Adam Sowell is a financial advisor at UBS Financial Services with 25 years of industry experience. He has been with UBS since 2001 and holds Series 63 and Series 66 licenses. Outside of his advisory role, he is involved in managing real estate investments with his wife. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management and offers a broad platform of capital markets and advisory services.

David Rochester is a financial advisor with Cetera in Germantown, TN, holding a Series 63 designation and over 30 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and previously worked at Securian Financial Services and Minnesota Life from 1995 to 2023. Outside of his advisory work, he is involved as an agent/broker in fixed insurance sales through the Shoemaker Agency, a role he has held since 2001. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

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 financial advisor with Morgan Stanley in Memphis, TN, holding a Series 66 designation and with nine years of industry experience. Taylor previously worked at Wells Fargo Clearing and Creative Co-op, Inc. before joining Morgan Stanley in 2022. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers tailored financial planning and advisory programs, managing approximately $2.74 trillion in client assets.

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 at Raymond James & Associates with 26 years of industry experience. He has been with Raymond James since 2012 and holds Series 63 and Series 65 designations. Outside of his advisory work, he serves as a member of a homeowners association advisory board. 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 public entities, offering financial planning and non-discretionary investment consulting supported by a broad range of portfolio management styles and affiliated research.

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 credentials and one year of industry experience. She has worked at OSAIC since 2024 and previously held positions at Woodbury Financial Services Inc. and Century Financial. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage diversified portfolios.

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.

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.