Amy Wade is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 30 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 managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luke Stallings is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James entities and FirstBank, as well as prior experience at Indigo Ag and AmeriCorps. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Gary Hinson Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Memphis, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytical models.

Carson Stimpson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Ameriprise Financial Services Inc and Axa Advisors, LLC prior to joining his current firm in 2022. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Stephanie Mcever is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1998, she has taken on multiple roles, including heading the team's client relationship management and providing portfolio analytics, risk management strategies, cash flow diagnostics, retirement, and long-term planning forecasting. She is involved in implementing the group's client service model and works to enhance operational efficiencies within the team. Stephanie also manages the team's community efforts and its relationships with professional money managers. Her expertise spans several client focus areas including college education planning, corporate benefits, employee benefits planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and women and wealth. Stephanie holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Stephanie earned a Bachelor's degree in Marketing and International Business from Baylor University and a Master's degree in Marketing from the University of Memphis. She is actively involved in supporting local performing arts and educational organizations such as Briarcrest Christian School and Poplar Pike Arts, and participates in community efforts including March of Dimes and St. Jude. Outside of her professional and community activities, Stephanie enjoys fishing, hiking, music, spending time with her family, traveling, and playing volleyball. In recognition of her professional achievements, she was named to Forbes' "Top Women Wealth Advisors Best-in-State" list for 2026, and her team, Bolton and Associates, has been awarded Forbes' "Best-in-State Wealth Management Team" list annually since 2023.

James Gower is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Minnesota Life Insurance Company and Securian Financial Services Inc. Outside of his advisory work, he has been involved with Lucy Baptist Church and operated a personal lawn care business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

William Kirksey is a financial advisor with Cetera based in Memphis, TN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Cetera and its affiliates since 2014, including a tenure at Regions Bank beginning the same year. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Thomas Brunt is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Cetera since 2018 and also holds a role as a Regions Private Wealth Advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Matthew Higdon II is a financial advisor with Edward Jones in Nesbit, MS, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked in the automotive sector and served ten years with the US Army National Guard, where he was a Company Commander responsible for the health, welfare, and training of soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Enrique Rabell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 65, and Series 63 credentials and bringing 15 years of industry experience. His prior roles include positions at Luken Investment Analytics, Defender Capital, JPMorgan Chase Bank, and The Manning Group. Outside of his advisory work, he serves on the board of the Music City Gator Club alumni association. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute with third-party analytics to deliver diversified investment solutions.

Steve Stokes is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982 and has been involved with Boulevard Church of Christ since 2013. Outside of advising, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Charity Helvie is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining LPL Financial in 2020, she worked at GNH Designs and LiveFIT. In addition to her advisory role, she is involved in life coaching through her personal venture, Coaching with Charity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technology.

John Strange is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in several agricultural ventures, including ownership and management responsibilities in multiple farming enterprises and a small business called CHENE GEAR CO LLC. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a broad client base that includes individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm offers tailored financial planning and non-discretionary investment consulting, supported by a nationwide adviser network and a diverse range of portfolio management styles.

Samuel Powell is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley and prior positions in various organizations including Smith and Nephew and the University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Dunlap is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent eight years with the New Ballet Ensemble and School. Outside of financial advising, she works as a freelance musician and violinist for several local churches. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and nonprofit entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Juan Varela is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Cetera and its related entities, having worked there since 2023. Outside of his advisory role, he has worked as a freelance painter. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, utilizing both affiliated and third-party investment managers.

Jacob Peeples is a financial advisor with MML Investors Services, holding a Series 66 designation and having one year of industry experience. Prior to joining MassMutual, he held positions at Altitude Group and worked in the restaurant industry for several years. He also operates an outside insurance sales business focused on life, disability income, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management, using firm-approved software to analyze client goals and deliver written recommendations.

Cliff Sulcer is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he helps clients construct, implement, and maintain effective financial plans to work toward their financial goals. His professional experience spans several roles in the financial industry, including Financial Representative at Ashford Advisors & Park Avenue Securities from 2013 to 2019, Senior Associate at SouthernSun Asset Management from 2007 to 2012, Vice President of Private Banking at Regions Bank from 2004 to 2007, and Director of Financial Planning at Sovereign Wealth Management from 2002 to 2004. He holds an insurance license in Arkansas. Outside of his professional work, Cliff enjoys baseball, football, golf, movies, traveling, and participating in family activities.

Thomas Givens is a financial advisor with LPL Financial, holding a Series 66 designation and four years of industry experience. His prior work includes positions at Sycamore Bank and F. O. Givens and Company. Outside of his advisory role, he serves on the Planning Commission of Senatobia, Mississippi, and has been involved with OxComm, LLC, a for-profit business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, with access to model portfolios, third-party research, and advanced portfolio management technologies.

Coleman Barron is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously spent two years at MetLife Securities Inc. Barron also serves as a health and group life insurance agent. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes annual, collaborative financial planning using firm-approved analytical tools and offers event-driven planning services including divorce and estate settlement planning.