Joseph Nored is a financial advisor at First Citizens Investor Services, Inc. in Memphis, TN, holding Series 63 and Series 66 registrations with 13 years of industry experience. His prior roles include positions at FHN Financial Securities Corp., FHN Financial Capital Markets, and First Horizon Advisors, Inc. First Citizens Investor Services, Inc. provides advisory and brokerage services to individuals, pension plans, charitable organizations, and corporate entities. The firm emphasizes IAR-led client assessments and uses fundamental, quantitative, and technical analysis to guide portfolio allocations across various investment vehicles.

James Anderson is a financial advisor at &Partners with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Wileybros Aintree Capital LLC and Wells Fargo Advisors. Outside of finance, he is co-owner of a house restoration and sale business and a motel rental operation. &Partners serves a diverse client base including high-net-worth individuals, institutions, and retirement plans, offering investment management, financial and tax planning, and retirement-plan consulting. The firm utilizes a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts.

Bailey Rihner is a financial advisor at Valic Financial Advisors with seven years of industry experience. He holds the Series 63 and Series 65 designations and has worked at Valic Financial Advisors since 2018. Additionally, he is an agent for Agia, where he is involved in non-securities insurance products. Valic Financial Advisors primarily serves U.S.-domiciled individual investors, including high-net-worth and ultra-high-net-worth clients, as well as corporate and retirement-plan participants. The firm offers discretionary managed-account programs, financial planning, and brokerage services, utilizing Envestnet-developed UMA models for portfolio construction.

Martin Koonce is a financial advisor at Integrity Alliance, LLC with two years of industry experience and holds a Series 66 designation. His prior work includes roles at Lion Street Advisors and Csenge Advisory Group, LLC. Outside of his advisory work, he serves as Executive Director and Development Director for Harmony Project International, supporting LivingStone International University in Uganda through fundraising and strategic decision making. Integrity Alliance is a large advisor network serving individual investors, corporations, and qualified retirement plans. The firm offers portfolio management, financial planning, and both wrap and non-wrap programs, using a variety of investment approaches and platforms such as Envestnet and AssetMark.

Rosaline Banks is a financial advisor with TIAA‑CREF, holding a Series 66 designation and bringing 14 years of industry experience. Her prior roles include positions at GWFS Equities, Empower Advisory Group, Merrill, and Bank of America. She participates as a subject matter expert for the Boston University Financial Planning Program, focusing on retirement planning education for CFP candidates. TIAA‑CREF Individual & Institutional Services, LLC serves individuals, trusts, estates, partnerships, corporate entities, and small retirement plans, offering financial planning and discretionary managed account programs alongside broker-dealer services. The firm operates with a fiduciary standard under its RIA services and provides both model-based and customized portfolio management options.

Lee Lakey is a financial advisor with Valic Financial Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and 11 years of industry experience. He has been with Valic Financial Advisors and First Heartland Capital Inc since 2015 and also serves as an agent for Agia, focusing on non-securities insurance products. Valic Financial Advisors primarily serves U.S. individuals, including high net worth and ultra-high net worth clients, as well as employer-sponsored retirement participants. The firm offers portfolio management, financial planning, and discretionary unified managed accounts using Envestnet’s platform along with tax-aware and impact/ESG overlay services.

Michael Odom is a PFS™ credentialed advisor with three years of industry experience, currently with Cetera Planning Partners. He previously worked at Avantax Planning Partners for three years and has served as a partner and CPA at Fouts and Morgan, Certified Public Accountants, P.C. since 1990. Outside of his advisory role, Odom is involved with a financial advisory network LLC, where he participates in client development and oversees financial affairs. Cetera Planning Partners serves individual and high-net-worth clients, with a focus on pre-retirees and retirees, offering investment management, comprehensive financial planning, and retirement-related advice. The firm emphasizes diversified portfolios built from mutual funds and ETFs, supported by a formal planning process and additional services such as tax planning, bookkeeping, payroll support, and estate planning through third-party providers.

