Matthew Fox is a financial advisor with Ithaca Wealth Management in Memphis, TN, holding a Series 65 credential and five years of industry experience. He previously worked at Tompkins Financial Advisors and Dynamic Advisor Solutions. In addition to his advisory role, Fox serves as an adjunct professor at Ithaca College School of Business, teaching equity and fixed income analysis, and contributes articles to Insider Inc. Ithaca Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, small businesses, non-profits, endowments, and foundations. The firm focuses on ETFs and equity securities, using various analysis methods to tailor portfolios according to client goals and risk tolerances.

David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.

David Jones is a financial advisor at DCJ Global Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LPL Financial since 2008. Outside of his advisory role, he is an investor and strategist in a sports nutrition company and serves as a for-profit board member of Sigma Wellness. DCJ Global Wealth Management provides discretionary portfolio management and related advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm’s investment approach centers on technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs a tactical strategy across a range of investment types.

Charles Cothran is a financial advisor at Cothran Capital, LLC in Memphis, TN, with 15 years of industry experience. He holds a Series 65 designation and has been with Cothran Capital since 2010. In addition to his advisory role, he owns and operates Cothran Insurance, where he spends approximately half of his time as a licensed insurance agent. Cothran Capital provides personalized financial planning, asset allocation, and portfolio management services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs fundamental, technical, and cyclical analysis, supported by documented investment policy statements and periodic reviews, and integrates AI tools alongside human oversight.

Heather Coulter is a CFP® with 15 years of industry experience, currently serving at William Howard & Co. Financial Advisors, Inc. since 2023. Prior to this, she worked for seven years at Coyle Financial Counsel, LLC. Outside of finance, she is a Jazzercise instructor and franchise owner. William Howard & Co. Financial Advisors serves high-net-worth individuals, trusts, and institutional clients, offering discretionary portfolio management and a range of financial planning services. The firm follows a documented six-step investment process focused on asset allocation and fundamental analysis, providing clients with regular reporting and reviews.

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 in Collierville, TN, holding a Series 66 designation and 23 years of industry experience. He has previously worked at Global Investment Advisory and the Stanford Group Company, among others. Outside of his advisory role, he serves as CEO of Vere Global Insurance Group and is Chief Executive Investment Officer at Gjallarhorn Capital Inc., an incubator hedge fund. Anchor & Oak Wealth Advisors provides discretionary portfolio management, financial planning, and qualified retirement plan consulting primarily to institutional clients, including plans, corporations, and charities. The firm utilizes a combination of fundamental and technical analysis, model portfolios, and third-party money managers to implement its investment 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.

Robert Cooke Sr. is a financial advisor at Broxton Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including UBS Financial Services and Hudson Cooper Asset Management. Outside of his advisory work, he is involved with Doozy Cards, LLC, a non-investment business. Broxton Capital Advisors provides investment advisory and portfolio management services to individuals, corporations, trusts, other advisors, and institutions. The firm employs a combination of fundamental and technical analysis along with proprietary algorithms and AI tools, focusing on income and total-return objectives through a diverse range of instruments and active trading strategies.

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 financial advisor at Cardinal Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Sunburst Financial Group, LLC from 2017 to 2020. Barton also has a longstanding affiliation with Birmingham Southern College since 2014. Cardinal Wealth Advisory offers comprehensive investment advisory and financial planning services to individuals, families, business owners, corporations, and institutional clients such as banks and insurance companies. The firm employs a three-step investment process involving establishing an Investment Policy, conducting money-manager selection, and ongoing performance monitoring, with a focus on alternative investments 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.