Dwight Tomlin is a financial advisor at Morgan Stanley with 44 years of industry experience. He holds a Series 63 designation and has been with Morgan Stanley since 2015, including roles at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC. Outside of his advisory work, he manages a family-owned apartment complex with 16 units in Jackson, TN. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs and tailored financial planning solutions. The firm uses structured planning tools and investment modeling techniques while offering both direct and employer-based financial planning services.

John Tucker III is a financial advisor with Morgan Stanley in Jackson, Tennessee, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has been with Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2016. Outside of his advisory role, he owns Lone Oak Holding LLC, a real estate investment business. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that provides advisory programs and tailored financial planning to both individual and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and investment models as part of its financial planning process.

Colton Lowery is a financial advisor at Morgan Stanley with five years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, Bank of America, and Equitable Advisors. Outside of finance, Lowery has held various roles in the restaurant industry and has experience working with university programs. Morgan Stanley Wealth Management provides a range of advisory services to individuals and institutional clients, offering tailored financial planning supported by structured discovery processes and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and delivers both direct and corporate financial planning programs.

Wendy Johnson is a financial advisor at Raymond James & Associates with nine years of industry experience. She holds a Series 66 designation and previously worked at Morgan Stanley for 11 years before joining Raymond James in 2026. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Christy Allen is a financial advisor at Edward Jones in Trenton, Tennessee, holding a Series 66 designation with seven years of industry experience. Prior to joining Edward Jones in 2019, she worked for the Trenton Special School District for seven years. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and charitable organizations. The firm manages over $1 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brita Houtz is a financial advisor with Cetera, holding a Series 66 credential and six years of industry experience. She has worked at Cetera and its affiliate Cetera Investment Services LLC since 2020 and has been employed by Regions Bank since 2005. Outside of her advisory role, she operates a hobby farm under the business name Life Farm. Cetera Investment Advisers LLC is an SEC-registered firm serving individual clients, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and provides access to both affiliated and unaffiliated third-party managers across various program structures.

Robert Caldwell is a financial advisor with Cambridge Investment Research Advisors and holds Series 63 and Series 65 licenses. He has 30 years of industry experience and has previously worked with Dominion Portfolio Management and Stonebridge Investment Advisors. Outside of investment advising, Caldwell is a licensed CPA, an independent insurance agent, a licensed family mediator, and serves as a pastor. Cambridge Investment Research Advisors is an SEC-registered firm serving a diverse client base, including individuals, retirement plans, and charitable organizations. The firm offers various investment management and financial planning services delivered through independent Financial Professionals, utilizing both proprietary and third-party strategies tailored to client objectives.

Jonathan Campbell is a financial advisor with Raymond James & Associates in Jackson, Tennessee, holding Series 63 and Series 65 credentials and possessing 33 years of industry experience. He has been with Raymond James & Associates since 2013. 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 clientele including individuals, institutions, pension and profit-sharing plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Deanna Sellers is a financial advisor at Cetera with 26 years of industry experience. She holds a Series 63 designation and has worked with Cetera and its affiliates since 2021. Sellers is also a Senior Client Relationship Manager at Browning and Graves, where she has been involved in client management since 2008. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers various portfolio management and consulting services through a multi-manager platform, supporting both discretionary and non-discretionary strategies.

Gregory Griffin is a financial advisor at Edward Jones in Jackson, TN, with 23 years of industry experience since 2003. He holds Series 63 and Series 66 designations. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a large nationwide network of advisors and branch offices.

Carla Patey is a financial advisor at OSAIC with five years of industry experience. She holds a Series 66 designation and has worked previously at Securities America Advisors, CETERA Advisor Networks LLC, Browning Graves, and Voya Financial Advisors. In addition to her advisory role, she is involved in sales and review of insurance products through Foundation Financial Solutions and provides investment advising and portfolio management at Foundation Bank. OSAIC serves a diverse client base, including individual investors, pension plans, corporations, and charitable organizations, offering integrated brokerage and advisory services supported by multiple platforms and third-party money managers. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage a wide range of investment options on both discretionary and non-discretionary bases.

Michael Tankersley is a financial advisor with Morgan Stanley in Jackson, TN, holding a Series 63 designation and bringing 41 years of industry experience. He has worked at Morgan Stanley and Morgan Stanley Private Bank, National Association since 2015 and was previously affiliated with Merrill beginning in 2007. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a variety of advisory programs with a focus on tailored financial planning supported by firm-approved tools and data-driven modeling.

Chad Wilson is a CFP® professional with 24 years of industry experience, currently serving at OSAIC since 2024. His prior experience includes roles at Securities America Advisors Inc., Ameriprise Financial Services, and Investment Professionals Inc. He is also the President and owner of Foundation Bank and serves as Board Chair for Trinity Christian Academy. OSAIC Wealth, Inc. serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and offers integrated brokerage and investment advisory services, including financial planning, retirement plan consulting, and access to multiple advisory platforms and third-party money managers.

Rachel Tatum is a financial advisor with Cetera, holding a Series 66 designation and 13 years of industry experience. She has worked with Cetera and its affiliates since 2013 and has been employed with Regions Bank since 2005. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, operating with over 10,000 advisors and managing more than $256 billion in assets.

Bradley Franks is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and five years of industry experience. Prior to joining Raymond James, he spent 26 years at CH Robinson. Outside of advising, he owns a sales training and business consulting firm focused on the supply chain and logistics industry and serves on the advisory board of a nonprofit electric membership corporation. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, corporations, and institutional clients. The firm employs tailored, non-discretionary planning and analytical tools to support client goals and offers specialized programs such as municipal advisory and SIMPLE IRA Employer Advisory & Consulting Services.

Michelle Prince is a CFP® professional with 31 years of industry experience, currently serving as an advisor at Raymond James & Associates since 2013. She holds Series 63 and Series 65 registrations. Outside of her advisory role, she serves on the board of the Lifeline Blood Center in Jackson, Tennessee, where she is involved in finance and investment committees. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by broad research and multiple portfolio management strategies.

Sassene Dyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He has been with Raymond James & Associates since 2013. 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 charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Jeffrey Schultz is a financial advisor at Cetera with four years of industry experience. He holds a Series 66 designation and previously worked at MML Investors Services and Mass Mutual Life Insurance Company. Before his career in finance, he spent over three decades at Walmart Stores Inc. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with a range of program options and custodial relationships, managing over $256 billion in assets across more than 10,000 advisors.

Sandra Goodman is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 66 credentials and 13 years of industry experience. Her prior work includes roles at Cadence Bank, Thoroughbred Financial Services, and AmSouth Investment Management. Outside of finance, she owns Goodman Photography. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

John Hughey is a Series 66-licensed financial advisor with Edward Jones in Jackson, Tennessee, where he has worked since 2016, following earlier roles at Bank of America and Merrill. He has 10 years of industry experience. Outside of his advisory work, he is a partner in Millie's Menageries, an antique furniture restoration business. Edward Jones is a full-service wealth management firm serving both individual and institutional clients, managing approximately $1.01 trillion in assets. The firm offers a range of advisory programs, investment strategies, and affiliated services, supported by a nationwide network of over 23,700 financial advisors.