William Martin is a CFA® charterholder with over 30 years of industry experience, currently serving at Steel Grove Capital Advisors, LLC and Worthington Capital Management, LLC where he is Chief Investment Officer. His prior experience includes a long tenure at Bondurant Futures, Inc. from 1997 to 2021. Steel Grove Capital Advisors, LLC provides wealth management services to affluent individuals, families, trusts, estates, charitable organizations, corporations, and business entities. The firm utilizes a service-team model with portfolio construction based on statistical analysis and proprietary liability-planning tools, offering a range of investment strategies including mutual funds, ETFs, individual securities, and alternative investments.

Dennis Plyler is a financial advisor at FCG Investment Company with 13 years of industry experience. He holds the Series 63 and Series 65 designations and has worked previously at Mid Atlantic Financial Management, Inc. He is also a partner in a retirement plan consulting and third-party administration business. 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 employs a long-term, dividend-growth investment approach supported by multiple analytical methods and incorporates AI and machine-learning tools alongside human oversight.

Richard Eskrigge is a financial advisor at Silverleafe Capital Partners, LLC with a Series 65 credential and three years of industry experience. His work history includes positions at Buckingham Strategic Wealth, Forvis, LLP, and the University of Mississippi. Silverleafe Capital Partners provides portfolio management, investment consulting, and financial planning services to individuals, families, trusts, estates, family businesses, charitable organizations, and retirement plans. The firm employs a combined macroeconomic fundamental and technical analysis investment process, utilizing ETFs, individual equities, options, and derivatives to construct portfolios tailored from conservative to aggressive.

Joe Meals is a financial advisor with FCG Investment Company, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has held roles at EMC Services, LLC, FCG Investment Company, Financial Consulting Group, and ELM Group LLC. Outside of advising, he serves as CFO for a private general contractor firm specializing in new home construction. 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 combination of fundamental, quantitative, technical, cyclical, and modern portfolio theory analyses, supported by AI and machine learning tools alongside human review.

Bonnie Boyd is a financial advisor at Stephens with 29 years of industry experience. She holds Series 63 and Series 65 licenses and has worked previously at Kestra Advisory, Kestra Investment Services, and WFG Investments. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Scott Lipka is a financial advisor with Integrated Advisors Network LLC in Memphis, TN, holding Series 65 and Series 63 licenses with one year of industry experience. He also serves as CFO and financial adviser at Select Wealth Advisers. Prior to his advisory roles, Lipka worked in the fitness industry for five years at Ready Fitness. Integrated Advisors Network is a multi-team SEC-registered investment adviser that offers portfolio management, financial planning, and consulting services to individuals, high-net-worth clients, trusts, estates, retirement plans, and corporate entities. The firm employs a mix of fundamental and quantitative strategies and often utilizes third-party sub-advisers through platforms such as Envestnet.

Roxanne Spencer is a financial advisor with Stephens in Oakland, Tennessee, holding a Series 66 credential and 21 years of industry experience. Her career includes previous roles at Wells Fargo Clearing and Wells Fargo Advisors LLC before joining Stephens in 2018. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines advisory services with broker-dealer and investment banking activities.

Kathy Briner is a financial advisor at Stephens with 39 years of industry experience. She holds Series 63, 65, and 66 designations. Her prior experience includes positions at Bank of America, Merrill, BankPlus, and Linsco Private Ledger. 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 broker-dealer and investment banking activities.

Connor Mykleby is a financial advisor at Red Door Wealth Management, LLC in Memphis, TN. He holds a Series 65 designation and joined the firm in 2025. His prior experience includes four years at Ernst & Young LLC and a year at Riveron Consulting LLC. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm employs a range of investment approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, while offering customized portfolio management and family-office services.

William Covington III is a CFA® charterholder with 15 years of experience in the financial industry, currently serving as an advisor at Stephens in Memphis, TN. His prior experience includes five years at FTB Advisors, Inc. and continuing roles within Stephens since 2021. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight, combining substantial broker-dealer and investment banking activities alongside advisory services.

William James is a financial advisor with Stephens in Memphis, TN, holding a Series 66 credential and 17 years of industry experience. He has been with Stephens since 2011. 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, combining broker-dealer and investment banking activities alongside advisory services.

