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.

Brian Barthol is a CFP® professional with four years of industry experience, currently serving at William Howard & Co. Financial Advisors, Inc. in Memphis, TN. He has been with the firm since 1997, working within a team of four advisors. William Howard & Co. Financial Advisors serves individuals, trusts, pension, and institutional clients, focusing on high-net-worth households. The firm employs a six-step investment process centered on written investment policies, asset allocation, and fundamental analysis, providing discretionary portfolio management along with comprehensive financial planning and consultation services.

John Santi is a financial advisor with MFO-USA Advisory, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and 36 years of industry experience. He has worked at Kimery Wealth Management, Avondale Partners, and has been involved with Santi Company since 2006. Outside of advising, he is a licensed insurance agent and provides general business consulting through his ownership of Santi Company, LLC. MFO-USA Advisory offers investment advisory services to individuals and high-net-worth clients, focusing on non-discretionary portfolio management and selection of third-party money managers. The firm employs cyclical and fundamental analysis, modern portfolio theory, and quantitative techniques, with a long-term approach and at least quarterly portfolio reviews.

Randy Long is a financial advisor at Apricity Financial, LLC with two years of industry experience. He holds a Series 65 designation. Prior to joining Apricity Financial, he worked at Addicus Advisory, LLC and Addicus, LLC, and spent twelve years at First Horizon Bank. Apricity Financial provides advisory services to individuals, businesses, and retirement plans, focusing on discretionary investment management and comprehensive financial planning. The firm’s investment approach emphasizes fundamental analysis, long-term strategies, and diversified, low-cost exchange-traded funds, with portfolios managed primarily on a discretionary basis.

Raymond Brandon is a CFP®, CFA®, and ChFC® with 43 years of experience in financial advising. He is the president of Brandon Financial Planning, Inc., where he has worked since 1983, and also has experience with Silver Oak Securities, Inc. since 2023. Brandon Financial Planning, Inc. serves individuals, pension and profit-sharing plans, and business entities, combining comprehensive financial planning with investment advisory services. The firm manages approximately $435 million for about 250 clients, emphasizing long-term investment strategies with mutual funds and ETFs, and offers both discretionary and non-discretionary management.

Frederick Dewald III is a financial advisor at Vision Wealth Management, Inc. with 18 years of industry experience. He holds a Series 66 designation and has worked at firms including LPL Financial and First Light Financial Incorporated. Dewald is also an assistant professor of finance at the University of Memphis. Vision Wealth Management serves individuals, corporations, charities, and retirement plans by providing comprehensive financial planning, consulting, and discretionary portfolio management. The firm employs customized portfolio strategies incorporating various analytical approaches and offers access to third-party managers and model-based investment programs.

Abigail Martin is a CFP® at Brandon Financial Planning, Inc. in Memphis, TN, with one year of industry experience. She has been with Brandon Financial Planning since 2023 and has prior academic experience at East Texas A&M University and the University of Mississippi. Brandon Financial Planning, Inc., founded in 1982, serves individuals—including high-net-worth clients—pension and profit-sharing plans, and business entities. The firm provides comprehensive financial planning and investment advisory services, emphasizing long-term investment strategies and primarily manages assets on a non-discretionary basis.

Matthew Sullivan is a financial advisor at RBG Wealth Advisors LLC with a Series 65 credential and one year of industry experience. Prior to joining RBG Wealth Advisors, he worked at Reynolds, Bone & Griesbeck PLC for five years and has experience in retail and food service industries. RBG Wealth Advisors LLC manages approximately $154.8 million for about 72 clients, including high-net-worth individuals, institutions, and retirement plans. The firm employs a blend of fundamental, quantitative, technical, and cyclical analysis along with modern portfolio theory, focusing on long-term trading aligned with client-specific Investment Policy Statements.

Robert Wade is a financial advisor at W Advisors LLC with 22 years of industry experience. He holds the Series 63 and Series 65 designations and has been with W Advisors since 2013. Outside of his advisory role, Wade manages a farming operation producing rice, beans, and wheat. W Advisors LLC serves individuals—including high net worth clients—as well as trusts, estates, and other business entities, managing approximately $244.9 million in assets for about 95 clients. The firm provides comprehensive portfolio management, financial planning, and access to separately managed account strategies through Schwab, utilizing a range of investment vehicles and periodic account reviews.

