Robert Burnett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Thornburg Investment Management. He has also worked at Memphis University School in various roles. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, emphasizing tailored advice supported by extensive research and multiple portfolio management styles.

Stephen Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets and has previously worked at Cetera, Shoemaker Financial, Securian Financial Services, Minnesota Life Insurance, and Raymond James & Associates. Anderson serves on the board of Bodine School in Germantown, TN. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory and brokerage services to individual and institutional clients, including portfolio management and financial planning. The firm uses tailored investment strategies involving both in-house and third-party managers and offers integrated capital markets and lending capabilities.

Joseph Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible strategies that align with clients’ changing market conditions. Joseph holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from The Baylor School. Committed to community involvement, Joseph volunteers with local organizations in support of the Merrill tradition of community participation.

John Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 65 licenses. Ross has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Alexander Quinn is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Ollie is a Financial Advisor and Chartered Advisor in Philanthropy® professional at Merrill Lynch Wealth Management. He focuses on supporting business owners, philanthropists, their families, and nonprofit organizations to build lasting legacies and maximize social impact. Nathan collaborates closely with clients to develop comprehensive wealth strategies tailored to their unique aspirations, including retirement, trust, estate, philanthropic planning, and impact investing. He also provides strategic consulting, portfolio management, and operational support for endowments, foundations, and nonprofits. Nathan holds a bachelor's degree from the University of Memphis and possesses professional designations as a Chartered Advisor in Philanthropy (CAP) and Personal Investment Advisor (PIA). His expertise includes family wealth management strategies, philanthropic planning, socially responsible and ESG investing, tax minimization, and liquidity management. Nathan is involved in several professional and community organizations such as 100 Black Men of Memphis, Inc., ARTSmemphis, Agape Child & Family Services, Habitat for Humanity, Kappa Alpha Psi Fraternity, Inc., and St. Andrew AME Church. Outside of his professional pursuits, Nathan enjoys basketball, chess, football, golfing, reading, spending time with his family, traveling, watching movies, and writing. He is committed to serving those who serve society and aims to simplify the complexities of wealth management to provide clarity and confidence for his clients as they pursue their personal and philanthropic goals.

John Prather is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1998. Outside his advisory role, he is involved in several business ventures, including insurance sales and partnerships related to real estate and financial services. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, structuring planning as annual, collaborative relationships that focus on goals-based recommendations without discretionary investment authority.

Teri Hirt is a CFP® professional affiliated with Cetera, with 12 years of experience in the financial services industry. She has worked at Cetera since 2023 and has prior experience with Shoemaker Financial and Minnesota Life. Hirt also serves as a volunteer board member for Thrive Memphis, a nonprofit supporting adults with special needs, and the Greater Memphis chapter of the Financial Planning Association, where she contributes to community financial literacy efforts. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management and financial planning services with options including model portfolios, third-party managers, and customized strategies across various program structures.

Stephanie Gear is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 31 years of industry experience. She has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2011 to 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap‑fee programs. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute and third-party resources.

Jessica Horst is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 designations and bringing 17 years of industry experience. Her prior experience includes roles at Fidelity Investments and Cambridge Investment Research. In addition to her advisory work, she is an associate employee at Pinnacle Asset Management, where she assists clients with banking and investment needs and refers them to Raymond James advisors for investment services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals, with specialized capabilities in municipal and public finance.

Keri Gage is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. She has been with UBS since 2012. Outside of her advisory role, Gage serves on the board of Madonna Circle, a Catholic women’s organization focused on community service and fundraising in Memphis, where she co-chairs the Blessings Fund Committee. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services to tailor investment strategies based on proprietary research and client goals.

William Mayer is a CFP® with 37 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. He is the founder of the Jane Giannini Mayer Foundation, a nonprofit established in memory of his late wife. 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 diverse client base, including individuals, institutions, and charitable organizations, offering tailored financial planning and investment consulting through a range of portfolio management styles and affiliated research.

Kristian Kelly is a financial advisor at Edward Jones with a Series 66 designation and one year of industry experience. He has worked at Edward Jones since 2024 and is also involved in municipal government as an Alderman for the City of Southaven. Additionally, he participates in online men's coaching through The Family Captain. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including high-net-worth households and corporate entities. 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.

Lynn Shaw II is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of advisory work, he is a partner in two private LLCs, LTS Ventures LLC and Shaboozy LLC, which are involved in investment activities and real estate management, respectively. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting services with a range of portfolio management styles and notable municipal advisory capabilities.

Terry Morris is a CFP® professional with 27 years of industry experience, currently serving as a financial advisor at Raymond James Financial. He has been with various Raymond James entities since 2012. Morris also works as an independent contractor advisor for Avenue Wealth Management in Memphis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using detailed analytical tools and supports municipal and public finance work through a unique municipal advisor affiliation.

David Mills is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked previously with Shoemaker Financial and Minnesota Life Insurance Company. In addition to his advisory role, he volunteers with the Germantown Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with various program options, including model portfolios, third-party money managers, and bespoke strategies.

Leigh Vuncannon is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser with approximately $501 billion in assets under management. The firm serves a diverse client base including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Bradley Cook is a financial advisor with Edward Jones in Cordova, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Extendicare of West Tennessee, Tropical Smoothie Cafe, and Baptist Home Health and Hospice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. 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.

Hampton Holcomb is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and is also associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, Holcomb is a 20% member of HAHNAH LLC, a consulting business focused on business retention, sales motivation, corporate culture, and individual advancement. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning, asset management, and educational programs, delivering collaborative, annual planning engagements that utilize firm-approved analytical tools and strategies tailored to client goals.

Patsy Jones is a CFP® professional with 27 years of experience in the financial services industry. She is currently affiliated with Cetera and has worked previously with Securian Financial Services and Minnesota Life. In addition to her advisory role, she is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.