John Weeden is a financial advisor at LPL Financial in Memphis, TN, with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including FTB Advisors and Lion Street Financial. Prior to entering the financial sector, he spent four years with Shelby County Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

Matthew Wiseman is a financial advisor with Edward Jones in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Holley Cary is a CFP® professional with 29 years of industry experience, currently serving as an advisor with LPL Financial. Prior to joining LPL, Cary spent many years with First Tennessee Brokerage, Inc. and First Tennessee Bank in Memphis, TN. In addition to financial advising, Cary owns Cary Life Coaching LLC, a non-investment-related business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering various advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Josh Zuiderhoek is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2022 and has held various roles in companies including CVS, Nike, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds across multiple investment vehicles.

Gina Tirey Teter is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 credentials. Prior to her current role, she worked at firms including Citi and Walgreens and spent 12 years at Procter & Gamble. Outside of finance, she serves as a judge for regional and state cheerleading competitions with organizations such as the Kentucky Association of Pep Organizations and Varsity Spirit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Grant Heflin is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide team of advisors.

Scott Powers is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and having 16 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of 6060 Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Jeffrey Gardner is a financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2013 and also has longstanding involvement with Tribble's Frame Shop since 1998. 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 wide range of clients including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

Vincent Perry is a financial advisor with Ameriprise in Cordova, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of advising, Perry works as a voice-over actor and is an author, having written a book that he distributes within his practice. Ameriprise specializes in retirement-income planning services for clients generally with at least $1 million in net investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis to support its clients’ retirement planning.

Lisa Rucker is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, as well as prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Ryan Gillin is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley since 2015, following six years at Barclays Capital Inc. and three years at Lehman Brothers Inc. Gillin holds the Series 66 designation and is based in Memphis, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools in its financial planning process.

Jacob Rudolph III is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 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 overseeing approximately $501 billion in assets. The firm serves a wide range of clients, including high-net-worth individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cheryl Dye is a financial advisor at Merrill with 39 years of industry experience. She has held her current role since 2015 and holds the Series 63 and Series 66 designations. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal teams and third-party managers.

James Shamoun is a financial advisor with Ameriprise in Arlington, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support advisors in creating personalized plans.

Jeffery Avant is a CFP® professional affiliated with Edward Jones, based in Bartlett, TN, with 17 years of industry experience. He has been with Edward Jones since 2008. 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 nationwide network of more than 23,700 financial advisors.

Warren Brashear is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he serves on the board of directors for American Aviation, an air charter and plane storage facility. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Hebert is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined in 2023 following prior roles at Cetera and Shoemaker Financial. Outside of his advisory work, Hebert volunteers as a youth baseball coach for the Germantown Rays 11U team. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs that utilize both in-house and third-party investment managers.

Michael Robinson is a CFP®-credentialed financial advisor with LPL Financial in Cordova, TN, and has 21 years of industry experience. He has been with LPL Financial since 2007 and also serves at Renasant Bank since 2006. 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, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diverse investment strategies.

Rebecca Kernan is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 21 years of industry experience. Her career includes 12 years at Stephens and more than 10 years with Wells Fargo affiliates. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics aligned with diversification principles and modern portfolio theory.

Blake Kirchner is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Blake served as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023, all within Fidelity Investments. Blake holds insurance licenses in Arkansas and California. In client interactions, Blake focuses on building partnerships based on trust, transparency, and tailored strategies, aiming to develop financial plans that address clients' immediate needs and long-term goals. Outside of work, Blake enjoys spending time at the beach, attending concerts, watching football, engaging in social events with friends, watching movies, and listening to music.