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.

Brent Stone is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 16 years before joining Ameriprise in 2024. Outside of his advisory role, he serves as President of the Braystone Park Homeowners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Stephen Piacentini Jr. is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 21 years of industry experience. His career includes previous roles at Ftb Advisors, Inc., First Horizon Advisors, Inc., and Morgan Stanley DW Inc. Outside of his advisory work, he is a partner in L & P Enterprise, a real estate rental business in Panama City Beach, FL. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm provides a range of investment solutions, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

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.

Christopher Webb is a Series 66-licensed financial advisor with 18 years of industry experience, currently associated with LPL Financial since 2025. He has previously worked at Ftb Advisors, Inc., First Tennessee Brokerage, Inc., and Truist Investment Services, Inc. Webb operates out of Memphis, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a comprehensive range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

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.

Gregory Lemon is a financial advisor with Ameriprise in Cordova, TN, holding Series 63 and Series 65 licenses and having eight years of industry experience. His career includes multiple roles at Ameriprise since 2014 and a brief tenure at Kingswood Capital Partners. Outside of advising, he is co-owner of a commercial landscaping company and serves as a director leading CPA consulting and advisory services at a local CPA firm. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning that includes written Recommendation Reports and ongoing advice focused on tax-aware withdrawal strategies and dependable income sources. The firm’s approach integrates proprietary research and third-party data within a managed account framework tied to Ameriprise’s affiliated product offerings.

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.

Robert Stokes is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and 27 years of industry experience. His prior roles include positions at B. Riley Wealth Advisors, UBS Financial Services, Wells Fargo Clearing, and Prudential Equity Group. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and portfolio management services, leveraging model portfolios, third-party subadvisors, and customized strategies supported by advanced operational tools.

Cameron Collins is a CFP®-credentialed financial advisor with two years of industry experience, currently working at Edward Jones in Arlington, TN. Prior to joining Edward Jones, he was employed at Northwestern Mutual and also worked at Traxx Outdoor Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors nationwide.

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.

Louis Allen Jr. is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. His prior roles include positions at First Tennessee Brokerage, Inc. and Truist Investment Services, Inc. He is based in Memphis, TN. 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 broad range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Anna Embry is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and eight years of industry experience. Her prior roles include positions at First Horizon Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and the University of Mississippi. 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 financial planning, model portfolio programs, third-party asset management, participant-level retirement advice, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Wanda Chandler is a financial advisor with Ameriprise in Cordova, TN, holding Series 63 and Series 65 licenses and four years of industry experience. She previously worked at LPL Financial, LLC from 2015 to 2021 before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Grant Boucek is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. His prior roles include positions at First Tennessee Brokerage, Inc. and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a variety of investment strategies and operational tools.

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.

Mark Pendergrast is a financial advisor at Cetera with 39 years of industry experience. He holds a Series 63 designation and previously worked at Stephens Inc and Raymond James & Associates. Pendergrast has been with Cetera and Regions Bank since 2016. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a large network of independent advisors and utilizes a multi-manager platform with various program options and custodial relationships.

Susan Fletcher is a financial advisor with LPL Financial in Memphis, TN, holding a Series 63 designation and 25 years of industry experience. She has worked at First Tennessee Bank and its affiliated brokerage firms since 1994 and had a brief tenure at Ftb Advisors, Inc. in 2013. 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, supported by a large network of investment adviser representatives.

Janette Lookadoo is a financial advisor at LPL Financial with 28 years of industry experience. She holds a Series 63 designation and has worked at First Horizon Advisors and First Tennessee Brokerage during her career. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a wide range of customized investment strategies.