Jeremy Plyler is a financial advisor at FCG Investment Company with 12 years of industry experience. He holds a Series 65 designation and has worked at FCG Investment Company since 2020, following six years at Mid Atlantic Financial Management, Inc. In addition to his advisory role, he is a partner at Financial Consulting Group, a retirement plan consulting firm and insurance agency. FCG Investment Company provides portfolio management and financial planning services for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach focuses on long-term dividend-growth strategies supported by various analytical methods and technology-assisted research, with an emphasis on human review.

Jacob Schatz is a CFP® certificant with 18 years of industry experience, currently affiliated with IntentGen Financial Partners. He previously worked at Thrivent and Purshe Kaplan Sterling Investments in various capacities over a combined 16 years. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and participates as a partner in LNS Operations, which supports business-related decisions for IntentGen Financial Partners. IntentGen Financial Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and quantitative models, to construct individualized portfolios across asset classes.

Mellio Sulipeck is a financial advisor at FCG Investment Company with 10 years of industry experience. He holds a Series 65 credential and has worked at notable firms including WHBQ FOX13 Memphis and Sector Capital Management. He is also the owner of EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes a long-term, dividend-growth investment approach and integrates multiple analytical methods and technology tools, maintaining human oversight in its processes.

Dennis Plyler is a financial advisor at FCG Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mid Atlantic Financial Management, Inc. He is also a partner in a retirement plan consulting and third-party administration business. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm employs a long-term, dividend-growth investment approach supported by multiple analytical methods and incorporates AI and machine-learning tools alongside human oversight.

Joe Meals is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held roles at EMC Services, LLC, FCG Investment Company, Financial Consulting Group, and ELM Group LLC. Outside of advising, he serves as CFO for a private general contractor firm specializing in new home construction. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on long-term dividend-growth investing, using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, supported by AI and machine learning tools alongside human review.

Roxanne Spencer is a financial advisor with Stephens in Oakland, Tennessee, holding a Series 66 designation and 21 years of industry experience. Her prior experience includes roles at Wells Fargo Advisors LLC and A. G. Edwards & Sons, Inc. She has been with Stephens since 2018. Stephens provides investment advisory and wealth management services to a diverse client base, including individual investors, pension plans, foundations, corporations, and government entities. The firm offers a range of services from financial planning and portfolio management to private equity and institutional equity research, utilizing both bottom-up and top-down investment strategies.

George Fowler is a financial advisor at First Heartland Consultants, Inc. with 47 years of industry experience. He holds the CFP® and ChFC® designations and has worked at First Heartland Capital Inc. since 2014 and Mutual Of New York since 1975. Fowler serves as president of the Corporate Gardens Condo Association board of directors. First Heartland Consultants provides advisory services to a diverse client base including individual investors, retirement plan participants, charitable organizations, and corporate entities. The firm offers a range of financial planning and asset management solutions delivered through a network of independent investment adviser representatives.

David Hall is a financial advisor with AlphaStar Capital Management and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously operated David Hall & Associates for 13 years. Hall is also a CPA providing planning services under the PFS designation through Retirement Risk Advisors and owns an insurance agency offering life and long-term care insurance and annuities. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches and uses third-party portfolio construction technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Brian Baumeister is a financial advisor at Stephens with 18 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Stephens since 2015. Stephens provides investment advisory and wealth management services to a diverse client base, including high-net-worth individuals, pension plans, foundations, and governmental entities. The firm employs both bottom-up security selection and top-down fixed-income strategies across various sponsored programs and investment committees.

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.

Timothy Sheffield is a financial advisor at Calton & Associates, Inc. in Arlington, Tennessee, with 38 years of industry experience. He has been with Calton & Associates since 1999 and holds Series 63 and Series 65 licenses. Calton & Associates serves individual investors, retirement plans, trusts, estates, and other retail clients by providing portfolio management, fee-based financial planning, retirement plan consulting, and access to third-party money managers. The firm offers multiple program structures and combines discretionary and non-discretionary management options tailored to client goals, risk tolerance, and liquidity needs.

Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.

Nathaniel Collier is a financial advisor with United Advisor Group in Collierville, TN, holding Series 65 and Series 66 credentials and four years of industry experience. His prior experience includes roles at Park Avenue Securities, Guardian Life Insurance Company, LPL Enterprise, Ameriprise, and entrepreneurial ventures such as Sunshine Five, LLC. In addition to advisory work, he is an independent insurance agent and assists clients with estate document preparation using specialized software. United Advisor Group provides investment management, financial planning, consulting, and family office services to a range of clients including individuals, small businesses, trusts, and charities. The firm employs a combination of strategic and tactical asset allocation using proprietary models, third-party sub-advisors, and customized portfolios tailored to client risk tolerance, tax strategies, and time horizons.

Hailey Thomas is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, she worked at Pinnacle Bank/Pinnacle Financial Partners and Raymond James Financial Services. She is also involved with Gymstars, a business activity outside traditional financial advising. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households through phone, video, and a proprietary platform. The firm emphasizes model-based asset allocations using ETFs and incorporates technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

Kathleen Pickler is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. She has been with Commonwealth and Pickler Wealth Advisors since 2019. Outside of her advisory work, she owns Pickler Events, an event planning business based in Germantown, Tennessee. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and investment management support, offering advisors discretion in portfolio construction alongside managed model portfolios.

Jeffrey Boone is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds a Series 63 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. 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 a manager‑selection program that combines discretionary and non‑discretionary approaches.

Katherine White is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior experience includes roles at Raymond James & Associates and Ashford Advisors. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, predominantly providing non-discretionary recommendations.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.

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.

Zackary Vaughn is a CFP®-designated financial advisor with 25 years of industry experience. He has been with Benjamin F. Edwards & Company, Inc. since 2017, following prior roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Vaughn is based in Germantown, TN. Benjamin F. Edwards & Company, Inc. is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, pension plans, charitable organizations, and corporations. The firm offers a range of fee-based wrap programs and investment strategies managed internally and by third-party managers, supported by an in-house trading desk and oversight from an Investment Strategy Committee.