William Howard Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with William Howard & Co. Financial Advisors, Inc. in Memphis, TN since 1987. William Howard & Co. Financial Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm employs a six-step investment process focused on asset allocation and fundamental analysis, offers both discretionary and nondiscretionary management, and maintains client relationships through regular reporting and a digital portal.

John Goble is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Your Family Matters, LLP since 2024. He previously worked at Edward Jones for six years and has a diverse background including nearly three decades of self-employment. Outside of finance, Goble is a trumpet player in a Big Band and officiates high school-level baseball, football, and basketball games. Your Family Matters, LLP offers discretionary portfolio management and financial planning primarily for individual clients, utilizing written Investment Policy Statements and a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term, passive strategies. The firm manages approximately $12.8 million in assets across 84 client accounts.

Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Global Investment Advisory and Vere Global Wealth Management and currently serves as CEO of Vere Global Insurance Group. Additionally, he is Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds. Anchor & Oak Wealth Advisors, LLC offers discretionary portfolio management and pension consulting services to individual clients and employee benefit plans. The firm employs a range of analytical methods and uses model portfolios and third-party managers to implement client strategies.

Joe Moser is a CFP® and Series 66-licensed advisor at Five Oceans Advisors with 16 years of industry experience. Prior to joining Five Oceans Advisors in 2020, he worked at Dhgwealth Advisors for seven years. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and modern portfolio theory, offering discretionary investment management, financial planning, and coordinated oversight across custodial platforms and other professionals.

Earl Reeser is a financial advisor at Reeser Advisory Services Inc. in Germantown, TN, holding a Series 66 designation with nine years of industry experience. He previously worked at Raymond James and Morgan Keegan & Company, LLC before joining his current firm in 2018. Reeser Advisory Services Inc. provides investment advisory and portfolio management services to a limited client roster, serving both high-net-worth and non-high-net-worth individuals. The firm applies an investment approach that incorporates institutional practices, with a focus on long-term management and personalized advisory relationships.

William Yates III is a financial advisor at Eaglestrong Financial with 17 years of industry experience. He holds the CFP®, PFS™, and Series 65 designations. Prior to joining Eaglestrong Financial in 2017, he worked at Waddell & Associates, LLC for one year. Eaglestrong Financial serves individuals, including high-net-worth clients, employer-sponsored retirement plans, and businesses, offering investment management and comprehensive financial planning. The firm employs a passive investment approach using index mutual funds and ETFs, with portfolios tailored to client-specific investment policy statements and managed mostly on a discretionary basis.

Reginald Clark is a financial advisor at P3 Wealth Management in Cordova, TN, with 25 years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at The O.N. Equity Sales Company and multiple affiliated financial and insurance firms. P3 Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages approximately $30.8 million in discretionary assets and employs a tactical allocation approach using a variety of investment instruments.

Cecil Godman III is a financial advisor at Mercury Investment Group with 18 years of industry experience. He has held his current role at Mercury Investment Group since 2013 and holds a Series 66 designation. Mercury Investment Group provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a quantitatively driven investment process focused on thematic exposures and primarily manages long-only, individually managed accounts.

Dennis Long is a financial advisor with Blong Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and has 14 years of industry experience. He has been a CPA since 1990 and owns Family Back Office Services, which provides tax and planning services. Blong Financial offers discretionary investment management and advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, trusts, and estates, primarily through separately managed accounts. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies to manage approximately $179.6 million across 326 client relationships.

James Beard is a financial advisor at LoneTree Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at LoneTree since 2022, following roles at Fetting Capital LLC and Faropoint Ventures. Prior to his financial services career, Beard spent four years with Priam Properties. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting services. The firm manages approximately $47.1 million in client assets and constructs customized portfolios using a range of investment vehicles with a long-term focus complemented by ongoing monitoring and periodic reviews.

