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.

Hayden Wilson is a financial advisor at Revolution Partners, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Revolution Partners, he worked at Ramsey Solutions and held positions in other industries including retail and coffee. Revolution Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a goals-based, diversification-focused investment approach and integrates held-away assets through data aggregation to provide a consolidated portfolio view.

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 at Servant Wealth Management LLC in Memphis, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Servant Wealth Management since 2014, as well as providing consultancy services through his own firm, Servant Advisors Group, which offers advisory on investment and insurance products to small business owners. Servant Wealth Management delivers written financial planning and portfolio management services to individuals, pension and profit-sharing plans, and small businesses, managing approximately $48 million across nearly 280 client accounts. The firm employs an asset-allocation approach tailored to client goals, utilizing third-party managers and digital platforms, and distinguishes itself by sponsoring a wrap fee program and extending insurance product recommendations through its advisory representatives.

Matthew Saenger is a financial advisor at Sunbeam Capital Management, LLC with 21 years of industry experience. He previously worked at Steel Grove Capital Advisors, LLC for 20 years and Green Square Capital, LLC for 14 years. Saenger holds Series 63 and Series 65 licenses. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios utilizing low-cost mutual funds, ETFs, individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations.

Lauren Douglas Carpenter is a financial advisor with Revolution Partners, LLC in Memphis, TN, holding Series 65 and Series 66 licenses and having 10 years of industry experience. Prior to joining Revolution Partners in 2018, she worked at Cannon Financial Institute for four years. Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm manages approximately $115 million in assets for about 76 clients, employing a goals-based, diversification-oriented approach with both discretionary and non-discretionary portfolio management alongside standalone planning engagements.

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.

John Harrell is a CFP® professional with 14 years of industry experience, currently serving at TD Capital Management LLC in Memphis, TN. He has been with TD Capital Management since 2005. TD Capital Management provides discretionary investment management, financial planning, and consulting services to individuals, families, businesses, trusts, estates, charitable institutions, and retirement plans. The firm manages approximately $1.24 billion for around 445 clients, typically working with those who have investable portfolios above $250,000, and employs a team approach with monthly portfolio reviews and tailored fixed-income solutions.

Robert Schreiber is a financial advisor with Capital Markets IQ, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Capital Markets IQ since 2013. Capital Markets IQ provides investment advisory and sub‑advisory services to a diverse client base, including individual and high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a multi-branch operating model and coordinating with an external network of professionals.

Soleil Lum is a CFP® with 10 years of experience in the financial industry and is currently a team member at Summit Asset Management LLC in Memphis, TN. She has been with Summit since 2016. Summit Asset Management serves individual and high-net-worth clients, trusts, retirement plans, charitable endowments, and corporations, offering discretionary portfolio management, financial planning, and retirement-plan consulting services. The firm uses an asset-allocation framework focused on mutual funds and ETFs, incorporates alternative investments and sub-advisers, and employs an investment-committee governance structure staffed by credentialed professionals.

Cathy Simmons is a CFP® professional with 21 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2000. She holds Series 63 and Series 65 licenses and is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in assets for approximately 1,425 clients. The firm provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, foundations, corporate pension plans, and government entities, using globally diversified portfolios that combine actively and passively managed strategies.

Nicholas Sowell is a CFP® and holds a Series 66 designation with 16 years of industry experience. He has been with Legacy Wealth Management, LLC since 2015. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing approximately $2.4 billion in client assets for individuals, trusts, foundations, corporate pension plans, and government entities. The firm employs a globally diversified investment approach combining active and passive strategies, with services tailored to include specialized bond portfolios and comprehensive financial planning.

Michael Munekata is a financial advisor at Kelman-Lazarov Inc. in Memphis, TN, with 10 years of industry experience. He holds a Series 66 designation and has been with Kelman-Lazarov since 2014. In addition to his advisory role, Munekata serves as the firm's Chief Compliance Officer and Operations Manager. Kelman-Lazarov provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, pension plans, trusts, corporations, and charitable organizations. The firm’s investment process features strategic asset allocation using ETFs, mutual funds, and model portfolios, along with specialized services such as direct-indexing tax-loss harvesting, alternative investments, and 1031 exchange advisory.