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.

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.

Alexander Petersen is a financial advisor at Edward Jones with nine years of industry experience. He previously operated Petersen Consulting Group for seven years. Outside of his advisory work, he is involved in audio production as an owner and producer, and assists with labeling and packaging products for an online retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

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.