Reid Strange is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and 13 years of industry experience. He has worked at Raymond James since 2015 and is currently associated with Chene Gear Co. Outside of his advisory role, Reid 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 provides financial planning and investment consulting to a diverse client base including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

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 at Raymond James & Associates with seven years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2015. The firm provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. Raymond James also offers institutional consulting and wrap fee advisory programs, with a focus on public finance and municipal services alongside its retail advisory offerings.

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, holding a Series 66 designation and one year of industry experience. His prior work history includes roles at Walker General Contractors and various academic and technical positions at South Dakota State University and other organizations. 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 ongoing financial planning, asset management, and educational seminars, using firm-approved tools to deliver written recommendations within structured, annual planning engagements.

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 been with Raymond James & Associates since 2014 and also works part-time as a golf associate at Dick's Sporting Goods. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients, offering tailored financial plans and institutional consulting through its Wealth Advisory Services and Institutional Fiduciary Solutions divisions.

Lyndsey Harmon is a Certified Financial Planner (CFP®) with 18 years of experience in the financial services industry. She has been with UBS Financial Services in Memphis, TN since 2014. Outside of her advisory role, she is involved in managing a residential rental property with a property management company. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services.

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 with Raymond James Financial in Memphis, TN, holding a Series 66 designation and beginning his advisory career in 2026. Prior to entering the financial services industry, he worked at International Paper Company from 1997 to 2025. Raymond James Financial Services Advisors provides financial planning and investment consulting to individual and institutional clients, including pension plans and municipal entities. The firm offers tailored advisory services and specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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 at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 designations and has worked previously at Ftb Advisors, Inc. from 2012 to 2022. Ruston is also involved with Fountain Financial Group and Pinnacle Asset Management, where he supports client advising and the sale of financial products. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, retirement plans, corporations, and institutional clients. The firm offers non-discretionary financial planning and investment consulting supported by research, portfolio analysis, and risk-based reviews, and is distinguished by its public finance and municipal advisory capabilities.

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 at Raymond James Financial with 16 years of industry experience. He held a position at B. Riley Wealth Management for 15 years prior to joining Raymond James in 2024. He holds the Series 63 and Series 65 designations. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services and includes specialized programs such as the SIMPLE IRA Employer Advisory & Consulting Services for small businesses.

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 with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. She has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports municipal clients through public finance and institutional consulting capabilities.