Jacob Cothran is a Certified Financial Planner (CFP®) and holds a Series 65 license with four years of industry experience. He currently serves as a principal at Cothran Capital, LLC and operates as a sole proprietor. Prior to founding his advisory practice, he worked at McKinney Drilling Company for five years. Cothran is also a licensed insurance agent, dedicating a substantial portion of his professional time to that activity. Cothran Capital, LLC provides personalized financial planning, asset allocation, and portfolio management services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm utilizes fundamental, technical, and cyclical analysis within a structured investment framework and offers both discretionary and non-discretionary management across multiple platforms, including co-advisory arrangements and management of fee-based annuity contracts.

Robert Lloyd is a financial advisor at Rpata, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Revolution Partners, LLC since 2013. Rpata provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a goals-based approach focused on diversification, incorporating independent money managers and data aggregation technology, and offers ERISA 3(38) fiduciary services and a wrap fee program.

Robert Frazee is a CFA® charterholder and principal at FRAZEE Investment Consulting, Inc. in Memphis, TN, where he has been working since 2013. He has 13 years of industry experience managing investment portfolios and providing financial planning services. Frazee Investment Consulting offers discretionary portfolio management and standalone financial planning to individuals, high net worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm primarily constructs portfolios using no-load mutual funds and ETFs and manages approximately $195.5 million in discretionary assets for about 110 clients.

Andrew Gilbert is a CFP® professional with 10 years of industry experience. He has worked at LoneTree Wealth Management since 2022 and previously spent seven years at UBS Financial Services Inc. Gilbert is also involved in insurance sales on a limited basis. LoneTree Wealth Management serves individuals, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, retirement plan advisory, and insurance consulting. The firm builds customized, primarily long-term portfolios using fundamental and cyclical analysis and employs both independent managers and direct securities investments.

William Reeser is a financial advisor at Reeser Advisory Services Inc. with 21 years of industry experience. He holds a Series 63 designation and has served as Chief Executive Officer of the University of Florida Investment Corporation (UFICO), a 501(c)(3) charitable organization, since 2002. He also serves as an independent director for the FSI Low Beta Absolute Return Fund. Reeser Advisory Services Inc. provides portfolio management and financial advisory services primarily to individual and high-net-worth clients. The firm manages approximately $26.8 million in assets for 18 clients, focusing on individualized portfolio management with direct owner supervision.

Elizabeth Dye is a financial advisor at LoneTree Wealth Management with two years of industry experience. She holds Series 65 and Series 63 licenses and has worked at Diversified Trust Company and UBS Financial Services, Inc. prior to joining LoneTree. 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 offers both discretionary and non-discretionary portfolio management using customized portfolios that include mutual funds, ETFs, stocks, bonds, options, and alternative investments with a long-term focus.

Paul Fowler is a financial advisor with RPATA, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 21 years of industry experience. He has been with Revolution Partners, LLC since 2013. RPATA provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans, managing approximately $67.6 million for a small client base supported by a three-advisor team. The firm employs a goals-based investment process with a focus on diversification and incorporates data-aggregation technology to include assets held away in portfolio recommendations.

Morris Nutt is a financial advisor and CEO of Trinity Capital Management (TCM) with 29 years of industry experience. He holds a Series 63 designation and has worked at firms including Kingswood Wealth Advisors, Niagara International Capital, and Raymond James Financial. Nutt also serves as an advisory board member for Chalice Wealth Partners and is involved in non-investment activities such as providing audio devices through PRA Audio. Trinity Capital Management advises individuals, pension and profit-sharing plans, trusts, estates, corporations, and other entities. The firm offers discretionary portfolio management, financial planning, third-party money manager recommendations, and educational seminars. It employs model portfolios, including an AI-assisted, quantitative model developed with Stone Wall Financial and implemented via the GeoWealth platform.

Anthony Chalmers is a financial advisor at FSG Wealth Advisors, LLC in Memphis, TN, holding a Series 65 designation and over 26 years of experience. He has worked at Chalmers Poole, CPAs since 2000, a firm that provides tax preparation and planning services and shares office space and ownership ties with FSG Wealth Advisors. FSG Wealth Advisors is a fee-only advisory team managing $20.8 million in client assets, serving individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach focused on tax efficiency and integrates financial planning into portfolio decisions without market timing.

Ilinda Parham is a CFP® and CPA with seven years of experience at FSG Wealth Advisors, LLC and eighteen years at Financial Strategy Group, PLC. She operates a tax planning and preparation sole proprietorship and serves as an independent contractor for Chalmers Poole, CPAs. FSG Wealth Advisors is a fee-only advisory team serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and limited financial planning. The firm employs a strategic asset allocation approach focused on tax efficiency, using primarily low-turnover mutual funds and ETFs.

