Jonathan Edwards is a CFA® charterholder with seven years of experience in the financial industry. He has worked at Truist Advisory Services since 2019, following prior roles at First Tennessee Bank N.A. He is based in Memphis, TN. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate and business clients, retirement plan sponsors, and charitable organizations. The firm employs a mix of discretionary manager relationships and non-discretionary consulting, supplemented by AI-enabled research tools and inter-affiliate integration features.

Michael Odom is a PFS™ credentialed advisor with three years of industry experience, currently with Cetera Planning Partners. He previously worked at Avantax Planning Partners for three years and has served as a partner and CPA at Fouts and Morgan, Certified Public Accountants, P.C. since 1990. Outside of his advisory role, Odom is involved with a financial advisory network LLC, where he participates in client development and oversees financial affairs. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios built from mutual funds and ETFs, supported by a formal planning process and additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

Christopher Stewart is a CFP® professional with 27 years of experience in the financial services industry. He has worked at Centaurus Financial, Inc. since 2018 and previously spent seven years at Woodbury Financial Services, Inc. Stewart is also involved with CGM Risk Management, providing property and casualty insurance services to clients. Centaurus Financial, Inc. serves a diverse client base including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning and portfolio management through its CLASSIC Plus platform, providing both discretionary and non-discretionary arrangements with a combination of fundamental and technical analysis.

Harish Vishria is a CFP® professional with 37 years of industry experience, currently serving at Mercer Global Advisors Inc. He previously worked at Vishria Bird Financial Group, LLC and APW Capital, Inc., and spent 30 years with Ameriprise Financial-Vishria & Associates. Vishria holds life, accident, and health insurance licenses. Mercer Global Advisors provides investment advisory and planning services to individuals, high-net-worth families, small business owners, corporate plan sponsors, foundations, and nonprofit organizations. The firm utilizes a globally diversified, risk-appropriate investment approach grounded in Modern Portfolio Theory, offering a range of portfolio management and financial planning services.

Richard Finch is a Series 65 licensed advisor with Hightower Advisors, based in Memphis, TN, where he has worked since 2019. He has six years of industry experience, including ten years at Green Square Capital LLC prior to joining Hightower. Finch is also a partner in Active Tracks, LLC, a background screening firm. Hightower Advisors provides investment advisory and planning services to a range of individual and institutional clients, employing a multi-manager investment approach that utilizes both affiliated and third-party managers. The firm offers discretionary and non-discretionary portfolio management, retirement plan consulting, and access to various pooled investment vehicles.

James Polmonari is a financial advisor with TLG Advisors, Inc. in Bartlett, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company from 2014 to 2020. Outside of advising, he has been involved in pest management through James Pest Management, Inc. for over 20 years. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Scott Heevner is a financial advisor with First Command Advisory Services, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. His prior work includes roles at First Command Insurance Services, Princor Financial Services Corp, and Principal Life Insurance Company. He is also a member of Heevner Wealth Management, an independent wealth management business he owns. 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, delivering investment management through a centralized team that constructs and monitors model portfolios using mutual funds, ETFs, and third-party managers.

Zemetria Payne is a financial advisor at &PARTNERS with 10 years of industry experience. She holds Series 63 and Series 66 credentials. Prior to joining &PARTNERS in 2024, Payne worked at Wells Fargo Clearing and Wells Fargo Advisors from 2014 to 2023, as well as a brief tenure at Mediant Communications. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, foundations, universities, trusts, private businesses, and corporations. The firm offers investment management, financial and tax planning, ERISA 3(21) consulting, retirement-plan participant discretionary management, and brokerage services, utilizing a combination of fundamental, technical, and quantitative analysis alongside both proprietary and third-party strategies.

Robert Bird is a CFP® with 29 years of industry experience, currently serving as a financial advisor at Mercer Global Advisors Inc. Prior to joining Mercer, he worked at Vishria Bird Financial Group, LLC, APW Capital, Inc., and Ameriprise/Vishria & Associates. Outside of his advisory work, Bird volunteers as a karate instructor at the YMCA of Cordova. Mercer Global Advisors provides investment advisory and planning services to a diverse client base including individuals, high-net-worth families, small business owners, and nonprofit organizations. The firm employs a globally diversified, risk-appropriate investment approach based on Modern Portfolio Theory and offers a range of portfolio management and financial planning services.

Michael Shaul is a CFP® and holds a Series 65 license, with nine years of industry experience. He has worked at Creative Planning since 2023 and previously spent eight years at FSG Investment Management. Creative Planning is an enterprise firm managing approximately $217 billion in assets, serving a diverse client base including individuals, corporations, foundations, trusts, and retirement plans. The firm employs a financial planning–led investment process focused on low-cost indexing and buy-and-hold strategies, supported by a broad range of affiliated legal, trust, and retirement plan services.

Andrew Stolnicki is a financial advisor with Truist Advisory Services, holding a Series 66 designation and bringing 25 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been affiliated with Truist Investment Services, Inc. since 2013. 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, and fiduciary support, using a combination of discretionary manager relationships and non-discretionary consulting supported by third-party platforms and AI-enabled equity research tools.

Mary Cannon is a financial advisor with NewEdge Advisors in Memphis, TN, holding a Series 66 credential and 10 years of industry experience. She previously worked at FTB Advisors, Inc. from 2015 to 2022 and concurrently with LPL Financial since 2022. In addition to her advisory role, she owns Mary Cannon Interior Design. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension plans, corporations, trusts, estates, and charitable organizations through a network of independent representatives. The firm offers a broad range of portfolio management and consulting services and utilizes multiple program structures that combine in-house manager selection with third-party models and advisor discretion.

Thomas Bennett is a financial advisor with Mariner, holding Series 63 and Series 66 licenses and bringing 29 years of industry experience. His career includes roles at MSEC, LLC, Cetera, Summit Financial Group, and D.A. Davidson & Co. Bennett is also involved with MSEC, LLC in an investment-related capacity. Mariner serves a diverse client base, including individuals, high-net-worth households, institutional plans, and private funds, offering services such as investment management, financial planning, retirement consulting, and coordinated tax services. The firm employs customized, discretionary portfolio strategies supported by internal and third-party resources and provides integrated tax, accounting, and family office services not commonly found at firms of its size.

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.

David Lookadoo is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Principal Securities Inc, Ftb Advisors, Inc., First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ameriprise. Outside of his advisory work, he is the owner of Southern Chef LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

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.

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.

Michael Zepatos is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Raymond James & Associates and Wells Fargo Advisors. Outside of advisory work, he is involved in several non-investment activities, including ownership of the Arcade Restaurant and work as an app developer and marketing consultant. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, employing both proprietary and third-party investment strategies with a focus on technology-supported operational and research tools.

Cecily Berry is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Her background includes roles at First Horizon Advisors and teaching positions at Union University, Collierville High School, and Loganville Christian Academy. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.