Deta Harrold is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

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.

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, holding a Series 63 designation and bringing 30 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates provides 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 offers institutional consulting and maintains capabilities in public finance and municipal work.

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.

Robert Stokes is a financial advisor at LPL Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and previously worked at B. Riley Wealth Advisors and B. Riley Wealth Management. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research and technology-driven solutions.

Amber Patterson is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 66, Series 65, and Series 63 credentials and 13 years of industry experience. Prior to her current role since 2025, she worked at Pinnacle Financial Partners and Pinnacle Asset Management and spent 14 years at First Horizon. She is also employed as an associate at Pinnacle Asset Management and Pinnacle Financial Partners. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and institutional clients, including high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, typically non-discretionary advisory services and has specialized programs for small business retirement plans.

Kyle Krebs is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and five years of industry experience. Before joining Mass Mutual in 2020, he worked with the Memphis Grizzlies and Memphis Redbirds. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

Sophia Tashie Williams is a financial advisor with UBS Financial Services in Memphis, TN. She holds the Series 63 and Series 66 designations and has four years of industry experience. Her prior roles include positions at Fidelity Investments and Shred 415, as well as work at the University of Memphis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.

Todd Proctor is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. His professional background also includes experience as a Branch Manager at TD Ameritrade, Inc. from 2018 to 2020 and as a Financial Consultant at Charles Schwab & Co., Inc. from 2014 to 2018. Todd holds an Arkansas Insurance License, which supports his work in financial consulting and planning. He emphasizes the importance of communication in the financial services industry, aiming to build deep and ongoing connections with clients to establish and develop financial plans over time. Outside of his professional role, Todd enjoys football, hiking, spending time with friends at social events, being at the lake, listening to music, and traveling.

Cameron Collins is a CFP®-credentialed financial advisor with two years of industry experience, currently working at Edward Jones in Arlington, TN. Prior to joining Edward Jones, he was employed at Northwestern Mutual and also worked at Traxx Outdoor Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors nationwide.

Christopher Yarbrough is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 designations and bringing 21 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting through various programs and institutional consulting services.

Angela Shaw is a financial advisor at Edward Jones in Bartlett, TN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.