Candace Plunkett is a financial advisor at Morgan Stanley in Memphis, TN, with 16 years of industry experience. She has held her current position since 2013 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides a wide range of advisory programs to individuals and institutional clients, including tailored financial planning and estate planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process utilizing firm-approved tools and modeling techniques.

Ronald Fowler Jr. is a financial advisor with Raymond James Financial who holds a Series 66 designation and has 27 years of industry experience. He has worked with Pinnacle Financial Partners and related entities since 2016. Outside of his advisory role, he is an associate with Pinnacle Asset Management, where he meets with bank clients and employees to provide investment services. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individuals, high-net-worth clients, institutions, and nonprofit organizations. The firm provides tailored, non-discretionary planning and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lawson Arney is a CFP® credentialed financial advisor with 19 years of industry experience, currently with Raymond James & Associates. He has worked at Raymond James since 2013, with a brief tenure at Chai Wealth Management in 2023. Arney serves as an officer and board member for several nonprofit organizations in the Memphis area, including the Memphis Jewish Community Center, Temple Israel, and the Wendy & Avron Fogelman Foundation. 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 wide client base, including individuals, institutions, and nonprofit entities, offering tailored financial planning and investment consulting through various advisory programs and institutional solutions.

Jacob Dotson is a Financial Consultant currently working at Fidelity Investments since 2023. He has held financial consultant roles at Charles Schwab & Co. from 2016 to 2023 and Raymond James from 2015 to 2016, as well as a financial advisor position at Shoemaker Financial from 2013 to 2015. Throughout his career, he has focused on delivering clients a professional experience centered on diligence, competence, and integrity. Jacob holds an Arkansas Insurance License. Outside of his professional work, he engages in activities such as biking, family activities, football, social events with friends, golf, and traveling.

Ronnie King is a financial advisor at Mass Mutual Investors Services with 10 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Mass Mutual Investors Services since 2017, with prior experience at Massachusetts Mutual Life Insurance Company and MetLife Securities. Outside of his advisory role, he is also an insurance agent involved in non-variable insurance sales. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning using firm-approved tools and offers asset management, wrap and money-manager programs, and educational seminars.

Mark Pendergrast is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with Cetera and Regions Bank since 2016 and previously spent 12 years at Stephens Inc. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

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.

William Lloyd Jr. is a financial advisor with Equitable Advisors in Olive Branch, MS, holding Series 63 and Series 65 licenses and possessing 40 years of industry experience. He has been with Equitable Advisors since 1999, including its prior form as Axa Advisors, and maintains various outside insurance activities. Equitable Advisors serves individuals, pension plans, corporations, charitable organizations, and institutional clients by offering financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives. The firm employs a range of advisory models implemented via third-party managers and provides ERISA fiduciary services to qualified plans.

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.