Andrew Lees III is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 42 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, delivering both non-discretionary and discretionary services. The firm’s IPS-driven advisory process incorporates modern portfolio theory and offers a range of investment options, including insurance-related products and bank deposit sweep programs, serving plan sponsors with tailored solutions.

Albert Goetze is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2012. Outside of his advisory role, he serves as Treasurer and board member of the Thornhill (Hardie Family) Foundation, a nonprofit organization. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public-financing and investment banking capabilities.

Charlotte Cooper is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 41 years of industry experience. She has worked with MML Investors Services, Inc. since 1996 and Mass Mutual Life Insurance Company since 1991. In addition to her advisory role, she has been involved in retail sales with Mary Kay Cosmetics since 1976. Mass Mutual 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 comprehensive financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships using firm-approved analytical tools.

Sally Ramsey is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds a Series 63 designation and has been with Raymond James since 2012. Prior to that, she worked at Optavia in 2021. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations using firm research and planning tools, along with institutional consulting and public finance services.

Colt Pierotti is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Ameriprise and UBS Financial Services. Outside of his advisory work, he is an owner of OX Capital LLC and CK Horse Enterprises LLC and serves as a board member of Dynasty Wealth Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies via multiple platform arrangements and proprietary as well as third-party model solutions.

Blake Dorsett is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Osaic since 2018 and previously at Sii and Waddell & Reed Financial Advisors. Outside of his advisory role, Dorsett volunteers with the Alzheimer's Association and is a partner in an LLC investing in land in Idaho. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

Cortney Baroni is a financial advisor with Raymond James & Associates, holding a Series 66 designation and four years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting through its Institutional Fiduciary Solutions division.

Branden Rogers is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has been in the industry since 2025, with prior experience at Delta State University and Evangelical Christian School. Mass Mutual 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 ongoing financial planning, asset management, and educational seminars, with a focus on collaborative, goal-oriented planning using firm-approved analytical tools.

Trista Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has previously worked at Fifth Third Securities, Fifth Third Bank, and SunTrust Advisory Services. 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 provides both brokerage and advisory solutions.

Dan Treharne is a Financial Consultant at Fidelity Investments. He assists clients in navigating Fidelity's resources and offerings to co-create financial plans tailored to their goals. Dan has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Fixed Income Specialist from 2022 to 2024, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate in 2021. He holds an Arkansas Insurance License. Outside of his professional work, Dan enjoys biking, family activities, movies, music, and outdoor adventures.

Brandon Collins is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2021, he served in the United States Navy from 2013 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

John Gadallah is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, PNC Investments LLC, T-Mobile USA, Inc., AT&T, and the Arc De Triomphe Co. 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.

Myra Pierotti is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 13 years of industry experience. She has worked at Raymond James since 2017 and previously at Wunderlich Securities, Inc. from 2014 to 2017. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses, supports both discretionary and non-discretionary advisory relationships, and maintains capabilities in public finance and municipal services.

Cooper Smith is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance, Securian Financial Services, and Shoemaker Financial. Outside of his advisory role, Smith is the CEO of Perfect Peace Life Planning LLC, where he provides life coaching focused on helping clients achieve personal peace through goal setting and accountability. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

Deanna Musso is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 25 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and serves municipal clients through its Institutional Fiduciary Solutions division.

Kevin Wells is a financial advisor with Ameriprise in Germantown, TN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Melanie Compton is a financial advisor at LPL Financial with 39 years of industry experience. She holds a Series 63 designation and has worked with firms including FTB Advisors, Inc., First Tennessee Brokerage, Inc., Commerce Investment Corporation, and National Bank of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Ryan Barnes is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. 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 wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Barrios is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. from 2020 to 2024 and First Heartland Capital, Inc. from 2001 to 2020. Outside of his advisory work, he serves as a board member for the nonprofit Leadership Collierville and owns Barrios Financial Services, a life insurance sole proprietorship. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services through a large network of affiliated advisers, utilizing various advisory platforms, asset-allocation tools, and third-party services to manage portfolios across multiple asset classes.

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.