Evan Stephens is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA) and is dedicated to helping clients pursue their financial goals by developing personalized strategies. Evan earned a Bachelor's Degree from Howard University. He focuses on connecting clients with the appropriate people, plans, and processes tailored to their unique ambitions. His work includes assisting clients with planning and funding education, retirement lifestyle considerations, potential healthcare costs, and long-term family goals. Evan emphasizes simplicity and transparency in wealth planning, aiming to make the complexities of investing accessible and manageable for his clients. He seeks to incorporate clients' personal perspectives and priorities into the financial strategies he develops.

David Hager is a Series 66-licensed financial advisor with 16 years of industry experience. He is currently affiliated with LPL Financial and Cadence Bank. His prior experience includes roles at FTB Advisors and Duncan Williams, Inc. 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 of investment adviser representatives. The firm offers a range of advisory programs and financial planning services with access to both discretionary and non-discretionary portfolio management.

Julius Flatt is a financial advisor at Mass Mutual Investors Services with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services and MassMutual Life Insurance Company since 1986. Outside of his advisory role, he is also active as a licensed insurance agent specializing in individual and group life and health products. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations tailored to client goals.

John Davis II is a financial advisor with LPL Financial, holding Series 65 and Series 63 credentials and one year of industry experience. Prior to joining LPL Financial, he worked at MWA Financial Services Inc. and Modern Woodmen of America. Outside of his advisory role, he serves as a baseball coach for Easley Baseball Club and St. George's Independent School. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, 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, providing both discretionary and non-discretionary management supported by proprietary and third-party research.

Katie Pillow is a financial advisor with Wells Fargo Advisors and holds the Series 66 designation. She has 12 years of industry experience, including roles at Wells Fargo Clearing and Wells Fargo Advisors Financial Network. She is based in Memphis, TN. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser affiliated with Wells Fargo that offers investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm provides a broad range of planning services tailored to client needs, utilizing Wells Fargo research and tools to develop recommendations.

Robert Wharton is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Christine Taylor is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 63 designation and 24 years of industry experience. She has been with UBS since 2011. Outside of her advisory role, she is involved in non-investment related duties at Commercial Advisors LLC, a commercial real estate business. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining model-based asset allocations and research to tailor plans to clients’ goals. The firm operates as a broker-dealer, investment adviser, and futures commission merchant, offering institutional trading capabilities alongside wealth management services.

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 licenses and bringing 48 years of industry experience. She has been with Raymond James since 2013. Outside of her advisory role, she has ownership interests in agricultural and general merchandise businesses. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving individuals, pension plans, corporations, and governmental entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, supported by a broad affiliate network and specialized municipal finance capabilities.

Perry Piacenti is a financial advisor with Raymond James Financial in Germantown, TN, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and currently serves as an officer and secretary of Neuvo Salon, a business he owns. Additionally, he is affiliated with Greek Gates, LLC, a branch support company. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm specializes in non-discretionary financial planning and investment consulting, offering tailored strategies supported by firm research and an extensive affiliate network.

John Raulston is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and sponsors wrap fee advisory programs.

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.

Brian Boswell is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice through a centralized consulting team.

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 financial advisor with Raymond James Financial Services Advisors, Inc. based in Memphis, TN. He holds a Series 66 designation and has two years of industry experience, including prior roles at Cetera and Air Venture. Outside of his financial career, he serves as a crew chief in the Tennessee Air National Guard. Raymond James Financial Services Advisors, Inc. serves a diverse client base ranging from individual investors to institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, leveraging asset-allocation analysis and firm research to tailor recommendations, while providing access to various managed account solutions and institutional consulting services.