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.

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.

Jalen Dagher is a Financial Consultant currently working at Fidelity Investments since 2022. In this role, he focuses on guiding clients through their financial lives using a planning-centric approach centered on client goals. His work involves thoughtful financial planning and implementation to help clients pursue their objectives during their lifetimes and beyond. Prior to his current position, Jalen held several roles at UBS Private Wealth Management, including Senior Wealth Strategy Associate in 2022, Wealth Strategy Associate from 2021 to 2022, and Wealth Planning Associate from 2018 to 2021. He also worked as a Financial Advisor at North Star Resource Group from 2016 to 2018. He holds an Arkansas insurance license. Outside of his professional work, Jalen engages in family activities, social events with friends, music, and tennis.

Frank Bailey is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with Sound Income Strategies, LLC and McAdams Group LLC. His prior roles include positions at Simmons Bank, LPL Financial, Raymond James & Associates, and Minnesota Life Insurance Co. 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 emphasizes fixed-income analysis and employs a customizable portfolio approach that integrates equity review and risk management through strategic asset allocation and sub-advisory relationships.

Aubrey Ford is a financial advisor at Sound Income Strategies, LLC with two years of industry experience. He holds a Series 66 designation and previously worked at Ameriprise from 2022 to 2026. His background includes various roles outside of finance, including positions in the restaurant and retail sectors. 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 offers customized portfolio management with an emphasis on fixed-income analysis and equity review, utilizing both discretionary and non-discretionary strategies.

Nathaniel Collier is a financial advisor with United Advisor Group holding Series 65 and Series 66 licenses and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance Company, and Ameriprise. Outside of financial 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 diverse client base including individuals, small businesses, trusts, and charities. The firm employs a mix of strategic and tactical asset allocation combined with value investing and various analytical methods to tailor portfolios according to client risk tolerance, tax considerations, and time horizons.

Phillip Carver is a financial advisor with Huntleigh Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. His prior work includes over three decades at K. W. Chambers & Co. and five years with Huntleigh Securities Corporation. Outside of his advisory role, he serves as an umpire and scheduler for an adult softball league in Bartlett, TN. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm employs a range of fundamental, technical, charting, and quantitative strategies, including its MindShare Small Companies program focused on micro-, small-, and mid-cap equities.

Charles Todd is a financial advisor at Csenge Advisory Group, LLC with four years of industry experience. He holds the Series 66 designation and has previously worked at Cetera, Regions Bank, and Shoemaker Financial. Outside of his advisory role, he coaches tennis at the Memphis Country Club. Csenge Advisory Group provides investment advisory and retirement-plan consulting to individuals, high net worth clients, charities, and corporate clients. The firm employs a combination of fundamental and technical analysis with a relative strength methodology and offers customized portfolio management through discretionary or model-based approaches.

Noel David is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 25 years of industry experience. His prior work history includes roles at MML Investors Services, Inc. and MassMutual Life Insurance Company. He also serves as president of Connect Advisory Group, LLC, a financial consulting firm. Csenge Advisory Group serves charitable organizations, corporations, and individual clients including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach combining fundamental and technical analysis with a relative-strength methodology to construct portfolios primarily using mutual funds and ETFs.

James Gulla is a financial advisor with Huntleigh Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at K. W. Chambers & Co. since 1997. Outside of advisory services, he is involved in insurance sales covering life, health, and variable products. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm offers model portfolio programs and customized management, including a MindShare Small Companies program that combines investor-sentiment/charting analysis with fundamental research across micro-, small-, and mid-cap equities.

Richard Burt is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at WFG Investments Inc and has been involved with McAdams Group, LLC since 2005, where he engages in fixed insurance sales and client acquisition. Burt divides his time between advisory services and insurance-related activities. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, offering a range of services from financial planning to sub-advisory ETF management.

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.

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.

Larry Clayton is a financial advisor with Lincoln Investment who holds the ChFC® and Series 63 designations and has 33 years of industry experience. He has been with Lincoln Investment since 2012 and has also worked at Capital Analysts, Incorporated since 1993. Outside of advisory work, he has been involved in insurance sales and life settlements and is an emeritus member of a financial planning study group. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment approach guided by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.

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.

Jared Sandridge is a financial advisor with Ameritas Advisory Services, LLC, holding a Series 66 designation and four years of industry experience. His prior roles include work at Ameritas Investment Company, LLC, Marston Rogers Group, Johnson Controls Inc, and State Systems Inc. He is also involved with UCL Financial Group, LLC, where he conducts financial planning. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a variety of investment strategies and platforms, incorporating model portfolios, mutual funds, ETFs, and individual securities, while also managing potential conflicts related to its affiliated broker-dealer and investment entities.

Rosaline Banks is a financial advisor with TIAA‑CREF, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Empower Advisory Group, Merrill, and Bank of America. She participates as a subject matter expert for the Boston University Financial Planning Program, focusing on retirement planning education for CFP candidates. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, offering financial planning and discretionary managed account programs alongside broker-dealer services. The firm operates with a fiduciary standard under its RIA services and provides both model-based and customized portfolio management options.

Herbert Landstreet Jr. is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently affiliated with Gwfs Equities, Inc., where he has worked since 2015. He is based in Eads, Tennessee. He works with Empower Advisory Group (EAG), which provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

John Webber is a financial advisor with Lincoln Investment in Memphis, TN, holding a Series 63 designation and 33 years of industry experience. He has worked with Lincoln Investment since 2012 and has been affiliated with Capital Analysts, Incorporated since 1993 and Tower Insurance Center, Inc. since 1990. Outside of his advisory work, Webber serves as a board member for the Village of Hope, a nonprofit organization. Lincoln Investment Planning, LLC serves a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and advisor-led consulting, supported by an in-house Investment Management & Research team that constructs strategic model portfolios and adaptive investment strategies.