Matthew Wiseman is a financial advisor with Edward Jones in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

Holley Cary is a CFP® professional with 29 years of industry experience, currently serving as an advisor with LPL Financial. Prior to joining LPL, Cary spent many years with First Tennessee Brokerage, Inc. and First Tennessee Bank in Memphis, TN. In addition to financial advising, Cary owns Cary Life Coaching LLC, a non-investment-related business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering various advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Devin Jackson is a financial advisor with Merrill in Collierville, TN, holding a Series 66 designation and four years of industry experience. His prior work history includes roles at Bank of America, Total Quality Logistics, Renasant Bank, Burkes Outlet, and Stevens & Jones Casket Company. Merrill provides managed account services to Bank of America fiduciary clients through its Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader corporate platform, offering access to a wide set of investment products and services.

Josh Zuiderhoek is a financial advisor at Fidelity with a Series 66 designation and three years of industry experience. He has worked at Fidelity Investments since 2022 and has held various roles in companies including CVS, Nike, and the University of Cincinnati. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of fundamental research, quantitative analysis, and algorithmic portfolio construction to deliver model portfolios and manage funds across multiple investment vehicles.

Gina Tirey Teter is a financial advisor at Fidelity with 11 years of industry experience. She holds Series 66 and Series 63 credentials. Prior to her current role, she worked at firms including Citi and Walgreens and spent 12 years at Procter & Gamble. Outside of finance, she serves as a judge for regional and state cheerleading competitions with organizations such as the Kentucky Association of Pep Organizations and Varsity Spirit. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a blend of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to manage discretionary and non-discretionary portfolios.

Grant Heflin is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2015. 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 institutional consulting and public finance services, supported by specialized research and planning tools.

Scott Powers is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and having 16 years of industry experience. His prior roles include positions at Waddell & Reed, Inc. and various insurance carriers, as well as ownership of 6060 Group, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing model portfolios and research to support diversified investment strategies.

Jeffrey Gardner is a Series 66–licensed financial advisor with Raymond James & Associates, where he has worked since 2013. He has 22 years of industry experience and is also involved with Tribble's Frame Shop, a business he has been associated with since 1998. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser with more than 5,400 financial advisors and approximately $501 billion in assets under management. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, institutional clients, and government entities, with a focus on non-discretionary financial planning and unique capabilities in municipal and public finance.

Vincent Perry is a financial advisor with Ameriprise in Cordova, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Ameriprise and its affiliated entities since 2006. Outside of advising, Perry works as a voice-over actor and is an author, having written a book that he distributes within his practice. Ameriprise specializes in retirement-income planning services for clients generally with at least $1 million in net investable assets, offering tailored recommendation reports that address income sources, Social Security options, and tax-efficient withdrawal strategies. The firm utilizes a centralized consulting team and combines research, modeling, and tax analysis to support its clients’ retirement planning.

Lisa Rucker is a financial advisor with Morgan Stanley who holds Series 63 and Series 65 licenses and has 38 years of industry experience. Her career includes roles at Morgan Stanley Private Bank, Morgan Stanley Smith Barney LLC, and Wells Fargo Advisors. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individuals and institutional clients. The firm offers tailored financial planning and manages approximately $2.74 trillion in client assets, using structured planning tools and advisory programs.

Ryan Gillin is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with 21 years of industry experience. He has been with Morgan Stanley since 2015. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a range of advisory programs and tailored financial planning, managing approximately $2.74 trillion in client assets.

Caroline Burns is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 27 years of industry experience. She has been with LPL Financial and Renasant Bank since 2009. Outside of her advisory role, she is a joint owner of a real estate rental LLC with her husband. LPL Financial serves individuals, retirement plans, institutions, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, retirement consulting, and brokerage services, utilizing proprietary research and third-party models to support diverse investment strategies.

Jacob Rudolph III is a financial advisor with Raymond James & Associates in Collierville, TN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2013. 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 institutional consulting and sponsors wrap fee advisory programs.

Cheryl Dye is a financial advisor with Merrill, holding Series 63 and Series 66 licenses and having 39 years of industry experience. She has been with Merrill since 2015. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based, discretionary, and tax-aware investment strategies to individuals, high-net-worth clients, pension plans, and charitable organizations. The firm is integrated with Bank of America’s broader platform, providing access to a wide set of products and services beyond typical advisory offerings.

James Shamoun is a financial advisor with Ameriprise in Arlington, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support advisors in creating personalized plans.

Jeffery Avant is a CFP® professional affiliated with Edward Jones, based in Bartlett, TN, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Warren Brashear is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he serves on the board of directors for American Aviation, an air charter and plane storage facility. 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 incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Hebert is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined in 2023 following prior roles at Cetera and Shoemaker Financial. Outside of his advisory work, Hebert volunteers as a youth baseball coach for the Germantown Rays 11U team. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs that utilize both in-house and third-party investment managers.

Mark Varner is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and Modern Woodmen of America. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services 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 financial advisors and branch offices.

Michael Robinson is a CFP®-credentialed financial advisor with LPL Financial in Cordova, TN, and has 21 years of industry experience. He has been with LPL Financial since 2007 and also serves at Renasant Bank since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diverse investment strategies.