Audrey Miller Okhiria is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked with Cetera since 2013 and has a long tenure at Regions Bank starting in 1999. Outside of advising, she serves as a board member and treasurer for Rust College. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with a range of program options and oversees more than $256 billion in assets.

Frank Givens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

Joshua Murphey is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Park Avenue Securities and Guardian Life Insurance. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

Shawn Bouton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. He operates Bouton Wealth Management LLC, an entity related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and utilizing a combination of discretionary and non-discretionary management strategies supported by extensive research and technology tools.

John Parks is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at RVL Pharmaceuticals PLC, Dentsply Sirona Inc, and Alcon Laboratories. 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 strategies supported by a large nationwide network of financial advisors and branch offices.

Gerald Emerson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. He serves on the board of Main Street Collierville, a local nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates advisory programs with the sale of financial products and provides access to model portfolios, third-party asset management, and insurance through affiliated entities.

Michael Winemiller is a financial advisor with Cetera in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services and BBVA Compass Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across various program structures.

Charles Scott III is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC, and has a background that includes four years at McCormick & Co., Inc. Outside of his advisory role, he is involved with SCOTT WEALTH LLC, a business entity for tax and investment purposes not related to investment advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

Pamela Pitts is a CFP® professional with 17 years of experience in the financial industry, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as Indie Memphis and the Colors Agency. She is also an author. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services.

Lisa Ravlija is a financial advisor with Edward Jones in Collierville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Merrill Lynch, Wells Fargo Clearing, and various independent and agency-based firms. Outside of finance, she has experience running a food truck business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

Alec Bouton is a financial advisor with LPL Financial in Collierville, TN, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he was involved in the retail liquor industry through The Wine Rack and Southwind Liquor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, diverse advisory programs, and retirement consulting with both discretionary and non-discretionary management options supported by research and multiple portfolio strategies.

Christina Inmon is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. She held a position at Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. In addition to her advisory role, she is a partner in a bookkeeping business and is involved in insurance sales, including life, health, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing various tools such as asset-allocation models and automated rebalancing to construct client portfolios.

Terrance Holloway is a financial advisor with Cetera in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and also has experience with Regions Bank dating back to 2014. Outside of his advisory role, he is involved in real estate investing, focusing on buying, renovating, and potentially reselling distressed properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a wide range of portfolio management options, including access to affiliated and third-party money managers, automated allocations, and bespoke strategies, managing over $256 billion in assets.

Brett Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His career includes roles at Cadence Bank and Mass Mutual Investors Services, among others. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Thomas Mc Neely Jr. is a financial advisor at Edward Jones with 32 years of industry experience. He has been with Edward Jones since 2002 and holds Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Jalyn Peterson is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position held since 2026. Prior to this role, Jalyn has held multiple positions within Fidelity Investments, including Financial Consultant from 2021 to 2025, Retirement Planner from 2019 to 2021, Investments Solutions Consultant from 2018 to 2019, and Customer Service Representative in 2018. Jalyn holds an Arkansas Insurance License. They approach financial advising with the perspective that every client has a unique money story that influences various aspects of their lives. Jalyn works with clients and their families to understand this story and aims to help them plan their financial futures with intention and fulfillment. Outside of work, Jalyn enjoys activities such as spending time at the beach, socializing with friends, hiking, painting, and reading.

Michael Fredi is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been associated with Cetera and its related entities since 2015 and also maintains a role with Regions Bank. Outside of his advisory duties, he serves on the Board of Directors and as the Corporate Membership Director of the Highland Hundred Football Booster Group supporting the University of Memphis football program. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

William Hancock is a financial advisor at OSAIC with 46 years of industry experience. He holds CFP® and ChFC® designations and has worked at Woodbury Financial Services and HD Vest advisory and insurance entities. He is based in Collierville, TN. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions for portfolio construction and management.

Matthew Kelso is a financial advisor at Edward Jones in Southaven, MS, holding the ChFC® and Series 66 designations with nine years of industry experience. He joined Edward Jones in 2017 after working at FAA Federal Credit Union for one year. Outside of his advisory role, Kelso owns and hosts a local news podcast called The Desoto County Brief in Hernando, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.