Jimmy Forbis is a financial advisor at OSAIC Wealth Inc with over 50 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes positions at Valmark Advisers, Inc., Lincoln Investment, and Capital Analysts, Incorporated. Outside of advisory work, he is involved in forestry clearing through his ownership of MAKO Forestry Services II and serves as Vice President of Strategic Planning and Development for the nonprofit One Million Wells. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Eric Weintraub is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Wells Fargo, he worked at Burleigh Consulting Group and PwC, and has experience associated with Henry S. Jacobs Camp and the University of Alabama. 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 employs over 14,000 financial advisors, offering both brokerage and advisory solutions supported by the research and analytics of Wells Fargo Investment Institute.

Lee Pierce is a financial advisor with Cambridge Investment Research Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, Pierce serves as a voluntary board member of the Fellowship of Christian Athletes in Northwest Mississippi. Cambridge Investment Research Advisors is a large SEC-registered firm serving diverse clients, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies with flexible portfolio management options.

James Clifford is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 15 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 managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

JR Trevino is a Vice President and Financial Consultant currently working at Fidelity Investments since 2023. In this role, he assists clients in developing personalized financial plans by thoroughly assessing their current financial situations, future objectives, risk tolerance, and family dynamics. Prior to his current position, JR served as a Vice President Financial Consultant at Charles Schwab from 2016 to 2023. His experience spans multiple phases of clients' financial lives, focusing on creating tailored roadmaps that address both present and future needs. JR holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial guidance.

Brandon Porter II is a financial advisor with LPL Financial, holding a Series 66 designation and based in Memphis, TN. He joined LPL Financial in 2026 and has prior experience at firms including Sedona Staffing and Proximity Development Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

Thomas Knowlton is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with the firm and its affiliate, Massachusetts Mutual Life Insurance Company, since 1993. Outside of his advisory role, he is the owner of Knowlton Benefits Consultants, Inc., and serves as treasurer of the Boll Weevil Charity Foundation, is on the board of directors for Courage Through Cancer, and acts as Scout Master for Troop 86. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes annual collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

Brenda Hatmaker is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. She has been with UBS Financial Services since 2009. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client plans.

Kendall Craig is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Horizon Advisors and MSM Solutions. Outside of finance, he has experience running a Nutrition Bar business and has held academic roles at the University of Memphis and Mississippi State University. Merrill, along 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 and third-party managers.

John Lynn is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1987. Outside of his advisory role, he owns rental properties that serve University of Memphis students. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor investment solutions.

Elliot Kiersky is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Jewish Foundation of Memphis, a philanthropic organization supporting Jewish families in the Memphis area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Dustin Ellis is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James in various capacities since 2015, as well as at Charles Schwab from 2018 to 2020. Raymond James & Associates, Inc. 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, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and firm-supported research.

Elian Levatino is a CFP® with 13 years of experience at LPL Financial in Memphis, TN. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Edwin Cultra III is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 14 years of industry experience. His career includes roles at Northwestern Mutual Wealth Management Company and Mass Mutual Life Insurance Company. Outside of his advisory work, he is involved as a sales agent for Stewardshipp Planning Partners, focusing on life and health insurance. Mass Mutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures its planning engagements as annual, collaborative relationships using firm-approved software and offers various event-driven planning programs.

Nicholas Mc Caleb is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Loflin Yard. Outside of finance, he was involved with the West Alabama Soccer Officials Association for two years. 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 offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

Clarence McClain is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and nine years of industry experience. His prior roles include positions at First Horizon Advisors, Fidelity Investments, Cetera Investment Services, Raymond James, Regions Bank, and Northwestern Mutual. Outside of advising, he is the business owner of McClain Financial Group LLC and LMM Wellness LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, providing both discretionary and non-discretionary management along with research and model portfolio options.

Brian Holladay is a Senior Financial Advisor with Merrill Lynch Wealth Management. He brings a comprehensive approach to wealth management by actively listening to clients and collaborating with them to develop strategies tailored to their individual needs. Brian integrates investment insights from Merrill Lynch with the banking services of Bank of America to address multiple aspects of his clients’ financial lives. With seventeen years of experience, Brian’s expertise includes equity compensation services, family wealth management strategies, legacy planning, small business strategies, and retirement income. He holds a Bachelor’s degree from the University of Mississippi and holds the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) designations. Brian is also involved with the Boys and Girls Club of Greater Memphis. Brian and his wife Molly live in Memphis. Outside of his professional work, he enjoys basketball, football, golfing, skiing, and traveling. He has been recognized as part of the Williams Kinney Holladay & Associates team named to the Forbes Best-in-State Wealth Management Teams list in 2023 and 2024, as well as included in the Financial Times 401 Top Retirement Advisers list.

Thomas Lambert is a financial advisor at LPL Financial in Memphis, TN, holding a Series 66 designation. He joined LPL Financial in 2025 and has prior experience at First Horizon Bank, Morgan Stanley, and the University of Tennessee, Knoxville. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives, offering financial planning, advisory programs, and retirement consulting.

John Matthews is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and Strategic Financial Partners, among others. Matthews also has experience outside of finance, having been employed at Mossy Oak Golf Course and in education at Mississippi State College and Jones County Jr. College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and educational seminars, with financial planning engagements structured as annual, collaborative relationships focusing on client goals and investment strategy recommendations.

Crystal Buchholz is a financial advisor at Wells Fargo Clearing with seven years of industry experience. She holds the Series 66 designation and has worked at Wells Fargo Clearing and Wells Fargo Advisors in multiple roles since 2015, as well as a brief tenure at Morgan Stanley. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.