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.

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.

Staci Pollock is a financial advisor at Raymond James & Associates with 11 years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Scotia Capital, Green Street Advisors, and JPMorgan Securities. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm offers wealth advisory planning and investment consulting to a diverse client base, including individuals, corporations, and public entities, delivering non-discretionary planning and portfolio recommendations supported by a broad affiliate network.

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.

Austin Watts is a CFP® with seven years of industry experience, currently advising at OSAIC since 2019. His prior work includes roles at Pittman Financial Group, the Mississippi State Department of Recreation, Birmingham Barons, and Mississippi State University. He serves as Vice President of BNI Power Partners, a local independent business networking group, where he helps facilitate weekly meetings. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers integrated brokerage and advisory services with a range of portfolio management tools and multiple advisory platforms.

Benton Garrison is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds a Series 66 designation and has worked with MassMutual Life Insurance Company since 2020. His prior roles include positions in both education and service industries. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational seminars, with a focus on collaborative, annual planning engagements using firm-approved analysis tools.

Brent Stone is a financial advisor with Ameriprise in Collierville, TN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. Prior to joining Ameriprise in 2024, he worked for Edward Jones for 16 years. He serves as President on the Board of Directors for the Braystone Park Homeowners Association. Ameriprise offers a retirement-income planning service targeted at individuals nearing or in retirement with significant investable assets, combining research and modeling with tax-efficient strategies to deliver personalized, non-discretionary recommendations through a centralized consulting team.

Tyler Hendrix is a financial advisor with Mass Mutual Investors Services holding Series 63 and Series 65 licenses. He has been with MassMutual Life Insurance Company and MML Investors Services, LLC since 2026. Prior to this, he worked at Ameriprise and Fairley Wealth Management Group. 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 provides financial planning, asset management, and educational seminars, structuring client relationships as annual, collaborative engagements using firm-approved analytical tools.

Thomas Williams is a financial advisor with Merrill in Memphis, TN, holding Series 63 and Series 65 licenses and having 43 years of industry experience. He has been with Merrill since 1983 and Bank of America since 2009. Outside of his advisory role, he serves as president of the Hatchie Coon Hunting Club and participates on the advisory committee for Christian Brothers High School’s Finance Committee. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a diverse client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.