James Polmonari is a financial advisor with TLG Advisors, Inc. in Bartlett, TN, holding Series 63 and Series 65 licenses and bringing 12 years of industry experience. His prior roles include positions at Nationwide Securities, LLC and Nationwide Insurance Company from 2014 to 2020. Outside of advising, he has been involved in pest management through James Pest Management, Inc. for over 20 years. TLG Advisors, Inc. manages approximately $2.0 billion in discretionary client assets, serving individuals, retirement plans, trusts, estates, charitable organizations, businesses, and institutional investors. The firm offers investment supervisory and portfolio management, financial and estate planning, ERISA fiduciary services, and a direct-to-consumer program called Starlight Portfolios, utilizing a research approach based on fundamental analysis and Modern Portfolio Theory.

Zemetria Payne is a financial advisor at &PARTNERS with 10 years of industry experience. She holds Series 66 and Series 63 licenses and has previously worked at Wells Fargo Clearing and Mediant Communications. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, and institutions, offering investment management, financial and tax planning, and ERISA consulting. The firm employs a combination of fundamental, technical, and quantitative analysis across discretionary and non-discretionary accounts, utilizing both proprietary and third-party strategies.

David Lookadoo is a financial advisor at Principal Financial Services with 24 years of industry experience. He holds a Series 66 designation and has worked at firms including Principal Securities Inc, Ftb Advisors, Inc., First Tennessee Brokerage, Inc., Truist Investment Services, Inc., and Ameriprise. Outside of his advisory work, he is the owner of Southern Chef LLC. Principal Securities provides brokerage and registered investment advisory services to a wide range of clients, including individual investors, retirement plans, trusts, and active-duty military personnel. The firm offers direct advisory programs, financial planning, retirement plan consulting, and access to third-party money manager solutions.

Brooke Pilant is a Series 66-credentialed financial advisor with 10 years of industry experience. She joined Cambridge Investment Research Advisors in 2024, having previously worked at Ameriprise from 2015 to 2024. Pilant is involved as a board member of Dynasty Wealth Solutions LLC. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through independent Financial Professionals using a range of strategies and platform arrangements.

Robert Wharton is a financial advisor at Edward Jones with 11 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2014. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets under management and operates a nationwide network of over 23,700 advisors, offering a range of advisory strategies and affiliated investment products under a fiduciary standard.

Eric Mccully is a CFP®-certified financial advisor with Cambridge Investment Research Advisors, based in Memphis, TN, and has 17 years of industry experience. He has worked with Cambridge since 2015. Outside of advising, he is involved in an independent insurance agency and owns a food and beverage business. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing both proprietary and third-party strategies across multiple platforms.

Jarod Wesson is a financial advisor with LPL Financial in Marion, Arkansas, holding Series 63 and Series 66 designations and 15 years of industry experience. Prior to joining LPL Financial in 2026, he worked for Edward Jones for 10 years and Merrill for 2 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions with a range of advisory and brokerage services. The firm offers access to model portfolios, third-party asset managers, and customized strategies supported by research and operational tools, overseeing more than $819 billion in discretionary assets.

James Mason is a financial advisor at Ameriprise with two years of industry experience. He holds the Series 66 designation and has prior work experience that includes roles in legal services and education. Outside of his advisory role, Mason owns Prestige Worldwide, a live music entertainment and music ministry business based in Atoka, Tennessee. Ameriprise offers retirement-income planning services targeting individuals approaching or in retirement with substantial investable assets. The firm provides a range of advisory, brokerage, and insurance solutions supported by a centralized retirement-income consulting team that uses research, modeling, and tax-efficiency analysis to develop tailored recommendation reports.

Deta Harrold is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Jessica Brooks is a financial advisor with Cetera, holding a Series 66 designation and nine years of industry experience. Her prior roles include positions at B. Riley Wealth Advisors, FTB Advisors, and First Tennessee Bank. She is also employed at Amazon. Cetera Investment Advisers LLC is an SEC-registered firm that offers services through a large network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm provides a range of portfolio management and financial planning solutions utilizing multiple program structures and affiliations.

Angela Shaw is a financial advisor at Edward Jones in Bartlett, TN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

Marisa Simonetti is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and eight years of industry experience. She has been with Ameriprise and its affiliate since 2015. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement who meet specific asset criteria, offering tailored written Recommendation Reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis to support its advice and offers a broad range of advisory, brokerage, and insurance solutions.

Christy Heckler is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. Her prior affiliations include CUNA Brokerage Services and First South Investment Service, where she has worked for over two decades. She also holds a role as a United Healthcare and Blue Cross Blue Shield agent. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.