Melanie Compton is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. Her career includes long-term roles at First Tennessee Brokerage, Commerce Investment Corporation, and National Bank of Commerce. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Weeden is a financial advisor at LPL Financial with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including FTB Advisors and Lion Street Financial. 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

Conner Cowan is a financial advisor at Raymond James & Associates with one year of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including MML Investors Services, MassMutual Life Insurance Company, and Watercress Capital. Outside of finance, he has been involved with Huey's Restaurant since 2017. 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 and pension plans, and charitable organizations, providing financial planning and consulting through a variety of portfolio management strategies and affiliated research resources.

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 financial advisor with LPL Financial, holding CFP® and Series 63 credentials and bringing 29 years of industry experience. Cary's prior roles include long-term positions at First Tennessee Brokerage, Inc. and First Tennessee Bank in Memphis. Outside of advisory work, Cary owns Cary Life Coaching LLC, a non-investment-related business. 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 portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments Institutional Services Company, Inc., Citi, and Procter & Gamble. Outside of her advisory role, she serves as a judge for competitive cheerleading competitions with organizations including the Kentucky Association of Pep Organizations and Varsity Spirit. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

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 Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers as part of W&R Insurance Agencies, spanning over a decade. Powers also maintained an investment-related business entity, 6060 Group LLC. 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 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.

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 at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Keegan & Company, LLC and Citigroup Global Markets. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

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® professional with over 21 years of experience in the financial services industry. He has been with LPL Financial since 2007 and also works with Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms.