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.

Kent Monypeny is a financial advisor with Strategic Advisory Services, holding Series 63 and Series 66 licenses and bringing 43 years of industry experience. His prior roles include positions at LPL Financial, Paragon National Bank, Independent Financial Partners, and Paragon Wealth Solutions. Outside of his advisory work, he is a non-paid member owner of Standard Aviation LLC and provides emergency medical services at special events. Strategic Advisory Services offers 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 338 client relationships, delivering customized portfolio management and financial planning through a team of ten advisers.

Lawrence Epperly is a CFA® charterholder and holds a Series 65 license with eight years of industry experience. He has worked at Legacy Wealth Management, LLC since 2017 and previously at PNC Bank from 2014 to 2017. 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, offering discretionary portfolio management and comprehensive financial planning with a globally diversified investment approach.

Michael Thompson is a Series 65 licensed advisor with eight years of industry experience. He has worked at FCG Investment Company since 2018 and previously at Mid Atlantic Financial Management, Inc. from 2018 to 2020. Outside of his advisory role, Thompson serves as a reserve officer for the City of Memphis Police Department, assisting with public events. FCG Investment Company provides portfolio management and financial planning services to individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm emphasizes long-term, dividend-growth investing supported by a variety of analytical methods and incorporates AI and machine-learning tools with human oversight in its investment process.

Daniel Kimbrough is a financial advisor at Legacy Wealth Management, LLC in Memphis, TN, holding a Series 65 designation with 12 years of industry experience. He has been with Legacy Wealth Management since 2014. In addition to his advisory role, Kimbrough maintains a solo law practice focused on estate planning. Legacy Wealth Management offers comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and government entities. The firm employs a team-based service model and utilizes globally diversified, asset-allocation-driven portfolios combining active and passive funds.

Dana Shankle is a financial advisor at Envision Financial Planning, LLC with a Series 65 credential and one year of industry experience. Prior to joining Envision, Shankle was affiliated with Hope Presbyterian Church for 18 years. Envision Financial Planning, LLC is an SEC-registered advisory firm serving individual clients, retirement plans, charitable organizations, governmental entities, and businesses. The firm emphasizes diversified asset allocation and long-term market returns through a centralized investment process, offering comprehensive financial planning, discretionary asset management, and retirement plan consulting, supported by technology and client education programs.

Nimrod Thompson is a financial advisor at TD Capital Management LLC with 22 years of industry experience. He holds the PFS™ designation and has been with TD Capital since 1996, following a prior role at Cbiz. Thompson serves on the Board of Directors of Evolve Bancorp, Inc., a bank holding company in Memphis, TN, and acts as a trustee or co-trustee for several family trusts. 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 generally above $250,000 and employing a team-based approach with monthly portfolio reviews and tailored fixed-income solutions.

Britt Myszka is a financial advisor at Envision Financial Planning, LLC with 16 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including Commonwealth Financial Network and Emerald Spectrum Advisory. Envision Financial Planning, LLC offers comprehensive financial planning, asset management, and retirement plan consulting to individuals, pension plans, charitable organizations, and corporations. The firm uses a centralized investment process focused on long-term market returns and diversified asset allocation, managing approximately $391 million with a team of four advisors.

Ronald Behymer is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. He has worked at Kimery Wealth Management since 2018 and previously spent ten years with Charles Schwab Bank and Charles Schwab & Co., Inc. Kimery Wealth Management serves individuals, high-net-worth clients, and charitable organizations with discretionary portfolio management, financial planning, and retirement plan consulting. The firm uses a combination of third-party managers, mutual funds, ETFs, and separately managed accounts, and operates a wrap program alongside a separate tax-planning entity.

Jeremy Plyler is a financial advisor at FCG Investment Company with 12 years of industry experience. He holds a Series 65 designation and has worked at FCG Investment Company since 2020, following six years at Mid Atlantic Financial Management, Inc. In addition to his advisory role, he is a partner at Financial Consulting Group, a retirement plan consulting firm and insurance agency. FCG Investment Company provides portfolio management and financial planning services for individual and high-net-worth clients, as well as pension and profit-sharing plans. The firm’s investment approach focuses on long-term dividend-growth strategies supported by various analytical methods and technology-assisted research, with an emphasis on human review.