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.

William French III is a financial advisor at Red Oak Advisors LLC in Memphis, TN, with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Morgan Stanley, UBS Financial Services, and PURSHE KAPLAN STERLING INVESTMENTS. He has been with Red Oak Advisors since 2018. Red Oak Advisors primarily serves individual clients along with trusts, retirement plans, and business entities, providing discretionary portfolio management, financial planning, and access to separately managed accounts without a formal account minimum. The firm uses a combination of fundamental, technical, and cyclical analysis and offers a range of trading strategies, with additional business-oriented services such as corporate structure analysis and real estate evaluation.

Cecil Godman III is a financial advisor at Mercury Investment Group with 18 years of industry experience. He has held his current role at Mercury Investment Group since 2013 and holds a Series 66 designation. Mercury Investment Group provides discretionary portfolio management services to a diverse client base including individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a quantitatively driven investment process focused on thematic exposures and primarily manages long-only, individually managed accounts.

Dennis Long is a financial advisor with Blong Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and has 14 years of industry experience. He has been a CPA since 1990 and owns Family Back Office Services, which provides tax and planning services. Blong Financial offers discretionary investment management and advisory services to individuals, corporate pension and profit-sharing plans, charitable institutions, trusts, and estates, primarily through separately managed accounts. The firm employs a fundamental, value-oriented investment approach with a global perspective, utilizing a range of securities and strategies to manage approximately $179.6 million across 326 client relationships.

James Beard is a financial advisor at LoneTree Wealth Management with four years of industry experience. He holds a Series 65 designation and has worked at LoneTree since 2022, following roles at Fetting Capital LLC and Faropoint Ventures. Prior to his financial services career, Beard spent four years with Priam Properties. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting services. The firm manages approximately $47.1 million in client assets and constructs customized portfolios using a range of investment vehicles with a long-term focus complemented by ongoing monitoring and periodic reviews.

Wilson Barton IV is a financial advisor at Cardinal Wealth Advisory, LLC with seven years of industry experience. He holds a Series 65 designation and previously worked at Sunburst Financial Group, LLC from 2017 to 2020. Barton also has a longstanding affiliation with Birmingham Southern College since 2014. Cardinal Wealth Advisory offers comprehensive investment advisory and financial planning services to individuals, families, business owners, corporations, and institutional clients such as banks and insurance companies. The firm employs a three-step investment process involving establishing an Investment Policy, conducting money-manager selection, and ongoing performance monitoring, with a focus on alternative investments and insurance product analysis.

Gary Kieffner is a CFP® professional with 28 years of experience, currently with Brandon Financial Planning, Inc. in Memphis, TN. He has worked at Brandon Financial Planning since 1998 and previously at Silver Oak Securities, Inc. since 2023. Brandon Financial Planning, Inc. offers comprehensive financial planning and investment advisory services to individuals, including high-net-worth clients, as well as pension and profit-sharing plans and other business entities. The firm emphasizes long-term investment strategies, detailed financial analysis, and primarily manages accounts on a non-discretionary basis.

Robert Curry is a CFA® charterholder with 14 years of industry experience. He is a principal at bLong Financial, where he has worked since 2020, following prior roles at Greenway Capital Management and Alluvion Investments. Outside of his advisory work, he serves as an absentee owner and manager for several subsidiaries under Greenway Holdings, LLC, including companies in HVAC services, industrial distribution, and retail work boots. bLong Financial provides discretionary portfolio management and investment strategy primarily for individuals, high-net-worth clients, and various institutional accounts. The firm emphasizes fundamental, value-oriented analysis with a long-term investment horizon, managing portfolios that include publicly traded equities, fixed income, and a range of investment vehicles.

Robert Frazee is a CFA® charterholder and principal at FRAZEE Investment Consulting, Inc. in Memphis, TN, where he has been working since 2013. He has 13 years of industry experience managing investment portfolios and providing financial planning services. Frazee Investment Consulting offers discretionary portfolio management and standalone financial planning to individuals, high net worth clients, trusts, pension and profit-sharing plans, and charitable organizations. The firm primarily constructs portfolios using no-load mutual funds and ETFs and manages approximately $195.5 million in discretionary assets for about 110 clients.

Andrew Gilbert is a CFP® professional with 10 years of industry experience. He has worked at LoneTree Wealth Management since 2022 and previously spent seven years at UBS Financial Services Inc. Gilbert is also involved in insurance sales on a limited basis. LoneTree Wealth Management serves individuals, trusts, estates, and businesses, providing discretionary portfolio management, financial planning, retirement plan advisory, and insurance consulting. The firm builds customized, primarily long-term portfolios using fundamental and cyclical analysis and employs both independent managers and direct securities investments.

Elizabeth Dye is a financial advisor at LoneTree Wealth Management in Memphis, TN, holding Series 63 and Series 65 licenses with two years of industry experience. Prior to joining LoneTree Wealth Management, she worked at Diversified Trust Company and UBS Financial Services, Inc. Elizabeth’s background also includes roles outside finance, such as positions in education and mortgage services. LoneTree Wealth Management serves individuals, high-net-worth clients, trusts, estates, and businesses by providing investment management, financial planning, retirement plan advisory, and insurance consulting. The firm constructs customized portfolios with a range of investment vehicles, using fundamental and cyclical analysis and regular portfolio reviews.

