Calvin Reid is a financial advisor with VOYA Financial Advisors, Inc. in Memphis, TN, holding Series 63 and Series 65 licenses and with 31 years of industry experience. He has been with VOYA Financial Advisors since 2014. Outside of his advisory role, he operates as an independent insurance agent specializing in fixed insurance products. VOYA Financial Advisors serves a diverse client base including individuals, retirement plan sponsors, and institutions, providing services such as financial planning, portfolio management, and plan-sponsor consulting. The firm offers a variety of advisory programs with an emphasis on recommendation-based, non-discretionary management.

Lee Lakey is a financial advisor at Valic Financial Advisors with 11 years of industry experience. He holds Series 65 and Series 63 licenses and has worked at Valic Financial Advisors and First Heartland Capital Inc since 2015. He also serves as an agent providing non-securities insurance products through Agia. 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 wrap programs through a large network of advisors, utilizing discretionary unified managed accounts and a range of overlay services.

John Webber is a financial advisor with Lincoln Investment in Memphis, TN, holding a Series 63 designation and 33 years of industry experience. He has been with Lincoln Investment since 2012 and also has long-standing roles at Capital Analysts, Incorporated and Tower Insurance Center, Inc. Outside of his advisory work, he serves as an uncompensated board member for the Village of Hope, a nonprofit organization, and is a member of the Board of Governors at Oikos Church of Christ. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a focus on educators and 403(b)/457(b) participants. The firm offers financial planning, ERISA retirement plan advice, and a range of advisor-managed and firm-managed investment programs supported by an Investment Management & Research team using both strategic and tactical approaches.

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.

Zemetria Payne is a financial advisor at &PARTNERS with 10 years of industry experience. She holds Series 63 and Series 66 licenses. Payne previously worked at Wells Fargo Clearing and Wells Fargo Advisors before joining &PARTNERS. &PARTNERS serves a diverse client base, including high-net-worth individuals, retirement plans, and institutions. The firm offers investment management and financial planning through discretionary and non-discretionary approaches, utilizing both proprietary and third-party strategies.

David Lookadoo is a financial advisor with Principal Financial Services in Memphis, TN, holding a Series 66 designation and 23 years of industry experience. He has worked at Principal Securities Inc. and Principal Life Insurance Company since 2017 and previously at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He is also the owner of Southern Chef LLC. Principal Securities provides brokerage and registered investment advisory services to a diverse client base, including individual investors and retirement plans, with a focus on direct advisory programs, financial planning, and access to third-party money manager solutions.

Michael Zepatos is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and 13 years of industry experience. His prior roles include positions at Raymond James & Associates and Wells Fargo Advisors. Outside of advising, he is involved with the Arcade Restaurant, LLC, a business in Memphis. LPL Financial serves a broad client base including individuals, retirement plans, and institutions through a national network of investment adviser representatives. The firm offers various advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by model portfolios and research from multiple sources.

Stephen Piacentini Jr. is a financial advisor at LPL Financial with 21 years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at FTB Advisors, Inc. Outside of his advisory role, he is involved as a partner in a real estate rental business in Panama City Beach, FL. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs and financial planning services, combining discretionary and non-discretionary management with model portfolios and research support.

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.

Christopher Webb is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage, Inc. Webb operates out of Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services supported by a wide array of model portfolios, research resources, and technologies.

Jarod Wesson is a financial advisor at LPL Financial with 15 years of industry experience. He holds the Series 63 and Series 66 credentials and previously worked at Edward Jones for 10 years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and institutional services.

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.

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.

Mosi Jones Jr. is a financial advisor with LPL Financial based in Memphis, TN. He holds Series 63 and Series 65 licenses and has two years of industry experience, including prior roles at First Horizon Advisors and Wells Fargo. Jones also has a varied background with experience in retail and service industries. 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, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven strategies.

Louis Allen Jr. is a financial advisor with LPL Financial based in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2025 and has concurrent experience with Ftb Advisors, Inc. and First Tennessee Brokerage, Inc., spanning over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research and portfolio management tools.

Anna Embry is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with LPL Financial and has previously worked at First Horizon Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and the University of Mississippi. Outside of her advisory roles, she was involved with Head Over Heels for five years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

Grant Boucek is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked previously at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He is also involved with First Horizon Advisors, a separate business entity related to his LPL activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Susan Fletcher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at First Tennessee Bank and related entities since 1994 and has been associated with FTB Advisors, Inc. for over a decade. Fletcher operates out of Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Deja Foster is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Kestra Investment Services. Foster is based in Memphis, TN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Brian Douglas is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, Douglas is a Reserve Deputy Sheriff with the Shelby County Sheriff's Office and owns a social media and marketing content creation business. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with financial advisors.