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, holding a Series 66 designation and having one year of industry experience. Prior to joining LPL Financial and First Horizon Advisors in 2025, he was involved with Poplar Pike Wine and Liquors, LLC for four years and has worked in education roles at Houston High School and Houston Middle School. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and 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.

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 at LPL Financial with 13 years of industry experience. He holds a Series 66 designation and previously worked at Raymond James & Associates and Wells Fargo Clearing. In addition to his financial career, he is involved with the Arcade Restaurant, a business he has been connected to since 2017, and he also engages in app development and marketing consulting. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of representatives to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of investment solutions, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Jaylin Lee is a financial professional with Cetera, holding a Series 66 designation and one year of industry experience. Prior to joining Cetera, Jaylin’s work history includes roles in fitness and retail sectors, such as Orangetheory Fitness and New Balance. Outside of financial services, Jaylin works as a sales associate at a workout studio. Cetera Investment Advisers LLC is a nationwide SEC-registered advisory firm serving a diverse client base, including individuals, retirement plans, and institutional accounts. The firm offers a multi-manager platform with various 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 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.

Zachary Walker is a financial advisor with Edward Jones in Hernando, Mississippi, holding a Series 66 designation and 11 years of industry experience. He has been with Edward Jones since 2014 and also has a background with Native Land Solutions starting in 2006. Outside of his advisory role, he is involved in managing family assets through his sole-owned LLC and assists with his daughters' agricultural bee and honey business. 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, including discretionary and non-discretionary wrap fee strategies and separately managed accounts, supported by a large network of financial advisors and branch offices nationwide.

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 based in Memphis, TN. He holds Series 63 and Series 65 licenses and began his career in the financial industry in 2026. His prior experience includes roles at Ameriprise and Fairley Wealth Management Group. 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 offers financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations tailored to client goals.

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.