Grayson Pruitt is a financial advisor with Truist Advisory Services, holding Series 63 and Series 66 designations and bringing 14 years of industry experience. Prior to joining Truist in 2020, he worked at TIAA from 2014 to 2020. He serves as a board member of the Orpheum Theatre Group, which focuses on utilizing the performing arts to serve and educate the community while preserving historic venues in Memphis, TN. 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 manager selection programs that combine discretionary and non-discretionary approaches with integrated inter-affiliate resources.

Lee Lakey is a financial advisor with Valic Financial Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Valic Financial Advisors and First Heartland Capital Inc since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform along with tax-aware and impact/ESG overlay services.

Anne Borst is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and 25 years of industry experience. She has been with Commonwealth since 2015. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 affiliated advisors and hundreds of thousands of individual and institutional clients, managing around $212.7 billion in client assets. The firm provides a broad adviser-support platform that includes managed-account programs, access to third-party asset managers, retirement and plan consulting, and custody and clearing services.

Catherine Mccarter is a financial advisor at Truist Advisory Services with one year of industry experience. She holds a Series 66 designation and has previously worked at Raymond James & Associates and Truist Bank. Prior to her financial services career, she worked at Centerstone and Frothy Monkey. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors and participants, and charitable organizations. The firm combines discretionary manager relationships with non-discretionary consulting and uses AI-enabled tools in its equity research.

Sara Stevens is a CFP® professional with 27 years of experience in the financial services industry. She is affiliated with TLG Advisors, Inc. and has held roles at The Leaders Group Inc, Kaiser Financial Group, and The Argyle Group. She has also served as president of an association of independent advisors and is involved in insurance sales and office management within her other business activities. TLG Advisors, Inc. is an SEC-registered investment adviser managing approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer investment program called Starlight Portfolios, with an investment approach based on fundamental analysis and Modern Portfolio Theory.

Emanuel Castelan is a financial advisor at Ameritas Advisory Services, LLC with six years of industry experience. He holds Series 63 and Series 66 licenses and has worked at several firms including New York Life Insurance Company and Pinnacle Wealth Group, LLC. He is also involved with Castelan Tax Services. 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 offers asset management, financial planning, retirement plan advisory, and variable product subaccount management using a range of investment vehicles and program platforms.

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.

Christopher Murrah is a financial advisor with Commonwealth Financial Network holding a Series 65 designation. He has five years of experience in wealth advisory roles, including his current position at Pickler Wealth Advisors. His prior work includes roles outside finance, such as operating a dessert bar and experience in education. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of approximately 2,900 advisors and managing over $212 billion in client assets. The firm provides a broad adviser-support platform with access to managed-account programs, third-party asset managers, retirement consulting, and custody/clearing services.

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® professional with 29 years of industry experience, currently serving as a financial advisor at Benjamin F. Edwards & Company, Inc. since 2017. His prior roles include positions at Wells Fargo Clearing, Wells Fargo Advisors LLC, and A. G. Edwards & Sons, Inc. He also serves as co-trustee for family trusts. Benjamin F. Edwards & Company is an integrated broker-dealer and SEC-registered investment adviser that serves individuals, high-net-worth clients, pension plans, charitable organizations, and corporate clients through more than 500 advisors. The firm offers a range of advisory programs and services, combining proprietary and third-party investment strategies with in-house equity and fixed income management.

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.

James Polmonari is a financial advisor with TLG Advisors, Inc. in Bartlett, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company from 2014 to 2020. Outside of advising, he has been involved in pest management through James Pest Management, Inc. for over 20 years. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

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 63 and Series 66 credentials. Prior to joining &PARTNERS in 2024, Payne worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2023, as well as a brief tenure at Mediant Communications. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis alongside 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.