Drake Harris is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has one year of industry experience, including roles at MassMutual Life Insurance Co and IMC Companies. Prior to his financial services career, he spent four years at Mississippi State University and eight years at Mount Paran Christian. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser, serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software to deliver written recommendations in a collaborative, annual planning process.

Shannon Fuller is a financial advisor at Raymond James & Associates with 17 years of industry experience. He holds a Series 66 designation and has been with Raymond James for 13 years. Outside of advising, he is involved with Youngblood Builders Supply. 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, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

John Thompson is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with LPL Financial and its predecessor since 2002. 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 provides various advisory and brokerage services, including financial planning, model portfolio programs, and access to institutional platforms, supported by a network of over 22,800 advisors.

Anne Billings is a financial advisor at Stifel with 32 years of industry experience. She holds a Series 63 designation and has worked at Stifel Nicolaus & Co Inc since 2018, following a decade at JJB Hilliard WL Lyons LLC. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering both brokerage and investment advisory services. The firm’s investment approach is based on a proprietary methodology from its Investment Strategy Group, which uses forward-looking market assumptions and probabilistic modeling to inform asset allocation and financial planning.

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.

Robert Buckley is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and possessing 18 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2008 to 2017. Outside of finance, he is also a musician based in Memphis. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses a collaborative, annual planning process supported by software tools and provides event-driven planning programs such as Divorce Planning and estate settlement services.

Gabriel Douba is a financial advisor at Merrill in Memphis, TN, holding Series 65 and Series 66 licenses. He began his career in the financial industry in 2026 and has prior experience working in hospitality and retail sectors, including a notable period managing Petra Cafe. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations with model-based and discretionary investment strategies.

Nathan Hooker is a financial advisor at RBC Capital Markets with 29 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves on the board of directors of Ridgeway Country Club in Germantown, Tennessee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, corporations, and charitable organizations. The firm offers a range of advisory programs and employs tailored investment strategies implemented through in-house and third-party managers.

Donna Billings is a financial advisor with Stifel in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 27 years of industry experience. She has been with Stifel since 2009. Stifel serves a diverse client base including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment analysis and asset allocation methodology developed by its Investment Strategy Group.

Matthew Struthers is a financial advisor at Fidelity with Series 63 and Series 66 credentials and four years of industry experience. His prior roles include positions at Vanguard and other firms. Outside of finance, he is a freelance musician and a private piano teacher. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm’s offerings include discretionary portfolio management, fund advisory, and model portfolios built from mutual funds, ETFs, and ETPs.

Walter Powell II is a financial advisor with Morgan Stanley, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked at Morgan Stanley Private Bank, N.A. since 2015 and at Morgan Stanley Smith Barney LLC since 2009. Outside of his advisory role, he is the sole proprietor of Hopkins Farms, an agricultural business in Brownsville, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that serves both individual and institutional clients. The firm offers a range of advisory programs and financial planning services supported by structured discovery processes and proprietary planning tools.

Reid Strange is a financial advisor at Raymond James & Associates in Memphis, TN, with 13 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Outside of his advisory role, he serves on the advisory board of the Chickasaw County Club, representing younger members, and is a member of the Finance and Investment Committee at Christ Methodist Church. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional services supported by a nationwide adviser network.

Maria Popa is a Series 66-licensed financial advisor with 15 years of industry experience. She has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities from 2011 to 2017. In addition to her advisory role, she acts as an agent specializing in individual health, group life/health, and fixed annuities. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual financial planning engagements and offers specialized services such as estate-settlement and employer-sponsored planning programs.

Clifford Gregory is a financial advisor at Edward Jones in Memphis, TN, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in the technology sector, including roles at Informatica, Salesforce, TIBCO Software, and Information Builders. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

Deja Foster is a financial advisor at Ameriprise with nine years of industry experience. She holds Series 63 and Series 65 licenses and has worked at firms including Fidelity Investments and Kestra Investment Services. Foster is based in Memphis, TN. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on written recommendations and ongoing retirement-income planning advice based on dependable income sources and tax-aware withdrawal strategies.

Cynthia Drewry is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and bringing 8 years of industry experience. She has been with Raymond James & Associates since 2015. 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, institutional investors, and municipal entities, offering services such as financial planning, non-discretionary investment consulting, and institutional advisory solutions.

Sarah Mcbride is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 17 years of industry experience. She has worked at First Tennessee since 2005 and joined LPL Financial in 2025. Outside of financial advising, she is the owner of McBride Construction 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 financial planning, model portfolio programs, third-party asset management, retirement advice, and institutional platforms, providing a wide range of advisory and brokerage services.

Jeff Grimm is a CFP® professional with 13 years of industry experience, currently affiliated with LPL Financial in Memphis, TN. His prior roles include positions at Minnesota Life Insurance Company, Shoemaker Financial Services Inc, and Securian Financial Services Inc. Grimm is involved with Memphis Planning and Wealth, an investment-related business operating as a DBA for his LPL activities. 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 services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors.

Darren Meyers Jr. is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Midsouth Concierge and held roles at Christian Brothers High School and Vector Marketing. He currently serves in multiple positions outside of traditional financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to both affiliated and third-party investment managers through a multi-manager platform.

Brian Douglas is a CFP® professional with 21 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. He previously worked at Ameriprise Financial Services, Inc. for 16 years. Outside of his advisory role, Douglas is a Reserve Deputy Sheriff with the Shelby County Sheriff's Office and owns a social media and marketing content creation business. Ameriprise is an institutional firm offering a retirement-income planning service aimed at individuals with significant investable assets, combining research, modeling, and tax-efficiency analysis to provide tailored, written recommendation reports delivered in partnership with financial advisors.