Michael Matthews is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 designations and over 30 years of industry experience. He has been with UBS since 2009. Matthews serves on the boards of Memphis Prep Program, which prepares inner-city high school students for college, and St. Mary's Episcopal School, where he is a trustee and a member of the investment committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad platform of capital markets services.

William Wolfe is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and has worked at Cetera Investment Advisors, LLC and Cetera Wealth Services, LLC since 2025. Prior to his advisory role, he spent several years in full-time education. Wolfe is also involved with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a large network of independent advisors and a multi-manager platform with access to both affiliated and third-party managers.

Greekly Gates II is a financial advisor with Raymond James Financial, holding a Series 63 designation and 40 years of industry experience. He has worked with various entities within Raymond James since 1998 and previously operated Greek Gates, LLC for 14 years. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and analytical tools to support client goals and maintains specialized services such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

William Bradley is a Wealth Management Advisor at Merrill Lynch Wealth Management. He works with high net worth individuals, their families, business owners, and executives to set realistic retirement goals and prioritize their financial needs. He develops and implements personal financial strategies utilizing a range of financial instruments to preserve and grow client wealth. Bill holds a Bachelor of Arts degree from Hendrix College and a Master of Business Administration from Louisiana Tech University. He has earned the Certified Investment Management Analyst (CIMA) designation as well as the Personal Investment Advisor (PIA) designation. He has been with Merrill since 1987 and has extensive experience in wealth management. Bill is a current member and former President of the Kiwanis Club of East Memphis. He has lived in Memphis for over thirty-five years, where he resides with his wife Kay and raised his two sons.

Thomas Jenkins III is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and has been involved with Shoemaker Agency and Ascend Financial Services since 1992. Jenkins also owns Shoemaker Insurance Solutions, a fixed insurance sales business based in Germantown, TN. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Bryan Peterson is a Financial Advisor at Merrill Lynch Wealth Management. He leverages his experiences, including serving eight years as a U.S. Navy Intelligence Specialist and graduating from Rhodes College, to provide disciplined and thoughtful financial guidance. Bryan works with individuals, families, and businesses to develop personalized wealth management strategies that align with their unique financial goals. His areas of expertise include education planning, legacy planning, liquidity management, managing new wealth, personal retirement planning, portfolio management, small business strategies, socially responsible and ESG investing, tax minimization, and retirement income. Bryan holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Bryan’s commitment to service is informed by his military background and personal life experiences, including caregiving during a family health crisis. He is based in Memphis, where he and his wife build their life together. Outside of his professional work, Bryan enjoys basketball, bowling, chess, dancing, football, music, singing, skiing, traveling, and watching movies.

Jaron Kloap is a financial advisor at J.P. Morgan Securities with two years of industry experience. He holds a Series 66 designation and has prior experience at Guidingpoint Financial Group and Ameriprise. Kloap also serves in the Tennessee Army National Guard, where he performs music missions. J.P. Morgan Securities LLC provides institutional consulting services to clients such as corporations, foundations, and defined contribution plan sponsors, offering asset allocation advice, investment manager searches, and customized performance reporting through a select group of Wealth Advisors. The firm combines institutional advisory operations with brokerage, distribution, and investment management capabilities.

Richard Schembechler II is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and six years of industry experience. His background includes roles at MassMutual Life Insurance Company, Securian Financial Services, and Shoemaker Financial. Outside of his advisory work, he has competed as a professional golfer and continues to participate in golf tournaments. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and provides a range of investment and planning programs.

Jasmine Campbell is a financial advisor at Raymond James Financial with six years of industry experience. She holds the Series 66 designation and has worked at firms including Bank of America, Merrill, and Edward Jones. Prior to her advisory career, she spent three years at Comcast Corporation and five years at The University of Memphis. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional investors. The firm provides non-discretionary planning using risk profiling and modeling tools, supports wrap-fee programs, and maintains a municipal advisor affiliation uncommon among large institutional firms.

Lisa Johnson is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 29 years of industry experience. She has been with Raymond James & Associates since 2013. Outside of her advisory role, she serves as a part-time financial secretary for Boulevard Baptist Church, a nonprofit organization. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Drake Harris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Co and IMC Companies. Prior to his financial services career, he spent four years at Mississippi State University and eight years at Mount Paran Christian. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations in a collaborative, annual planning process.

Shannon Fuller is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 13 years. Outside of advising, he is involved with Youngblood Builders Supply. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

John Thompson is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and 30 years of industry experience. He has been with LPL Financial (formerly LINSCO/PRIVATE LEDGER) since 2002. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and retirement plan consulting through a national network of investment adviser representatives.

Anne Billings is a financial advisor at Stifel with 32 years of industry experience. She holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a decade at JJB Hilliard WL Lyons LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to inform asset allocation and financial planning.

Susan Fletcher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at First Tennessee Bank and related entities since 1994 and has been associated with FTB Advisors, Inc. for over a decade. Fletcher operates out of Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Robert Buckley is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2008 to 2017. Outside of finance, he is also a musician based in Memphis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning process supported by software tools and provides event-driven planning programs such as Divorce Planning and estate settlement services.

Gabriel Douba is a financial advisor at Merrill in Memphis, TN, holding Series 65 and Series 66 licenses. He began his career in the financial industry in 2026 and has prior experience working in hospitality and retail sectors, including a notable period managing Petra Cafe. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nathan Hooker is a financial advisor at RBC Capital Markets with 29 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of directors of Ridgeway Country Club in Germantown, Tennessee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies implemented through in-house and third-party managers.

Donna Billings is a financial advisor with Stifel in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Matthew Struthers is a financial advisor at Fidelity with four years of industry experience. He previously worked at Vanguard for four years and has held various roles outside finance, including positions in music production and education. He is also a freelance musician and a private piano teacher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across a range of mutual funds, ETFs, and ETPs.