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

Alan De Flumere is the sole advisor at Covenant Financial Planning and Resource Management, Inc. in Memphis, TN, holding a Series 65 designation with 13 years of experience in financial advisory services. Prior to founding his firm in 2013, he worked at FedEx for 31 years. Covenant Financial Planning and Resource Management, Inc. provides financial planning and discretionary portfolio management, primarily using pooled investment vehicles such as mutual funds, index funds, and ETFs. The firm focuses on asset allocation, periodic rebalancing, and tactical adjustments, serving clients through both ongoing investment management and standalone financial planning engagements.

John Wright is a CFA® charterholder and holds a Series 65 license with six years of industry experience. 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 at Veridad Consulting for five years. Stellar Assets L.L.C. provides discretionary portfolio management and advisory services to individual and high-net-worth clients, tailoring investment policies to client goals and risk tolerance. The firm employs a combination of charting, fundamental, quantitative, and technical analysis to guide investment decisions and manages approximately $5 million in assets across a limited number of client relationships.

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 with 15 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several insurance and management firms prior to joining Kickpoint Financial in 2018. Parks also spends part of his time engaged in insurance sales outside of his advisory role. Kickpoint Financial provides wealth management and financial planning services to individuals, high-net-worth clients, trusts, estates, and small businesses. The firm employs a primarily long-term investment approach using ETF-based portfolios, supplemented by fundamental and technical analyses, and offers discretionary portfolio management tailored to client needs.

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.