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.

Brandon Byrd is a CFP® professional with 11 years of industry experience, currently serving as an advisor at Delta Asset Management, LLC since 2021. Prior to joining Delta, he worked at Ftn Financial Securities Corp and Ftn Financial Capital Markets from 2015 to 2020. Delta Asset Management provides discretionary investment advisory and financial planning services to individuals, including high-net-worth clients, as well as institutional accounts, trusts, estates, and government entities. The firm employs a model portfolio approach guided by fundamental analysis and long-term investment strategies, tailoring asset allocation to each client’s objectives and risk tolerance.

Elsa Allmendinger is a financial advisor at Kelman Lazarov Inc with a Series 65 credential and one year of industry experience. Prior to joining Kelman Lazarov, she held roles in diverse settings including The Fulbright Program, the US House of Representatives Committee on Energy & Commerce, and various business and academic positions. She has also been involved with nonprofit and community organizations such as the Mississippi Law Research Institute and the University of Mississippi. Kelman Lazarov Inc offers discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, corporations, estates, and charitable organizations. The firm employs strategic asset allocation primarily through ETFs, mutual funds, and model portfolios, and incorporates specialized techniques like direct-indexing with tax-loss harvesting and option-based borrowing strategies.

Davis Rangi is a Series 65-licensed advisor with FCG Investment Company, based in Germantown, TN. He joined the firm in 2026 and has prior experience with the PGA of America and Florida Atlantic University. FCG Investment Company provides portfolio management and financial planning for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term investing with a dividend-growth strategy and employs multiple analytical methods, supported by AI and machine-learning tools alongside human review.

Lindsey Mazzola is a CFP® and Series 65-registered financial advisor with 20 years of experience. She has been with Legacy Wealth Management, LLC in Memphis, TN since 2003. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets for individuals, trusts, foundations, corporate plans, and government entities. The firm employs a globally diversified investment approach using a combination of no-load mutual funds, ETFs, and separately managed bond portfolios, with decisions made by client service teams and an investment committee.

Justin Peterkin is a financial advisor at Commerce Advisors, LLC in Memphis, TN, with four years of industry experience. He holds the Series 63 and Series 65 licenses and has previously worked at firms including LPL Enterprise LLC, Cetera, Bank of America, Merrill, and Northwestern Mutual. Commerce Advisors serves high net worth individuals, family offices, and select institutional clients, providing comprehensive wealth management services such as financial planning, portfolio management, and retirement plan advisory. The firm emphasizes client-specific investment plans implemented through various strategies including mutual funds, ETFs, separate account managers, model portfolios, and alternative investments.

Dennis Drexler is a financial advisor with Coordinated Capital Securities, Inc. in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 31 years of industry experience. He has been with Coordinated Capital Securities since 2016 and has also worked with Wunderlich Securities, Inc. since 2002. Coordinated Capital Securities provides investment management, financial planning, and retirement plan consulting to individuals, trusts, plan sponsors, and business entities. The firm offers a range of management programs and investment strategies supported by a team of 16 financial professionals managing approximately $137 million for about 186 clients.

James Walker is a financial advisor with Strategic Advisory Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at First Bank, ORION Federal Credit Union, and LPL Financial. Outside of advising, he co-owns a monthly magazine focused on nonprofit organizations in the Memphis area and is involved in documentary film production. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, as well as select small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across 338 client relationships, offering customized portfolios that utilize fundamental and technical analysis and may include third-party managers and a range of investment products.

David Smith is a CFP®, CFA®, and Series 63-licensed financial advisor with 19 years of industry experience. He has been with Delta Asset Management, LLC since 2011. Delta Asset Management serves a diverse client base including individuals, institutions, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach focused on fundamental analysis and long-term investment strategies, managing approximately $1.44 billion in assets with a team of five advisors.

Jonathan Martin is a financial advisor at Steel Grove Capital Advisors, LLC with nine years of industry experience. He has been with the firm and its predecessor, Green Square Capital, since 2016. Martin holds a Series 65 designation. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and employs a personalized, long-term investment approach supported by proprietary tools and diversified portfolios.

Taylor Nobriga is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN, holding a Series 66 designation with 12 years of industry experience. His prior roles include positions at B. Riley Wealth Management, Inc. and Securian Financial Services, Inc. Kimery Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations by providing asset management, financial planning, retirement plan consulting, and tax-planning services through a third-party CPA subsidiary. The firm manages client assets using a wrap fee program and offers portfolio management involving mutual funds, ETFs, separately managed accounts, and individual securities.

