Vincent Bonasso is a financial advisor with Simple Financial Solutions LLC, holding a Series 65 credential and beginning his advisory career in 2025. Prior to entering the financial services industry, he worked for 25 years at FedEx and spent five years in retirement. Simple Financial Solutions LLC provides investment advisory services and financial planning to individuals, families, and small businesses, emphasizing a conservative, long-term investment approach with diversified asset allocation and periodic rebalancing. The firm offers flexible engagement options, including hourly and project-based billing, and does not maintain custody of client assets.

James Sego is a CFP® with 10 years of experience in financial advising. He is the principal of Sego Wealth Management, LLC, an independent firm he has led since 2019. Prior to this, he held positions at FOUNDATIONS INVESTMENT ADVISORS, LLC and Executive Benefits of Memphis, Inc. Sego also operates Executive Benefits Wealth, LLC, where he offers life insurance and fixed annuity solutions as a licensed insurance agent. Sego Wealth Management provides discretionary portfolio management, financial planning, and pension consulting to individuals, high-net-worth clients, and employer-sponsored pension plans. The firm employs Modern Portfolio Theory with a focus on asset allocation and primarily recommends ETFs, tailoring portfolios to client time horizons and risk tolerance.

Mark Collinsworth is a financial advisor with Anchor & Oak Wealth Advisors, LLC, holding a Series 66 designation and 23 years of industry experience. He previously worked at Global Investment Advisory and Vere Global Wealth Management and currently serves as CEO of Vere Global Insurance Group. Additionally, he is Chief Executive Investment Officer for Gjallarhorn Capital Inc and Senior Portfolio Manager for Mimir's Well LP, both incubator hedge funds. Anchor & Oak Wealth Advisors, LLC offers discretionary portfolio management and pension consulting services to individual clients and employee benefit plans. The firm employs a range of analytical methods and uses model portfolios and third-party managers to implement client strategies.

Christopher Etheridge is a financial advisor with Olive Branch Capital, LLC, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He previously worked at David C. Jones Global Wealth Management and LPL Financial LLC. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-HNW individual clients through managed accounts and consulting. The firm offers discretionary and non-discretionary portfolio management, tailoring advice to client objectives and risk tolerance, and serves as a wrap fee program sponsor while managing held-away retirement plan accounts using third-party platforms.

William Coleman is a financial advisor at Olive Branch Capital, LLC with 40 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Advisors Financial Network LLC for 10 years. Outside of advising, he is the author of the book *Best When Broken*, which has been published since 2008. Olive Branch Capital, LLC provides investment advisory and financial planning services to both high-net-worth and non-high-net-worth individual clients. The firm offers tailored portfolio management and financial planning, employing a variety of strategies and serving as a wrap fee program sponsor while managing held-away retirement accounts through third-party platforms.

Andrew Taylor is a CFA® charterholder with 23 years of industry experience. He currently serves as an advisor at Evolutionary Tree Capital Management, LLC, having joined the firm in 2023. His prior experience includes roles at Finalis Securities LLC, Growth Capital Services Inc., Patrick Capital Markets, LLC, Trestle Point, LLC, and Cumberland Partners, LLC. Evolutionary Tree Capital Management provides discretionary portfolio and investment management to individuals, family offices, estates, trusts, retirement plans, and institutional clients. The firm employs an innovation-focused, concentrated growth strategy with a long-term horizon, combining bottom-up fundamental research with industry and ecosystem analysis.

Joseph Horner is a financial advisor with Private Wealth Management, Inc. in Memphis, TN. He holds Series 63 and Series 65 licenses and has 22 years of industry experience, including 24 years with his current firm. Private Wealth Management, Inc. provides individualized, non-discretionary investment management and comprehensive personal financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets across about 125 client relationships, focusing on client objectives and risk profiles while recommending allocations among mutual funds, ETFs, and outside managers.

Scott Robbins is a CFP® with 22 years of industry experience, currently serving at Private Wealth Management, Inc. in Memphis, TN since 2002. He holds a Series 65 license and works as part of a four-advisor team. Private Wealth Management, Inc. offers individualized, non-discretionary investment management and comprehensive financial planning to individual and high-net-worth clients. The firm manages approximately $768 million in non-discretionary assets and emphasizes tailored advice based on client objectives and risk profiles, with a notable focus on tax preparation services and non-discretionary accounts.

