Perry Green is a financial advisor at Coastal Bridge Advisors with 22 years of industry experience. He holds the CFP®, CFA®, and PFS™ designations. Prior to joining Coastal Bridge Advisors in 2026, he worked for various affiliated entities including Waddell and Associates LLC and W&A Management Services, Inc. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm employs a goal-based, fundamental analysis approach to constructing diversified portfolios and offers specialized advisory services including retirement plan consulting and HSA investment management.

Noel David is a financial advisor with Csenge Advisory Group, LLC, holding a Series 63 designation and over 25 years of industry experience. His prior work history includes roles at MML Investors Services, Inc. and MassMutual Life Insurance Company. He also serves as president of Connect Advisory Group, LLC, a financial consulting firm. Csenge Advisory Group serves charitable organizations, corporations, and individual clients including high-net-worth families, providing asset management, financial planning, and retirement plan consulting. The firm employs a top-down investment approach combining fundamental and technical analysis with a relative-strength methodology to construct portfolios primarily using mutual funds and ETFs.

David Cremerius is a financial advisor at First Heartland Consultants, Inc. with 12 years of industry experience. He holds the Series 66 designation and has worked at First Heartland Capital and Cambridge Investment Research prior to his current role. Outside of advisory work, he is also an independent insurance agent with various agencies. First Heartland Consultants provides investment advisory and financial planning services to individuals, businesses, and retirement plan participants. The firm employs a mix of strategic and tactical asset allocation techniques delivered through independent representatives and offers multiple program options including third-party asset management and model-based self-directed brokerage accounts.

James Gulla is a financial advisor with Huntleigh Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has worked at K. W. Chambers & Co. since 1997. Outside of advisory services, he is involved in insurance sales covering life, health, and variable products. Huntleigh Advisors, Inc. is an SEC-registered investment advisor serving individual, high-net-worth, charitable, trust, and business clients with discretionary and non-discretionary asset management, ERISA retirement-plan services, and third-party manager solicitation. The firm offers model portfolio programs and customized management, including a MindShare Small Companies program that combines investor-sentiment/charting analysis with fundamental research across micro-, small-, and mid-cap equities.

Richard Burt is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and possessing 11 years of industry experience. He previously worked at WFG Investments Inc and has been involved with McAdams Group, LLC since 2005, where he engages in fixed insurance sales and client acquisition. Burt divides his time between advisory services and insurance-related activities. Sound Income Strategies, LLC manages approximately $4.0 billion in assets and serves a diverse client base, including individuals, pension plans, trusts, and corporations. The firm focuses on customized portfolio management with an emphasis on fixed-income analysis and equity review, offering a range of services from financial planning to sub-advisory ETF management.

Anne Reed is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Arvest Wealth Management since 2025. Prior to joining Arvest, she worked for First Horizon Advisors, Inc. (formerly FTB Advisors, Inc.) for 29 years. Arvest Wealth Management provides investment advisory and financial planning services to individual investors, employer-sponsored retirement plans, charitable organizations, and corporate clients. The firm offers portfolio management, retirement plan consulting, and written financial plans, with a client-focused approach guided by Investment Policy Statements.

James Cochran is a CFP® with 17 years of experience in financial advising, currently associated with Summit Wealth Group and Purshe Kaplan Sterling Investments since 2025. His prior experience includes roles at Commonwealth Financial Network, Shoemaker Financial, Minnesota Life Insurance Company, and Securian Financial Services. He serves as a board member and treasurer on the financial committee of the Tennessee State Parks Conservancy, a nonprofit organization supporting state parks. Summit Wealth Group LLC provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, charitable organizations, businesses, and retirement plans. The firm customizes investment strategies based on client profiles and employs a range of analytical approaches, often implementing solutions through third-party money managers and sub-advised models.

Brandy Wagner is a Series 65-licensed financial advisor at Creative Planning with seven years of industry experience. She previously worked at FSG Investment Management, LLC for 16 years before joining Creative Planning. Creative Planning serves a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans, providing investment advisory and financial planning services. The firm employs a financial planning-led investment process focused on low-cost indexing and buy-and-hold strategies, supplemented by custom approaches such as direct indexing and tax-loss harvesting, supported by a large advisory team and centralized infrastructure.

Robert Dingler is a financial advisor at Creative Planning with 20 years of industry experience. He holds a Series 65 designation and previously worked at FSG Investment Management, LLC for 18 years before joining Creative Planning in 2023. Outside of his advisory role, he is an owner/member of R.G. Dingler and Associates, LLC, a marketing consulting, accounting, and bookkeeping firm. Creative Planning offers investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning-led investment process emphasizing low-cost indexing and buy-and-hold strategies, supported by a large advisory team and a range of affiliated non-investment businesses.

