George Ryan Connor is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Kimery Wealth Management, LLC, and FTN Financial in both Securities Corp and Capital Markets divisions. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, with a range of portfolio management styles and municipal advisory services.

Ronald Goss III is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and having six years of industry experience. He has worked at Mass Mutual Investors Services and MassMutual Life Insurance since 2020 and previously spent time at Strategic Financial Partners and Green Earth Landscaping, LLC. Outside of his advisory role, he is involved in insurance sales as a licensed agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser offering financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides a range of programs including educational seminars and uses firm-approved tools to support client goal analysis and planning recommendations.

Robert Mayer is a CFA® charterholder with 20 years of industry experience. He is a financial advisor at Stifel, where he has worked since 2018, following a decade at J.J.B. Hilliard, W.L. Lyons, LLC. Mayer serves on the investment committee of Christian Brothers High School, helping to oversee the school’s endowment. Stifel serves a wide range of clients including individuals, institutional investors, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies.

Donald Malmo III is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. He previously worked at Duncan Williams, Inc. for eight years before joining Raymond James in 2021. Malmo serves as a board member of the Memphis Country Club, is involved with the finance and investment committee at St. Johns Episcopal Church, and participates in the Thorn Society Executive Committee at Memphis University School. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutions, and municipal entities, offering financial planning and consulting with a range of portfolio management styles supported by in-house research and affiliated sub-advisers.

Thomas Armstrong Sr. is a CFP® with 25 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Shoemaker Financial and multiple insurance companies since 2015 and operates an accounting business as the owner of T. Armstrong, CPA. He also serves as treasurer for a homeowners' association. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a nationwide network of independent advisors.

Kimberly Johnson is a financial advisor with Raymond James & Associates, holding a Series 63 credential and 35 years of industry experience. She has been with Raymond James since 2013 and also works part-time as a personal assistant at Allen Morgan & Doug Edwards. 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Stanley Viner is a CFP® and holds a Series 66 license, currently serving as a financial advisor at UBS Financial Services in Memphis, TN. He has five years of industry experience, including six years with UBS and prior work at Coaching for Literacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocation.

Rivers Shearin is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Deloitte for four years and held positions at Pinnacle Financial Partners and First Horizon. Shearin also serves as the head JV coach and assistant varsity coach for the St. Agnes Academy high school basketball team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a municipal advisory affiliation uncommon among large institutional advisors.

Justin Martin is a financial advisor with LPL Financial in Memphis, TN, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co/Strategic Financial Partners, Giles Financial Group, Ameriprise Financial Services, and Guidingpoint Financial Group. In addition to his advisory work, he is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

David James is a financial advisor with Ameriprise who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in managing his family farm in Gore Springs, Mississippi. Ameriprise is a large institutional firm that offers retirement-income planning services for clients meeting specific asset criteria, combining research, modeling, and tax analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

Parker Lewallen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

John Colcolough III is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of Bayou Meto Farms LLC, a hunting and recreational property venture. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, and it includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Rebecca Fitschen is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2002. UBS Financial Services Inc. 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, providing a broad range of capital markets products and proprietary research to support client goals.

Charles Montgomery is a financial advisor at Morgan Stanley with 41 years of industry experience. He holds the Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, and Citigroup Global Markets since 2004. He is based in Memphis, TN. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a broad range of advisory programs to individual and institutional clients, including tailored financial planning supported by structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

James Graham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Sara Scheck is a financial advisor with Morgan Stanley in Memphis, TN, holding a Series 63 designation and 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Scott Trammell is a CFP® with 24 years of industry experience, currently serving as a financial advisor at Mass Mutual Investors Services since 2017. Prior to this, he worked at MetLife Securities, Inc. from 2015 to 2017 and has been associated with MassMutual Life Insurance Co since 2016. He is also involved in the life settlements marketplace as an executive vice president and serves as a trustee overseeing trust and endowment funds for a local church. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved analytical tools and provides event-driven planning services including divorce and estate settlement planning.

Regina Grace is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. 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 individual, institutional, and municipal clients, offering a range of financial planning and advisory services with an emphasis on tailored, non-discretionary investment consulting.

Julia Schap is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 supported by approved tools and models such as Monte Carlo simulations.

Gregory Jordan is a CFP® with 18 years of industry experience and is currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services since 2023 and has been involved with Shoemaker Financial Services Inc. since 2015. Jordan also has experience in fixed insurance sales through Shoemaker Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party money managers.