Timothy Ellis Jr. is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at RBG Wealth Advisors LLC since 2022. He previously worked at Waddell & Associates for eight years. In addition to his financial advisory work, Ellis is a partner involved in tax preparation and compliance for Grace & James Kids, LLC, an e-commerce manufacturer and retailer of children's clothing. RBG Wealth Advisors LLC manages approximately $155 million for individuals, high-net-worth households, institutions, and retirement plans. The firm employs a multi-method investment approach and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Daniel Keel is a financial advisor at Cardinal Wealth Advisory, LLC in Memphis, TN, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked with State Mutual Life Assurance Company since 1984. Cardinal Wealth Advisory serves individuals, high-net-worth clients, families, business owners, and institutional clients such as banks and insurance companies. The firm offers comprehensive investment advisory and financial planning services, including discretionary portfolio management and insurance product analysis, with a focus on manager selection and alternative investment sourcing.

Mark Sorgenfrei Jr. is a CFP® and PFS™ with 22 years of industry experience. He has been with FRAZEE Investment Consulting, Inc. since 2016. The firm provides discretionary portfolio management and standalone financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and charitable organizations. FRAZEE Investment Consulting manages approximately $195.5 million in discretionary assets, primarily using no-load mutual funds and ETFs across various risk profiles.

Gregory Davis is a CFP® with 12 years of industry experience and currently serves as an advisor at RBG Wealth Advisors LLC. His prior experience includes nine years at Century Wealth Management, LLC. Outside of his advisory role, he is involved with ARCO Collection Services LLC, where he participates in strategic planning and oversees operations and finances. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified, long-term investment strategies using a range of securities and manages approximately $105 million in assets for 59 clients.

Wes Poole is a Series 65-licensed financial advisor with one year of industry experience, currently serving at FSG Wealth Advisors, LLC in Memphis, TN. He co-founded and is a Principal at Chalmers Poole, CPAs, a tax planning and tax return preparation firm, where he has worked since 2020. Prior to that, he spent ten years with Financial Strategy Group, PLLC. FSG Wealth Advisors is a fee-only advisory team focused on discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach using primarily low-turnover mutual funds and ETFs, emphasizing tax efficiency and semi-annual account reviews.

Edward Goodman is a financial advisor at Mercury Investment Group based in Memphis, TN. He holds a Series 65 designation and has six years of industry experience. His prior work history includes roles at GHE, LLC, Broadway Consulting, and City Gear. Mercury Investment Group provides discretionary portfolio management to 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 exposure to demographic and consumer demand trends, primarily using large-cap U.S. equities and select fixed-income securities.

Frank Goodman III is a financial advisor with Mercury Investment Group in Memphis, TN, holding a Series 63 designation and 21 years of industry experience. He has been associated with GHE, LLC since 2002. Mercury Investment Group provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a thematic, quantitatively informed investment process focused on U.S. large-cap equities with an emphasis on tax efficiency and low turnover, and it offers services such as sub-advisory roles and model portfolios to other financial institutions.

Lisa Shive is a financial advisor at RBG Wealth Advisors LLC with a Series 65 credential and three years of industry experience. Her prior roles include positions at Raymond James Financial Services Advisors, Inc., The Avenue Memphis, FCG Investment Company, Financial Consulting Group Investment Company, Mid Atlantic Capital Corp., and Nuveen Asset Management. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified investment strategies incorporating modern portfolio theory, quantitative and technical analysis, and fundamental research, managing approximately $105 million in assets for 59 clients.

Stephanie Jones is a financial advisor at DCJ Global Wealth Management with one year of industry experience. She holds Series 65 and Series 63 licenses and previously worked at LPL Financial for seven years. Prior to her advisory career, she spent over two decades as a homemaker. DCJ Global Wealth Management provides discretionary portfolio management primarily to individuals, including high-net-worth clients, as well as small businesses, trusts, estates, and retirement plans. The firm combines technical analysis with fundamental, top-down evaluation to manage portfolios tactically, and operates a hybrid model offering both fee-based advisory and commission-based brokerage services.

Christopher Flis is a CFP® and Series 65 credentialed financial advisor with nine years of industry experience. He has been with Resilient Asset Management since 2016. Outside of his advisory role, he is a shareholder in a restaurant franchise through Flis Enterprises, Inc. Resilient Asset Management serves individual clients, small businesses, and charitable organizations with fee-only financial planning and portfolio management. The firm emphasizes a core investment approach using index funds complemented by active management, and it provides planning services that integrate cash-flow, tax, estate, and special-situation advice.