Brooke Bobo is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Brooke worked at Edward Jones, Thrivent, Raymond James, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors through its Institutional Consulting Services program, combining quantitative asset‑allocation modeling with centralized due diligence and applying an ESG eligibility framework in its recommendations.

Jackson Neve is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at First Horizon Bank and Rockbox Fitness. Outside of finance, he has worked with DoorDash and Uber Eats. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and provides both brokerage and advisory solutions.

Lynn Shaw is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, Shaw is involved in agricultural and business activities, including ownership and partnership interests in farming operations and a general merchandise business inherited from her family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and consulting services, utilizing a range of portfolio management styles and supporting offerings such as municipal advisory services and employer-sponsored retirement plan consulting.

Perry Piacenti is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and is the owner and officer of Neuvo Salon, a business he has operated since 2011. He is also affiliated with Greek Gates, LLC, a branch support company. 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 plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, and supports municipal and public-finance work as part of its institutional offerings.

John Raulston is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Angela Neyman is a financial advisor with LPL Financial, holding a Series 66 designation and over one year of industry experience. She has worked at LPL Financial since 2022 and has been with Cadence Bank (formerly BancorpSouth Bank) since 2005. Angela is also a commissioned notary in the state of Mississippi. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting services with access to model portfolios, third-party research, and various investment management options.

Mouveleane Cook is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. She has been with Primerica Advisors since 1999 and with Primerica Financial Services since 1994. In addition to advisory work, she is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and discretionary separately managed accounts primarily to individual and high-net-worth clients. The firm uses a tiered wrap-fee structure and curates third-party asset managers, delegating trading responsibilities to BNY Mellon Advisors.

Stacey Haney is a financial advisor with LPL Financial in Germantown, TN, holding a Series 63 designation and 29 years of industry experience. Her career includes long-term roles at First Tennessee Brokerage, First Tennessee Bank, and FTB Advisors, Inc. She is also compensated for sales of insurance, annuities, and advisory services through affiliated insurance 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 range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by research and model portfolios.

Martha Reynolds is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and with 13 years of industry experience. Her career includes roles at Regions Bank, IFP Securities, FirstBank, and Raymond James Financial Services. Reynolds is currently based in Memphis, TN. Cetera Investment Advisers LLC is an SEC-registered advisor that serves individual, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a range of investment management and retirement services delivered via multiple program structures and custodial relationships.

Jason Herrington is a financial advisor with Cetera who holds a Series 63 designation and has 25 years of industry experience. He has worked at Cetera since 2023 and previously at Minnesota Life and Securian Financial Services for over two decades. Outside of his advisory role, he serves as a board member and treasurer of the Houston High School Band Booster in Germantown, TN. Cetera Investment Advisers LLC operates a multi-manager platform serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers various portfolio management and consulting services, with access to affiliated and third-party managers, and manages over $256 billion in assets through more than 10,000 advisors nationwide.

Cheryl Catron is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has worked at Morgan Stanley Smith Barney LLC since 2022, following tenures at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process using firm-approved tools and market-based models.

Gregg Beeber is a financial advisor at Cetera with ChFC® and Series 66 credentials and two years of industry experience. He previously served 24 years in the United States Air Force and has been an airline pilot for FedEx Express since 2017. Beeber holds leadership roles in community organizations, including vice president of programming for the Temple Israel Brotherhood and vice president of membership at Beth Sholom. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and retirement services with access to both affiliated and third-party investment managers.

John Brown is a Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Memphis, TN. He has two years of industry experience and previously worked at Cetera. In addition to his advisory role, Brown serves as a crew chief in the Tennessee Air National Guard. 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 charitable organizations. The firm employs tailored, non-discretionary planning and consultative strategies supported by analytical tools and also offers specialized programs such as wrap-fee advisory and municipal advisory services.

Frederick Schaeffer Jr. is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also engaged in individual life, health, and group insurance sales. Mass Mutual 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop collaborative, goal-oriented recommendations.

Christopher Webb is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. Webb operates out of Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a wide array of model portfolios, research resources, and technologies.

Lauran Guijarro is a CFP® and holds a Series 66 license, currently working as a financial advisor at Edward Jones with four years at the firm and three years of prior industry experience. Before joining Edward Jones in 2022, Lauran worked at World Fuel Services and White & Case LLP. She serves as Vice President of the Woodruff Fontaine House Museum, a nonprofit historic home museum in Memphis. 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 strategies, supported by a large network of financial advisors and branch offices nationwide.

Madison Blair is a financial advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, Blair worked at Edward Jones and has held various roles outside finance, including at Harley-Davidson dealerships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryan Roper is a financial advisor with Wells Fargo Clearing in Collierville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously affiliated with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Vandersteeg is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the CFP® designation and has 11 years of industry experience, previously working at MetLife Securities, Inc. and MassMutual Life Insurance Co. He also operates as an agent in individual and group life and health insurance. Mass Mutual 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, and educational seminars, using firm-approved tools to provide written recommendations tailored to client goals.

Ethan Smith is a financial advisor with Charles Schwab in Germantown, TN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab Bank, LPL Enterprise, First Citizens National Bank, and Whites & Associates. Before entering the financial sector, he spent nine years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of 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 process.