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.

Andrew Taylor is a CFA® charterholder with 23 years of industry experience. He currently serves as an advisor at Evolutionary Tree Capital Management, LLC, having joined the firm in 2023. His prior experience includes roles at Finalis Securities LLC, Growth Capital Services Inc., Patrick Capital Markets, LLC, Trestle Point, LLC, and Cumberland Partners, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, estates, trusts, retirement plans, and institutional clients. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining bottom-up fundamental research with industry and ecosystem analysis.

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.

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.