Fiduciary, fee-only CFP® focused on serving high net worth individuals, families and business owners.

William Klinke is a CFA® charterholder with 15 years of industry experience. He is the principal, portfolio manager, and owner of Kickpoint Financial, LLC, where he has worked since 2019. His prior experience includes roles at Morgan Stanley and Morgan Stanley Private Bank. Kickpoint Financial serves individual clients, trusts, estates, and businesses, managing approximately $15.4 million with a single-advisor model. The firm provides comprehensive wealth management and financial planning, typically constructing ETF-centered portfolios while sometimes utilizing individual stocks or bonds from legacy holdings.

John Wright is a CFA® charterholder and holds a Series 65 license, with seven years of experience in the financial industry. He is the owner of Stellar Assets L.L.C., an independent advisory firm based in Memphis, TN, and also owns Brazilian Bake Shop, a business specializing in chocolate and brownie treats. Prior to founding Stellar Assets, he worked for five years at Veridad Consulting. Stellar Assets provides discretionary portfolio management primarily to individual clients, including accredited and qualified investors. The firm employs a combination of charting, fundamental, quantitative, and technical analysis and utilizes long- and short-term trading strategies, focusing on publicly traded equities and equity options.

Paul Dorian is the founder and sole advisor of Dorian Investment Advisory LLC, based in Memphis, TN. He holds the CFA® designation and has 22 years of industry experience, including 24 years at Dorian Eason Asset Management LLC prior to establishing his current firm in 2025. Dorian Investment Advisory serves individuals, retirement accounts, businesses, employer-sponsored retirement plans, endowments, churches, and charitable organizations. The firm offers discretionary, individualized portfolio management primarily using ETFs and mutual funds, allowing for occasional individual securities and client-specific constraints such as ESG screens, with client performance reported on a time-weighted basis using CFA Institute methodology.

Michael Parks is a financial advisor at Kickpoint Financial, LLC in Memphis, TN, with 16 years of industry experience. He holds Series 63 and Series 65 designations and has prior roles at State Farm and various insurance agencies. Parks is also involved in insurance sales outside of his advisory work. Kickpoint Financial is an independent firm serving individuals, trusts, estates, and businesses, managing approximately $15.4 million primarily through ETF-centered portfolios. The firm utilizes a primarily long-term investment approach that incorporates multiple analysis techniques and offers discretionary portfolio management along with comprehensive wealth planning.

William French is a financial advisor with Red Oak Advisors LLC in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has been with Red Oak Advisors since 2018 and also has experience at Purshe Kaplan Sterling Investments and W Advisors LLC. Red Oak Advisors LLC provides portfolio management, financial planning, and consulting services to individuals, trusts, pension and profit-sharing plans, and business entities. The firm offers access to separately managed accounts and employs a variety of investment approaches, including fundamental and technical analysis, serving approximately 55 clients with $43.4 million in assets under management.

Byron Studdard is a CFP® professional with 32 years of experience in the financial industry. He is the principal of Studdard Financial, LLC, an independent firm he has led since 2012. Outside of his advisory work, he holds ownership interests in residential real estate ventures. Studdard Financial provides financial planning and discretionary portfolio management to individual and high-net-worth clients. The firm employs a combination of asset allocation with fundamental and technical analysis, offers comprehensive ancillary analyses, and delivers regular market updates, operating as a small, solo-practitioner practice.

Sreenivas Meka is a CFP®, CFA®, and Series 65-licensed financial advisor with 11 years of industry experience. He is the principal advisor at Lakeland Wealth Management LLC, an independent firm based in Dallas, TX. Outside of his advisory role, he serves as an adjunct professor at the University of Memphis. Lakeland Wealth Management LLC provides fee-based financial planning and discretionary portfolio management primarily for individual and high-net-worth clients, as well as corporate and business clients. The firm combines traditional individual account management with pooled-vehicle management and private fund sponsorship, employing fundamental analysis and client-specific investment policies.

This is my second professional life. My first was healthcare administration. I completed a Master in Health Administration and specialized in business development, physician services, risk management and regulatory administration. I looked at budgets, analyzed data, and helped departments work together. My husband became a physician which brought me even closer to the patient care side of healthcare. But life changes…constantly. I took a long detour to be a stay at home mom, then spent the last several years in the world of personal finance as a student and working alongside other financial planners. I am a CERTIFIED FINANCIAL PLANNER™ (CFP®) and hold the Chartered Retirement Planning Counselor ™ designation. I am also a member of the National Association of Personal Financial Advisors, the XY Planning Network and the Financial Planning Association®. I started my own firm to provide you with an ongoing relationship so you can have a trusted partner to turn to for all your questions and concerns. Together, we can move forward to achieve your life goals. I live outside of Memphis, TN. I have two human kids and one furry one named Blue (our standard poodle and my running buddy). I read all the time. If not reading, I am running, cooking, eating, gardening, or playing the piano. My undergraduate degree is in psychology so the area of behavioral finance is fascinating to me. Why we do what we do, is a question that never gets old.

Celia Brugge is a CFP® with 17 years of industry experience and has been the sole advisor at Dogwood Financial Planning since 2007. She holds a Series 65 license and is based in Eads, Tennessee. Dogwood Financial Planning offers fee-only, hourly financial planning and investment advice primarily to individuals, families, and trusts approaching retirement. The firm emphasizes a fundamental, long-term buy-and-hold investment approach using diversified, low-cost index funds and ETFs, with services structured as discrete recommendations rather than ongoing portfolio management.