Jacob Samuels is a CFP® professional with 11 years of industry experience, currently serving as a partner and portfolio manager at Kelman-Lazarov Inc. He has worked at Kelman-Lazarov since 2013 and previously spent eight years at Mutual Securities, Inc. His other business activities include a limited partnership in a rental property venture. Kelman-Lazarov Inc. provides discretionary investment management and financial planning services to a diverse client base including individuals, pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations. The firm employs a strategic asset allocation approach using ETFs, mutual funds, and customized portfolios, incorporating specialized services such as 1031 exchange advisory, direct-indexing with tax-loss harvesting, and option-based borrowing strategies.

Patrick Sirayathorn is a CFP®, ChFC®, and Series 66 designee with 13 years of industry experience. He is currently with Alden Investment Advisors and has previously worked at Crest Private Wealth, Hallthorn Advisory Services, HTG Financial, The Hallthorn Group, Eagle Strategies, and Ameriprise. Alden Investment Advisors provides portfolio management and financial planning services to individuals, advisors, retirement plans, and institutional clients, specializing in retirement programs and executive benefits for small and mid-sized employers. The firm employs customized asset allocations combining proprietary strategies, third-party managers, mutual funds, and ETFs, and integrates technology platforms to enhance portfolio oversight and reporting.

Clayton Chapman is a CFP® professional with 16 years of industry experience. He is currently with Envision Financial Planning, LLC and has previously worked at Commonwealth Financial Network and Independent Wealth Management, LLC. Envision Financial Planning, LLC is an SEC-registered advisory firm serving individuals, retirement plans, charitable organizations, and businesses. The firm emphasizes diversified asset allocation and long-term market returns through a centralized investment process supported by an investment committee, and it offers comprehensive financial planning, discretionary asset management, and educational programs for clients.

Ethan Franks is a financial advisor at Legacy Wealth Management, LLC in Memphis, TN. He holds a Series 65 designation and has been with Legacy Wealth Management since 2026. His prior work history includes roles at Quanthub, CH Robinson, and various organizations such as Bellevue Baptist Church and Samford University. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and state and municipal government entities. The firm employs a team-based service model with globally diversified, asset-allocation driven portfolios combining active and passive funds.

Joseph Friend III is a financial advisor at Barnes Pettey Financial Advisors, LLC in Memphis, TN, holding a Series 66 designation with 15 years of industry experience. He has worked at Barnes Pettey Financial Advisors since 2010 and previously with Raymond James Financial Services and APIS Investment Group. Friend is also a licensed independent life insurance agent, dedicating limited time to this activity. Barnes Pettey Financial Advisors serves individuals, families, trusts, charitable organizations, and business entities with discretionary and non-discretionary investment management, financial planning, and retirement-plan consulting. The firm manages $1.31 billion in assets and employs a client-specific approach using fundamental and technical analysis across a diverse range of investment vehicles.

Craig Sneed is a financial advisor at Steel Grove Capital Advisors, LLC with one year of industry experience. Prior to joining Steel Grove in 2023, he worked at Silverleafe Capital Partners from 2017 to 2023 and held roles at Premier Storage Investors and Sycamore Pictures. He holds a Series 65 designation. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals and families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and utilizes a personalized investment process that includes diversified portfolios and proprietary liability-planning tools.

James Cousins is a CFP® and holds a Series 66 license with 19 years of industry experience. He has been with Silverleafe Capital Partners, LLC since 2011. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, managing approximately $436 million across discretionary and non-discretionary accounts.

Joseph Birch is a financial advisor at Legacy Wealth Management, LLC in Memphis, TN, with 11 years of industry experience. He holds a Series 65 designation and has been with Legacy Wealth Management since 2014. Legacy Wealth Management is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, endowments, corporate pension and retirement plans, as well as state and municipal government entities, using globally diversified portfolios that combine actively and passively managed strategies.

Margaret Patterson is a financial advisor at Silverleafe Capital Partners, LLC with two years of industry experience. She holds a Series 65 designation and previously worked at Elevate Credit and BNSF Railway before joining Silverleafe. Patterson also completed a full-time MBA program at Southern Methodist University. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, and various institutions. The firm combines fundamental macroeconomic analysis with technical indicators to guide investment decisions, primarily using ETFs, individual equities, and derivatives.