Connor Moore is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and Pandora A/S, as well as positions in education at Baylor University and Pioneer High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

Ryan Murray is a CFP® with 18 years of industry experience, currently serving at Fidelity Investments. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing multiple registered investment companies and delivering model portfolios through systematic and long-term asset allocation approaches.

Roy Murrell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Merrill, and Capital One. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options.

James Shelby is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and has worked at Osaic since 2023. Prior to this, he worked at Diversified Financial Group and FSC Securities Corporation, and has been affiliated with Ohio National Life since 1985. Shelby is also an owner of Diversified Financial Group, LLC, an insurance sales business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

Daniel Botto is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at First Tennessee Brokerage, Inc. since 1999 and Ftb Advisors, Inc. since 2013. Botto is also a business owner of LBOE Inc. and RF Holdings Inc., both investment-related entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technological tools.

Amin Mulji is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked with Cetera Wealth Services and VOYA Financial Advisors, and has been involved in managing and operating a Subway franchise for over 20 years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various investment strategies.

Tiquadney Terrell is a Series 66-licensed financial advisor with Merrill, based in Memphis, TN, and has one year of industry experience. Prior to joining Merrill, Terrell worked at Bank of America, Walmart, and served six years in the United States Army. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Brendon Lozeau serves as the Branch Leader at the Germantown, TN Investor Center, where he leads a team of financial professionals. His role involves partnering with clients to develop lasting partnerships by understanding their financial priorities and preferences. Brendon's professional experience includes roles at Fidelity Investments, where he worked as a Planning Consultant from 2021 to 2022, a Relationship Manager from 2020 to 2021, and a Workplace Planning Consultant from 2019 to 2020. In his personal time, Brendon enjoys hiking and traveling.

Gary Dering is a financial advisor at Cetera with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, he worked at VOYA Financial Advisors and operated GD & D, LLC. Outside of his advisory work, he owns and operates a cattle and horse farm and serves as president of the Tennessee Cattlemens Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

William Baguley is a Financial Consultant at Fidelity Investments, a role he has held since 2021. Prior to this position, he worked as a Workplace Planning Consultant and an Investment Solutions Representative at Fidelity Investments from 2019 to 2021. Before joining Fidelity, he was a Licensed Banker at Wells Fargo from 2016 to 2019. He holds an Arkansas Insurance License, which supports his work in financial consulting. William focuses on understanding clients' unique goals and needs to develop financial plans aimed at long-term success. Outside of his professional life, William enjoys beach activities, camping, family activities, parenthood, and reading.

David Lillard is a financial advisor with Edward Jones in Bartlett, TN, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he co-founded a storage building leasing business that offers rent-to-own contracts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Connor Mc Dowell is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Merrill Lynch and Bank of America. He serves as Minister of Music at New Prospect Baptist Church, leading music for weekly services. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment solutions supported by a large network of advisors and branch offices nationwide.

Jerry Mcewen is a financial advisor with Wells Fargo Advisors in Germantown, TN, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo in various capacities since 2009. Outside of advisory work, he is involved in a wealth management firm, Solutions Wealth Management, LLC. Wells Fargo Advisors Financial Network is a broker-dealer and registered investment adviser serving individuals, trusts, and institutional clients. The firm offers a broad range of financial planning and investment services, using proprietary research and tools to develop client recommendations.

Laurence Plummer, Jr is a Series 66-credentialed financial advisor with 13 years of industry experience, currently with LPL Financial since 2022. He previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. Plummer serves on the board of Love Fellowship Ministries, a nonprofit organization in Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management and providing access to model portfolios and research.

Raymond Ponnath is a financial advisor with Edward Jones in Germantown, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of ten years before joining Edward Jones in 2024. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with approximately $1.01 trillion in assets under management, supported by a network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Botto is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Duncan Williams, Inc. for 18 years. Botto is currently based in Bartlett, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to provide tailored, non-discretionary planning and supports a large network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

Sterritt Armstrong is a financial advisor at Charles Schwab with 20 years of industry experience. His background includes roles at TD Ameritrade, Charles Schwab Bank, and SunTrust Robinson Humphrey. Outside of finance, he has authored four self-published thriller novels available on Amazon. Charles Schwab serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Aleksandr Pope is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at First Horizon Advisors, Vaco, Agape North, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management options.

Kourtnee Pierson is a financial advisor with Ameriprise in Cordova, TN. She holds a Series 66 designation and has three years of industry experience. Prior to joining Ameriprise, she worked at Pierson Family Services and has been self-employed. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm employs a centralized service team for retirement income advice and provides access to a curated investment universe influenced by affiliated product relationships.

Teresa Schelly is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked at Regions Bank since 2006. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodian relationships.