Jacob Schatz is a CFP® certificant with 18 years of industry experience, currently affiliated with IntentGen Financial Partners. He previously worked at Thrivent and Purshe Kaplan Sterling Investments in various capacities over a combined 16 years. Outside of his advisory role, he is involved in selling and servicing fixed insurance contracts and participates as a partner in LNS Operations, which supports business-related decisions for IntentGen Financial Partners. IntentGen Financial Partners serves individuals, trusts, pension and profit-sharing plans, and corporate clients, offering asset management, comprehensive financial planning, and retirement plan consulting. The firm employs a multi-advisor team approach and uses a variety of investment methods, including modern portfolio theory and quantitative models, to construct individualized portfolios across asset classes.

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.

Chad Champion is a financial advisor at NFSG Corporation with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Newbridge Financial Services Group, National Asset Management, and Wunderlich Securities. NFSG Corporation is an SEC-registered investment adviser serving individuals, pension plans, trusts, charitable organizations, and businesses. The firm provides discretionary and non-discretionary asset management, third-party manager selection, and financial planning, tailoring portfolios using a combination of fundamental, technical, and cyclical analysis.

Hailey Thomas is a CFP® with four years of industry experience, currently serving as a financial advisor at Facet. Prior to joining Facet, she worked at Pinnacle Bank/Pinnacle Financial Partners and Raymond James Financial Services. She is also involved with Gymstars, a business activity outside traditional financial advising. Facet Wealth provides subscription-based financial planning and discretionary investment management to individual clients, serving a broad range of households through phone, video, and a proprietary platform. The firm emphasizes model-based asset allocations using ETFs and incorporates technology-driven processes for tax-optimized portfolio implementation and regular account reviews.

Jeffrey Boone is a financial advisor at Truist Advisory Services with 29 years of industry experience. He holds a Series 63 designation and has worked at SunTrust Advisory Services and SunTrust Investment Services since 2012. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations, offering asset allocation, fiduciary support, and a manager‑selection program that combines discretionary and non‑discretionary approaches.

Charles Auerbach is a CFP® and ChFC® with 42 years of industry experience. He is currently with TLG Advisors, Inc., where he has worked since 2023. Previously, he held roles at MAS Advisors LLC, LPL Financial, LLC, and Advantage Investment Management LLC. Outside of advising, he is an independent insurance agent specializing in non-variable life and disability insurance. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios that uses risk questionnaires for portfolio placement and quarterly reviews.

William Krag is a financial advisor with Principal Financial Services, holding a Series 63 designation and 42 years of industry experience. His prior roles include positions with Principal Securities Inc, Principal Life Insurance Company, and SunTrust Advisory Services. Outside of his advisory work, he is involved in a fixed insurance business focusing on life, annuities, and long-term care products. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors, retirement plans, trusts, and charitable organizations. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager asset allocation and separately managed account solutions.

Matthew Yokie is a financial advisor with Brookstone Capital Management LLC, holding a Series 65 credential and 19 years of industry experience. He has been with Brookstone since 2007 and is also the owner of Provident Senior Resources LLC. Yokie holds various insurance licenses and acts as an insurance producer with BlueCross of Tennessee and other firms. Brookstone Capital Management is an SEC-registered adviser providing fee-based asset management and financial planning through a turnkey asset management platform and wrap-fee program. The firm serves a broad client base, including individuals, retirement plans, corporations, charitable organizations, and institutional clients such as sovereign wealth funds and banking institutions.

Charlton Gutierrez is a financial advisor at Creative Planning with a Series 66 designation and four years of industry experience. Prior to joining Creative Planning, he worked at Empower Advisory Group, Empower Financial Services, and Thrivent Financial. Before his career in finance, he spent eight years with Memphis Shelby County Schools. Outside of advising, he has occasionally performed pressure washing services. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to individuals, institutions, and corporations. The firm employs a financial-planning-led investment approach that incorporates low-cost indexing, buy-and-hold strategies, and selective private market exposure while offering a range of advisory and fiduciary services.

Bruce Martin is a CFP® with 13 years of industry experience, currently serving as a financial advisor at TLG Advisors, Inc. He previously worked at MAS Advisors, LLC, Advantage Investment Management LLC, and LPL Financial. Outside of his advisory role, Martin is involved as a health and fitness coach with Beach Body and works as an independent insurance agent. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets and serves individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management services, comprehensive financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Stephen Stamps is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc., MAS Advisors LLC, Advantage Investment Management LLC, and LPL Financial LLC. He is also affiliated with Wealth Strategies Group, where he advises clients on financial goals and investment planning. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering a range of services from portfolio management to fiduciary oversight and a digital program called Starlight Portfolios.

Sherri Thomas is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Valic Financial Advisors, and Cuna Mutual Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.