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.

Benjamin Watts is a financial advisor with Edward Jones in Olive Branch, MS. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked for twelve years at International Paper. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment strategies, supported by a large national network of advisors and branch offices.

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.

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.

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.