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®, 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.

Grant Hall is a CFP® professional with six years of industry experience currently advising at Fruitful. His previous roles include positions at Envision Financial Planning, MassMutual Life Insurance Company, and Shoemaker Financial. He holds the Series 66 designation and is based in Bartlett, TN. Fruitful Advisory, LLC serves individual clients through web-based financial planning and discretionary investment management, focusing on low-cost, passive core allocation models primarily involving exchange-traded funds and index funds. The firm uses a personalized “Money Map” approach to link client goals with investment strategy and offers advisory access based on subscription membership rather than traditional asset-based fees.

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.

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.

Paul Shanklin is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 65 designation and has managed Shanklin Capital Management, Inc. since 2001. Outside of finance, he is the owner and manager of Servicemaster Professional Cleaning Services, a business he has been involved with since 1983. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, employing a strategic asset allocation framework that includes mutual funds, individual securities, and active option 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.

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.

Robert Burns is a financial advisor at Alden Capital with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stephens Inc. and Mortgage Industry Advisors Corporation. Burns is based in Memphis, TN. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm combines proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform and provides sub-advisory services, fee-only financial planning, and retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.

Robin Sievers is a CFP® professional with 19 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2007. Based in Memphis, TN, he holds Series 63 and Series 66 licenses and works within a 16-advisor team. Legacy Wealth Management offers 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 approach and constructs globally diversified, asset-allocation portfolios using a mix of active and passive funds.