Wanda Chandler is a financial advisor with Ameriprise in Cordova, TN, holding Series 65 and Series 63 designations and four years of industry experience. She previously worked at LPL Financial from 2015 to 2021 before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating written recommendations and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Becky Bridgmon is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has worked at Morgan Stanley since 2009 and at Morgan Stanley Private Bank, National Association since 2015. Morgan Stanley Wealth Management is a registered investment adviser and broker-dealer serving both individual and institutional clients with a range of advisory programs and financial planning services. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques through its Financial Advisors and Estate Planning Strategies Group.

Kelsey Taylor is a Series 66-licensed financial advisor with eight years of industry experience. Currently with Morgan Stanley, Taylor previously worked at Wells Fargo Clearing and Creative Co-op, Inc. There are no notable outside business activities reported. Morgan Stanley Wealth Management serves both individual and institutional clients, offering tailored financial planning and a broad range of advisory programs supported by firm-approved planning tools and investment research. The firm manages approximately $2.74 trillion in client assets and provides services through both direct and corporate financial planning agreements.

Daniel Wright is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. Prior to joining Cetera, he worked at Symmetry Financial Group, Waffle House, and Intermodal Cartage Company. He serves on the advisory board of the African Youth Philanthropy Network, providing insight into American investment perspectives for the organization based in Accra, Ghana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and employs a multi-manager platform featuring both affiliated and third-party managers across discretionary and non-discretionary program structures.

Austin Whitley is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with six years of industry experience. He has been with Morgan Stanley since 2018 and previously worked at Mississippi State University. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and financial planning services, managing approximately $2.74 trillion in client assets.

Marty Green is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he serves on a homeowners association advisory board. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation advice, supporting both discretionary and non-discretionary advisory relationships.

Grant Boucek is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked previously at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He is also involved with First Horizon Advisors, a separate business entity related to his LPL activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Christy Heckler is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and First South Investment Service. Heckler is also licensed as an agent for United Healthcare and Blue Cross Blue Shield of Tennessee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services using both discretionary and non-discretionary management approaches.

Mitchell Dean is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining Mass Mutual in 2022, he worked at Pfizer, Inc. for 11 years. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using firm-approved software to analyze client goals and provide written recommendations.

Savannah White is a financial advisor at OSAIC with Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Woodbury Financial Services Inc and Century Financial. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers both discretionary and non-discretionary portfolio management incorporating various investment types.

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 at Raymond James Financial with 26 years of industry experience and holds a Series 66 designation. He has been associated with Pinnacle Financial Partners and Raymond James Financial Services Advisors since 2016. Fowler is also involved with Pinnacle Asset Management, where he meets with bank clients and employees to provide investment services. Raymond James Financial Services Advisors offers financial planning, investment consulting, and advisory services to individual and institutional clients, including pension plans and public entities. The firm provides tailored, non-discretionary advisory solutions and has specialized programs for small businesses and municipal clients.

James Davis is a financial advisor at Edward Jones in Southaven, MS, holding a Series 66 credential with 23 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory work, he is involved as a volunteer team member and director with Global Ministries and Relief in Tampa, FL, and is a recording artist affiliated with the ministry’s Unstoppable Media division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

Lawson Arney is a CFP® with 19 years of experience in financial advising. He is currently with Raymond James & Associates, where he has worked since 2013, except for a brief period at Chai Wealth Management LLC in 2023. Arney serves as an officer and board member for several nonprofit organizations in Memphis, including the Memphis Jewish Community Center, Temple Israel, and the Wendy & Avron Fogelman Foundation. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through both non-discretionary and discretionary advisory programs and maintains public finance and municipal capabilities alongside its retail advisory services.

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.

Dean Makinster is a financial advisor with LPL Financial in Germantown, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage, where he has been active for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

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 with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Cetera Investment Advisors and Cetera Wealth Services, he spent several years in full-time education. Outside his role at Cetera, he is also associated with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.