operating Hotworx exercise studios in Arkansas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, fiduciary support, and manager selection services, utilizing a combination of discretionary manager relationships and consulting supported by AI-enabled research and inter-affiliate integration.

Charles Brown is an advisor at Ameritas Advisory Services, LLC with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has held roles at multiple Ameritas entities since 2006, as well as at Coventry since 2025 and UCL Financial Group LLC since 1972. He is also a licensed independent insurance agent and a partner/owner of UCL Financial Group LLC. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individual investors, retirement plans, charitable organizations, and corporate clients through a 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, supported by an Investment Committee and third-party partners.

Stanley Mckinney II is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 66 and Series 63 credentials and has worked at Truist Bank and its affiliated entities since 2014. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and manager-selection programs, utilizing a combination of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

David Schwartz is a financial advisor with Independent Advisor Alliance, LLC, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He previously worked at Independent Financial Partners and has been associated with LPL Financial for more than 16 years. In addition to his advisory work, he is involved with Champion Adjusters, LLC as an independent adjuster assisting clients with homeowners claims. Independent Advisor Alliance serves a diverse client base including individuals, small businesses, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers discretionary and non-discretionary portfolio management using multiple strategies and leverages technology platforms to support asset aggregation and digital estate planning.

Dudley Otey is a financial advisor with CWM, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked with Cetera Wealth Services, LPL Financial, and operates Hal Otey Financial, a financial services firm he owns. Outside of his advisory work, he is also a semi-professional singer. CWM, LLC is an SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth families, and institutional clients through a large network of advisors. The firm emphasizes discretionary portfolio management using model portfolios, combining fundamental and technical analysis, and offers a range of retirement-plan services and consulting options.