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.

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.

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 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 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.

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.

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.

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.

Clara Bright is a ChFC® affiliated with Millennial Wealth in Cordova, TN. She has four years of experience as an operations manager and previously worked for seven years at Memphis Radiological P.C. Millennial Wealth provides comprehensive financial planning and discretionary investment management to individual and high-net-worth clients, using a primarily passive investment approach supplemented by techniques such as direct indexing and tax-sensitive strategies. The firm offers flexible engagement and pricing models tailored to client needs.

Roxanne Spencer is a Series 66 licensed financial advisor with 21 years of industry experience. She has worked at Stephens since 2018 and previously held positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. Stephens is a multi-team investment adviser managing approximately $18 billion in assets with around 243 advisors. The firm serves individuals, high-net-worth clients, retirement plans, foundations, corporations, and institutional clients, offering a range of advisory, brokerage, investment banking, and research 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.

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.

George Coules is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 credentials and 12 years of industry experience. He has worked with several firms, including McAdams Tax Advisory Group, Long Term Care Advisors, and Principal Life Insurance Company. Outside of advisory work, he is involved in the sales and service of life insurance, fixed and index annuities, as well as long-term care, Medicare supplements, and disability insurance. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, corporations, and other advisers. The firm emphasizes fixed-income analysis combined with equity review and offers customized portfolio management, financial planning, ERISA plan services, and insurance planning through affiliated channels.

Gary Osing is a financial advisor with Sound Income Strategies, LLC, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has worked at Sound Income Strategies since 2017 and previously held roles at WFG Advisors LP and WFG Investments, Inc. Osing is also involved with McAdams Group LLC, where he provides fixed insurance and tax preparation services and serves as a strategic wealth advisor. Additionally, he is the secretary of the GM&O Historical Society. Sound Income Strategies, LLC manages approximately $4.0 billion in client assets and serves a diverse client base including individuals, pension plans, trusts, estates, and corporations. The firm focuses on customized managed portfolios with an emphasis on fixed-income analysis and equity review, offering a range of advisory services including financial planning, ERISA plan services, and insurance planning through affiliated channels.