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 Series 66-licensed financial advisor with Raymond James Financial Services Advisors, Inc., based in Memphis, TN. He has two years of industry experience and previously worked at Cetera. In addition to his advisory role, Brown serves as a crew chief in the Tennessee Air National Guard. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations. The firm employs tailored, non-discretionary planning and consultative strategies supported by analytical tools and also offers specialized programs such as wrap-fee advisory and municipal advisory services.

Frederick Schaeffer Jr. is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 31 years of industry experience. His prior roles include positions at MetLife Securities Inc. and MassMutual Life Insurance Co. He is also engaged in individual life, health, and group insurance sales. 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 provides comprehensive financial planning, asset management, and educational seminars, using firm-approved analytical tools to develop collaborative, goal-oriented recommendations.

Christopher Webb is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. Webb operates out of Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a wide array of model portfolios, research resources, and technologies.

Lauran Guijarro is a CFP® and holds a Series 66 license, currently working as a financial advisor at Edward Jones with four years at the firm and three years of prior industry experience. Before joining Edward Jones in 2022, Lauran worked at World Fuel Services and White & Case LLP. She serves as Vice President of the Woodruff Fontaine House Museum, a nonprofit historic home museum in Memphis. 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 and investment strategies, supported by a large network of financial advisors and branch offices nationwide.

Madison Blair is a financial advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, Blair worked at Edward Jones and has held various roles outside finance, including at Harley-Davidson dealerships. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, institutions, and charitable organizations. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Bryan Roper is a financial advisor with Wells Fargo Clearing in Collierville, TN, holding a Series 66 designation and 16 years of industry experience. He has worked with Wells Fargo Clearing since 2016 and was previously affiliated with Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Daniel Vandersteeg is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the CFP® designation and has 11 years of industry experience, previously working at MetLife Securities, Inc. and MassMutual Life Insurance Co. He also operates as an agent in individual and group life and health insurance. Mass Mutual Investors Services 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, and educational seminars, using firm-approved tools to provide written recommendations tailored to client goals.

Michael Reilly is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with LPL Financial and previously worked at Equitable Advisors for 26 years and AXA Advisors, LLC for 21 years. His other business activities include ownership of Reilly Wealth, LLC, a non-investment-related entity established for tax and investment purposes. 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 broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with extensive research and model portfolio options.

Ethan Smith is a financial advisor with Charles Schwab in Germantown, TN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab Bank, LPL Enterprise, First Citizens National Bank, and Whites & Associates. Before entering the financial sector, he spent nine years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment process.

Sam Garrard III is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 66 licenses and 21 years of industry experience. He has previously worked at Suntrust Advisory Services, Suntrust Investment Services, and Investment Professionals, Inc. Outside of his advisory role, he serves as an executor for an estate in Franklin, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm employs an IPS-driven approach based on modern portfolio theory and includes a broad range of financial products such as insurance-related vehicles and bank deposit sweep options in its investment menus.

Clinton Moss is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience with State Farm and Brad Carlisle Insurance Agency. Before entering the financial sector, he spent ten years working at Maley-Yarbrough Funeral Home. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Christopher Shelton is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has worked at Regions Bank and Scottrade, Inc. prior to his current role. Shelton is based in Memphis, TN. Cetera Investment Advisers LLC serves a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and financial planning services through a nationwide network of independent advisors and provides access to multiple program structures and investment strategies.

Gregory Lemon is a financial advisor with Ameriprise in Cordova, TN, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes multiple engagements with Ameriprise and a one-year tenure at Kingswood Capital Partners. Outside of his advisory role, he is co-owner of a commercial landscaping company and serves as a director at a CPA consulting and advisory firm. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that combines comprehensive analysis with ongoing advice to support dependable income and tax-aware withdrawal strategies.