Ronald Partain is a financial advisor at Commerce Advisors, LLC with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at WCM Investment Management, Weaver C. Barksdale & Associates, Inc., and AndCo, as well as operating as a self-employed advisor. Commerce Advisors serves individual investors, high-net-worth clients, family offices, and select institutional clients, offering comprehensive wealth management including financial planning, portfolio management, and retirement plan advisory. The firm utilizes a tailored investment approach emphasizing diversification, ERISA-focused services, and a mix of active and passive strategies.

Blaine Tierney is a financial advisor at Silverleafe Capital Partners, LLC with five years of industry experience. He holds a Series 66 designation and previously worked at Bank of America and Merrill. Outside of finance, he has experience with entertainment and production companies including Turnipblood Entertainment and FAT Music Productions, LLC. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm combines macroeconomic fundamental analysis and technical indicators to construct tailored portfolios, utilizing ETFs, individual equities, options, derivatives, and held-away account management.

John Dabov is a Series 65-registered financial advisor with Kelman Lazarov Inc in Memphis, TN, and has one year of industry experience. His prior roles include positions at Newday USA, Newell Brands, and Paddle Inn Rafting Co, as well as experience at Auburn University and Memphis University School. Kelman Lazarov Inc is a team-based firm that provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, pension plans, trusts, corporations, estates, and charitable organizations. The firm’s investment approach emphasizes strategic asset allocation through ETFs, mutual funds, and model portfolios, with specialized services including direct-indexing, tax-aware strategies, 1031 exchange advisory, and option-based borrowing structures.

Stephanie Goetsch is a CFP®-credentialed financial advisor with seven years of industry experience. She is currently with Kelman Lazarov Inc. and has prior experience at Mutual Securities, Inc., Raymond James Financial Services, and Merrill Lynch. She is part of a team at Kelman Lazarov Inc., a firm based in Memphis, TN. Kelman Lazarov Inc. provides discretionary investment management, financial planning, retirement plan advisory, and consulting services to individuals, pension plans, trusts, corporations, and charitable organizations. The firm employs a strategic asset allocation approach using ETFs, mutual funds, and model portfolios, with specialized services including 1031 exchange advisory, direct-indexing with tax-loss harvesting, and long-short tax-aware equity strategies.

Jacob Ryan is a financial advisor at Envision Financial Planning, LLC in Memphis, TN, holding Series 65 and Series 63 licenses with one year of industry experience. His prior roles include positions at Wealthview Capital, LLC, Northwestern Mutual Investment Services LLC, and Nicholas Jude Fiorito. Envision Financial Planning, LLC serves a diverse client base including individuals, retirement plans, charitable organizations, and businesses, offering services such as comprehensive financial planning, discretionary asset management, and retirement plan consulting. The firm emphasizes diversified asset allocation and long-term market returns through a centralized investment process supported by a quarterly investment committee.

Brienne Jackson is a CFP® professional with 17 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2008. She is based in Memphis, TN, and works within a team of 16 advisors. Legacy Wealth Management provides comprehensive financial planning and portfolio management to both individual and institutional clients, including trusts and select government entities. The firm employs a team-based service model and uses globally diversified, asset-allocation driven portfolios combining active and passive strategies.

Duncan Miller is a CFP® professional with 21 years of industry experience, currently serving at Legacy Wealth Management, LLC since 2000. He is based in Memphis, TN. Legacy Wealth Management, Inc. is an independent, employee-owned advisory firm managing over $2.4 billion in client assets for individuals, trusts, foundations, corporate plans, and government entities. The firm employs a globally diversified investment approach combining actively and passively managed strategies, with portfolio decisions made by client service teams and an investment committee.

Myron Mall is a financial advisor at Delta Asset Management, LLC with 22 years of industry experience. He holds a Series 65 designation and has been with Delta since 2005. Delta Asset Management serves a diverse client base including individuals, institutions, banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm provides discretionary portfolio management across equity, fixed income, and balanced strategies using a model-driven, client-specific asset allocation approach that emphasizes fundamental analysis and long-term purchases.

Mellio Sulipeck is a financial advisor at FCG Investment Company with 10 years of industry experience. He holds a Series 65 credential and has worked at notable firms including WHBQ FOX13 Memphis and Sector Capital Management. He is also the owner of EMC Services, LLC, a management services company. 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 a long-term, dividend-growth investment approach and integrates multiple analytical methods and technology tools, maintaining human oversight in its processes.

Michael Agee is a financial advisor with Strategic Advisory Services in Memphis, TN, holding a Series 66 designation and 27 years of industry experience. He previously worked at Raymond James & Associates for 17 years and has been with LPL Financial since 2016. Outside of finance, he has served as a soccer referee since 2011. Strategic Advisory Services provides asset management and financial planning primarily for individual and high-net-worth clients, as well as small businesses, banks, estates, charitable organizations, and municipal entities. The firm manages approximately $211.7 million in assets with a team of ten advisors, offering customized portfolios that utilize fundamental and technical analysis and a range of investment options.