Wilson Barton IV is a Series 65 licensed advisor at Cardinal Wealth Advisory, LLC with seven years of industry experience. He has been associated with Sunburst Financial Group, LLC since 2017 and has a background connected to Birmingham Southern College since 2014. Cardinal Wealth Advisory offers investment advisory and financial planning services to a diverse client base, including individuals, families, business owners, corporations, and institutional clients like banking and insurance companies. The firm uses a structured investment process that includes establishing investment policies, selecting money managers, and conducting ongoing performance reviews, along with specialized services such as alternative investment due diligence and insurance product analysis.

James Adkins is a Series 65-licensed financial advisor with Adkins Asset Management LLC in Cordova, Tennessee, bringing four years of industry experience. His prior work includes roles at Jackson Howell and Associates and Robert Half. Adkins Asset Management LLC offers financial planning, investment management, and wealth management services tailored to individuals, high-net-worth clients, small businesses, and trusts. The firm’s investment approach focuses on asset allocation guided by economic analysis and uses individualized Investment Policy Statements with diversified holdings.

Frank Lombardo III is a financial advisor at W Advisors LLC in Germantown, Tennessee, holding a Series 66 designation with 19 years of industry experience. He has been with W Advisors LLC and Purshe Kaplan Sterling Investments since 2013. W Advisors LLC serves individuals, including high net worth clients, as well as trusts, estates, and business entities, managing approximately $244.9 million in assets. The firm provides portfolio management, financial planning, and consulting services, utilizing a variety of investment strategies and offering access to separately managed account programs through Schwab.

Gary Kieffner is a CFP® professional with 28 years of experience, currently with Brandon Financial Planning, Inc. in Memphis, TN. He has worked at Brandon Financial Planning since 1998 and previously at Silver Oak Securities, Inc. since 2023. Brandon Financial Planning, Inc. offers comprehensive financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm emphasizes long-term investment strategies, detailed financial analysis, and primarily manages accounts on a non-discretionary basis.

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

Robert Curry is a CFA® charterholder with 13 years of industry experience. He is currently with bLong Financial, where he has worked since 2020, and has prior experience at Greenway Capital Management and Alluvion Investments. Outside of his advisory role, he is the owner and manager of several businesses through Greenway Holdings, including companies in HVAC services, industrial distribution, and retail work boots. bLong Financial provides discretionary investment management and advisory services to individuals, institutions, and charitable organizations, managing approximately $179.6 million across 326 client relationships. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Dorothy Yates is a CFP® professional with eight years of experience in financial advising at Eaglestrong Financial in Memphis, TN. Prior to her advisory role, she operated Time Stand Still Photography and has been an independent representative for Juice Plus since 2007. Eaglestrong Financial serves individuals, employer-sponsored retirement plans, and businesses with investment management, financial planning, and employee benefit consulting. The firm generally employs a passive investment strategy focused on index funds and ETFs, offering both discretionary portfolio management and integrated financial planning through a small team of CFP and CPA credentialed advisors.

Jacob Cothran is a Certified Financial Planner (CFP®) and holds a Series 65 license with four years of industry experience. He currently serves as a principal at Cothran Capital, LLC and operates as a sole proprietor. Prior to founding his advisory practice, he worked at McKinney Drilling Company for five years. Cothran is also a licensed insurance agent, dedicating a substantial portion of his professional time to that activity. Cothran Capital, LLC provides personalized financial planning, asset allocation, and portfolio management services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm utilizes fundamental, technical, and cyclical analysis within a structured investment framework and offers both discretionary and non-discretionary management across multiple platforms, including co-advisory arrangements and management of fee-based annuity contracts.

Robert Frazee is a CFA® charterholder and principal at FRAZEE Investment Consulting, Inc. in Memphis, TN, where he has been working since 2013. He has 13 years of industry experience managing investment portfolios and providing financial planning services. Frazee Investment Consulting offers discretionary portfolio management and standalone financial planning to individuals, high net worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm primarily constructs portfolios using no-load mutual funds and ETFs and manages approximately $195.5 million in discretionary assets for about 110 clients.