Ivan Rodriguez is the sole advisor at New Southern Advisory Services in Germantown, Tennessee, with 14 years of industry experience. He holds Series 63 and Series 66 licenses and has been self-employed since 2004. Outside of finance, Rodriguez is active as a screenplay writer and singer/songwriter. New Southern Advisory Services is an independent registered investment adviser that provides fee-based, custom portfolio management to individuals and institutional clients, including banks, trusts, estates, charitable organizations, and corporations. The firm uses a strategic asset-allocation approach with primarily non-discretionary portfolio decisions tailored to each client’s objectives and risk tolerance.

Derrik Hubbard is a CFP®-certified financial advisor with 22 years of industry experience. He has been with The Stewardship Solution since 2015 and previously worked at Santa Clarita Financial Education Services. Hubbard is also a licensed insurance agent, dedicating part of his time to insurance sales. The Stewardship Solution is an independent firm serving individuals and high-net-worth clients, managing approximately $14.8 million across about 71 relationships. The firm provides discretionary and non-discretionary portfolio management, financial planning, and consulting services, utilizing asset allocation, technical analysis, and client risk profiles to guide investment decisions.

Robert Eason is the sole advisor at Dorian Eason Asset Management, LLC, an independent firm based in Memphis, TN. He holds 22 years of industry experience and has been with his firm since its founding in 2001. Dorian Eason Asset Management provides discretionary investment management and asset-allocation services to individual and institutional clients, including charitable organizations and qualified retirement plans. The firm combines strategic asset allocation with bottom-up security research and offers institutional-style services uncommon for a firm of its size.

David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, Tennessee, holding the CFA® designation and Series 66 license with 22 years of industry experience. He founded Hogan Investment Counsel in 2012 and manages the firm’s investment advisory services. Outside of his advisory role, he manages Hogan Farms LLC, which leases farmland and handles related bookkeeping. Hogan Investment Counsel, LLC is an independent SEC-registered investment adviser serving individuals, high-net-worth clients, trusts, and estates. The firm employs a primarily long-term, fundamental investment approach complemented by technical and macroeconomic analysis, utilizing equities, fixed income, mutual funds, and ETFs tailored to client goals and risk tolerance.

John Anderson is a CFP® and holds a Series 65 license with 15 years of experience in financial advisory. He has been with Cypress Wealth Management, LLC since 2010. Cypress Wealth Management provides fee-only wealth management, financial planning, retirement transition planning, and institutional investment management. The firm serves individuals, families, entrepreneurs, executives, charitable organizations, endowments, and qualified retirement plans, using an asset-allocation focused, long-term investment approach based on Modern Portfolio Theory and the Efficient Market Hypothesis.

David Jones is a financial advisor at DCJ Global Wealth Management with 33 years of industry experience. He holds Series 63 and Series 65 credentials and has been associated with LPL Financial since 2008. Outside of his advisory role, he is an investor and strategist in a sports nutrition company and serves as a for-profit board member of Sigma Wellness. DCJ Global Wealth Management provides discretionary portfolio management and related advisory services to individuals, small businesses, trusts, estates, and retirement plans. The firm’s investment approach centers on technical analysis, particularly point-and-figure charting, combined with fundamental top-down market analysis, and employs a tactical strategy across a range of investment types.

Charles Cothran is a financial advisor at Cothran Capital, LLC in Memphis, TN, with 15 years of industry experience. He holds a Series 65 designation and has been with Cothran Capital since 2010. In addition to his advisory role, he owns and operates Cothran Insurance, where he spends approximately half of his time as a licensed insurance agent. Cothran Capital provides personalized financial planning, asset allocation, and portfolio management services to individuals, high-net-worth clients, corporations, trusts, and estates. The firm employs fundamental, technical, and cyclical analysis, supported by documented investment policy statements and periodic reviews, and integrates AI tools alongside human oversight.

Heather Coulter is a CFP® with 15 years of industry experience, currently serving at William Howard & Co. Financial Advisors, Inc. since 2023. Prior to this, she worked for seven years at Coyle Financial Counsel, LLC. Outside of finance, she is a Jazzercise instructor and franchise owner. William Howard & Co. Financial Advisors serves high-net-worth individuals, trusts, and institutional clients, offering discretionary portfolio management and a range of financial planning services. The firm follows a documented six-step investment process focused on asset allocation and fundamental analysis, providing clients with regular reporting and reviews.

William Howard Jr. is a CFP® and ChFC® with 31 years of industry experience. He has been with William Howard & Co. Financial Advisors, Inc. in Memphis, TN since 1987. William Howard & Co. Financial Advisors provides investment advisory and portfolio management services to individual and institutional clients, including high-net-worth individuals, pension plans, trusts, estates, and charitable organizations. The firm employs a six-step investment process focused on asset allocation and fundamental analysis, offers both discretionary and nondiscretionary management, and maintains client relationships through regular reporting and a digital portal.

Joe Moser is a CFP® and Series 66-licensed advisor at Five Oceans Advisors with 16 years of industry experience. Prior to joining Five Oceans Advisors in 2020, he worked at Dhgwealth Advisors for seven years. Five Oceans Advisors serves individuals, trusts, family entities, charitable organizations, and business clients, focusing on taxable investors and those with complex estate and tax planning needs. The firm employs evidence-based investment strategies and modern portfolio theory, offering discretionary investment management, financial planning, and coordinated oversight across custodial platforms and other professionals.