Todd Proctor is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. His professional background also includes experience as a Branch Manager at TD Ameritrade, Inc. from 2018 to 2020 and as a Financial Consultant at Charles Schwab & Co., Inc. from 2014 to 2018. Todd holds an Arkansas Insurance License, which supports his work in financial consulting and planning. He emphasizes the importance of communication in the financial services industry, aiming to build deep and ongoing connections with clients to establish and develop financial plans over time. Outside of his professional role, Todd enjoys football, hiking, spending time with friends at social events, being at the lake, listening to music, and traveling.

Cameron Collins is a CFP®-credentialed financial advisor with two years of industry experience, currently working at Edward Jones in Arlington, TN. Prior to joining Edward Jones, he was employed at Northwestern Mutual and also worked at Traxx Outdoor Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors nationwide.

Christopher Yarbrough is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 designations and possessing 21 years of industry experience. He has been with Raymond James & Associates since 2012. 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 and pension plans, and charitable organizations, offering financial planning and consulting services primarily on a non-discretionary basis with access to a broad range of investment strategies and affiliated research.

Jessica Brooks is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, FTB Advisors, and First Tennessee Bank. She is also employed at Amazon. Cetera Investment Advisers LLC is an SEC-registered firm that offers services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning solutions utilizing multiple program structures and affiliations.

Angela Shaw is a financial advisor at Edward Jones in Bartlett, TN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Hunter Buatt is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and 32 years of industry experience. His prior work includes 14 years at LPL Financial and a long tenure at Trustmark Bank, where he also serves as an associate. 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 institutions. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

Jamey Barham is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 12 years of industry experience. Prior to joining Wells Fargo in 2025, he spent eight years at Wunderlich Securities, Inc. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and combines research from its Investment Institute with third-party data to support diversified investment strategies.

Katrina Ridgeway is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and four years of industry experience. Her work history includes tenures at First South Credit Union and Benchmark Wealth Management, where she also operates a related investment business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and institutions through a broad range of advisory and brokerage services, offering customizable investment strategies supported by advanced operational tools.

Khallada Simpson is a financial advisor with Raymond James Financial and holds a Series 66 credential. He has six years of industry experience and has worked at firms including Equitable Advisors and Massachusetts Mutual Life Insurance Company. Outside of financial advising, he works as an independent contractor for Lyft and Uber, providing passenger and delivery services on weekends and evenings. 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 institutions. The firm employs tailored, non-discretionary planning and risk-profiling tools and supports municipal and public finance through unique affiliations.

Marisa Simonetti is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and offers a broad range of advisory, brokerage, and insurance solutions.

Sean Clark is a financial advisor with Wells Fargo Clearing in Memphis, TN. He holds Series 63 and Series 65 credentials and has one year of industry experience. Prior to joining Wells Fargo Clearing, he worked at Fifth Third Securities and Regions Bank, among other firms. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research and analytics.

David Lofton is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services since 2009 and continues in his role as a financial advisor. Outside of his advisory work, he owns a small lawn care business in Mason, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses a range of analytical tools to tailor non-discretionary planning and consulting services to client goals, and it supports municipal and public-finance advisory work through its affiliation with a municipal advisor.

James Whitehead is a CFP® professional with 24 years of experience in financial services. He is currently with Ameriprise and has held previous roles at his own practice, James D. Whitehead, as well as Shoemaker Agency, Securian Financial Services Inc., and Minnesota Life. Outside of his advisory work, he is involved in a consulting business focused on property and casualty insurance. Ameriprise provides retirement-income planning services primarily for clients with significant investable assets, combining research, modeling, and tax-efficient strategies to deliver tailored income recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through its affiliated companies.

Benjamin Nicol is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. He has worked at Pinnacle Financial Partners and Raymond James Financial since 2022 and previously spent nearly a decade with FTB Advisors, Inc. Nicol is involved with Fountain Financial Group, a marketing entity within the Raymond James and Pinnacle Financial Partners network. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a wide range of clients including individuals, high-net-worth individuals, pension plans, corporations, and institutional clients. The firm uses tailored, non-discretionary planning and analytical tools to support client goals and is noted for its municipal advisory affiliation and specialized plan-level consulting services.

Mosi Jones Jr. is a financial advisor at LPL Financial with two years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at First Horizon Advisors and Wells Fargo. Outside of financial services, he has held various roles at Starbucks and Target. 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 asset management services through a large network of investment adviser representatives.

Justin Kreis is a financial advisor with Raymond James & Associates in Memphis, TN. He holds a Series 66 designation and has 18 years of industry experience, including 13 years with Raymond James. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Elizabeth Smith is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. She has worked at Raymond James & Associates since 2013. Outside of her advisory role, she has been involved with fitness centers including Golds Gym and Desoto Athletic Club. 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 and investment consulting with a range of portfolio management styles and affiliated research resources.

Nathan Travis is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, including a prior role at Wells Fargo Advisors, LLC. Wells Fargo Advisors is a national securities firm providing 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, utilizing research from Wells Fargo Investment Institute and third-party sources to support its investment approach.

Monica Wiesel is a financial advisor at Raymond James & Associates with 26 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. 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 range of clients including individuals, institutional investors, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Tate Charping is a financial advisor with Cetera, holding a Series 66 license and one year of industry experience. His background includes roles at Cetera Wealth Services and the United States Probation Office, as well as teaching positions at the Regents School of Oxford. He is also a financial advisor at Shoemaker Financial, focusing on financial planning, investment planning, and insurance planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers access to various investment strategies and third-party managers across multiple program structures and custodial relationships.