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.

Howard West is a financial advisor at Mass Mutual Investors Services with a Series 66 designation. He has recently entered the industry, beginning his advisory role in 2025. Prior to his current position, his background includes roles in education and hospitality, including work with Mississippi State University and Sandestin Beach and Golf Resort. Mass Mutual Investors Services 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, employing firm-approved tools to provide collaborative, goal-oriented recommendations.

Phillip Rogers Jr. is a financial advisor at Stifel with 24 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Stifel Nicolaus & Co Inc since 2017, following two years at Wunderlich Securities, Inc. He is based in Memphis, TN. Stifel serves a broad range of clients including individuals, institutional investors, and charitable organizations, offering both brokerage and investment advisory services. The firm uses a proprietary investment methodology developed by its Investment Strategy Group to provide asset allocation and financial planning guidance.

Ticha Brannan is a financial advisor with Primerica Advisors in Southaven, MS, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and previously spent 19 years with Ricoh USA. Outside of her advisory role, Brannan owns Brannan Bookkeeping, LLC, a bookkeeping business. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed account options under a tiered wrap-fee structure.

William Butler is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 26 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services through a range of portfolio management styles and affiliated research.

Riley Reynolds is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and three years of industry experience. Prior to joining Wells Fargo Clearing in 2025, he worked at U.S. Bancorp Investments and U.S. Bank. He is also Co-President of Parker Strong for Suicide Prevention and Education, where he helps plan events and delivers speeches on suicide prevention. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients. The firm provides investment advisory services, financial planning, and retirement plan consulting, utilizing research and analytics and offering both brokerage and advisory solutions.

David Haddad is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 designations and bringing 30 years of industry experience. He has been with Raymond James & Associates since 1996. 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, institutional investors, and municipal entities, offering financial planning, investment consulting, and municipal advisory services.

Anthony Rowland is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 designations and bringing 32 years of industry experience. He has been with Raymond James & Associates since 2012. Rowland serves as Treasurer for the Mighty River Gobblers Chapter of the National Wild Turkey Federation, handling financial duties for the chapter's annual fundraising banquet. Raymond James & Associates is a 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 charitable organizations, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network.

Jordan Domin is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and six years of industry experience. His career includes roles at various Raymond James entities since 2021 and a prior position at Ameriprise from 2020 to 2021. He also has experience with the YMCA of Memphis and the Mid-South and the YMCA Blue Ridge Assembly. Raymond James & Associates, Inc. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

John Hammons III is a financial advisor at Raymond James & Associates with 16 years of industry experience. He holds the Series 63 and Series 66 designations. Prior to joining Raymond James in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 to 2022. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets and serving a wide range of clients, including individuals, institutions, and municipal entities. The firm offers financial planning, investment consulting, and institutional fiduciary solutions, with an emphasis on tailored, non-discretionary advice supported by extensive research and multiple portfolio management styles.

Christopher Mcgill is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. He has been with UBS Financial Services since 2002. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, offering proprietary research and a broad range of capital markets services.

John Jenkins is a financial advisor at Stifel with 39 years of industry experience. He holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. He also serves as a trustee for a family-related account. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by proprietary investment analysis and allocation methodologies developed by its Investment Strategy Group.

Robert Wilder is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 63 designation and 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Outside of his advisory role, he serves as president and board member of the Destin Beach Club Condo Owners Association in Florida. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Rebecca Merkel is a financial advisor at Wells Fargo Clearing with 12 years of industry experience. She holds a Series 66 designation and has previously worked at Merrill, Keller Williams, Kingswood Capital Partners, and Trinity Capital Management. Outside of her advisory role, she maintains an active real estate license and occasionally assists friends and family with real estate transactions. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advice. The firm’s investment approach is IPS-driven and based on modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options in its investment menus.

Alexander Logue is a financial advisor at OSAIC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Securities America Advisors and Investacorp, Inc. In addition to his advisory role, he has experience as a tax preparer with Cornerstone Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, providing both discretionary and non-discretionary account management.

Daniel Brown is a financial professional with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Fidelity Investments and is also associated with Shoemaker Financial, where he assists with portfolio construction and supports advisors and clients. Outside of finance, he has been involved with the YMCA of Memphis & the Mid-South in several roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.

Barbara Baldwin is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and over 41 years of industry experience. She has been with Primerica Advisors since 1984 and with Primerica Financial Services since 1991. In addition to her advisory role, she is involved in sales of home-related products and services through affiliated companies and owns Laird Baldwin & Associates, Inc., a legal entity formed for Primerica business purposes. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, offering model-delivery strategies and a limited number of separately managed account options to individual and high-net-worth clients. The firm curates third-party asset managers and operates under a tiered wrap fee structure.