Clara Bright is a ChFC® affiliated with Millennial Wealth in Cordova, TN. She has four years of experience as an operations manager and previously worked for seven years at Memphis Radiological P.C. Millennial Wealth provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, using a primarily passive investment approach supplemented by techniques such as direct indexing and tax-sensitive strategies. The firm offers flexible engagement and pricing models tailored to client needs.

Craig Wiener is a financial advisor with Alden Capital based in Memphis, TN, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. His prior roles include positions at Realta Investment Advisors and Wunderlich Securities. Alden Capital Management serves individual clients, retirement plans, non-profit entities, other advisers, and pooled investment vehicles, managing approximately $1.5 billion in assets. The firm offers discretionary and non-discretionary portfolio management, sub-advisory services, and retirement plan fiduciary support, utilizing customized asset allocation and a proprietary platform that integrates multiple management approaches and technologies.

George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Brian Baumeister is a financial advisor with Stephens in Lakeland, Tennessee, holding Series 63 and Series 65 designations and 18 years of industry experience. He has been with Stephens since 2015, totaling over eight years in his current firm. Stephens is a multi-team investment adviser with approximately 243 advisors and $18 billion in assets under management, serving individuals, retirement plans, foundations, corporations, and institutional clients. The firm provides advisory services alongside brokerage, investment banking, custody, and wrap program platforms, utilizing a combination of bottom-up equity research and committee-driven asset allocation.

Robert Mccommon is a financial advisor with Wedbush Securities Inc. and holds the ChFC® designation along with Series 63 and Series 66 licenses. He has 29 years of industry experience, including prior roles at B. Riley Wealth Advisors, B. Riley Wealth Management, and Morgan Keegan & Company, LLC. Outside of his advisory work, he serves as Treasurer and board member for the Oaks at Appling Condominium Association in Cordova, Tennessee. Wedbush Securities provides investment advisory and broker-dealer services to individual, high-net-worth, and institutional clients. The firm offers a broad range of services including wealth management, fixed income, commodities, and institutional research, with portfolio management tailored to client objectives and risk tolerances.

Marshall Rains is a financial advisor with Cornerstone Wealth Management, LLC, holding a Series 66 designation and 16 years of industry experience. He has been with Cornerstone Wealth Management and affiliated with LPL Financial since 2015. Cornerstone Wealth Management serves a broad client base including individuals, trusts, estates, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers asset management, financial planning, and retirement consulting through a variety of advisor-led and LPL-sponsored programs, utilizing a combination of fundamental, quantitative, and qualitative investment analysis alongside continuous account supervision.

Joseph Staub is a CFP®-certified financial advisor with 21 years of industry experience, currently with Facet Wealth. His prior experience includes roles at Guardian, Park Avenue Securities, and Summit Asset Management. Staub has also spent time as a self-employed advisor. Facet Wealth offers subscription-based financial planning and discretionary investment management to individual clients, serving both non-high-net-worth and high-net-worth households primarily through phone, video, and a proprietary web platform. The firm uses model-based asset allocations with technology-driven processes and employs a flat subscription planning model rather than percentage-of-assets fees.

David Cole is a financial advisor at Prospera Financial Services, Inc. with 33 years of industry experience. He has held roles at B. Riley Wealth Management and B. Riley Wealth Advisors, Inc., as well as Wells Fargo Clearing. He holds Series 63 and Series 65 licenses. Prospera Financial Services is a multi-team advisory firm with 271 advisors managing approximately $14.4 billion in client assets. The firm serves individuals, including high-net-worth clients, retirement plans, trusts, estates, charitable organizations, and business entities, offering financial planning, portfolio management, and access to various advisory programs and third-party platforms.

James Johnston is a financial advisor at Arete Wealth Advisors, LLC with 38 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Financial Resource Management, Inc. in addition to his long tenure with Arete Wealth Management. Outside of advisory work, he serves as an officer and owner of Financial Resource Management and is chief manager of Resource Exchange Services, which acts as a qualified intermediary for 1031 exchanges. Arete Wealth Advisors provides investment advisory and financial planning services to a diverse client base, including individuals, pension plans, trusts, and charitable organizations. The firm primarily manages assets on a discretionary basis and employs both advisor-driven and proprietary model allocations, while also utilizing third-party sub-advisers and maintaining a due-diligence process for recommended managers and private investments.

