Timothy Sheffield

David Hogan Jr. is the sole advisor at Hogan Investment Counsel, LLC in Cordova, TN, holding the CFA® designation and Series 66 license with 22 years of industry experience. He has led Hogan Investment Counsel since 2012. Outside of his advisory work, he manages Hogan Farms LLC, which leases farmland and handles bookkeeping. Hogan Investment Counsel provides discretionary investment management and consulting to individuals, high-net-worth clients, trusts, and estates, including ERISA and IRA rollover advice. The firm emphasizes a long-term, fundamental analysis approach supplemented by technical and macro insights, constructing customized portfolios that include equities, fixed income, mutual funds, and ETFs.

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 10 years of experience in financial advising, currently serving at Your Family Matters, LLP. He previously worked at Edward Jones for six years and has a diverse background including roles at Athens Distributing Company and FS Services Inc. Outside of finance, he plays trumpet in a Big Band and officiates high school sports. Your Family Matters, LLP provides discretionary portfolio management and financial planning services primarily to individual clients with account minimums of $500,000. The firm manages portfolios using a combination of fundamental analysis, modern portfolio theory, and quantitative and technical methods, and offers an integrated service package that includes tax, estate, and insurance planning.

Reginald Clark is a CFP® professional at P3 Wealth Management with 24 years of industry experience. He has worked at several firms, including The O.N. Equity Sales Company and Hdvest Investment Services. Clark is also involved with P3 Insurance Group, Inc. and Ohio National Financial Services. P3 Wealth Management provides fee-based investment advisory and financial planning services to individuals, trusts, estates, charitable organizations, and business entities. The firm manages discretionary portfolios using a tactical allocation approach and offers services such as retirement planning, tax optimization, and estate planning.

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.