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 background includes roles at First Horizon Bank and Rockbox Fitness. Outside of finance, he has worked for delivery services DoorDash and Uber Eats. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to a broad client base including individuals, corporations, and institutions. The firm combines research from Wells Fargo Investment Institute with third-party analytics, offering both brokerage and advisory solutions supported by a large network of advisors.

Lynn Shaw is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 48 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, Shaw is involved in agricultural and business activities, including ownership and partnership interests in farming operations and a general merchandise business inherited from her family. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and charitable organizations. The firm provides tailored financial planning and consulting services, utilizing a range of portfolio management styles and supporting offerings such as municipal advisory services and employer-sponsored retirement plan consulting.

Perry Piacenti is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 63 designation and 32 years of industry experience. He has been with Raymond James Financial Services, Inc. since 1998 and is the owner and officer of Neuvo Salon, a business he has operated since 2011. He is also affiliated with Greek Gates, LLC, a branch support company. 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 plans, corporations, and institutional clients. The firm employs fact-finding, risk profiling, and analytical tools to tailor non-discretionary planning and consulting to client goals, and supports municipal and public-finance work as part of its institutional offerings.

John Raulston is a financial advisor with Raymond James & Associates, holding a Series 66 designation and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2013. 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, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Angela Neyman is a Series 66-licensed financial advisor with LPL Financial, based in Olive Branch, MS. She has four years of experience with LPL Financial and over 21 years of service at Cadence Bank (formerly BancorpSouth Bank). Angela also holds a notary commission in the state of Mississippi. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment services, including model portfolios, third-party asset management, and institutional platforms such as the Bank Wealth Program.

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, holding a Series 63 designation and having 29 years of industry experience. She previously worked at First Tennessee Brokerage and First Tennessee Bank. Haney also receives compensation from investment-related sales of insurance, annuities, and advisory services through affiliated insurance entities. 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 wide range of advisory and brokerage services, including financial planning and institutional platforms, supported by extensive technology tools and a large network of advisors.

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.

Eric Mccully is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, based in Memphis, TN, and has 17 years of industry experience. He has worked with Cambridge since 2015. Outside of advising, he is involved in an independent insurance agency and owns a food and beverage business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Cheryl Catron is a financial advisor at Morgan Stanley with 22 years of industry experience. She holds a Series 66 designation and has previously worked at Wells Fargo Clearing and Banc of America Investment Services. Since 2022, she has been with Morgan Stanley Smith Barney LLC in Memphis, TN. Morgan Stanley Wealth Management provides advisory programs to individuals and institutional clients, offering tailored financial planning through its Financial Advisors and Estate Planning Strategies Group. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools to model financial outcomes.

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.

Chase Hoke is a financial advisor at Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 licenses. He has experience working at several financial institutions, including First Horizon Bank, Regions Bank, and Truist. Prior to entering finance, he worked in retail and radio. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm offers both brokerage and advisory solutions and manages approximately $671 billion in assets.

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 Series 66-licensed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2025. He has previously worked at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., and Truist Investment Services, Inc. Webb operates out of Memphis, TN. 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 comprehensive range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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 Series 66 licensed financial advisor at Raymond James Financial with one year of industry experience. Prior to joining Raymond James, Blair worked briefly at Edward Jones and has experience in the retail sector at Harley-Davidson dealerships. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting services to a diverse client base, including individuals, high-net-worth clients, pension plans, and institutions. The firm uses analytical tools and risk profiling to deliver tailored, non-discretionary advice and supports various advisory programs and institutional consulting services.

Bryan Roper is a financial advisor at Wells Fargo Clearing with 16 years of industry experience. He holds the Series 66 designation and has worked with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients by providing investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.