Daniel Groben is a financial advisor with Servant Wealth Management LLC in Memphis, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Servant Wealth Management since 2014 and also operates Servant Advisors Group, providing consultancy services to small business owners with exposure to investment and insurance products. Servant Wealth Management serves individual clients, including both high-net-worth and non-HNW individuals, as well as pension and profit-sharing plans, corporations, and other businesses. The firm provides integrated financial planning and discretionary portfolio management, utilizing a combination of in-house management, sub-advisory relationships, and the Betterment for Advisors platform for goal-based strategies and automated rebalancing.

Charles Hardee is a financial advisor with Strategic Advisory Services in Memphis, TN, holding a Series 63 designation and 37 years of industry experience. His prior roles include positions at WEALTHCARE ADVISORY PARTNERS, LPL Financial, Independent Financial Partners, and Paragon National Bank. He operates Strategic Advisory Services, an independent registered investment advisory firm. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, with additional services for small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across about 338 client relationships through a team of ten advisers, offering customized portfolios reviewed regularly and employing both fundamental and technical analysis.

Michael Perdzock is a financial advisor at Commerce Advisors, LLC in Memphis, TN, with 24 years of industry experience. He previously worked at CBIZ Investment Advisory Services and Gavion, LLC, and was retired for two years before joining Commerce Advisors. He holds Series 63 and Series 65 licenses. Commerce Advisors serves high net worth individuals, family offices, and select institutional clients by providing comprehensive wealth management services, including financial planning, portfolio management, and retirement plan advisory. The firm develops client-specific investment plans and manages portfolios using a range of strategies, including alternative investments and fiduciary consulting.

Hallie Peyton is a CFP® with 21 years of industry experience and has been with Legacy Wealth Management, LLC since 1999. She is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, corporate pension and retirement plans, as well as state and municipal government entities, using globally diversified portfolios that combine actively and passively managed strategies.

April Lowery is a CFP® with 20 years of industry experience, currently serving as an advisor at Kelman Lazarov Inc. in Memphis, TN. She has been with the firm for 10 years and previously worked at Mutual Securities, Inc. for eight years. Kelman Lazarov Inc. provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to a diverse client base including high-net-worth individuals, pension plans, trusts, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through ETFs, mutual funds, model portfolios, and personalized strategies such as direct-indexing and tax-aware overlays.

Leslie Drummond is a CFP® and Series 66 licensed advisor with 15 years of industry experience. She has been with Summit Asset Management LLC since 2013, currently working as part of a six-advisor team. Summit Asset Management serves individual and high-net-worth clients, trusts, retirement plans, charitable endowments, and corporations. The firm provides discretionary portfolio management, financial planning, and retirement-plan consulting and fiduciary services, employing an asset-allocation approach that primarily uses mutual funds and ETFs along with access to alternative investments.

Staci Jackson is a financial advisor with Strategic Advisory Services, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has previously worked at WEALTHCARE ADVISORY PARTNERS, Independent Financial Partners, Paragon National Bank, and LPL Financial. Jackson provides investment advisory services through Strategic Advisory Services, an independent registered investment advisor firm. Strategic Advisory Services offers asset management and financial planning primarily for individual and high-net-worth clients, with additional engagements from small businesses, banks, estates, charitable organizations, and municipal entities. The firm employs a customized investment approach, utilizing fundamental and technical analysis and offering a range of investment options including mutual funds, ETFs, and limited options strategies.

Lukas Mc Calla is a CFP® and holds a Series 63 license with four years of industry experience. He has worked at Kelman-Lazarov, Inc. since 2021, with prior experience at Mutual Securities, Inc. from 2021 to 2024. Kelman-Lazarov, Inc. provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, including high-net-worth clients, as well as institutional clients such as pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations. The firm emphasizes strategic asset allocation using ETFs, mutual funds, and model portfolios, and offers specialized services including 1031 exchange advisory, direct-indexing with tax-loss harvesting, and option-based borrowing strategies.