Jessica Bailey is a financial advisor with Gradient Advisors, LLC, holding a Series 65 designation and one year of industry experience. She has been associated with Women Financial Power since 2014. Outside of her advisory role, Bailey is involved as an owner and investment advisor representative at Wynful Capital. Gradient Advisors, LLC provides investment management, financial planning, and consulting services to individuals, retirement plans, trusts, estates, charitable organizations, and corporations. The firm operates primarily through a network of Investment Advisor Representatives and third-party money managers, employing a largely non-discretionary model and using various analytical tools to guide portfolio decisions.

Wesley Price is a financial advisor with Ally Invest Advisors in Memphis, TN, holding a Series 66 license and 10 years of industry experience. His prior work includes roles at Wells Fargo and Ameriprise Financial Services, as well as experience outside finance at Garibaldi's Pizza. Ally Invest Advisors provides discretionary portfolio management primarily to individual and high-net-worth clients through web-based solutions and virtual interaction, offering ETF-based Robo Portfolios and personal advice services built on Modern Portfolio Theory.

Anne Reed is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2025. Prior to joining Arvest, she worked for First Horizon Advisors, Inc. (formerly FTB Advisors, Inc.) for 29 years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

Travis Maverick is a financial advisor at Voya Financial Advisors, Inc. with 13 years of industry experience. He holds the Series 66 designation and has worked previously at Chief's Society LLC, FTB Advisors, Scottrade, and Waddell & Reed. Voya Financial Advisors, Inc. is a large enterprise-scale advisory and broker-dealer affiliate of Voya Financial offering financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm uses a combination of in-house and external strategists, model portfolios, and technology tools to implement investment recommendations through both discretionary and non-discretionary account management.

Ka Dedrick Richardson is a financial advisor with Equity Services, Inc. holding Series 63 and Series 65 registrations and two years of industry experience. His prior roles include positions at National Life Group, MML Investors Services, LLC, MassMutual Life Insurance Company, and Northwestern Mutual. Outside of his advisory work, he has worked as a delivery driver for DoorDash and Instacart. Equity Services, Inc., operating as ESI Financial Advisors, provides financial planning, consulting, and asset management services to individuals, corporations, trusts, estates, charitable organizations, and employer retirement plans. The firm offers multiple advisory platforms that combine long-term strategies with options for shorter-term trading and specialized instruments, and serves clients through both discretionary and non-discretionary programs.

Katherine White is a financial advisor with VOYA Financial Advisors, Inc. holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James & Associates, Inc. and Ashford Advisors. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology to deliver personalized investment solutions through a large network of advisor representatives.

Lauren Estes is a CFP® with 15 years of experience in the financial industry, currently serving as an advisor at Independent Financial Group, LLC since 2013. Her prior experience includes roles at Ameriprise and Kestra Investment Services. Outside of her advisory work, she serves on the board of Spay Memphis and owns Estes Designs, a business producing and selling art pieces. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and retirement plans. The firm offers financial planning and portfolio management through various platforms and employs a model construction process that integrates strategic asset allocation with active and passive management.

John Kusmec is a financial advisor with Valic Financial Advisors holding a Series 66 designation and currently based in Memphis, TN. He has been with Valic Financial Advisors since 2026 and has prior work experience in various roles including positions at Wiseacre LLC and Memphis Rox. Outside of his advisory role, he has diverse experience in education and service industries. Valic Financial Advisors, Inc. is an SEC-registered investment adviser serving primarily 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 unified managed account solutions supported by a large network of advisors and centralized technology.

Gerald Nelson is a financial advisor with Principal Financial Services in Memphis, TN, holding Series 63 and Series 66 licenses and with 23 years of industry experience. He has worked at Union Financial since 2022 and has also been associated with Principal Securities and Principal Life Insurance Co. since 2016. Outside of his advisory role, Mr. Nelson owns Azariah Publishing, Inc., a company involved in purchasing rights to books with expired copyrights and book publishing, and serves as a board member for the Precision Metalforming Association, supporting brand awareness and networking in Tennessee. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, charitable organizations, corporations, and active-duty U.S. military personnel. The firm’s advisory services include direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Austin Maness is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc., MML Distributors, LLC, and MassMutual. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

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.