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.

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 at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 16 years before joining Ameriprise in 2024. Outside of his advisory role, he serves as President of the Braystone Park Homeowners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

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, holding Series 63 and Series 65 licenses and over 43 years of industry experience. He has been with Merrill since 1983 and also associated with Bank of America since 2009. Outside of his advisory work, he serves as president of the Hatchie Coon Hunting Club and participates on advisory committees for Christian Brothers High School and estate management. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies tailored to individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

William Marino is a CFP® professional affiliated with Mass Mutual Investors Services in Memphis, TN, with three years of industry experience. He previously worked at Regions Bank for six years before joining MML Investors Services LLC and MassMutual Life Insurance Company. Outside his advisory role, he owns and manages two single-family rental homes. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations. The firm offers financial planning, asset management, and educational programs, focusing on client-specific strategies without investment discretion.

John Pettey III is a Series 66-credentialed financial advisor with Raymond James & Associates in Memphis, TN, where he has worked for 13 years. He has 26 years of industry experience. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Andrew Haley is a financial advisor at Raymond James & Associates in Memphis, TN, holding a Series 66 designation with 15 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he owns and manages residential investment properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, charitable organizations, and government entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles and affiliated research.

John Threlkeld is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2005. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

John Alexander is a Series 66 credentialed financial advisor with Raymond James & Associates, based in Memphis, TN. He has 24 years of industry experience and has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as an officer and treasurer of a family holding company created for estate planning and acts as co-trustee of a family trust involving life insurance funding. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning, non-discretionary investment consulting, and institutional advisory services supported by a broad range of portfolio management styles and firm research.

Charles Bledsoe is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. His prior experience includes roles at Wilson Bank & Trust, Raymond James Financial Services Advisors, Inc., and Suntrust Advisory Services. Bledsoe is also employed as a financial advisor at WBT Wealth Management. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources.

Michael Powell II is a CFP®-credentialed financial advisor with 12 years of industry experience, currently with Cetera. His career includes roles at Shoemaker Financial Services and Minnesota Life Insurance Company. He serves as an advisory board member of the Memphis Maroon Club. Cetera Investment Advisers LLC is a large SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Cheryl Kelley is a CFP®-certified financial advisor with 30 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2005 and has been associated with related entities including Pathway Financial Services, Inc. in Germantown, TN, where she is a significant owner. In addition to her advisory role, she is an independent insurance agent focusing on fixed annuity, health, life, and long-term care products. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports independent Financial Professionals with various portfolio management options, proprietary and unaffiliated model strategies, and multiple custody and platform arrangements.

Stephen Piacentini Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FTB Advisors, Inc. Outside of his advisory role, he is involved as a partner in a real estate rental business in Panama City Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research support.