Mary Cannon is a financial advisor at NewEdge Advisors with 10 years of industry experience. She holds a Series 66 designation and previously worked at FTB Advisors, Inc. for seven years before joining NewEdge Advisors and LPL Financial in 2022. Outside of her advisory work, she owns a business in interior design based in Memphis, TN. NewEdge Advisors serves a diverse client base including individuals, trusts, pension plans, corporations, and charitable organizations. The firm offers discretionary and non-discretionary portfolio management through a wrap fee program that integrates asset management with financial planning, employing a range of analytic approaches and regular portfolio reviews.

Cal Templeton is a financial advisor at Benjamin F. Edwards & Company, Inc. with a Series 66 designation. He joined the firm in 2026 and has prior experience at AllianceBernstein, Orgill Inc., OneOncology, and The Marston Group. Templeton holds both undergraduate and master’s degrees from Union University. Benjamin F. Edwards & Company, Inc. provides investment advice and related services to a diverse client base, including individual investors, retirement plans, trusts, estates, and corporate clients. The firm offers a range of model-based and customized investment strategies and combines investment management with broker-dealer capabilities and in-house trading services.

Thomas Bennett is a financial advisor at Mariner with Series 63 and Series 66 credentials and 28 years of industry experience. His prior roles include positions at Cetera, Summit Financial Group, and D.A. Davidson & Co. In addition to his advisory work, he is involved with MSEC, LLC as a registered representative. Mariner serves a diverse client base, including high-net-worth individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, corporations, and private funds. The firm offers investment management, financial planning, retirement consulting, and tax and family office services, implementing customized portfolios supported by in-house research and third-party managers.

Kerry Jackson is a CFP® professional with 11 years of industry experience and is currently affiliated with Kestra Advisory. He is a partner and director of financial planning at Fish and Associates, where he oversees all financial plans and staff. Jackson also leads an educational workshop called Build Your Best Life. Kestra Advisory Services provides investment advisory and retirement-plan consulting to plan sponsors and a diverse range of institutional and individual clients. The firm offers services including fiduciary consulting, plan design, employee education, and manages approximately $79.8 billion in assets, serving large institutional investors such as sovereign wealth funds.

Stephen Stamps is a financial advisor at TLG Advisors, Inc. with 16 years of industry experience. He holds a Series 66 designation and has worked at firms including The Leaders Group, Inc., MAS Advisors LLC, Advantage Investment Management LLC, and LPL Financial LLC. He is also affiliated with Wealth Strategies Group, where he advises clients on financial goals and investment planning. TLG Advisors serves a diverse client base, including individuals, high-net-worth clients, trusts, charitable organizations, corporations, and institutional investors. The firm emphasizes manager selection and monitoring using fundamental analysis and Modern Portfolio Theory, offering a range of services from portfolio management to fiduciary oversight and a digital program called Starlight Portfolios.

Sherri Thomas is a financial advisor at Empower Advisory Group with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Allstate Insurance Company, Valic Financial Advisors, and Cuna Mutual Group. Empower Advisory Group provides financial planning and investment management services primarily to employer-sponsored retirement plan sponsors and their participants, as well as to Empower Premier IRA and certain retail brokerage account holders. The firm’s approach integrates proprietary and third-party methodologies focused on long-term portfolio returns and client savings rates, with services delivered through Empower’s recordkeeping and administrative platforms.

Hunter Mills is a financial advisor with Truist Advisory Services, holding a Series 66 designation and 16 years of industry experience. He has worked at Truist Investment Services since 2021 and previously at Jackson National Life Distributors from 2014 to 2021. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors, and charitable organizations. The firm offers asset allocation, investment policy analysis, fiduciary support, and a manager-selection program, utilizing a mix of discretionary and non-discretionary strategies supported by third-party platforms and AI-enabled research tools.

Joshua Yenser is a financial advisor at First Command Advisory Services with one year of industry experience. He holds the Series 66 designation and has prior work experience at the University of Tennessee Knoxville and Ridgeway Country Club. First Command Advisory Services is an SEC-registered investment adviser that serves individuals, corporate, and charitable clients, with a focus on active-duty service members and their families. The firm offers financial planning and multiple wrap-fee asset management programs managed by a centralized Investment Management Team.

