Wilson Cannon is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He has been with MML Investors Services, Inc. since 1995 and Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he serves as chairman of the Millington Housing Authority, a nonprofit government agency. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved software to analyze client goals and deliver written recommendations.

Lisa Cook is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has worked with First Tennessee Brokerage, Inc. since 1999 and Ftb Advisors, Inc. since 2013. Cook serves as a board member for The Vineyard P.D., a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Keenen Leake is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Horizon, CUNA Brokerage Services, CUNA Mutual Group, Edward Jones, and FAA Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Garrett East is a CFP® professional with eight years of industry experience, currently affiliated with MassMutual Investors Services. He has been with MML Investors Services since 2017 and previously worked with Round Rock Church of Christ. In addition to his advisory role, he is involved in life, disability, long-term care, and health insurance sales. MassMutual 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, educational seminars, and specialized planning services including divorce and estate-settlement planning.

Diane Taylor is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Ryan Montgomery is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has been with Mass Mutual and its affiliated companies since 2012. Outside of his advisory role, he is involved as a sales agent with Knowlton Benefit Consultants, Inc., focusing on life and health insurance sales. Mass Mutual Investors Services, LLC 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 ongoing, collaborative financial planning engagements and a variety of investment programs and educational seminars.

Benjamin Wright is a financial advisor with Ameriprise based in Cordova, TN, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Armor Financial Group, Allstate Insurance Company, MML Investors Services, The Wright Agency, and MassMutual Life Insurance. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning solutions through a centralized consulting team.

Marie Garrett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in online selling through social media platforms and operates a business selling vintage glass items. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors.

Samuel Zuckerman is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 credential and has three years of industry experience. His prior roles include positions at First Horizon Advisors and Helena Agri Enterprises, as well as experience in education at the University of Tennessee and Ridgeway Country Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Pete Abston is a Series 66-licensed financial advisor with LPL Financial in Memphis, TN, holding seven years of industry experience. He has worked at First Tennessee Bank since 2018 and spent time at Lausanne Collegiate School and the University of Alabama prior to his current role. Outside of his advisory work, Pete is involved in Twitch streaming as a caster and commentator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, and retirement consulting, offering discretionary and non-discretionary management supported by research and multiple investment strategies.

Alana Hu Perkovic is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at First Horizon for over eight years in various roles. Outside of her advisory work, she is the business owner of TOPCOURSE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven tools.

Marcus Esposito is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the CFP® and ChFC® designations and has been with MassMutual and its affiliated firms since 2008. In addition to his advisory role, he teaches financial literacy to medical students at the University of Tennessee Health Science Center. Mass Mutual Investors Services, LLC 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 a range of programs including wrap and money-manager options, as well as educational seminars.

Charles Clark is a financial advisor at MassMutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual Investors Services since 2016, previously working with MassMutual Life Insurance Company. Clark is also engaged in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved tools and a range of investment and planning services.

Jared Roaten is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Principal Securities, SunTrust Advisory Services, and First South Financial Credit Union. He is based in Memphis, TN. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

Thomas Shelley is a financial advisor with Edward Jones in Germantown, TN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at Charles Schwab for 22 years and held positions at Liberty Home Equity Solutions and Avon High School. Edward Jones is a full-service wealth management firm serving over 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.

Daniel Threlkeld is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2019. Outside of his advisory role, Threlkeld serves as treasurer for two nonprofits focused on distracted driving awareness and cultural exchange, and he is a chapter advisor for the Omicron Epsilon chapter of Kappa Alpha Pi fraternity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Richard Jones is a CFP®-designated financial advisor with MassMutual Investors Services in Memphis, TN, where he has worked since 2009. He has 30 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns and operates a brokerage and life and health sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements and offers a range of specialized programs including divorce planning and employer-sponsored planning.

Philip Lamoreaux III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a conservator managing his mother’s personal finances and healthcare needs. MassMutual Investors Services, LLC 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, utilizing firm-approved software to analyze client goals and provide written recommendations.

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.

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.