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 financial advisor with LPL Financial, holding a Series 66 designation and 16 years of industry experience. His prior roles include positions at FTB Advisors and Duncan Williams, Inc. He currently operates under the trade name Cadence Investment Services in connection with his work at LPL Financial. 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 range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

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.

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 at UBS Financial Services with 25 years of industry experience. She holds a Series 63 designation and has been with UBS since 2011. Outside of her advisory role, she is involved with Commercial Advisors LLC in a non-investment capacity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services, employing proprietary research and model-based asset allocations to tailor client strategies.

Ronald Rhea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of a pecan pie sales business called Pop's Pecan Pie in Cordova, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Brooke Bobo is a financial advisor with J.P. Morgan Securities in Germantown, TN, 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, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jerry Milligan II is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 15 years of industry experience. Prior to joining LPL in 2023, he worked at Ameriprise Financial Services and Waddell & Reed, among other firms. Outside of his advisory role, he is the sole proprietor of Bud Milligan Talent, a business involved in acting, modeling, and voice-over work. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

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 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.