Miles Hardin is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with LPL Financial, formerly LINSCO Private Ledger, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from multiple sources.

Bailey Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and several other firms since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

Andrew Rutland is a financial advisor at OSAIC with a Series 66 designation. He has one year of industry experience, including prior roles at Cornerstone Financial Group and Toll Brothers, Inc. before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs proprietary asset-allocation tools and provides both discretionary and non-discretionary portfolio management options.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Dennis is a financial advisor with Mass Mutual Investors Services in Memphis, Tennessee, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with MML Investors Services and MidSouth Financial Group/MassMutual since 2013. Outside of his advisory role, he participates in FLW Tour sanctioned fishing tournaments. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning processes.

Benjamin Hunter is a financial advisor with Mass Mutual Investors Services based in Memphis, TN. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at LifeLinc Anesthesia and has been involved with educational institutions including the University of Tennessee, Knoxville, and Briarcrest Christian School. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and deliver written recommendations.

Andre Marvray II is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has eight years of industry experience, having previously worked at firms including Wells Fargo Clearing, Bank of America, Merrill, and Morgan Stanley. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party portfolio strategists.

Christopher Butler is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at First Tennessee Brokerage, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Jess Crabtree is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vining Sparks, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, Crabtree serves as treasurer for a local Boy Scouts of America troop, managing the troop’s bank account and bookkeeping. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Steven Jones is a financial advisor at Edward Jones with 18 years of industry experience. He holds the Series 66 designation and has been with Edward Jones since 2007. Outside of his advisory role, he is involved in commercial property rental in Atoka, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and investment options, supported by a large nationwide network of financial advisors and branch offices.

Natalie Chamoun is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. She has worked at FTB Advisors, Inc. since 2013 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Keaton Williams is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has also worked with FTB Advisors, Inc. for over ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Timothy Anderson is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, including ten years with New York Life and one year at Eagle Strategies. Outside of his advisory role, he serves as a governing elder and guitar player at Shepherd Bible Church, where he participates in community care, religious counseling, and decisions regarding charity fund allocation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of specialized programs, including educational seminars and event-driven planning services.

Stephanie Billings is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, with a three-year break from the workforce prior to joining. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Craig Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He previously worked at LPL Financial from 2015 to 2020 before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Atoka Industrial Development Board and is Vice Chairman of Promise 4 Hope Ministries. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Jason Peeples is a financial advisor with MassMutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been affiliated with Capital Financial Advisors, LLC and related entities since 2007. Outside of his advisory role, he is a partner in Keystone Planning Partners, where he manages team and shared expense responsibilities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services along with educational seminars.

Brandon Kizer is a CFA® charterholder and holds a Series 63 license, with 16 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Horizon Advisors, Stifel, and Vining Sparks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Roy West Jr. is a financial advisor with J.P. Morgan Securities in Memphis, TN, holding a Series 66 license and six years of industry experience. His prior roles include positions at Cetera Wealth, Shoemaker Financial, and Trustmark Bank. He serves as a board member of the Memphis First United Methodist Church, where he participates as a voting member of the Board of Trustees and provides financial advice on commercial insurance costs and interest rates. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm provides non-discretionary advice through a select group of Wealth Advisors, integrating an ESG eligibility framework in its investment recommendations.

Lynn Ballinger III is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes roles at LPL Financial, LLC, MassMutual Life Insurance Company, and Auburn University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning with various investment strategies.

Patrick Rohrbacher is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investacorp, Inc. and Securities America Advisors, Inc. prior to joining OSAIC. Outside of advising, he is a silent partner in a retail clothing store operated by his wife. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing, managing portfolios across various asset classes on both discretionary and non-discretionary bases.