Jamey Barham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wells Fargo in 2025, he spent eight years at Wunderlich Securities, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party data to support diversified investment strategies.

Katrina Ridgeway is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, with prior experience at Benchmark Wealth Management and First South Credit Union. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research, model portfolios, and various program offerings.

Khallada Simpson is a financial advisor with Raymond James Financial Services Advisors, Inc. based in Memphis, TN. He holds a Series 66 designation and has five years of industry experience. Prior to joining Raymond James, his work history includes roles at Amazon.com Services, Aflac Insurance Company, Lyft, Equitable Advisors, GrubHub, Uber Technologies, Inc., and Massachusetts Mutual Life Insurance Company. Outside of his advisory role, Simpson works as an independent contractor for Lyft and Uber and is a seasonal flexible worker for Amazon. Raymond James Financial Services Advisors serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset allocation analysis and firm research to tailor recommendations while leaving final decision authority with clients.

Sean Clark is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 credentials. He has one year of industry experience and previously worked at Fifth Third Securities, Regions Bank, and in eCommerce roles at Walmart and Amazon. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages over $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute.

James Whitehead is a CFP® professional with 24 years of experience in financial services. He is currently with Ameriprise and has held previous roles at his own practice, James D. Whitehead, as well as Shoemaker Agency, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory work, he is involved in a consulting business focused on property and casualty insurance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Nicol is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 66 credential and 17 years of industry experience. He previously worked at Ftb Advisors, Inc. and First Tennessee Brokerage before joining Raymond James and Pinnacle Financial Partners in 2022. Nicol is also associated with Fountain Financial Group, a marketing name used within the Raymond James network. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of implementation options and supported by an extensive affiliate network.

Justin Kreis is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, serving both retail and institutional clients, with a notable focus on public finance and municipal work.

Elizabeth Smith is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. She has worked at Raymond James since 2013 and has prior experience with Colorstreet, Desoto Athletic Club, and Golds Gym. 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 municipal finance services.

Nathan Travis is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. 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 manages approximately $671 billion in assets and offers both brokerage and advisory solutions, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Monica Wiesel is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds the Series 63 and Series 65 designations and has been with Raymond James since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses using firm research and planning tools, and it also serves municipal clients through its public finance and institutional fiduciary solutions.

Tate Charping is a financial advisor with Cetera, holding a Series 66 license and one year of industry experience. His background includes roles at Cetera Wealth Services and the United States Probation Office, as well as teaching positions at the Regents School of Oxford. He is also a financial advisor at Shoemaker Financial, focusing on financial planning, investment planning, and insurance planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers access to various investment strategies and third-party managers across multiple program structures and custodial relationships.

Louis Allen Jr. is a financial advisor with LPL Financial based in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2025 and has concurrent experience with Ftb Advisors, Inc. and First Tennessee Brokerage, Inc., spanning over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research and portfolio management tools.

James Killebrew is a CFP® professional at Charles Schwab with 28 years of industry experience. His prior roles include positions at Fidelity Personal and Workplace Advisors and Strategic Advisors Inc. He serves as Treasurer on the board of the Seacliff Homeowners Association. Charles Schwab & Co., Inc. primarily serves high- and ultra-high-net-worth clients through its Schwab Wealth Advisory wrap fee program and related managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance supported by multi-asset model portfolios and a centralized, integrated operational structure.

Anna Embry is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with LPL Financial and has previously worked at First Horizon Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and the University of Mississippi. Outside of her advisory roles, she was involved with Head Over Heels for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Meggan Glass is a financial advisor at Merrill with 15 years of industry experience. She holds a Series 66 designation and has been with Merrill since 2013, also working at Bank of America, N.A. since 2021. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates its services within Bank of America’s broader platform, providing access to various financial products and services.

Selenne Calhamer is a financial advisor at Wells Fargo Clearing with 31 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2017. Prior to that, she was employed at USAA Financial Planning Services and USAA Financial Advisors, Inc. from 2012 to 2017. Calhamer also serves as a non-public arbitrator for FINRA, a role she has held since 2000. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Robert Shy is a financial advisor at Raymond James & Associates with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a notable focus on municipal clients and public finance activities.

Edward Krausnick Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 43 years of industry experience. He has been with Raymond James since 2012 and also serves at Resolute Capital IV since 2017. Outside of his advisory role, Krausnick is an investor and partner in several private ventures, including a family partnership that owns a restaurant and equity interests in private companies. 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 offers wealth advisory planning and investment consulting to a diverse client base, including individuals, institutions, and government entities, delivering non-discretionary financial planning and portfolio recommendations supported by an extensive affiliate network and expertise in municipal and public finance.

Gregory Gartrell is a financial advisor at Merrill with 16 years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing and Wells Fargo Bank. He is based in Memphis, TN. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, and other fiduciaries. The firm integrates with Bank of America’s corporate platform, providing access to diverse investment products and services.

Colin Chesbrough is a financial advisor at Fidelity with eight years of industry experience. He holds a Series 66 designation and has worked previously at TD Ameritrade and General Motors. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including fund advisory and model portfolio delivery. The firm employs a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to manage investments across mutual funds, ETFs, and ETPs.