E Jalenak is a CFP® professional with 22 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2011. Based in Memphis, TN, Jalenak has worked at Legacy Wealth Management for 15 years. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm provides discretionary portfolio management and comprehensive financial planning to individuals, trusts, foundations, corporate pension plans, and government entities, employing a globally diversified investment approach that combines active and passive strategies.

Martin Kelman is a financial advisor at Kelman Lazarov Inc with 45 years of industry experience. He holds the CFP® and Series 63 credentials and has been with Kelman Lazarov since 1981. Kelman also serves on the boards of several nonprofit organizations, including Facing History and Ourselves and the Jewish Community Partners Inc. Kelman Lazarov Inc provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, institutions, and charitable organizations. The firm’s investment approach includes strategic asset allocation primarily using ETFs, mutual funds, and model portfolios, with additional services such as direct-indexing, tax-aware strategies, and advisory support for 1031 exchanges.

Matthew Heffington is a financial advisor at Kimery Wealth Management, LLC in Memphis, TN, with 11 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley and Morgan Stanley Private Bank. He has been with Kimery Wealth Management since 2017. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations by providing discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs third-party managers and various investment vehicles while maintaining the ability to manage individual securities for some accounts, overseeing approximately $440.8 million in discretionary assets.

James Dehority is a financial advisor at TD Capital Management LLC with 29 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at TD Capital Management since 2018. Prior to that, he was with Dearborn Capital Markets and has over 40 years as a CPA through his sole proprietorship, J. Michael DeHority, CPA. Outside of his advisory work, he serves as Secretary, Treasurer, and Board Chairman of Emars, Inc., a web-based service company that conducts business with the U.S. government. 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 as of year-end 2025 and works primarily with clients who have investable assets above $250,000, implementing tailored investment plans and fixed-income solutions reviewed monthly by an advisory team.

David Nanney is a PFS™ credentialed advisor with two years of experience at Formidable Asset Management, LLC and 17 years of prior experience operating his own CPA firm. He is a partner in Retriever Valet Trash Services, a local business in Memphis, where he contributes bookkeeping and CFO services. Formidable Asset Management is an SEC-registered, multi-advisor investment firm managing approximately $903 million. The firm serves individuals, retirement plans, registered investment advisers, and pooled investment vehicles, utilizing actively managed ETF strategies based on thematic research and fundamental and quantitative analysis.

Stacey Hyde is a CFP® and CFA® with 30 years of industry experience. She is currently with Envision Financial Planning, LLC, where she has worked since 2019, and previously held roles at Commonwealth Financial Network and Independent Wealth Management, LLC. Envision Financial Planning, LLC serves a diverse client base including individual investors, retirement plans, charitable organizations, municipal entities, and corporations. The firm employs a centralized investment process overseen by a quarterly committee, focusing on long-term market returns and diversified asset allocation, and offers comprehensive financial planning and discretionary portfolio management tailored to client objectives.

Robin Sievers is a CFP® professional with 18 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2007. He holds Series 63 and Series 66 licenses and 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 provides discretionary portfolio management and comprehensive financial planning for individuals, trusts, foundations, corporate pension plans, and government entities, utilizing globally diversified portfolios that combine active and passive strategies.

Colin Prince is a financial advisor at TD Capital Management LLC with 19 years of industry experience. He holds the Series 66 designation and previously worked at Bank of America and Merrill Lynch. Outside of his advisory role, he is a member of RidgeFork LLC, a hunting camp property group in Bells, Tennessee. 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, focusing on portfolios with investable assets above $250,000 and employing a team-based approach with monthly portfolio reviews.

William Gurner is a Series 65-credentialed financial advisor with 22 years of industry experience. He has been with FCG Investment Company since 2018 and is also an owner of EMC Services, LLC, a management services company. His prior experience includes roles at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. 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 combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory methods, supported by AI and machine-learning tools with human oversight.

Courtney Wages is a financial advisor with Legacy Wealth Management, LLC in Memphis, TN. She holds Series 63 and Series 65 licenses and has been with Legacy Wealth Management since 2025. Prior to her current role, she worked at Presbyterian Day School and Emmanuel United Methodist, and has experience as a homemaker. Legacy Wealth Management is an independent, employee-owned advisory firm managing over $2.4 billion in client assets. The firm serves individuals, trusts, foundations, corporate pension plans, and government entities, employing a globally diversified investment approach that combines actively and passively managed strategies.