William Truett is a financial advisor with LPL Financial located in Germantown, TN. He holds a Series 66 designation and began his advisory career in 2025. Prior to joining LPL Financial, he gained experience in various roles including employment at First Horizon Advisors and the University of Mississippi. 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. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, offering both discretionary and non-discretionary management supported by in-house and third-party research.

Somer Taylor is a financial advisor at LPL Financial with five years of industry experience. Taylor holds a Series 66 designation and has previously worked at Charles Schwab Bank, Charles Schwab, CWM, LLC, Cetera Advisor Networks, and Hal Otey Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, with access to research and model portfolios.

Ricky Hunt is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a partner and 12.5% owner of a hunting club in Mississippi. Raymond James & Associates is a large, dually registered broker‑dealer and SEC‑registered investment adviser serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning and non‑discretionary investment consulting with a variety of portfolio management styles and is notable for its municipal advisory services and extensive affiliated ecosystem.

Cecily Berry is a financial advisor with LPL Financial in Germantown, TN. She holds a Series 66 designation and has been with LPL Financial and First Horizon Advisors since 2025. Prior to her advisory role, she has experience in education and community involvement, including positions at Union University and local schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs supported by proprietary research and third-party subadvisors.

Jaylin Lee is a financial professional at Cetera with Series 66 credentials and less than one year of industry experience. Prior to joining Cetera, Lee held roles in various sectors including fitness and retail, notably working at Orangetheory Fitness as a sales associate. Lee is also involved with Shoemaker Financial, providing financial services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with diverse portfolio management options and access to third-party money managers.

Jacob Norman is a financial advisor at Cetera with 13 years of industry experience. He holds a Series 66 designation and has worked with Shoemaker Financial Services Inc and several insurance companies prior to joining Cetera in 2023. Outside of his advisory role, he is involved in fixed insurance sales through Shoemaker Financial. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers, managing over $256 billion in assets through a large network of advisors.

Matthew Syron is a CFP®-designated financial advisor with Edward Jones in Germantown, TN, where he has worked since 2009, totaling 16 years of industry experience. He holds a Series 66 license. Outside of his advisory work, he owns a commercial property in Germantown, which includes his Edward Jones office along with a leased separate suite. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Mark Norris Jr. is a Series 66-licensed financial advisor with Raymond James & Associates in Memphis, TN, where he has worked since 2013. He has 19 years of industry experience. Outside of his advisory role, he is involved in managing several agricultural and small business ventures, including farming operations and a closely held gear company. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, charitable organizations, and municipal entities. The firm offers diversified financial planning and investment consulting through non-discretionary advisory programs and institutional solutions, supported by a broad range of portfolio management styles and affiliated research.

William Wolbrecht IV is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves on the board of the Germantown Athletic Club and manages an agricultural business, Wolbrecht Limited Partnership. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm provides financial planning and non-discretionary investment consulting supported by a nationwide adviser network and offers specialized services such as municipal advisory and SIMPLE IRA consulting.

Gary Frazier is a financial advisor with Mass Mutual Investors Services and holds a Series 63 designation. He has 48 years of industry experience and has been with Mass Mutual Investors Services since 2017. Prior to this, he worked at Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Frazier is also an independent insurance agent and the owner of Frazier Advisory LP. Mass Mutual 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, wrap and money-manager programs, and educational seminars.

James Corrigan is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He joined UBS in 2017 after two years at FTB Advisors, Inc. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses research-driven strategies tailored to clients’ goals and risk tolerances.

Steven Carroll is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients using an active listening approach to understand their short and long term goals and collaborates to build the framework for a financial plan aimed at meeting their needs. Prior to his current role, Steven gained experience at Fidelity Investments as a Financial Representative in 2025 and as a Financial Services Representative from 2024 to 2025. Before joining Fidelity, he worked as a Commercial Product Line Manager at Answer Financial from 2021 to 2024. Outside of his professional work, Steven has interests in fishing and music.