Alan De Flumere is the sole advisor at Covenant Financial Planning and Resource Management, Inc. in Memphis, TN, holding a Series 65 designation with 13 years of experience in financial advisory services. Prior to founding his firm in 2013, he worked at FedEx for 31 years. Covenant Financial Planning and Resource Management, Inc. provides financial planning and discretionary portfolio management, primarily using pooled investment vehicles such as mutual funds, index funds, and ETFs. The firm focuses on asset allocation, periodic rebalancing, and tactical adjustments, serving clients through both ongoing investment management and standalone financial planning engagements.

Stacy Barrom is a CFP® and Series 66 licensed advisor with 13 years of industry experience. She is the principal of Mosaic Wealth Consultants, Inc., an independent firm she founded in 2022. In addition to her advisory work, she is an independent insurance agent and provides tax preparation services. Barrom also coaches and referees volleyball for a local youth club. Mosaic Wealth Consultants serves individual investors, business owners, and other entities, offering discretionary and non-discretionary asset management, financial planning, and public seminars. The firm’s investment approach is tailored to client objectives, time horizons, and risk tolerance, utilizing fundamental and technical analysis alongside modern portfolio theory.

Bruce Stein is a financial advisor at BAS Capital with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has been with BAS Capital since 2009. BAS Capital is an independent investment advisory firm serving individuals, pension and profit-sharing plans, trusts, estates, and business entities. The firm offers discretionary management of stock and bond portfolios along with pension consulting and ad hoc investment advice, employing a range of strategies from long-term holdings to short-term trading tailored to client objectives and risk tolerance.

Matthew Fox is a financial advisor with Ithaca Wealth Management in Memphis, TN, holding a Series 65 credential and five years of industry experience. He previously worked at Tompkins Financial Advisors and Dynamic Advisor Solutions. In addition to his advisory role, Fox serves as an adjunct professor at Ithaca College School of Business, teaching equity and fixed income analysis, and contributes articles to Insider Inc. Ithaca Wealth Management offers discretionary portfolio management and financial planning to individuals, corporations, small businesses, non-profits, endowments, and foundations. The firm focuses on ETFs and equity securities, using various analysis methods to tailor portfolios according to client goals and risk tolerances.

David Wilkins is a financial advisor at Aries Investments, LLC in Lakeland, Tennessee, holding a Series 65 designation with no prior industry experience. He has a background that includes roles at St. Jude Children's Research Hospital and the Institute of Human Virology. Outside of advisory work, he serves as CEO of Aries Legacy Group, LLC, a business management consulting and retail operations firm. Aries Investments provides financial planning, portfolio management, retirement plan advisory, and pension consulting services to a diverse client base including individuals, trusts, estates, and various institutional entities. The firm employs a rules-based ETF strategy with risk profiling and due diligence processes, operating primarily through Charles Schwab custodial accounts.

John Goble is a CFP® with 11 years of industry experience, currently serving as the sole advisor at Your Family Matters, LLP since 2024. He previously worked at Edward Jones for six years and has a diverse background including nearly three decades of self-employment. Outside of finance, Goble is a trumpet player in a Big Band and officiates high school-level baseball, football, and basketball games. Your Family Matters, LLP offers discretionary portfolio management and financial planning primarily for individual clients, utilizing written Investment Policy Statements and a combination of fundamental, quantitative, and technical analysis with an emphasis on long-term, passive strategies. The firm manages approximately $12.8 million in assets across 84 client accounts.

Reginald Clark is a financial advisor at P3 Wealth Management in Cordova, TN, with 25 years of industry experience. He holds the CFP® and Series 63 designations. His career includes roles at The O.N. Equity Sales Company and multiple affiliated financial and insurance firms. P3 Wealth Management provides fee-based investment management and financial planning services to individuals, trusts, estates, charitable organizations, corporations, and employer-sponsored retirement plans. The firm manages approximately $30.8 million in discretionary assets and employs a tactical allocation approach using a variety of investment instruments.

Robert Cooke Sr. is a financial advisor at Broxton Capital Advisors with 25 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at firms including UBS Financial Services and Hudson Cooper Asset Management. Outside of his advisory work, he is involved with Doozy Cards, LLC, a non-investment business. Broxton Capital Advisors provides investment advisory and portfolio management services to individuals, corporations, trusts, other advisors, and institutions. The firm employs a combination of fundamental and technical analysis along with proprietary algorithms and AI tools, focusing on income and total-return objectives through a diverse range of instruments and active trading strategies.

James Adkins is a Series 65-licensed financial advisor with Adkins Asset Management LLC in Cordova, Tennessee, bringing four years of industry experience. His prior work includes roles at Jackson Howell and Associates and Robert Half. Adkins Asset Management LLC offers financial planning, investment management, and wealth management services tailored to individuals, high-net-worth clients, small businesses, and trusts. The firm’s investment approach focuses on asset allocation guided by economic analysis and uses individualized Investment Policy Statements with diversified holdings.

Robert Lloyd is a financial advisor at Rpata, LLC in Memphis, TN, holding Series 63 and Series 65 licenses with 11 years of industry experience. He has been with Revolution Partners, LLC since 2013. Rpata provides investment management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored retirement plans. The firm uses a goals-based approach focused on diversification, incorporating independent money managers and data aggregation technology, and offers ERISA 3(38) fiduciary services and a wrap fee program.