William Plyler II is a financial advisor at Prospera Financial Services, Inc. with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. Outside of his advisory role, he is the managing partner of Bear Bayou Hunting Club, LLC, a hunting club. Prospera Financial Services, Inc. is an enterprise-scale advisor and dually registered broker-dealer managing approximately $12.4 billion across a broad client base including individuals, corporate and charitable entities, and retirement plans. The firm offers diversified investment advisory and financial planning services through multiple platforms and combines firm models, third-party sub-advisers, and customizable allocations in portfolio management.

Shelly Baker is a CFP®-certified financial advisor at Coastal Bridge Advisors with 29 years of industry experience. She has worked at firms including Waddell & Associates and B Riley Wealth Management. Baker also operated Baker Notary Services from 2017 to 2019. Coastal Bridge Advisors provides financial planning, consulting, and wealth management services to individuals, family offices, trusts, estates, foundations, and qualified retirement plans. The firm uses a goal-based, fundamental analysis approach to construct diversified portfolios and offers specialized advisory services including retirement plan consulting and ERISA services.

William Lowes is a Series 66-credentialed advisor with three years of industry experience. He is currently affiliated with Sound Income Strategies, LLC and McAdams Group, LLC. Prior to his advisory roles, he worked at Empower Advisory Group and Pruco Securities LLC, and he also spent six years at Saint Francis Hospital - Bartlett. Outside of his advisory work, Lowes serves as treasurer for the Arlington Area Chamber of Commerce and holds a role with the Millington Area Chamber of Commerce. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in client assets. The firm serves a broad client base including individuals, pension plans, trusts, corporations, and registered investment advisers, offering customized portfolio management with an emphasis on fixed-income analysis alongside equity review.

Chad Keller is a financial advisor at Shelton Capital Management with 21 years of industry experience. He holds the CFP® designation and Series 66 and Series 63 licenses. Keller also serves as Chief Compliance Officer for Stringer Asset Management, where he oversees operations, compliance, and portfolio management. Shelton Capital Management provides investment management services to mutual funds, institutional investors, retirement plans, government entities, nonprofits, and individual investors, utilizing an active approach that incorporates fundamental, technical, and quantitative analysis along with ESG screening and advanced data-science techniques.

David Mcadams is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been involved in multiple related ventures since 2003, including managing McAdams Group LLC, which focuses on fixed insurance sales, and McAdams Tax Advisory Group LLC, which provides tax return preparation services. He also manages McAdams Estate Group LLC, utilizing estate planning software in collaboration with local attorneys. Sound Income Strategies, LLC is an enterprise investment adviser managing approximately $4.0 billion in assets for a diverse client base, including individuals, pension and profit-sharing plans, and trusts. The firm emphasizes fixed-income analysis combined with equity fundamental and technical review, offering customized portfolios and a range of advisory services including sub-advisory and insurance planning.

Christopher Wiltse is a financial advisor with Stephens, holding Series 63 and Series 65 licenses and bringing 45 years of industry experience. He has been with Stephens since 2011. Stephens provides investment advisory and wealth management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm offers tailored portfolio programs managed through both individual advisors and multiple investment committees, combining advisory services with broker-dealer and investment banking activities.

George Sousoulas is a financial advisor with Stephens in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has worked at Stephens since 2016. Stephens provides investment advisory and wealth-management services to individuals, pension plans, foundations, corporations, and other institutional clients. The firm emphasizes tailored portfolio programs with committee-based oversight and combines substantial broker-dealer and investment banking activities alongside advisory services.

Albert Alexander Jr. is a financial advisor at Prospera Financial Services, Inc. with 36 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management. In addition to his advisory role, he provides fiduciary consulting services and is involved in structured settlement brokerage. Prospera Financial Services, Inc. is an enterprise-scale firm 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, combining firm models, third-party sub-advisers, and customizable allocations.

Connor Wright is a financial advisor with Red Door Wealth Management, LLC, holding a Series 66 designation and five years of industry experience. He has previously worked at Stephens Inc., Millstone Market, CAPTrust, and the University of Alabama. Red Door Wealth Management provides investment advisory services to individuals, high-net-worth clients, pooled investment vehicles, and pension and profit-sharing plans. The firm offers tailored investment advice using various approaches, including fundamental and technical analysis, modern portfolio theory, and direct-indexing, while maintaining active involvement as a private-fund adviser and sponsor.