Nathan Pera V is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has 13 years of industry experience, including prior work at FTB Advisors, Inc. Nathan is also president of NMDC Holdings, LLC, a real estate holding company. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, and charitable organizations with financial planning, asset management, and educational programs.

Francis Campagna is a financial advisor with Stifel, holding a Series 66 designation and three years of industry experience. He previously worked at Southeastern Asset Management for four years and TRUGREEN for two years. Campagna is based in Memphis, TN. Stifel serves a broad range of clients, including individuals, institutional clients, charitable organizations, and state and municipal entities, offering both brokerage and investment advisory services. The firm’s investment approach is based on proprietary methodologies developed by its Investment Strategy Group, using forward-looking assumptions and probabilistic modeling for asset allocation and planning analyses.

Robert Staley is a financial advisor with Wells Fargo Clearing in Memphis, Tennessee, holding Series 63 and Series 65 licenses and bringing 38 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously spent seven years with Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary options. The firm’s advisory process is guided by investment policy statements and modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Andrew Lees III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related products and bank deposit sweep programs, serving plan sponsors with tailored solutions.

Albert Goetze is a financial advisor at Raymond James & Associates with 25 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as Treasurer and board member of the Thornhill (Hardie Family) Foundation, a nonprofit organization. He also acts as trustee or successor trustee for several family and charitable trusts. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutions, and charitable organizations. The firm offers tailored financial planning and consulting services, utilizing multiple portfolio management styles and affiliated research, with a notable municipal advisory presence.

Charlotte Cooper is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 41 years of industry experience. She has worked with MML Investors Services, Inc. since 1996 and Mass Mutual Life Insurance Company since 1991. In addition to her advisory role, she has been involved in retail sales with Mary Kay Cosmetics since 1976. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships using firm-approved analytical tools.

Sally Ramsey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012 and previously worked at Optavia for one year. 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, charitable organizations, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research resources.

Colt Pierotti is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Ameriprise and UBS Financial Services. Outside of his advisory work, he is an owner of OX Capital LLC and CK Horse Enterprises LLC and serves as a board member of Dynasty Wealth Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies via multiple platform arrangements and proprietary as well as third-party model solutions.

Blake Dorsett is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Osaic since 2018 and previously at Sii and Waddell & Reed Financial Advisors. Outside of his advisory role, Dorsett volunteers with the Alzheimer's Association and is a partner in an LLC investing in land in Idaho. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

Cortney Baroni is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 4 years of industry experience. She has been with Raymond James & Associates since 2012. 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 and advisory services characterized by tailored, non-discretionary relationships supported by firm research and a broad range of portfolio management options.

Branden Rogers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2025, with prior experience at Delta State University and Evangelical Christian School. Mass Mutual Investors Services, LLC 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, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Trista Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has previously worked at Fifth Third Securities, Fifth Third Bank, and SunTrust Advisory Services. 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 provides both brokerage and advisory solutions.

Dan Treharne is a Financial Consultant at Fidelity Investments. He assists clients in navigating Fidelity's resources and offerings to co-create financial plans tailored to their goals. Dan has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Fixed Income Specialist from 2022 to 2024, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate in 2021. He holds an Arkansas Insurance License. Outside of his professional work, Dan enjoys biking, family activities, movies, music, and outdoor adventures.

Brandon Collins is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2021, he served in the United States Navy from 2013 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

John Gadallah is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, PNC Investments LLC, T-Mobile USA, Inc., AT&T, and the Arc De Triomphe Co. 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 both brokerage and advisory solutions.

Myra Pierotti is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Raymond James since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. 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, non-discretionary investment consulting, and municipal advisory services.

Cooper Smith is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance, Securian Financial Services, and Shoemaker Financial. Outside of his advisory role, Smith is the CEO of Perfect Peace Life Planning LLC, where he provides life coaching focused on helping clients achieve personal peace through goal setting and accountability. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Deanna Musso is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Wells is a financial advisor with Ameriprise in Germantown, TN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Melanie Compton is a financial advisor at LPL Financial with 39 years of industry experience. She holds a Series 63 designation and has worked with firms including FTB Advisors, Inc., First Tennessee Brokerage, Inc., Commerce Investment Corporation, and National Bank of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.