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 a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked with Ameritas Advisory Services since 2018 and has longstanding roles with Ameritas Life Insurance Corp and Ameritas Investment Corp. Additionally, he is a partner and owner of UCL Financial Group LLC, where he is licensed as an independent insurance agent selling fixed insurance products, and he is involved in life settlement assistance through Coventry. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans. The firm offers fee-based asset management, retirement-plan advisory, and fiduciary services, utilizing model portfolios, third-party sub-advisers, and custom strategies, with a significant focus on plan sponsors and participants.

John Templeton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and over 31 years of industry experience. He has worked at Benjamin F. Edwards since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors. Benjamin F. Edwards & Company is an SEC-registered investment adviser and broker-dealer with approximately 436 advisors and $15.7 billion in client assets. The firm serves individuals, corporations, retirement plans, trusts, foundations, and charitable and educational organizations, offering a range of advisory programs and investment strategies that include firm-developed and third-party models, with oversight from an Investment Strategy Committee.

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.

Wilkes Crosthwait is a financial advisor at Hightower Advisors with a Series 66 designation and two years of industry experience. His prior roles include positions at MML Investors Services and MassMutual Life Insurance. He has also worked in non-financial roles, including managing at The Sipp on South Lamar. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients. The firm offers portfolio management, financial planning, and retirement consulting through a multi-manager approach that includes affiliated and third-party managers, utilizing a variety of investment vehicles and proprietary research.

Robert Hicks is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 66 credentials and 21 years of industry experience. His prior roles include positions at Guardian Life Insurance Company, Park Avenue Securities, Eagle Strategies (NY Life), and New York Life Insurance Company. He serves as president of the local NAIFA Memphis Chapter and volunteers with the Independent Presbyterian Church. Park Avenue Securities LLC serves a broad retail client base, including individual and high-net-worth investors, charitable organizations, and corporate clients, offering brokerage and advisory services alongside financial planning and retirement consulting. The firm employs a mix of proprietary and third-party investment strategies and supports a variety of account-level services.

Susan Todd is a financial advisor at Mercer Global Advisors Inc. with nine years of industry experience. She holds Series 65 and Series 66 licenses and has worked at Mercer since 2025. Prior to that, she was with Vishria Bird Financial Group, LLC and APW Capital, Inc. Her career includes experience at Ameriprise as well. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments, offering investment advisory, financial, tax, retirement, and estate planning, as well as family office services. The firm’s investment approach is based on Modern Portfolio Theory with diversified, risk-appropriate portfolios using ETFs, index funds, separate account managers, and private funds, supported by educational content and firm-wide initiatives.

Calvin Reid is a financial advisor at Voya Financial Advisors, Inc. with 31 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Voya Financial Advisors since 2014. In addition to his advisory role, he operates as an independent insurance agent selling fixed insurance products. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services through multiple program structures, emphasizing recommendation-based advice rather than discretionary management.

Jarrod Trouy is a financial advisor with Private Advisor Group, LLC, holding a Series 66 designation and six years of industry experience. He has worked with Private Advisor Group and LPL Financial since 2020 and has prior experience at Memphis Planning and Wealth, The University of Memphis, Target, and Bed Bath & Beyond. Private Advisor Group serves a diverse client base including individuals, businesses, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting through a variety of advisory programs and third-party asset managers.

Neha Pande is a CFP® certificant with 15 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. She has previously worked at Vishria Bird Financial Group, LLC, APW Capital, Inc., and Ameriprise. Pande holds an active insurance license and is also a Notary Public in Tennessee. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing a range of advisory services including investment management, financial, tax, retirement, and estate planning. The firm’s investment approach is based on Modern Portfolio Theory, utilizing globally diversified portfolios constructed with low-cost ETFs, index funds, separate account managers, and specialized strategies.

Woodson Whitehead is a Series 65-licensed financial advisor with 12 years of industry experience, currently practicing at Hightower Advisors since 2019. Prior to that, he worked at Green Square Capital for six years. He serves as an adviser to Third Craft Partners, a private equity fund focused on the consumer packaged goods industry, where he assists with operations, fundraising, marketing, and financial due diligence, and he is also a minority owner of Calydon Capital, an asset management firm. Hightower Advisors provides investment advisory and planning services to a wide range of individual and institutional clients, utilizing a multi-manager investment approach that includes affiliated and third-party managers, proprietary research, and various portfolio construction techniques.

Lisa Clapper is a financial advisor with Private Advisor Group, LLC in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. Her prior roles include positions at Raymond James & Associates and LPL Financial LLC. She also provides investment advisory services through Strategic Advisory Services, LLC, an independent investment advisor firm she operates. Private Advisor Group serves a diverse client base including individuals, business entities, trusts, estates, and charitable organizations, offering portfolio management, financial planning, and retirement-plan consulting. The firm provides access to a range of advisory programs and third-party asset managers, with model portfolios supported by major strategists such as Fidelity and BlackRock.

Andrew Kratz is a CFP®, CFA®, and Series 65-licensed advisor with 13 years of industry experience. He has worked at Creative Planning since 2023 and previously spent 11 years at FSG Investment Management. He is based in Memphis, TN. Creative Planning offers 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 that incorporates low-cost indexing, buy-and-hold strategies, and supplemental approaches such as direct indexing and tax-loss harvesting.

Grayson Pruitt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. Prior to joining Truist in 2020, he worked at TIAA from 2014 to 2020. He serves as a board member of the Orpheum Theatre Group, which focuses on utilizing the performing arts to serve and educate the community while preserving historic venues in Memphis, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and manager selection programs that combine discretionary and non-discretionary approaches with integrated inter-affiliate resources.

Catherine Mccarter is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and Truist Bank. Prior to her financial services career, she worked at Centerstone and Frothy Monkey. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools in its equity research.

Sara Stevens is a CFP® professional with 27 years of experience in the financial services industry. She is affiliated with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, Kaiser Financial Group, and The Argyle Group. She has also served as president of an association of independent advisors and is involved in insurance sales and office management within her other business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer investment program called Starlight Portfolios, with an investment approach based on fundamental analysis and Modern Portfolio Theory.

Emanuel Castelan is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 66 licenses. He has experience with multiple firms, including New York Life Insurance Co and NYLife Securities LLC, and currently operates Castelan Tax Services. Ameritas Advisory Services, LLC provides investment advisory and financial planning services to individuals, charitable and corporate entities, and retirement plans, offering fee-based asset management and a range of retirement-plan consulting services through affiliated investment adviser representatives.

Kathleen Fish is a CFP® and ChFC® with 36 years of experience in financial advising. She has been with Kestra Advisory since 2016 and has simultaneously operated Fish & Associates since 2003. In addition to her advisory work, she teaches yoga and serves on several nonprofit boards including Playback Memphis, Choices, and Playhouse on the Square. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving a broad spectrum of clients including large institutional investors.