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.

Lloyd Crawford is a financial advisor with FCG Investment Company in Germantown, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked with FCG Investment Company and related entities since 1996, including prior roles at Mid Atlantic Capital Corporation and Mid Atlantic Financial Management. Lloyd is also a lawyer and occasionally provides legal advice or services to clients independently of his advisory role. FCG Investment Company offers portfolio management and financial planning services to individuals, high-net-worth clients, and pension and profit-sharing plans. The firm’s investment strategy focuses on long-term dividend growth and incorporates various analytical methods alongside AI and machine-learning tools, with human oversight to ensure accuracy.

Joseph Horner is a financial advisor with Private Wealth Management, Inc. in Memphis, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 24 years with his current firm. Private Wealth Management, Inc. provides individualized, non-discretionary investment management and comprehensive personal financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets across about 125 client relationships, focusing on client objectives and risk profiles while recommending allocations among mutual funds, ETFs, and outside managers.

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.

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.

Gurner Lipscomb is a financial advisor with FCG Investment Company, holding a Series 65 designation and currently based in Germantown, Tennessee. He has been with FCG Investment Company since 2025 and also works as an analyst for EMC Services, LLC, a management services company. Lipscomb’s career began in 2025 following over a decade as a student. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm emphasizes long-term, dividend-growth investing, using a wide range of analytical methods and integrates AI and machine-learning tools with human oversight in its investment process.

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.

Lance Hollingsworth is a CFP® professional with 21 years of industry experience. He has been with Summit Asset Management LLC since 2004, currently serving as part of a six-advisor team based in Memphis, TN. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients and nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, utilizing an internal Investment Committee to guide asset allocation primarily through mutual funds, ETFs, and alternatives.

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.

Samuel Thompson is a financial advisor at Summit Asset Management LLC with 21 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. Thompson has been with Summit Asset Management since 2012, working there continuously for over a decade. Summit Asset Management serves individuals, high-net-worth clients, trusts, retirement plans, endowments, and corporations, managing discretionary and non-discretionary portfolios for approximately 500 clients with nearly $939 million in assets. The firm provides portfolio management, financial planning, and retirement plan advisory services, using an Investment Committee to guide asset allocation and tactical adjustments.

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.