Jacob Jackson is a financial advisor with Strategic Advisory Services and holds a Series 66 designation. He has one year of industry experience and previously operated EcoScapes Landscape & Irrigation LLC. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, also serving small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets across about 338 client relationships and employs both fundamental and technical analysis to customize and regularly review portfolios.

Thomas Christenbury is a financial advisor with Strategic Advisory Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has worked at Strategic Advisory Services since 2017 and also maintains an affiliation with LPL Financial. Outside of his advisory roles, he serves as the onsite building superintendent for the office property, a position requiring minimal time and focused on facility issues. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, with additional services offered to small businesses, banks, estates, charitable organizations, and municipal entities. The firm employs a customized investment approach using fundamental and technical analysis, offering a range of investment options and discretionary portfolio management through a team of ten advisors.

William Steinberg is a CFP® with 37 years of industry experience, currently serving at Kelman-Lazarov, Inc. since 1995, and has also worked at Mutual Securities, Inc. from 2016 to 2024. In addition to his financial advisory role, he is a screen play and book writer. Kelman-Lazarov, Inc. provides discretionary investment management and financial planning services to individuals, pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations, utilizing strategic asset allocation, direct-indexing, and specialized advisory services including 1031 exchange support.

Scott Robbins is a CFP® with 22 years of industry experience, currently serving at Private Wealth Management, Inc. in Memphis, TN since 2002. He holds a Series 65 license and works as part of a four-advisor team. Private Wealth Management, Inc. offers individualized, non-discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets and emphasizes tailored advice based on client objectives and risk profiles, with a notable focus on tax preparation services and non-discretionary accounts.

Steven Sansom is a financial advisor with Steel Grove Capital Advisors, LLC, holding a Series 63 designation and 21 years of industry experience. He has been involved with Green Square Capital Management since 2001 and Green Square Securities since 2002. Since 2020, he has served as a general partner at Worthington Capital Management, LLC, which manages private funds including the Convergence Value Partners Funds. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities, providing wealth management through discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice. The firm employs a service-team model with investment decisions based on statistical analysis and proprietary liability-planning tools, constructing portfolios from mutual funds, ETFs, securities, and alternative investments with a generally long-term approach.

Jay Mcdonald is a financial advisor with TD Capital Management LLC in Memphis, TN, holding a Series 65 credential and 14 years of industry experience. He has been with TD Capital Management since 2007. 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 about 445 clients, focusing on clients with investable portfolios above $250,000 and employs a team-based approach that includes monthly portfolio reviews and tailored fixed-income solutions.

Kurt Voldeng is a financial advisor with Commerce Advisors, LLC in Memphis, TN, holding a Series 63 designation and over 21 years of industry experience. He has been with Commerce Advisors since 2017 and previously worked at Commerce Asset Management, LLC from 2011 to 2022. Commerce Advisors serves individual investors, high-net-worth clients, family offices, and select institutional clients, offering comprehensive wealth management services. The firm emphasizes tailored financial planning and diversified portfolio management, with a formal ERISA focus and a combination of active, passive, and alternative investment strategies.

Rebecca Rawlinson is a CFP® professional with 19 years of experience, currently serving at Legacy Wealth Management, LLC since 2007. She is based in Memphis, TN and works within a team-based advisory structure. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and government entities. The firm employs globally diversified, asset-allocation driven portfolios combining active and passive strategies, with a team approach to client service and a focus on institutional-quality investments.

Clayton Williams is a financial advisor at Steel Grove Capital Advisors, LLC with four years of industry experience. He holds the Series 65 designation and has previously worked at Green Square Capital Advisors and FHN Financial. Steel Grove Capital Advisors provides wealth management, portfolio management, and financial planning services to high-net-worth individuals, families, trusts, charitable organizations, and businesses. The firm employs statistical analysis and proprietary liability-planning tools to guide asset allocation and portfolio construction, combining long-term strategies with tactical adjustments and offering access to derivatives, margin, alternative investments, and private funds.

Christopher Purcell is a CFP® with 12 years of experience in financial advisory. He has worked at Kelman-Lazarov, Inc. since 2019 and previously held roles at Mutual Securities, Inc., Shoemaker Financial, Minnesota Life Insurance, and Securian Financial Services, Inc. Outside of his advisory work, he manages a property for his wife. Kelman-Lazarov, Inc. provides discretionary investment management, financial planning, and retirement plan advisory services to individuals, pension plans, trusts, corporations, estates, and charitable organizations. The firm emphasizes strategic asset allocation using ETFs, mutual funds, and model portfolios, with specialized offerings including 1031 exchange advisory, direct-indexing with tax-loss harvesting, and tax-aware long-short equity strategies.