H Thompson is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 29 years of industry experience. He has worked at Truist Advisory Services since 2016 and has prior experience at Truist Investment Services and Banc of America Investment Services. Outside of his advisory work, he is a partner in multiple LLCs operating Hotworx exercise studios in Arkansas. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm uses a combination of discretionary manager relationships and non-discretionary consulting, supported by AI-enabled research tools and integrated with affiliated entities to deliver its investment solutions.

Charles Brown is a financial advisor with Ameritas Advisory Services, LLC in Memphis, TN, holding Series 63 and Series 65 credentials and 41 years of industry experience. He has worked with Ameritas Advisory Services since 2018 and holds long-term roles with affiliated Ameritas entities and UCL Financial Group LLC, where he is a partner and owner. Brown is also a licensed independent insurance agent involved in fixed insurance products and life settlement assistance. 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 utilizes a range of investment products and program platforms, combining model portfolios, mutual funds, ETFs, and individual securities, supported by an affiliated mutual holding company structure with broker-dealer and insurance services.

John Templeton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 63 designation and bringing 31 years of industry experience. His career includes prior roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He has been with Benjamin F. Edwards since 2017. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving individual, high-net-worth, institutional, and charitable clients through over 500 advisors. The firm offers a range of advisory programs and financial services, including discretionary and non-discretionary managed solutions that utilize proprietary strategies and third-party models.

Stanley Mckinney II is a financial advisor at Truist Advisory Services with nine years of industry experience. He holds Series 63 and Series 66 licenses and has worked within Truist's various entities since 2014, including Truist Bank and Truist Investment Services. He is based in Memphis, TN. 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 with non-discretionary consulting and integrates multiple affiliated entities to deliver its services.

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 Carson Wealth, holding Series 63 and Series 65 licenses and 39 years of industry experience. He has worked at Cetera Wealth Services, LPL Financial, and owns Hal Otey Financial, where he also engages in semi-professional singing. CWM, LLC, where he is affiliated, 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, and retirement plan services, using an Investment Committee to construct and monitor model portfolios while providing tailored investment solutions and integrated technology support.

Wilkes Crosthwait is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 66 designation and two years of industry experience. His prior roles include positions at MassMutual Life Insurance Co and MML Investors Services, LLC, as well as involvement with community and educational organizations such as The Sipp on South Lamar and Tupelo Christian Preparatory School. Hightower Advisors delivers investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm’s approach features manager selection and multi-manager solutions, utilizing affiliated and third-party managers, proprietary research, and a range of investment vehicles including mutual funds, ETFs, and alternative investments.

Robert Hicks is a financial advisor with Guardian Life and holds Series 63 and Series 66 designations. He has 21 years of industry experience, including 12 years at Eagle Strategies (NY Life) and extensive tenure with New York Life Insurance Company. Hicks serves as president of the local NAIFA Memphis Chapter and volunteers with the Independent Presbyterian Church. His firm, Park Avenue Securities LLC, operates as Park Avenue® Wealth Management, offering brokerage and 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 a range of planning, consulting, and investment solutions tailored to client needs.

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 with VOYA Financial Advisors, Inc. based in Memphis, TN. He holds Series 63 and Series 65 credentials and has 31 years of industry experience. His prior work includes roles at Voya Financial Partners, LLC, UBS Financial Services, and Momentum Independent Network Inc. In addition to his advisory work, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and outside strategists with technology-enabled tools to implement client recommendations, offering both discretionary and non-discretionary management solutions.

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 at Private Advisor Group and LPL Financial since 2020 and previously held roles at Memphis Planning and Wealth, The University of Memphis, Target, and Bed Bath & Beyond. 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 managed account solutions. The firm employs a fiduciary-based advisory model, combining client risk assessment with the use of third-party managers and proprietary technology platforms.

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, holding a Series 66 designation and 14 years of industry experience. She has previously worked at LPL Financial LLC, Strategic Advisory Services, LLC, Raymond James & Associates, and Morgan Stanley. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, retirement plan consulting, and access to several managed account solutions. The firm employs a fiduciary-based advisory model using various investment strategies and technology platforms to assist clients in meeting their financial goals.

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.

Lee Lakey is a financial advisor with Valic Financial Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Valic Financial Advisors and First Heartland Capital Inc since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform along with tax-aware and impact/ESG overlay services.

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 at Ameritas Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including New York Life Insurance Company and Pinnacle Wealth Group, LLC. He is also involved with Castelan Tax Services. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using a range of investment vehicles and program platforms.