Deanna Musso is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 26 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutional clients, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Kevin Wells is a financial advisor with Ameriprise in Germantown, TN, holding Series 63 and Series 65 licenses and having 32 years of industry experience. He has worked at Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service focused on individuals approaching or in retirement with substantial investable assets. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary recommendations through a centralized consulting team, emphasizing managed accounts and algorithmic automation in its advisory process.

Melanie Compton is a financial advisor at LPL Financial with 39 years of industry experience. She holds a Series 63 designation and has worked with firms including FTB Advisors, Inc., First Tennessee Brokerage, Inc., Commerce Investment Corporation, and National Bank of Commerce. 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 range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

Ryan Barnes is a financial advisor at Edward Jones with 12 years of industry experience. He holds a Series 66 designation and has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

John Barrios is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. from 2020 to 2024 and First Heartland Capital, Inc. from 2001 to 2020. Outside of his advisory work, he serves as a board member for the nonprofit Leadership Collierville and owns Barrios Financial Services, a life insurance sole proprietorship. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services through a large network of affiliated advisers, utilizing various advisory platforms, asset-allocation tools, and third-party services to manage portfolios across multiple asset classes.

John Weeden is a financial advisor at LPL Financial in Memphis, TN, with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including FTB Advisors and Lion Street Financial. Prior to entering the financial sector, he spent four years with Shelby County Schools. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

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 based in Collierville, TN. He holds a Series 66 designation and has 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, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and 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.

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, holding a Series 66 designation and 13 years of industry experience. He has been with Raymond James & Associates since 2015. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a nationwide team of advisors.

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 financial advisor with Raymond James & Associates, holding the Series 66 designation and bringing 22 years of industry experience. He has been with Raymond James since 2013 and also has longstanding involvement with Tribble's Frame Shop since 1998. 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 wide range of clients including individuals, institutional investors, and municipal entities, offering financial planning, non-discretionary investment consulting, and municipal advisory services.

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 in Memphis, TN, holding Series 63 and Series 65 designations and bringing 39 years of industry experience. Her career includes roles at Morgan Stanley Private Bank and Morgan Stanley Smith Barney LLC since 2021, as well as prior experience at Wells Fargo Clearing and Wells Fargo Advisors LLC. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a variety of advisory programs and tailored financial planning services. The firm manages approximately $2.74 trillion in client assets and employs a structured financial planning process supported by firm-approved tools and market modeling techniques.

Ryan Gillin is a financial advisor at Morgan Stanley with 22 years of industry experience. He has held positions at Morgan Stanley since 2015, following six years at Barclays Capital Inc. and three years at Lehman Brothers Inc. Gillin holds the Series 66 designation and is based in Memphis, TN. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a wide range of advisory programs and tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured discovery conversations and firm-approved tools in its financial planning process.

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, holding Series 63 and Series 65 credentials 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 wide range of clients, including high-net-worth individuals, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cheryl Dye is a financial advisor at Merrill with 39 years of industry experience. She has held her current role since 2015 and holds the Series 63 and Series 66 designations. Merrill, together 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 teams and third-party managers.