Paul Shanklin is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 65 designation and has managed Shanklin Capital Management, Inc. since 2001. Outside of finance, he is the owner and manager of Servicemaster Professional Cleaning Services, a business he has been involved with since 1983. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, employing a strategic asset allocation framework that includes mutual funds, individual securities, and active option strategies.

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.

William Gurner is a Series 65-credentialed financial advisor with 22 years of industry experience. He has been with FCG Investment Company since 2018 and is also an owner of EMC Services, LLC, a management services company. His prior experience includes roles at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term dividend-growth investing using a combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory methods, supported by AI and machine-learning tools with human oversight.

Scott Robbins is a CFP® with 22 years of industry experience, currently serving at Private Wealth Management, Inc. in Memphis, TN since 2002. He holds a Series 65 license and works as part of a four-advisor team. Private Wealth Management, Inc. offers individualized, non-discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets and emphasizes tailored advice based on client objectives and risk profiles, with a notable focus on tax preparation services and non-discretionary accounts.

Alston Wade is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 licenses and five years of industry experience. He also works as a certified public accountant through Wade Consulting and is involved with a nonprofit conservancy organization. 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 range of analytical methods and integrates AI and machine-learning tools with human oversight.

Scott Shows is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 23 years of industry experience. He has been associated with Advocacy Wealth Management Services, LLC since 2006 and Family Wealth Management Inc. since 2003, where he also serves as Chief Financial Officer overseeing the firm’s financial operations. Family WMS, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and offers financial planning at no extra charge. The firm provides bundled accounting services alongside investment advice focused on asset allocation and the use of third-party money managers, serving a small client base with a high asset-per-client profile.

Michael Thompson is a Series 65 licensed advisor with eight years of industry experience. He has worked at FCG Investment Company since 2018 and previously at Mid Atlantic Financial Management, Inc. from 2018 to 2020. Outside of his advisory role, Thompson serves as a reserve officer for the City of Memphis Police Department, assisting with public events. 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 long-term, dividend-growth investing supported by a variety of analytical methods and incorporates AI and machine-learning tools with human oversight in its investment process.

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.

Stephen House is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 13 years of industry experience. He has been with Family WMS since 2004. Family WMS, LLC serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside complimentary financial planning. The firm also offers bundled accounting services such as bookkeeping, tax preparation, and payroll tax administration, focusing its investment advice on asset allocation and third-party money managers rather than in-house security analysis.

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.

William Lowes is a Series 66-credentialed advisor with three years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and McAdams Group, LLC. Prior to his advisory roles, he worked at Empower Advisory Group and Pruco Securities LLC, and he also spent six years at Saint Francis Hospital - Bartlett. Outside of his advisory work, Lowes serves as treasurer for the Arlington Area Chamber of Commerce and holds a role with the Millington Area Chamber of Commerce. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a broad client base including individuals, pension plans, trusts, corporations, and registered investment advisers, offering customized portfolio management with an emphasis on fixed-income analysis alongside equity review.

David Mcadams is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been involved in multiple related ventures since 2003, including managing McAdams Group LLC, which focuses on fixed insurance sales, and McAdams Tax Advisory Group LLC, which provides tax return preparation services. He also manages McAdams Estate Group LLC, utilizing estate planning software in collaboration with local attorneys. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a diverse client base, including individuals, pension and profit-sharing plans, and trusts. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolios and a range of advisory services including sub-advisory and insurance planning.

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.

Gary Osing is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Sound Income Strategies since 2017 and previously held roles at WFG Advisors LP and WFG Investments, Inc. Osing is also involved with McAdams Group LLC, where he provides fixed insurance and tax preparation services and serves as a strategic wealth advisor. Additionally, he is the secretary of the GM&O Historical Society. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of advisory services including financial planning, ERISA plan services, and insurance planning through affiliated channels.

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.