Katherine White is a financial advisor with Voya Financial Advisors, Inc. She holds a Series 66 designation and has two years of industry experience. Her prior experience includes roles at Raymond James & Associates and Ashford Advisors. Voya Financial Advisors serves a diverse client base including individuals, institutions, retirement plan sponsors, and charitable organizations. The firm offers financial planning, portfolio management, and plan-sponsor consulting through various program structures, predominantly providing non-discretionary recommendations.

Larry Clayton is a financial advisor with Lincoln Investment, holding the ChFC® and Series 63 designations and bringing 33 years of industry experience. He has been with Lincoln Investment since 2012 and also maintains a long-standing role at Capital Analysts, Incorporated. Clayton is involved in insurance sales and life settlements, including evaluating life insurance policies for potential sale. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, retirement plan advice, and a range of advisory programs utilizing both strategic and dynamic investment approaches.

Michael Rowland is a financial advisor at Private Advisor Group, LLC with 37 years of industry experience. He holds a Series 63 designation and previously worked at LPL Financial, LLC for over three decades. Based in Memphis, TN, he joined Private Advisor Group in 2026. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans, offering portfolio management, financial planning, and retirement plan consulting through discretionary and non-discretionary programs. The firm employs a fiduciary-based advisory model that utilizes technology platforms and various investment strategies, often implementing advice via third-party managers and turnkey asset management programs.

Elizabeth Gordon is a financial advisor at Hightower Advisors with 11 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked at Green Square Capital from 2012 to 2019. She serves as a board member of U.S. Industrial Machinery, attending monthly meetings and advising on business operations. Hightower Advisors provides investment advisory and planning services to a diverse client base, including individuals, institutions, and pooled investment vehicles. The firm emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers along with proprietary research and a range of investment products.

Austin Maness is a financial advisor at Empower Advisory Group with seven years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including GWFS Equities, Inc., MML Distributors, LLC, and MassMutual. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and retail brokerage clients. The firm’s approach integrates planning and managed account solutions within Empower’s recordkeeping and administrative platforms.

Jared Sandridge is a financial advisor at Ameritas Advisory Services, LLC with four years of industry experience. He holds the Series 66 designation and has worked at firms including Ameritas Investment Company, LLC and Marston Rogers Group. Jared is also involved with UCL Financial Group, LLC, where he provides financial planning services. Ameritas Advisory Services, LLC offers investment advisory and financial planning services to a diverse client base that includes individual investors, retirement plans, charitable organizations, and corporate clients. The firm provides various managed account programs and fee-based management of variable products, supported by an Investment Committee and third-party partners to assist with portfolio construction and monitoring.

Jamie Baccus is a financial advisor at Creative Planning with a Series 65 credential and three years of industry experience. Prior to joining Creative Planning, Jamie worked at Telarray, LLC, Green Square Capital Advisors, LLC, and White Bison Capital, LLC. Creative Planning provides investment advisory and financial planning services to a diverse client base, including individuals, corporations, foundations, trusts, and retirement plans. The firm manages approximately $217 billion in assets and employs a financial planning–led investment process emphasizing low-cost indexing and buy-and-hold strategies, supplemented by various portfolio management techniques and integrated retirement plan services.

Rosaline Banks is a financial advisor with TIAA‑CREF, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Empower Advisory Group, Merrill, and Bank of America. She participates as a subject matter expert for the Boston University Financial Planning Program, focusing on retirement planning education for CFP candidates. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, offering financial planning and discretionary managed account programs alongside broker-dealer services. The firm operates with a fiduciary standard under its RIA services and provides both model-based and customized portfolio management options.

Calvin Reid is a financial advisor with VOYA Financial Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and institutions, providing services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers a variety of advisory programs with an emphasis on recommendation-based, non-discretionary management.

Herbert Landstreet Jr. is a CFP® and holds a Series 66 license with 18 years of experience in the financial industry. He is currently affiliated with Gwfs Equities, Inc., where he has worked since 2015. He is based in Eads, Tennessee. He works with Empower Advisory Group (EAG), which provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm offers integrated services tied to Empower’s recordkeeping and administrative platforms, focusing on long-term portfolio returns, annual rebalancing, and clients’ savings rates.

Kathleen Fish is a CFP® and ChFC® with 36 years of experience in financial advising. She has been with Kestra Advisory since 2016 and has simultaneously operated Fish & Associates since 2003. In addition to her advisory work, she teaches yoga and serves on several nonprofit boards including Playback Memphis, Choices, and Playhouse on the Square. Kestra Advisory Services provides investment advisory and retirement-plan consulting to a diverse range of institutional and individual clients. The firm offers fiduciary services, plan design, employee education, and access to multiple management platforms, serving a broad spectrum of clients including large institutional investors.