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.

Brian Eborn is the Vice President and Branch Leader at Fidelity Investments. In this role, he leads a team of advisors dedicated to helping clients work toward their financial goals. Prior to his current position, Brian served as Assistant Branch Leader from 2020 to 2022 and as a Team Leader from 2013 to 2020, all within Fidelity Investments. His professional experience reflects a progression of leadership roles within the firm focused on client service and team management.

Rick Hartl is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and seven years of industry experience. He has worked at Raymond James since 2014 and is also employed part-time as a golf associate at Dick's Sporting Goods. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipalities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser force and a range of portfolio management styles.

Lyndsey Harmon is a Certified Financial Planner™ with 19 years of industry experience, currently serving clients at UBS Financial Services in Memphis, TN since 2014. She holds the CFP® and Series 66 designations. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory services, combining proprietary research and model-based asset allocations to tailor investment strategies. The firm integrates institutional trading capabilities with wealth management, offering services that include financial planning, portfolio management, and capital markets operations.

Scott Giles is a CFP® with 34 years of experience in the financial industry. He has worked at Ameriprise and Ameriprise Financial Services, Inc. since 2005. Outside of his advisory role, he is involved in multi-family real estate ownership in Memphis, Tennessee. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver tailored recommendations through a centralized consulting team.

Scott Newberry is a financial advisor at Raymond James Financial in Memphis, TN, holding a Series 66 designation. He began his advisory career in 2026 after 28 years at International Paper Company. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning using risk profiling and modeling tools, and supports its clients through a broad network of advisory programs and specialized services.

Anne Davidson is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and five years of industry experience. Prior to joining UBS in 2021, she worked with Texans for Greg Abbott from 2019 to 2021 and at the University of Mississippi from 2015 to 2019. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services supported by proprietary research and a broad platform of capital markets offerings.

Todd Ruston is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has previously worked at FTB Advisors, Inc. for 10 years and has been with Raymond James and Pinnacle Financial Partners since 2022. Ruston is also involved as an associate with Fountain Financial Group and Pinnacle Asset Management, supporting the sale and management of financial products. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and utilizes a range of analytical tools, with specialized services in municipal and public finance as well as a SIMPLE IRA Employer Advisory program.

Bradley Bosi is a financial advisor at Thrivent Investment Management in Memphis, TN, with seven years of industry experience. He holds Series 65 and Series 63 designations and has worked at Thrivent Financial since 2019. Prior to this, he held positions at Mallory Alexander International Logistics, Vanguard Soap LLC, and ALSAC / St. Jude. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations on retirement, tax, estate, business continuation, divorce, and special needs planning. The firm combines holistic, goal-based analyses with managed-account options while keeping planning and asset management services separate.

John Mclaughlin is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He previously worked for 15 years at B. Riley Wealth Management before joining Raymond James in 2024. He also serves as a Registered Representative at The Avenue Wealth Management. 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, corporations, and institutions. The firm provides tailored, non-discretionary planning using analytical tools and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Richard Scharff is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 40 years of industry experience. He has been with UBS since 2009. 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 uses proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Krista Leonard is a financial advisor at Raymond James & Associates with 14 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2013. Outside of her advisory role, she owns two residential rental properties. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on various portfolio management styles and affiliated research.