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.

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 in Memphis, TN, holding a Series 66 designation and 24 years of industry experience. He has worked at Truist Advisory Services since 2016 and has been associated with Truist Investment Services, Inc. since 2013. Truist Advisory Services provides investment consulting and advisory services to individuals, corporate clients, retirement plan sponsors and participants, and charitable organizations. The firm offers asset allocation and investment policy analysis, plan sponsor fiduciary support, and a manager-selection program that combines discretionary and non-discretionary approaches, supported by AI-enabled research tools and supervisory oversight.

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.

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 Series 66 licensed financial advisor with Raymond James & Associates, based in Memphis, TN, and has 15 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is a 12.5% partner in a hunting club in Mississippi. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers both non-discretionary advisory services and institutional consulting, with a notable focus on public finance and municipal work.

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 financial advisor with Raymond James & Associates, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, Norris is involved in managing agricultural and farming operations, including ownership and partnership positions in several farming and land management businesses, as well as a small closely held company. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, serving both retail and institutional clients with a range of advisory programs.

William Wolbrecht IV is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 license and bringing 40 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved as a board member of the Germantown Athletic Club and owns an agricultural business, Wolbrecht Limited Partnership. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program, along with institutional consulting and public finance capabilities.