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 licenses and with 17 years of industry experience. He has worked at MetLife Securities Inc. and Massachusetts Mutual Life Insurance Company prior to his current role since 2017. Outside of his advisory work, he is also an active musician in Memphis. 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 and structured planning engagements.

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.

Walter Powell II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Hopkins Farms, an agricultural business in Brownsville, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Reid Strange is a financial advisor at Raymond James & Associates in Memphis, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves on the advisory board of the Chickasaw County Club, representing younger members, and is a member of the Finance and Investment Committee at Christ Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser network.

Maria Popa is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities from 2011 to 2017. In addition to her advisory role, she acts as an agent specializing in individual health, group life/health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Clifford Gregory is a financial advisor at Edward Jones in Memphis, TN, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in the technology sector, including roles at Informatica, Salesforce, TIBCO Software, and Information Builders. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Cynthia Drewry is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and bringing 8 years of industry experience. She has been with Raymond James & Associates since 2015. 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, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional advisory solutions.

Sarah Mcbride is a financial advisor at LPL Financial with 17 years of industry experience. She holds the Series 65 and Series 63 credentials and has worked with First Tennessee since 2005. Outside of her advisory role, she owns and operates McBride Construction LLC, a construction business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jeff Grimm is a CFP® with 13 years of industry experience, currently serving as a financial advisor at LPL Financial since 2018. Prior to LPL, he worked at Minnesota Life Insurance Co, Shoemaker Financial Services Inc, and Securian Financial Services Inc from 2013 to 2018. He is also involved with Memphis Planning and Wealth, a business related to his advisory work. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm provides a range of advisory and brokerage services, including financial planning, retirement plan consulting, and access to model portfolios and research from multiple sources.

Darren Meyers Jr. is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Midsouth Concierge and held roles at Christian Brothers High School and Vector Marketing. He currently serves in multiple positions outside of traditional financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to both affiliated and third-party investment managers through a multi-manager platform.

Daryl Vrbas is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Outside of his advisory work, he is involved with a family farm LLC based in Germantown, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by proprietary research, third-party subadvisors, and various technology-driven portfolio management strategies.

Jeffrey Smithey is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds the Series 66 designation and has two years of industry experience. Prior to joining Mass Mutual, he worked in general contracting and held various roles connected to South Dakota State University. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative financial planning using firm-approved software and offers a range of programs including educational seminars and event-driven planning services.