Kimberly Johnson is a financial advisor with Raymond James & Associates, holding a Series 63 credential and 35 years of industry experience. She has been with Raymond James since 2013 and also works part-time as a personal assistant at Allen Morgan & Doug Edwards. Raymond James & Associates is a large 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 and non-discretionary investment consulting supported by a range of portfolio management styles and affiliated research.

Stanley Viner is a CFP® and holds a Series 66 license, currently serving as a financial advisor at UBS Financial Services in Memphis, TN. He has five years of industry experience, including six years with UBS and prior work at Coaching for Literacy. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides a range of solutions including financial planning, portfolio management, and capital markets services supported by proprietary research and model-based asset allocation.

Rivers Shearin is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 designation and four years of industry experience. Prior to joining Raymond James, he worked at Deloitte for four years and held positions at Pinnacle Financial Partners and First Horizon. Shearin also serves as the head JV coach and assistant varsity coach for the St. Agnes Academy high school basketball team. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools to support client goals and maintains a municipal advisory affiliation uncommon among large institutional advisors.

Deta Harrold is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Justin Martin is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and 2 years of industry experience. He previously worked at MML Investors Services, MassMutual Life Insurance Co/Strategic Financial Partners, Giles Financial Group, Ameriprise Financial Services, and Guidingpoint Financial Group. Outside of advising, he is a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, utilizing various investment strategies and operational tools.

Parker Lewallen is a financial advisor at Morgan Stanley with 11 years of industry experience. He holds a Series 66 designation and has been with Morgan Stanley and its Private Bank since 2014 and 2015, respectively. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients. The firm offers a variety of advisory programs including tailored financial planning, utilizing structured discovery conversations and firm-approved planning tools.

John Colcolough III is a financial advisor at Wells Fargo Clearing with 40 years of industry experience. He holds the Series 63 designation and has worked at Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he is a member of Bayou Meto Farms LLC, a hunting and recreational property venture. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both non-discretionary and discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, and it includes a broad range of financial product offerings such as insurance-related vehicles and bank deposit sweep options.

Rebecca Fitschen is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 20 years of industry experience. She has been with UBS Financial Services Inc. since 2002. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, providing a broad range of capital markets products and proprietary research to support client goals.

Charles Montgomery is a financial advisor at Morgan Stanley with 42 years of industry experience. He holds a Series 63 designation and has worked at Morgan Stanley Private Bank, National Association since 2015, Morgan Stanley Smith Barney since 2009, Citigroup Global Markets from 2004 to 2009, and UBS Financial Services in 2004. Morgan Stanley Wealth Management provides a wide range of advisory programs to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and serves clients through both direct and corporate financial planning agreements.

James Graham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. His career includes prior roles at Raymond James & Associates and Wells Fargo Clearing. 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 portfolio programs, third-party asset management, and institutional platforms.

Sara Scheck is a financial advisor with Morgan Stanley in Memphis, TN, holding a Series 63 designation and 22 years of industry experience. She has been with Morgan Stanley and its affiliated entities since 2014, including roles at Morgan Stanley Private Bank, N.A., and Morgan Stanley Smith Barney LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves individuals and institutional clients with a variety of advisory programs, including tailored financial planning and estate planning strategies. The firm manages approximately $2.74 trillion in client assets and uses structured planning tools and modeling techniques as part of its financial planning process.

Jacob Long is a financial advisor at Wells Fargo Clearing in Memphis, TN. He holds Series 63 and Series 65 licenses and has been with Wells Fargo since 2026. Prior to joining Wells Fargo, he worked in various roles including positions at Ashley Homestore and Southern Illinois Healthcare. Wells Fargo Advisors provides 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 supported by research from Wells Fargo Investment Institute and third-party sources.

Scott Trammell is a CFP® with 25 years of experience in the financial services industry. He has been with Mass Mutual Investors Services since 2017 and previously worked at MetLife Securities. In addition to his advisory role, he serves as a trustee overseeing trust and endowment funds for a church and acts as an executive vice president in the life settlements market. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that operates as a subsidiary of MassMutual. The firm provides ongoing financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers.

Regina Grace is a financial advisor with Raymond James & Associates, holding a Series 63 designation and bringing 31 years of industry experience. She has worked at Raymond James since 2012 and previously spent nine years at Morgan Keegan & Company, LLC. The firm, Raymond James & Associates, Inc., is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. It serves a diverse client base including individuals, institutional clients, and municipal entities, offering a range of financial planning and consulting services with a variety of portfolio management styles and affiliated research resources.

Julia Schap is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 38 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, Bank of America, N.A., and Merrill Lynch, Pierce, Fenner & Smith Incorporated. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals 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 supported by approved tools and models such as Monte Carlo simulations.

Gregory Jordan is a CFP® with 18 years of industry experience and is currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services since 2023 and has been involved with Shoemaker Financial Services Inc. since 2015. Jordan also has experience in fixed insurance sales through Shoemaker Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party money managers.

Robert Stokes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. 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 financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Amber Patterson is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and 13 years of industry experience. She previously worked at First Horizon for 14 years and is concurrently associated with Pinnacle Financial Partners and Pinnacle Asset Management. 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 uses analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Kyle Krebs is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and five years of industry experience. Before joining Mass Mutual in 2020, he worked with the Memphis Grizzlies and Memphis Redbirds. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm-approved software and delivers written recommendations focused on investment categories and strategies.

Sophia Tashie Williams is a financial advisor with UBS Financial Services in Memphis, TN. She holds the Series 63 and Series 66 designations and has four years of industry experience. Her prior roles include positions at Fidelity Investments and Shred 415, as well as work at the University of Memphis. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and model-based asset allocations.