Charles Mckinney is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. He has been with LPL Financial since 2021 and previously worked at Waddell & Reed, Inc. from 2009 to 2021. Outside of his advisory work, Mckinney is actively involved in youth lacrosse organizations and serves as a notary public. 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, and retirement plan consulting services, utilizing discretionary and non-discretionary management approaches along with research-supported model portfolios.

Charles Lynn III is a financial advisor with Wells Fargo Clearing in Memphis, TN. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he worked at Wells Fargo Bank and has experience in other sectors including a position at Storyville Coffee. 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 with more than 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Colin Miller is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Cambridge Investment Research Advisors. He has worked with Cambridge Investment Research, Inc. and Red Oak Capital Managers since 2007. Outside of his advisory role, Miller serves as Camp Commander for the Robert E. Lee Camp #1640 of the Sons of Confederate Veterans, a historical-focused civic group in Germantown, Tennessee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management options and proprietary and third-party investment strategies.

Richard Coleman is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at FTB Advisors, Inc. and First Tennessee Brokerage. Coleman is based in Memphis, TN. 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 wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

Guy Loftin is a financial advisor with LPL Financial in Memphis, Tennessee, holding Series 63 and Series 66 credentials and having 43 years of industry experience. He has been with LPL Financial and its predecessor firm LINSCO Private Ledger since 2006. Outside of his advisory role, Loftin serves on the board of the Olive Branch Country Club in Mississippi. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and institutional programs.

Charles Durham II is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 24 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC from 2012 to 2016. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory approach is IPS-driven and incorporates a range of financial products, including insurance-related vehicles and bank deposit sweep options.

John Skinner is a Series 66-licensed financial advisor with Raymond James & Associates, based in Memphis, TN. He has 14 years of industry experience and 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, offering financial planning, investment consulting, and institutional fiduciary services with a primarily non-discretionary approach.

Stephen Chandler is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and 10 years of industry experience. His prior roles include positions at Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Service Inc. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Karen Doss is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dual-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, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Miles Hardin is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 designations and bringing 43 years of industry experience. He has been with LPL Financial, formerly LINSCO Private Ledger, since 2005. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs, retirement plan consulting, brokerage services, and utilizes model portfolios and research from multiple sources.

Kevin Dallas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Dallas coaches middle school baseball at Briarcrest Christian School. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and investment consulting through various programs and maintains a broad range of portfolio management options supported by firm research and affiliated sub-advisers.

Bailey Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and several other firms since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

William Sanders is a financial advisor at Mass Mutual Investors Services with 30 years of industry experience. He holds a Series 63 designation and has worked at Mass Mutual Investors Services since 2017, with prior experience at MetLife Securities Inc. and New England Securities dating back to 1995. Outside of his advisory role, Sanders serves as Treasurer for the Wilsford Homeowners Association, overseeing financials and budgeting. Mass Mutual 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 offers collaborative, annual financial planning engagements and a range of investment programs, including educational seminars.

Henry Fyfe III is a financial advisor with RBC Capital Markets in Germantown, TN, holding Series 66, 65, and 63 licenses. He has 39 years of industry experience, including 25 years at Duncan Williams, Inc., followed by roles at B. Riley Wealth Advisors, Inc. and B. Riley Wealth Management before joining RBC Capital Markets in 2024. RBC Wealth Management serves a diverse client base, including individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies implemented through a combination of in-house and third-party managers, supported by RBC’s capital markets and affiliated asset management capabilities.

Julius Moody II is a financial advisor at LPL Financial with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at firms including Waddell & Reed, Inc. and his own entity, 6060 Group LLC. Outside of his advisory work, he has served with the Cub Scouts Pack 341. 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. The firm offers a range of advisory programs and financial planning services, providing both discretionary and non-discretionary management supported by research and a variety of investment strategies.

Andrew Rutland is a financial advisor at OSAIC with a Series 66 designation. He has one year of industry experience, including prior roles at Cornerstone Financial Group and Toll Brothers, Inc. before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs proprietary asset-allocation tools and provides both discretionary and non-discretionary portfolio management options.

James Brown Jr. is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. The firm manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services supported by a nationwide network of advisers.

Joshua Geary is a financial advisor with Raymond James & Associates in Memphis, TN, holding the Series 66 designation and bringing 10 years of industry experience. He previously worked at Shoemaker Financial Services Inc, Minnesota Life Insurance Co, and Securian Financial Services Inc. He serves as a board member on the finance committee of Peacetree United Methodist Church in Collierville, TN. 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 municipalities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rosaland Odell is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.

William Butler is a financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Cetera Investment Services and Hancock Whitney Bank prior to joining J.P. Morgan. Outside of his advisory roles, he has experience in food and hospitality operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.