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.

Darrell Horn is a financial advisor at Hightower Advisors with 21 years of industry experience. He holds Series 63 and Series 66 designations and previously worked at Green Square Securities, LLC for 17 years. Outside of advisory work, he is the majority owner of Briza Restaurant Group, LLC in Memphis, TN. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm employs a manager selection and multi-manager approach, utilizing affiliated and third-party managers along with proprietary research to construct customized portfolios.

Christopher Murrah is a financial advisor with Commonwealth Financial Network holding a Series 65 designation. He has five years of experience in wealth advisory roles, including his current position at Pickler Wealth Advisors. His prior work includes roles outside finance, such as operating a dessert bar and experience in education. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody/clearing services.

Hugh Gates IV is a CFP® professional with 18 years of experience in financial advisory. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2023. His prior roles include positions at Legacy Wealth Management and Delta Asset Management. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and a combination of active and passive investment strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

James Evans is a CFP® professional with 28 years of experience in the financial industry. He has worked at Benjamin F. Edwards & Company, Inc. since 2017, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He serves as a co-trustee for family trusts. 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, and nonprofit organizations, offering a range of advisory programs and investment strategies overseen by an Investment Strategy Committee.

Jonathan Edwards is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Truist Advisory Services since 2019, following prior roles at First Tennessee Bank N.A. He is based in Memphis, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration features.

Christopher Stewart is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent seven years at Woodbury Financial Services, Inc. Stewart is also involved with CGM Risk Management, providing property and casualty insurance services to clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Harish Vishria is a CFP® professional with 37 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vishria Bird Financial Group, LLC and APW Capital, Inc., and spent 30 years with Ameriprise Financial-Vishria & Associates. Vishria holds life, accident, and health insurance licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning services.

Richard Finch is a Series 65 licensed advisor with Hightower Advisors, based in Memphis, TN, where he has worked since 2019. He has six years of industry experience, including ten years at Green Square Capital LLC prior to joining Hightower. Finch is also a partner in Active Tracks, LLC, a background screening firm. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles.

James Polmonari is a financial advisor with TLG Advisors, Inc. in Bartlett, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company from 2014 to 2020. Outside of advising, he has been involved in pest management through James Pest Management, Inc. for over 20 years. TLG Advisors, Inc. manages 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 program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Scott Heevner is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at First Command Insurance Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is also a member of Heevner Wealth Management, an independent wealth management business he owns. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that constructs and monitors model portfolios using mutual funds, ETFs, and third-party managers.

Robert Bird is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Vishria Bird Financial Group, LLC, APW Capital, Inc., and Ameriprise/Vishria & Associates. Outside of his advisory work, Bird volunteers as a karate instructor at the YMCA of Cordova. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Michael Shaul is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Creative Planning since 2023 and previously spent eight years at FSG Investment Management. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated legal, trust, and retirement plan services.

Andrew Stolnicki is a financial advisor with Truist Advisory Services in Memphis, TN, holding a Series 66 designation and 24 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been associated with Truist Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and supervisory oversight.

Mary Cannon is a financial advisor at NewEdge Advisors with 10 years of industry experience. She holds a Series 66 designation and previously worked at FTB Advisors, Inc. for seven years before joining NewEdge Advisors and LPL Financial in 2022. Outside of her advisory work, she owns a business in interior design based in Memphis, TN. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Cal Templeton is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation. He joined the firm in 2026 and has prior experience at AllianceBernstein, Orgill Inc., OneOncology, and The Marston Group. Templeton holds both undergraduate and master’s degrees from Union University. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines investment management with broker-dealer capabilities and in-house trading services.

Thomas Bennett is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and D.A. Davidson & Co. In addition to his advisory work, he is involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and tax and family office services, implementing customized portfolios supported by in-house research and third-party managers.

Kerry Jackson is a CFP® professional with 11 years of industry experience and is currently affiliated with Kestra Advisory. He is a partner and director of financial planning at Fish and Associates, where he oversees all financial plans and staff. Jackson also leads an educational workshop called Build Your Best Life. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.

Stephen Stamps is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc., MAS Advisors LLC, Advantage Investment Management LLC, and LPL Financial LLC. He is also affiliated with Wealth Strategies Group, where he advises clients on financial goals and investment planning. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering a range of services from portfolio management to fiduciary oversight and a digital program called Starlight Portfolios.

Sherri Thomas is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Valic Financial Advisors, and Cuna Mutual Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.