Hulon Warlick IV is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior work includes 16 years at Independent Wealth Management, LLC and Commonwealth Financial Network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and institutions. The firm offers tailored, non-discretionary planning supported by advanced analytical tools and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory programs.

Marvin Davis is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 65 and Series 63 licenses and seven years of industry experience. He has been associated with MML Investors Services and Mass Mutual Life Insurance Company since 2019 and is also the owner of Keener Path LLC, a holding company. Additionally, Marvin serves on the board of directors for AnyHour, a company specializing in electric, plumbing, heating, and air services. 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, offering a range of programs including wrap and money-manager solutions.

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.

Jerry Corless is a CFP® professional with 28 years of experience, currently with Mass Mutual Investors Services in Memphis, TN. He has been with MassMutual Life Insurance Company since 2017 and with MML Investors Services LLC since 2012. He serves as chairman of the board for the Charles Ray and Margery Brown Fulton Foundation and is a board member of the Leadership Empowerment Center and Forward Credit Union. Corless is also an owner of a wellness and sports recovery business offering cryotherapy and sauna services. MML 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 annual, collaborative financial planning engagements supported by firm-approved software and educational seminars.

John Mcdowell is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds a Series 63 designation and has 27 years of industry experience, all with MML Investors Services and MassMutual since 1999. In addition to his advisory role, he is involved in life and health insurance sales through separate business activities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves 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 provide written recommendations.

Travis Lemonte is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has previously worked at First Horizon, Cetera Investment Services, and Regions Bank. 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 a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management supported by research and model portfolios.

Chelsey Fairchilds is a financial advisor at LPL Financial with 15 years of industry experience. She holds Series 63 and Series 65 designations and has previously worked at First Horizon Advisors, Inc., Alluvion Investments, LLC, and Alluvion Securities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

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.

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.

John Keller is a CFP® professional with 27 years of experience in the financial industry. He has been with Edward Jones since 2014. 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, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.

Mark Rutland is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Investacorp and Securities America Advisors. Rutland is also involved with Cornerstone Financial Group, where he conducts investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed-account solutions.