Paul Fowler is a financial advisor with Revolution Partners, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has worked at Revolution Partners since 2013, following prior roles at Raymond James & Associates and Morgan Keegan & Company, LLC. Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and business entities. The firm employs a goals-based, diversification-oriented approach and incorporates technology to aggregate held-away accounts, offering both discretionary and non-discretionary portfolio management.

Jimmy Adkins is a Series 65-licensed financial advisor with four years of experience at Adkins Asset Management LLC in Cordova, TN. He also works part-time as an audit manager at Jackson Howell & Associates PLLC, a Certified Public Accounting firm where he has been employed since 1987. Adkins Asset Management LLC provides financial planning, investment management, and wealth management services to individuals, high-net-worth clients, small businesses, and trusts. The firm customizes services for each client and emphasizes asset allocation based on economic analysis, implementing strategies through individualized Investment Policy Statements and diversified holdings.

Hayden Wilson is a financial advisor at Revolution Partners, LLC with a Series 65 credential and experience beginning in 2024. Prior to joining Revolution Partners, he worked at Ramsey Solutions and held positions in other industries including retail and coffee. Revolution Partners serves a diverse client base including individuals, pension and profit-sharing plans, trusts, and charitable organizations. The firm employs a goals-based, diversification-focused investment approach and integrates held-away assets through data aggregation to provide a consolidated portfolio view.

Matthew Saenger is a financial advisor at Sunbeam Capital Management, LLC with 21 years of industry experience. He previously worked at Steel Grove Capital Advisors, LLC for 20 years and Green Square Capital, LLC for 14 years. Saenger holds Series 63 and Series 65 licenses. Sunbeam Capital Management provides discretionary investment advisory services to high-net-worth individuals, trusts, and estates, managing over $410 million in client assets. The firm constructs diversified portfolios utilizing low-cost mutual funds, ETFs, individual stocks, bonds, and alternative investments, following a long-term, fundamentals-based approach with customized asset allocations.

Lauren Douglas Carpenter is a financial advisor at Revolution Partners, LLC with 10 years of industry experience. She holds Series 65 and Series 66 designations and has worked previously at Cannon Financial Institute, Raymond James & Associates, and Morgan Keegan & Company, LLC. Carpenter has been with Revolution Partners since 2018. Revolution Partners provides financial planning, investment management, and retirement plan consulting to individuals, trusts, charitable organizations, and business entities. The firm manages approximately $115 million in regulatory assets and employs a goals-based, diversification-oriented approach that includes independent managers, mutual funds, ETFs, and individual securities, supported by ongoing monitoring and periodic reviews.

Robert Schreiber is a financial advisor with Capital Markets IQ, LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. He has been with Capital Markets IQ since 2013. Capital Markets IQ provides investment advisory and sub‑advisory services to a diverse client base, including individual and high-net-worth investors, small businesses, and pension/profit-sharing plans. The firm offers comprehensive portfolio management, financial planning, and business consulting services, utilizing a multi-branch operating model and coordinating with an external network of professionals.

Tachelle Nettles is a CFP® professional with three years of industry experience, currently affiliated with SmartPath Advisors in Cordova, TN. Her prior roles include positions at Abacus Wealth Partners and Intuit, where she works as a Tax Associate. Outside of financial advising, she owns and operates a candle-making business called Inhale by Chelle Candles and is a commissioned Notary Public in Tennessee. SmartPath Advisors provides limited-engagement financial planning services focused on retirement readiness and savings strategies, primarily serving individuals through employer arrangements. The firm emphasizes a passive investment approach utilizing diversification and low-cost index funds and does not manage client assets or accept custody.

Grant Hall is a CFP® professional with six years of industry experience currently advising at Fruitful. His previous roles include positions at Envision Financial Planning, MassMutual Life Insurance Company, and Shoemaker Financial. He holds the Series 66 designation and is based in Bartlett, TN. Fruitful Advisory, LLC serves individual clients through web-based financial planning and discretionary investment management, focusing on low-cost, passive core allocation models primarily involving exchange-traded funds and index funds. The firm uses a personalized “Money Map” approach to link client goals with investment strategy and offers advisory access based on subscription membership rather than traditional asset-based fees.

Paul Shanklin is a financial advisor at Sycamore Financial Advisors, Inc. with 20 years of industry experience. He holds a Series 65 designation and has managed Shanklin Capital Management, Inc. since 2001. Outside of finance, he is the owner and manager of Servicemaster Professional Cleaning Services, a business he has been involved with since 1983. Sycamore Financial Advisors is a fee-based registered investment adviser with a four-advisor team managing approximately $92 million for about 230 households. The firm serves individuals, families, trusts, estates, and small or family-owned businesses, employing a strategic asset allocation framework that includes mutual funds, individual securities, and active option strategies.

Robert Burns is a financial advisor at Alden Capital with 16 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at firms including Stephens Inc. and Mortgage Industry Advisors Corporation. Burns is based in Memphis, TN. Alden Capital Management is a multi-advisor firm managing approximately $1.44 billion, offering discretionary and non-discretionary portfolio management to individuals, high-net-worth clients, retirement plans, pooled investment vehicles, and other registered investment advisers. The firm combines proprietary strategies, third-party managers, and model portfolios through its Alden COVE platform and provides sub-advisory services, fee-only financial planning, and retirement plan design and fiduciary support for small and mid-sized employers and nonprofit entities.