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 29 years of industry experience. She has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a wide range of clients, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both discretionary and non-discretionary advisory relationships.

Charles Sudduth is a financial advisor with Raymond James Financial and holds a Series 66 designation. He has 16 years of industry experience, including roles at Guaranty Investment Corp., Guaranty Bank & Trust, and LPL Financial. Outside of advisory work, he serves as Vice President and Officer at Guaranty Bank & Trust. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth investors, pension plans, and municipalities. The firm offers tailored, typically non-discretionary solutions, combining financial planning tools and risk-based reviews with a notable focus on municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Christopher Murray is a financial advisor at Ameriprise in Memphis, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and algorithmic tools overseen by a dedicated consulting team.

Luke Stallings is a financial advisor with Raymond James Financial, holding Series 63 and Series 66 credentials and three years of industry experience. His prior work includes roles at Indigo Ag and FirstBank, alongside positions within Raymond James firms since 2022. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes non-discretionary financial planning and investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

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.

James Gower is a financial advisor with Cetera, holding a Series 66 designation and three years of industry experience. His prior roles include positions at Minnesota Life Insurance Company and Securian Financial Services Inc. Outside of his advisory work, he has been involved with Lucy Baptist Church and operated a personal lawn care business. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, corporate, and institutional clients through a nationwide network of over 10,000 advisors. The firm offers a range of portfolio management and financial planning services, utilizing a multi-manager platform with discretionary and non-discretionary options.

William Kirksey is a financial advisor with Cetera based in Memphis, TN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Cetera and its affiliates since 2014, including a tenure at Regions Bank beginning the same year. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to both affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Thomas Brunt is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Cetera since 2018 and also holds a role as a Regions Private Wealth Advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Matthew Higdon II is a financial advisor with Edward Jones in Nesbit, MS, holding a Series 66 designation and six years of industry experience. Before joining Edward Jones in 2019, he worked in the automotive sector and served ten years with the US Army National Guard, where he was a Company Commander responsible for the health, welfare, and training of soldiers. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including a wide range of households and organizations. The firm manages approximately $1.01 trillion in assets, offering discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds through a large network of financial advisors and branch offices.

Enrique Rabell Jr. is a financial advisor with Wells Fargo Clearing, holding Series 66, Series 65, and Series 63 credentials and bringing 15 years of industry experience. His prior roles include positions at Luken Investment Analytics, Defender Capital, JPMorgan Chase Bank, and The Manning Group. Outside of his advisory work, he serves on the board of the Music City Gator Club alumni association. Wells Fargo Advisors is a national securities firm that provides a range of investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research from the Wells Fargo Investment Institute with third-party analytics to deliver diversified investment solutions.

Steve Stokes is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982 and has been involved with Boulevard Church of Christ since 2013. Outside of advising, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Charity Helvie is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining LPL Financial in 2020, she worked at GNH Designs and LiveFIT. In addition to her advisory role, she is involved in life coaching through her personal venture, Coaching with Charity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technology.

John Strange is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 40 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is involved in several agricultural ventures, including farming operations and a small business where he serves on the board of directors. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and supports institutional consulting via its Institutional Fiduciary Solutions division.

Samuel Powell is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley and prior positions in various organizations including Smith and Nephew and the University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Dunlap is a financial advisor at Raymond James & Associates with two years of industry experience. She holds a Series 66 designation and previously worked for eight years with the New Ballet Ensemble and School. Outside of her advisory role, she is a freelance musician and violinist affiliated with several churches in Memphis. Raymond James & Associates is a 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 public entities, providing non-discretionary wealth advisory planning, investment consulting, and specialized municipal and public finance services.

Juan Varela is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Cetera and its related entities, having worked there since 2023. Outside of his advisory role, he has worked as a freelance painter. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, utilizing both affiliated and third-party investment managers.

Jacob Peeples is a financial advisor with MML Investors Services, holding a Series 66 designation and having one year of industry experience. Prior to joining MassMutual, he held positions at Altitude Group and worked in the restaurant industry for several years. He also operates an outside insurance sales business focused on life, disability income, and fixed annuities. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides ongoing financial planning and asset management, using firm-approved software to analyze client goals and deliver written recommendations.