Dennis Drexler is a financial advisor at Coordinated Capital Securities, Inc. with 31 years of industry experience. He holds Series 65, Series 66, and Series 63 licenses and has worked at Coordinated Capital Securities since 2016 and at Wunderlich Securities 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 both discretionary and non-discretionary management programs, access to wrap programs and third-party managers, and employs 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 in Memphis, TN, holding a Series 65 license with nine years of industry experience. He has worked at Green Square Capital, LLC since 2016. Steel Grove Capital Advisors provides wealth management, portfolio management, and financial planning services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm utilizes a combination of statistical analysis, proprietary liability-planning tools, and regular client interaction to guide long-term asset allocation and portfolio construction, offering diversified investments including mutual funds, ETFs, options, and private placements.

Taylor Nobriga is a financial advisor at Kimery Wealth Management, LLC with 11 years of industry experience. He holds the Series 66 designation and has worked at B.Riley Wealth Management, Inc. since 2015 before joining Kimery Wealth Management in 2023. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations, offering discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a range of investment vehicles and conducts due diligence on managers while operating a wrap fee program and providing integrated tax planning services through a separate entity.

Jacob Samuels is a CFP® with 11 years of industry experience, currently serving as a partner and portfolio manager at Kelman-Lazarov Inc. He has worked at Mutual Securities, Inc. for eight years before continuing his tenure at Kelman-Lazarov since 2013. Outside of his advisory role, he is involved as a limited partner in a rental property enterprise. Kelman-Lazarov Inc. offers discretionary investment management, financial planning, retirement plan advisory, 1031 exchange advisory, and consulting services to a diverse client base, including high-net-worth individuals and institutional clients. The firm’s investment approach incorporates strategic asset allocation with ETFs, mutual funds, and direct-indexing strategies, alongside specialized services such as tax-aware overlays and box-spread borrowing structures.

Patrick Sirayathorn is a CFP® and ChFC® with 13 years of industry experience. He is currently with Alden Investment Group and has previously worked at Crest Private Wealth, Hallthorn Advisory Services, HTG Financial, and The Hallthorn Group. Alden Investment Advisors provides discretionary and non-discretionary portfolio management and fee-based financial planning to individuals, other advisors, retirement plans, and institutional clients. The firm specializes in retirement programs and executive benefits for small and mid-sized employers, utilizing customized asset allocations and proprietary technology platforms to extend fiduciary oversight and participant education.

Clayton Chapman is a CFP® professional with 15 years of industry experience. He is currently with Envision Financial Planning, LLC, where he has worked since 2019. Prior to that, he was associated with Commonwealth Financial Network and Independent Wealth Management, LLC. Envision Financial Planning, LLC provides financial planning, asset management, retirement plan consulting, and wealth management services to individuals, pension and profit-sharing plans, charitable organizations, municipal entities, and corporations. The firm employs a centralized investment process with a focus on long-term market returns and diversified asset allocation, managing approximately $391 million across discretionary and non-discretionary accounts.

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. He holds a Series 65 designation and has previously worked at Silverleafe Capital Partners, Premier Storage Investors, and Sycamore Pictures. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm provides wealth management through discretionary and non-discretionary portfolio management, financial planning, and retirement-account advice, using a service-team model supported by statistical analysis 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.

Kenneth Riffle is a financial advisor at FCG Investment Company with 22 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Mid Atlantic Financial Management, Nuveen Asset Management, and Tradewinds Global Investors. He is also an analyst for EMC Services, LLC, a management services company. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth, and pension clients, using a dividend-growth investment approach supported by various analytical methods and AI tools, with human oversight.

Wallace Hope is a CFA® charterholder with 21 years of experience in the financial services industry. He has been with Legacy Wealth Management, LLC since 2011. 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, endowments, corporate pension and retirement plans, as well as state and municipal government entities, using a globally diversified investment approach that combines active and passive strategies across no-load mutual funds, ETFs, and individual bonds.

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.

John Laughlin is a CFP® with 21 years of industry experience and is currently with Summit Asset Management LLC in Memphis, TN. He has been with Summit since 2012 and is a member of the Investment Committees for both the Second Presbyterian Church Foundation and the Metropolitan Inter-Faith Association Endowment. 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 focuses on portfolio management, financial planning, and retirement plan advisory services, implementing client plans primarily through asset allocation across mutual funds, ETFs, and alternatives, with investment decisions made by an internal Investment Committee.

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.