Stephen House is a financial advisor at Family WMS, LLC in Memphis, TN, holding a Series 65 designation with 13 years of industry experience. He has been with Family WMS since 2004. Family WMS, LLC serves individual and high-net-worth clients, providing discretionary and non-discretionary portfolio management alongside complimentary financial planning. The firm also offers bundled accounting services such as bookkeeping, tax preparation, and payroll tax administration, focusing its investment advice on asset allocation and third-party money managers rather than in-house security analysis.

John Russell is a CFA® charterholder with 16 years of industry experience. He has been with Union Planters Investment Advisors, Inc. since 2002 and currently works at Silverleafe Capital Partners, LLC, a team-based firm located in Germantown, TN. 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 and manages approximately $436 million across discretionary and non-discretionary accounts.

Ryan Dean is a financial advisor with Kimery Wealth Management, LLC in Memphis, TN. He holds Series 65 and Series 63 licenses and has three years of industry experience. Prior to joining Kimery Wealth Management, he worked at Strategic Financial Partners, Sherman Williams, and held roles including an internship at the Tiger Scholarship Fund and teaching at Christian Brothers High School. Kimery Wealth Management serves individual clients, including high-net-worth individuals, and charitable organizations, providing asset management, financial planning, and retirement plan consulting. The firm offers a tax-planning service through a third-party CPA subsidiary and manages client assets using a wrap fee program with ongoing portfolio review and rebalancing based on client objectives and market conditions.

Brittany Paul is a CFP® professional at Legacy Wealth Management, LLC with one year of industry experience. She has worked at several firms including Bristol West, Harris Shelton, and Miles Mason Law. Prior to entering financial advising, she served three years with the Palm Bay Police Department. Legacy Wealth Management provides comprehensive financial planning and portfolio management to individual and institutional clients, including trusts and state and municipal government entities. The firm uses a team-based service model and globally diversified, asset-allocation driven portfolios combining active and passive funds.

Nathaniel Mayer is a financial advisor at Envision Financial Planning, LLC in Memphis, TN. He holds a Series 65 credential and has been in the industry since 2024, with prior experience at Thornhill Capital Management, LLC. He has also been a full-time student since 2015. Envision Financial Planning, LLC serves a diverse client base including individuals, pension and profit-sharing plans, charitable organizations, municipal entities, and corporations. The firm provides comprehensive financial planning and discretionary portfolio management, emphasizing long-term market returns and diversified asset allocation through a centralized investment process.

Timothy Ballard is a financial advisor at Steel Grove Capital Advisors, LLC in Memphis, TN, with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Cantor Fitzgerald & Co. since 2015. Ballard serves as a co-trustee of a family testamentary trust. Steel Grove Capital Advisors serves affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm employs a service-team model and statistical analysis to guide investment decisions, offering wealth management, portfolio management, and financial planning with a long-term investment approach.

Christopher Jones is a CFA® charterholder and holds a Series 63 license. He has been with Delta Asset Management, LLC since 2008, accumulating 18 years of industry experience. Based in Memphis, TN, he is part of a five-advisor team at Delta. Delta Asset Management serves a diverse client base including individual and institutional investors such as banks, pensions, trusts, estates, corporations, charitable organizations, and government entities. The firm employs a model-driven, client-specific asset allocation approach with an emphasis on fundamental analysis and long-term investment strategies.

Patrick O'hearn is a CFP® and holds a Series 63 license with nine years of industry experience. He is a partner at Kelman Lazarov Inc., where he has worked since 2016, following his prior role at Mutual Securities, Inc. from 2016 to 2024. Kelman Lazarov Inc. 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 emphasizes strategic asset allocation primarily using ETFs, mutual funds, and model portfolios, while also offering specialized services such as direct-indexing with tax-loss harvesting, alternative investments, and advisory support for 1031 exchanges.

Hugh Parks is a CFP® with 21 years of industry experience, currently serving as a financial advisor at Envision Financial Planning, LLC. His prior experience includes roles at Commonwealth Financial Network and Independent Wealth Management, LLC. Parks is also an owner and manager of Marlyn LLC, a family-owned partnership that operates a hunting club with timber rights. Envision Financial Planning, LLC provides financial planning, asset management, retirement plan consulting, and wealth management services to individuals, pension plans, charitable organizations, municipal entities, and corporations. The firm employs a centralized investment process focused on long-term market returns and diversified asset allocation, managing approximately $391 million across discretionary and non-discretionary accounts with a team of four advisors.

William Woodmansee Jr. is a financial advisor with Commerce Advisors, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Commerce Advisors since 2009 and is also associated with Purshe Kaplan Sterling Investments. Woodmansee owns Commerce Holdings, LLC, a holding company unrelated to investment activities. Commerce Advisors serves individual investors, high-net-worth clients, family offices, and select institutional clients, offering comprehensive wealth management including financial planning, portfolio management, and retirement plan advisory. The firm emphasizes tailored investment plans, diversification, and a formal ERISA focus, managing approximately $236.6 million for about 128 clients as of year-end 2024.