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 at Steel Grove Capital Advisors, LLC with 22 years of industry experience. He holds a Series 63 designation and has worked at several firms, including Worthington Capital Management, LLC, and Convergence Value Partners Fund, LP. Sansom is also a general partner at Worthington Capital Management, which manages private funds and offers model investment portfolios in separate account format. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and employs a personalized investment process that includes diversified portfolios and proprietary tools for asset allocation, with a primarily long-term focus.

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 a Series 65 designation and has previously worked at FHN Financial from 2016 to 2021 before joining his current firm. Steel Grove Capital Advisors provides wealth management, investment management, financial planning, and consulting services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm manages approximately $1.64 billion in client assets and employs a personalized investment process that includes diversified portfolios, internal due diligence, and proprietary liability-planning tools.

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.

Kevin Kimery is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior roles include positions at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and CitiGroup Global Markets Inc. Outside of finance, he serves as a line judge for NCAA Women's Volleyball and is a limited partner in Morpheus Partners. 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 a variety of investment vehicles while maintaining the ability to manage individual securities and operates a wrap program alongside a separate tax-planning entity.

Alston Wade is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 licenses and five years of industry experience. He also works as a certified public accountant through Wade Consulting and is involved with a nonprofit conservancy organization. FCG Investment Company provides portfolio management and financial planning for individual, high-net-worth clients, and pension and profit-sharing plans. The firm focuses on long-term, dividend-growth investing using a range of analytical methods and integrates AI and machine-learning tools with human oversight.

Christopher Lacy is a CFP® with 14 years of industry experience and has been with TD Capital Management LLC since 2008. He is based in Memphis, TN, and holds the Series 63 designation. 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 about $1.24 billion for roughly 445 clients, typically serving those with investable portfolios above $250,000.

Nimrod Thompson Jr. is a CFP® professional with 13 years of experience at TD Capital Management LLC in Memphis, TN, where he has worked since 2013. He holds Series 63 and Series 65 licenses and is part of an eight-advisor team. 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 portfolios with investable assets above $250,000 and employing a disciplined approach that includes monthly portfolio reviews and tailored fixed-income solutions.

Nathan Powell is a CFP® professional with 12 years of industry experience. He has worked at Legacy Wealth Management, LLC since 2018 and has earlier experience with Securain Financial Services Inc, Minnesota Life Insurance Co, and Shoemaker Financial. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and some state and municipal government entities. The firm uses a team-based client service model and employs globally diversified, asset-allocation driven portfolios combining active and passive investments.

Broc Kreitz is a CFP® and holds a Series 66 license with 27 years of industry experience. He has worked at Silverleafe Capital Partners, LLC since 2017 and previously spent six years at Fidelity Investments. Silverleafe Capital Partners, LLC provides portfolio management, investment consulting, and financial planning 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.

Samuel Humphreys is a financial advisor with Strategic Advisory Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 49 years of industry experience. His prior experience includes roles at UBS Financial Services Inc. and LPL Financial LLC. Outside of finance, he owns and operates Humphreys Specifics, a business selling antiques and collectibles. 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 employs a customized investment approach using both fundamental and technical analysis and offers discretionary portfolio management through a team of ten advisors.

Keith Schmitt is a financial advisor with Kelman-Lazarov Inc in Memphis, TN, holding a Series 66 designation and 21 years of industry experience. He has been with Kelman-Lazarov Inc since 2008 and has also worked at Mutual Securities, Inc. since 2016. Schmitt serves on the board of the DeNeuville Learning Center, a nonprofit organization. Kelman-Lazarov Inc provides comprehensive discretionary investment management and financial planning services to individuals, including high-net-worth clients, as well as pension plans, trusts, corporations, and charitable organizations. The firm’s investment approach includes strategic asset allocation using ETFs, mutual funds, and model portfolios, with additional offerings such as direct-indexing, tax-loss harvesting, and specialized advisory support for 1031 exchanges.

Scott Shows is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 23 years of industry experience. He has been associated with Advocacy Wealth Management Services, LLC since 2006 and Family Wealth Management Inc. since 2003, where he also serves as Chief Financial Officer overseeing the firm’s financial operations. Family WMS, LLC serves individual and high-net-worth clients with discretionary and non-discretionary portfolio management and offers financial planning at no extra charge. The firm provides bundled accounting services alongside investment advice focused on asset allocation and the use of third-party money managers, serving a small client base with a high asset-per-client profile.

James Kirshbaum is a financial advisor at Delta Asset Management, LLC with 28 years of industry experience. He holds the Series 65 and Series 63 designations. Prior to joining Delta in 2025, he worked for Raymond James & Associates for 13 years. Delta Asset Management provides discretionary investment advisory and financial planning services to individuals, institutional accounts, trusts, estates, and government entities. The firm employs a model portfolio approach with fundamental analysis and a long-term purchase orientation, tailoring asset allocation to each client's objectives, time horizon, and risk tolerance.

Jere Sights III is a financial advisor at TD Capital Management LLC in Memphis, TN, holding a Series 65 designation with 10 years of industry experience. He has been with TD Capital Management since 2016. 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 portfolios generally above $250,000 and employing a team-based approach to portfolio review and tailored fixed-income strategies.

Andrew Buzan is a CFA® charterholder and holds a Series 66 license, with 16 years of industry experience. He has worked at Kelman-Lazarov, Inc. since 2007 and spent eight years at Mutual Securities, Inc. He serves as Chief Investment Officer and Portfolio Manager at Kelman-Lazarov. Kelman-Lazarov provides discretionary investment management, financial planning, retirement plan advisory, 1031 exchange advisory, and consulting services to individuals, pension and profit-sharing plans, trusts, corporations, estates, and charitable organizations. The firm employs a strategic asset allocation approach using ETFs, mutual funds, and model portfolios, alongside personalized equity strategies such as direct-indexing with tax-loss harvesting and alternative investment considerations.