Ward Mcbee is a financial advisor with LPL Financial and holds a Series 63 designation. He has 27 years of industry experience, including roles at FTB Advisors, Inc. and First Tennessee Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and various portfolio management options.

Brian Williams is a financial advisor with Charles Schwab in Germantown, Tennessee, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2015 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Patrick Crowley is a financial advisor at MassMutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MassMutual and its affiliated firms since 2017, following six years at MetLife. He is also a non-active attorney. MassMutual Investors Services, LLC is 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, money-manager programs, and educational seminars.

Gena Wolbrecht is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. She has worked at Cetera and its affiliates for multiple periods since 2012, with prior roles at LPL Financial, FirstBank Investment Partners, BankTennessee, and Regions Investment Services. She serves as a FINRA arbitrator and participates monthly with the Germantown Performing Arts Center Guild. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program structures.

Scott Treloar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with various Wells Fargo entities since 2014 and previously held roles at Bank of America, Starbucks, and Little Caesars. Outside of his advisory role, he is employed part-time in retail and parking services in Franklin, Tennessee. 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 grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Hannah Weatherly is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Weatherly & Associates team. She specializes in family wealth management strategies, legacy planning, managing new wealth, and working with women and wealth. Hannah focuses on portfolio construction, manager selection, and ongoing oversight to ensure that investment strategies remain disciplined, consistent, and responsive to evolving client priorities. She applies her analytical and problem-solving skills developed during her career at RBC Capital Markets, where she worked as an investment banking analyst in the Technology Coverage Group. This experience supports her work with clients during pivotal transitions, such as after a business sale or liquidity event, helping structure portfolios, evaluate risk, and allocate capital in alignment with long-term objectives. Hannah holds a Bachelor's degree in Business Administration with a concentration in finance from Southern Methodist University and is a Chartered Financial Analyst (CFA) charterholder as well as a Personal Investment Advisor (PIA). Outside of her professional activities, she enjoys hiking, tennis, yoga, and spending time with her family.

Ryan Ealy is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2020 to 2021 and as a Financial Advisor at Securian Financial Services from 2015 to 2020. His professional experience encompasses financial consulting and investment advisory roles. Ryan holds an Arkansas Insurance License, enabling him to address insurance-related financial planning needs. He focuses on helping clients understand their financial situations, plan for important objectives, and implement strategies aligned with their goals. Outside of his professional work, Ryan has personal interests that include cars, cooking and baking, family activities, food, parenthood, and traveling.

Christopher Caldwell is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses 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 diverse client base including individuals, institutions, pension and profit-sharing plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Milton Knowlton is a ChFC® credentialed financial advisor with Mass Mutual Investors Services in Memphis, TN, bringing 56 years of industry experience. He has been affiliated with MML Investors Services, Inc. since 1982 and held a related broker-dealer registration since 1983. Outside his advisory role, he serves as treasurer for Memphians Care, a local organization that collects food for the Metropolitan Inter-Faith Association, and is involved in life settlement services through Knowlton Benefit Consultants, Inc. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual. The firm provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using collaborative, annual planning engagements supported by firm-approved analytical tools.

Evan Fischer is currently the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Investments Representative and Financial Consultant. Prior to joining Fidelity, Evan worked as a Financial Advisor at Edward Jones from 2007 to 2010. Throughout his career, Evan has partnered with clients and their families to build, implement, and maintain long-term financial plans across various market conditions. His approach centers on understanding clients' priorities to develop personalized strategies aligned with their goals, values, and vision for the future. He holds an Arkansas Insurance License. Outside of his professional work, Evan enjoys biking, movies, parenthood, pets, soccer, and swimming.

Edward Felsenthal is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding 57 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and has a long career history including roles at Massachusetts Mutual Life Insurance Company, MetLife Securities Inc., and his own firm, Felsenthal Planning & Service, which he has operated since 1963. In addition to advising, Mr. Felsenthal is actively involved in insurance services and serves as president of Hemisphere General Insurance Group, Inc. 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 emphasizes collaborative annual financial planning engagements using firm-approved software to analyze client goals and recommends investment strategies without discretionary authority.