Anthony Chalmers is a financial advisor at FSG Wealth Advisors, LLC in Memphis, TN, holding a Series 65 designation and over 26 years of experience. He has worked at Chalmers Poole, CPAs since 2000, a firm that provides tax preparation and planning services and shares office space and ownership ties with FSG Wealth Advisors. FSG Wealth Advisors is a fee-only advisory team managing $20.8 million in client assets, serving individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach focused on tax efficiency and integrates financial planning into portfolio decisions without market timing.

Ilinda Parham is a CFP® and CPA with seven years of experience at FSG Wealth Advisors, LLC and eighteen years at Financial Strategy Group, PLC. She operates a tax planning and preparation sole proprietorship and serves as an independent contractor for Chalmers Poole, CPAs. FSG Wealth Advisors is a fee-only advisory team serving individuals, high-net-worth clients, trusts, and estates with discretionary portfolio management and limited financial planning. The firm employs a strategic asset allocation approach focused on tax efficiency, using primarily low-turnover mutual funds and ETFs.

Timothy Ellis Jr. is a CFP® and PFS™ with 11 years of industry experience, currently serving as an advisor at RBG Wealth Advisors LLC since 2022. He previously worked at Waddell & Associates for eight years. In addition to his financial advisory work, Ellis is a partner involved in tax preparation and compliance for Grace & James Kids, LLC, an e-commerce manufacturer and retailer of children's clothing. RBG Wealth Advisors LLC manages approximately $155 million for individuals, high-net-worth households, institutions, and retirement plans. The firm employs a multi-method investment approach and provides discretionary portfolio management, financial planning, and retirement plan consulting.

Daniel Keel is a financial advisor at Cardinal Wealth Advisory, LLC in Memphis, TN, with 29 years of industry experience. He holds Series 63 and Series 65 designations and has worked with State Mutual Life Assurance Company since 1984. Cardinal Wealth Advisory serves individuals, high-net-worth clients, families, business owners, and institutional clients such as banks and insurance companies. The firm offers comprehensive investment advisory and financial planning services, including discretionary portfolio management and insurance product analysis, with a focus on manager selection and alternative investment sourcing.

Mark Sorgenfrei Jr. is a CFP® and PFS™ with 22 years of industry experience. He has been with FRAZEE Investment Consulting, Inc. since 2016. The firm provides discretionary portfolio management and standalone financial planning services to individuals, high net worth clients, trusts, pension and profit-sharing plans, and charitable organizations. FRAZEE Investment Consulting manages approximately $195.5 million in discretionary assets, primarily using no-load mutual funds and ETFs across various risk profiles.

Gregory Davis is a CFP® with 12 years of industry experience and currently serves as an advisor at RBG Wealth Advisors LLC. His prior experience includes nine years at Century Wealth Management, LLC. Outside of his advisory role, he is involved with ARCO Collection Services LLC, where he participates in strategic planning and oversees operations and finances. RBG Wealth Advisors LLC provides discretionary portfolio management, financial planning, and retirement plan consulting to individuals, institutions, foundations, and pension plans. The firm employs diversified, long-term investment strategies using a range of securities and manages approximately $105 million in assets for 59 clients.

Wes Poole is a Series 65-licensed financial advisor with one year of industry experience, currently serving at FSG Wealth Advisors, LLC in Memphis, TN. He co-founded and is a Principal at Chalmers Poole, CPAs, a tax planning and tax return preparation firm, where he has worked since 2020. Prior to that, he spent ten years with Financial Strategy Group, PLLC. FSG Wealth Advisors is a fee-only advisory team focused on discretionary portfolio management and limited financial planning for individuals, high-net-worth clients, trusts, and estates. The firm employs a strategic asset allocation approach using primarily low-turnover mutual funds and ETFs, emphasizing tax efficiency and semi-annual account reviews.

Edward Goodman is a financial advisor at Mercury Investment Group based in Memphis, TN. He holds a Series 65 designation and has six years of industry experience. His prior work history includes roles at GHE, LLC, Broadway Consulting, and City Gear. Mercury Investment Group provides discretionary portfolio management to individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a quantitatively driven investment process focused on thematic exposure to demographic and consumer demand trends, primarily using large-cap U.S. equities and select fixed-income securities.

Frank Goodman III is a financial advisor with Mercury Investment Group in Memphis, TN, holding a Series 63 designation and 21 years of industry experience. He has been associated with GHE, LLC since 2002. Mercury Investment Group provides discretionary portfolio management to a diverse client base, including individuals, trusts, estates, charitable organizations, governmental entities, corporations, and pension and profit-sharing plans. The firm employs a thematic, quantitatively informed investment process focused on U.S. large-cap equities with an emphasis on tax efficiency and low turnover, and it offers services such as sub-advisory roles and model portfolios to other financial institutions.