Craig Howard is a CFP® professional with 16 years of industry experience, currently serving at ValMark Advisers, Inc. since 2021. He previously worked at Lincoln Investment and Capital Analysts Incorporated. Howard is also licensed to solicit, sell, and service fixed insurance products. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm employs diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, and offers a range of proprietary and third-party investment programs.

Paul Zuckerman is a financial advisor at Stephens with 42 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stephens since 2011. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

John Kimbrough IV is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Stephens since 2012. Outside of his advisory role, he owns and manages a small portfolio of single-family rental properties. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs with committee-based oversight and combines advisory services with substantial broker-dealer and investment banking activities.

Michael Deutsch is a CFP® professional with 20 years of experience in financial advising. He has been with United Capital Financial Advisors since 2010. Outside of his advisory role, he mentors his daughter's jewelry design and sales business, Pink Antique, LLC. United Capital Financial Advisors serves a broad client base nationally, including individuals, corporations, retirement plans, and charitable organizations. The firm offers discretionary portfolio management, access to third-party managers, and customized investment strategies, supported by client-facing technology and ongoing portfolio monitoring.

John Cordera Jr. is a financial advisor at B. Riley Wealth Advisors, Inc. He holds a Series 66 designation and has one year of industry experience. Prior to joining B. Riley Wealth Advisors and B. Riley Wealth Management in 2024, he worked at FedEx Express for six years and at Mississippi State University for five years. B. Riley Wealth Advisors, Inc. is an SEC-registered advisory firm managing approximately $7 billion in client assets through 274 advisors. The firm serves individual, high-net-worth, charitable, corporate, and retirement plan clients with a broad range of advisory programs, financial planning, and investment management services.

Stuart Ray is a CFP® with 27 years of industry experience, currently with Hilltop Securities Inc. He has previously held roles at B. Riley Wealth Advisors, B. Riley Wealth Management, Wunderlich Securities, and Morgan Stanley in various capacities over nearly two decades. Hilltop Securities serves individual and institutional clients, including high-net-worth individuals and retirement-plan sponsors, offering a range of advisory and brokerage services on an open-architecture platform that includes third-party and proprietary strategies. The firm integrates custody, banking, and market-making capabilities and sponsors specialized municipal bond strategies.

Martin Hearn Sr. is a financial advisor with Silver Oak Securities, Incorporated, holding a Series 63 designation and 32 years of industry experience. He has been with Silver Oak Securities since 2009. Outside of his advisory role, he is involved in insurance services through Hearn Wealth Management, LLC, which focuses on life, fixed, health, and long-term care insurance. Silver Oak Securities serves individuals, including high-net-worth clients, pension and profit-sharing plans, corporations, trusts, estates, and other business entities. The firm offers a variety of advisory programs with a primarily discretionary, tailored investment approach that incorporates customized portfolios and strategist models.

Jennifer Linkous is a financial advisor at United Capital Financial Advisors with 13 years of industry experience. She holds a Series 65 designation and has been with United Capital since 2010. United Capital Financial Advisors provides financial planning and investment management services nationally to individual investors, corporations, retirement plans, charitable organizations, and other institutional clients. The firm offers discretionary portfolio management using asset-allocation models and selected third-party managers, with options for ESG and faith-based customization, supported by client-facing technology and ongoing monitoring.

David Hall is a financial advisor with AlphaStar Capital Management and holds Series 63 and Series 65 licenses. He has four years of industry experience and previously operated David Hall & Associates for 13 years. Hall is also a CPA providing planning services under the PFS designation through Retirement Risk Advisors and owns an insurance agency offering life and long-term care insurance and annuities. AlphaStar Capital Management serves individual, corporate, and retirement plan clients, providing discretionary investment management, financial planning, participant account management, and subadvisory services. The firm employs a range of strategic and tactical investment approaches and uses third-party portfolio construction technology, managing approximately $2.5 billion in assets across over 8,400 client relationships.

Philip Wunderlich is a financial advisor at Prospera Financial Services, Inc. with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wunderlich Capital Management LLC, B. Riley Wealth Management, and B. Riley Wealth Advisors. Outside of his advisory role, he is involved in managing family-owned hunting land and real estate investments. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers investment advisory and financial planning services across multiple platforms and customizable portfolio management options.

Peyton Klawinski is a CFP® professional with eight years of industry experience, currently serving at Red Door Wealth Management, LLC since 2021. Prior to joining Red Door, Klawinski worked at Stephens Inc. from 2017 to 2021 and completed academic work at the University of North Carolina from 2013 to 2017. Red Door Wealth Management provides advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension plans, employing diverse investment strategies including fundamental and technical analysis, modern portfolio theory, and tax-loss harvesting. The firm is recognized for its role as a private-fund adviser and sponsor, offering customized wealth planning and estate services through strategic partnerships.