William Morgan is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has worked at First Tennessee Brokerage, Inc. since 1994 and FTB Advisors, Inc. since 2013. He began his current position at LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing a range of portfolio management and research resources.

Ginger Shackelford is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 63 and 66 licenses and bringing 18 years of industry experience. Prior to joining Raymond James, she worked at Apple Inc. from 2015 to 2020. Outside of her advisory role, she is an associate at Swain Wealth Partners LLC, where she supports account opening, trading, and client assistance. 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, corporations, and institutions. The firm employs tailored, non-discretionary planning using analytical tools to align investment strategies with client goals and offers specialized municipal and public finance services.

Chandler Gagnon is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities, Inc. He is also an independent insurance agent specializing in dental and group disability income, fixed annuities, life, accident, health, long-term care, and Medicare-related products. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars utilizing firm-approved software to analyze client goals and provide written recommendations.

Paul Melton is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 41 years of industry experience. His prior roles include work with Waddell & Reed, Stevens Melton Trust, and the 6060 Group LLC. He is also involved with St. Marks United Methodist Church in a volunteer capacity. LPL Financial serves a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a variety of financial planning and advisory programs, providing both discretionary and non-discretionary management supported by research and model portfolios from LPL Research and third-party subadvisors.

Amy Wade is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 30 years of industry experience. She has been with Raymond James & Associates since 2012. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Luke Stallings is a financial advisor at Raymond James Financial Services Advisors, Inc. with four years of industry experience. He holds Series 63 and Series 66 licenses and has held roles at Raymond James entities and FirstBank, as well as prior experience at Indigo Ag and AmeriCorps. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base including individuals, institutions, and charitable organizations. The firm offers tailored, non-discretionary planning and consulting using risk profiling and modeling tools, and supports municipal and public finance work through a unique municipal advisor affiliation.

Gary Hinson Jr. is a financial advisor at Morgan Stanley with 24 years of industry experience. He holds the Series 66 designation and has worked at Morgan Stanley Private Bank, Morgan Stanley Smith Barney, and Citigroup Global Markets. He is based in Memphis, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and analytical models.

Carson Stimpson is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 designations and 10 years of industry experience. He has worked at Ameriprise Financial Services Inc and Axa Advisors, LLC prior to joining his current firm in 2022. 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 provides ongoing financial planning and offers asset management, wrap and money-manager programs, and educational seminars.

Stephanie Mcever is a Senior Financial Advisor at Merrill Lynch Wealth Management. Since joining the firm in 1998, she has taken on multiple roles, including heading the team's client relationship management and providing portfolio analytics, risk management strategies, cash flow diagnostics, retirement, and long-term planning forecasting. She is involved in implementing the group's client service model and works to enhance operational efficiencies within the team. Stephanie also manages the team's community efforts and its relationships with professional money managers. Her expertise spans several client focus areas including college education planning, corporate benefits, employee benefits planning, services for endowments, foundations and non-profits, managing new wealth, personal retirement planning, philanthropic planning, small business strategies, and women and wealth. Stephanie holds the Certified Plan Fiduciary Advisor (CPFA) designation, along with credentials as a Personal Investment Advisor (PIA) and Retirement Benefits Consultant (RBC). Stephanie earned a Bachelor's degree in Marketing and International Business from Baylor University and a Master's degree in Marketing from the University of Memphis. She is actively involved in supporting local performing arts and educational organizations such as Briarcrest Christian School and Poplar Pike Arts, and participates in community efforts including March of Dimes and St. Jude. Outside of her professional and community activities, Stephanie enjoys fishing, hiking, music, spending time with her family, traveling, and playing volleyball. In recognition of her professional achievements, she was named to Forbes' "Top Women Wealth Advisors Best-in-State" list for 2026, and her team, Bolton and Associates, has been awarded Forbes' "Best-in-State Wealth Management Team" list annually since 2023.