Kathleen Fish is a CFP® and ChFC® with 36 years of experience in financial advising. She has been with Kestra Advisory since 2016 and has simultaneously operated Fish & Associates since 2003. In addition to her advisory work, she teaches yoga and serves on several nonprofit boards including Playback Memphis, Choices, and Playhouse on the Square. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving a broad spectrum of clients including large institutional investors.

Darrell Horn is a financial advisor at Hightower Advisors with 22 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Hightower Advisors since 2019. Prior to this, he spent 17 years at Green Square Securities, LLC and has been associated with Green Square Capital Management, LLC since 2001. Outside of his advisory work, he is the majority owner of Briza Restaurant Group, LLC in Memphis, TN. Hightower Advisors provides investment advisory and planning services to a diverse range of clients, including individuals and institutions such as pension plans and charitable organizations. The firm focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers, and offers a variety of investment products and portfolio management features.

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.

Hugh Gates IV is a CFP® professional with 18 years of experience in financial advisory. He is currently with Beacon Pointe Advisors, LLC, where he has worked since 2023. His prior roles include positions at Legacy Wealth Management and Delta Asset Management. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, utilizing a proprietary manager selection process and a combination of active and passive investment strategies. The firm also sponsors proprietary investment vehicles and serves as an operating general partner for multiple private funds.

James Evans is a CFP®-designated financial advisor with 29 years of industry experience. He has worked at Benjamin F. Edwards & Company, Inc. since 2017 and previously held roles at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as a co-trustee for family trusts in Lexington, TN. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that provides services to individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate clients. The firm offers a range of advisory programs, financial planning, investment management, and brokerage services utilizing proprietary strategies and third-party models.

Jonathan Edwards is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Truist Advisory Services since 2019, following prior roles at First Tennessee Bank N.A. He is based in Memphis, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration features.

Michael Odom is a PFS™ credentialed advisor with three years of industry experience, currently with Cetera Planning Partners. He previously worked at Avantax Planning Partners for three years and has served as a partner and CPA at Fouts and Morgan, Certified Public Accountants, P.C. since 1990. Outside of his advisory role, Odom is involved with a financial advisory network LLC, where he participates in client development and oversees financial affairs. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios built from mutual funds and ETFs, supported by a formal planning process and additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Christopher Stewart is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent seven years at Woodbury Financial Services, Inc. Stewart is also involved with CGM Risk Management, providing property and casualty insurance services to clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Harish Vishria is a CFP® professional with 37 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vishria Bird Financial Group, LLC and APW Capital, Inc., and spent 30 years with Ameriprise Financial-Vishria & Associates. Vishria holds life, accident, and health insurance licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning services.

Richard Finch is a Series 65 licensed advisor with Hightower Advisors, based in Memphis, TN, where he has worked since 2019. He has six years of industry experience, including ten years at Green Square Capital LLC prior to joining Hightower. Finch is also a partner in Active Tracks, LLC, a background screening firm. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles.

Scott Heevner is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at First Command Insurance Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is also a member of Heevner Wealth Management, an independent wealth management business he owns. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs, delivering investment management through a centralized team that constructs and monitors model portfolios using mutual funds, ETFs, and third-party managers.

Zemetria Payne is a financial advisor at &PARTNERS with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Mediant Communications. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

Robert Bird is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Vishria Bird Financial Group, LLC, APW Capital, Inc., and Ameriprise/Vishria & Associates. Outside of his advisory work, Bird volunteers as a karate instructor at the YMCA of Cordova. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Michael Shaul is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Creative Planning since 2023 and previously spent eight years at FSG Investment Management. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated legal, trust, and retirement plan services.

Andrew Stolnicki is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, and fiduciary support, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.

Mary Cannon is a financial advisor with NewEdge Advisors in Memphis, TN, holding a Series 66 credential and 10 years of industry experience. She previously worked at FTB Advisors, Inc. from 2015 to 2022 and concurrently with LPL Financial since 2022. In addition to her advisory role, she owns Mary Cannon Interior Design. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Cal Templeton is a financial advisor with Benjamin F. Edwards & Company, Inc., holding a Series 66 designation. He has one year of industry experience and a background that includes roles at Orgill Inc., AllianceBernstein, and The Marston Group. Templeton holds both undergraduate and master’s degrees from Union University. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, high-net-worth clients, pension plans, and corporations. The firm offers a range of services such as financial planning, investment management, brokerage, and M&A advisory, utilizing proprietary and third-party strategies alongside an internal trading desk and custody services.

Thomas Bennett is a financial advisor with Mariner, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at MSEC, LLC, Cetera, Summit Financial Group, and D.A. Davidson & Co. Bennett is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base, including individuals, high-net-worth households, institutional plans, and private funds, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by internal and third-party resources and provides integrated tax, accounting, and family office services not commonly found at firms of its size.

Kerry Jackson is a CFP® with 12 years of industry experience, currently serving as a financial advisor at Kestra Advisory. He has worked with Kestra Advisory and Kestra Investment Services, LLC since 2014 and is a partner and Director of Financial Planning at Fish and Associates, where he oversees financial plans and staff. In addition to his advisory roles, Jackson leads an educational workshop called Build Your Best Life. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a broad range of institutional and individual clients, including plan sponsors. The firm offers services such as fiduciary consulting, plan design, employee education, and advisor-managed accounts, serving large institutional investors and deploying multiple management platforms and third-party solutions.

David Lookadoo is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Principal Securities Inc, Ftb Advisors, Inc., First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ameriprise. Outside of his advisory work, he is the owner of Southern Chef LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.