George Coors II is a financial advisor at Stephens with 12 years of industry experience and holds a Series 66 designation. He has been with Stephens in various capacities since 2015. Outside of his advisory role, Coors serves as Treasurer for the Memphis Chapter of Delta Waterfowl, a nonprofit focused on raising funds for waterfowl conservation. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs and committee-based oversight, combining broker-dealer and investment banking activities alongside advisory services.

Larry Tolbert is a financial advisor with Csenge Advisory Group, LLC, holding a Series 66 designation and 25 years of industry experience. His prior work includes roles at Lion Street Advisors and FSC Securities Corp. Outside of advisory work, he serves as president of the Tennessee Chapter of the Ferrari Club of America. 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 disciplined investment process combining fundamental and technical analysis with a relative-strength methodology, primarily using mutual funds and ETFs to tailor portfolios to client goals.

Kenneth Hawkins is a financial advisor with ValMark Advisers, Inc. in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He previously worked at Lincoln Investment and Capital Analysts, Incorporated. Hawkins serves on the investment committee of the Collierville High School Alumni Association, managing the investment assets of a scholarship fund. ValMark Advisers provides investment management, financial planning, and retirement plan advisory services to individuals, plan sponsors, and institutional clients through a network of approximately 280 advisors. The firm emphasizes diversified, goal-based model portfolios primarily using mutual funds, ETFs, and third-party managers, supported by proprietary platforms and a range of fee-based planning and consulting services.

Ralph Bond is a financial advisor with Packerland Brokerage Services, Inc. in Memphis, TN, holding the ChFC® designation along with Series 63 and Series 65 licenses. He has 17 years of industry experience, including previous roles at Lasalle St. Securities and Dempsey Lord Smith, LLC. In addition to his advisory work, he is involved with Exclusive Financial Strategies, focusing on fixed, life, long-term care, and disability insurance. Packerland Brokerage Services, Inc. serves individuals, charities, corporations, and retirement plan sponsors with financial planning, portfolio management, and advisory program access. The firm combines individualized financial planning with discretionary and non-discretionary account management, offering services through firm-managed portfolios, wrap programs, and third-party co-advisory arrangements.

William Hogue is a financial advisor at Stephens with 38 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at Raymond James & Associates for 18 years before joining Stephens, where he has been since 2017. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs and committee-based oversight, combining advisory services with broker-dealer and investment banking activities.

Francine Olsen is a financial advisor with Kestra Private Wealth Services, LLC, holding Series 66 and Series 63 licenses and possessing six years of industry experience. Her prior work includes roles at UBS Financial Services and Waddell and Associates. Outside of her advisory duties, she has worked as a delivery driver for Uber Eats. Kestra Private Wealth Services serves individual clients, retirement plans, and institutional entities, offering advisor-managed portfolios, financial planning, wrap-fee programs, and specialized advisory services across multiple platforms. The firm supports both discretionary and non-discretionary investment approaches and includes an affiliated trust company for trustee services.

Philip Zanone Jr. is a financial advisor with B. Riley Wealth Private Shares, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has been with B. Riley Wealth Advisors and its related entities since 2005. Outside of his advisory role, Zanone serves on the boards of several organizations, including INSBANK and the Assisi Foundation, where he is treasurer. B. Riley Wealth Private Shares advises privately offered pooled investment vehicles that invest in early- and developmental-stage private companies. The firm uses a Commitment Committee to oversee investment decisions and generally holds concentrated, long-term positions until liquidity events occur.

Herbert Taylor IV is a financial advisor at Prospera Financial Services, Inc. with 34 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. In addition to his advisory role, he is licensed as an insurance producer with PacificLife, focusing on insurance and annuities. Prospera Financial Services, Inc. is an enterprise-scale firm that serves individuals, corporate and charitable entities, and retirement plans, managing approximately $12.4 billion through 207 advisors. The firm offers a range of investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations in portfolio management.

Brown Baine is a financial advisor with Prospera Financial Services, Inc., holding Series 63 and Series 65 credentials and 32 years of industry experience. Prior to joining Prospera in 2024, he worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management from 2009 to 2024. Prospera Financial Services, Inc. is an enterprise-scale adviser and dually registered broker-dealer serving individuals, corporate and charitable entities, and retirement plans. The firm manages approximately $12.4 billion through about 207 advisors and offers a range of investment advisory and financial planning services via multiple delivery platforms.