Trista Allison is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and 12 years of industry experience. She has previously worked at Fifth Third Securities, Fifth Third Bank, and SunTrust Advisory Services. 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 provides both brokerage and advisory solutions.

Dan Treharne is a Financial Consultant at Fidelity Investments. He assists clients in navigating Fidelity's resources and offerings to co-create financial plans tailored to their goals. Dan has held several roles within Fidelity Investments, including Investment Consultant from 2024 to 2025, Fixed Income Specialist from 2022 to 2024, High Net Worth Associate from 2021 to 2022, and Customer Relationship Advocate in 2021. He holds an Arkansas Insurance License. Outside of his professional work, Dan enjoys biking, family activities, movies, music, and outdoor adventures.

Brandon Collins is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 designation and has four years of industry experience. Prior to joining LPL Financial in 2021, Collins served in the United States Navy, including four years aboard the USS NEVADA SSBN 733 GOLD. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services through a large network of investment adviser representatives. The firm serves individuals, retirement plan participants, banks, trust companies, and institutions, offering a range of financial planning and portfolio management solutions.

John Gadallah is a financial advisor at Wells Fargo Clearing with four years of industry experience. He holds a Series 66 designation and has previously worked at Merrill, PNC Investments LLC, T-Mobile USA, Inc., AT&T, and the Arc De Triomphe Co. 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 offers both brokerage and advisory solutions.

Myra Pierotti is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. She has been with Raymond James since 2017 and previously worked at Wunderlich Securities, Inc. from 2014 to 2017. 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, non-discretionary investment consulting, and municipal advisory services.

Cooper Smith is a financial advisor at Ameriprise with nine years of industry experience. He holds a Series 66 designation and has previously worked at MML Investors Services, Mass Mutual Life Insurance, Securian Financial Services, and Shoemaker Financial. Outside of his advisory role, Smith is the CEO of Perfect Peace Life Planning LLC, where he provides life coaching focused on helping clients achieve personal peace through goal setting and accountability. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a Premier Retirement Income service that provides tailored retirement planning advice centered on dependable income sources and tax-aware withdrawal strategies.

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 with LPL Financial, holding a Series 63 designation and bringing 40 years of industry experience. Her career includes long-term roles at First Tennessee Brokerage, Commerce Investment Corporation, and National Bank of Commerce. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

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 with seven years of industry experience. He holds Series 63 and Series 65 credentials and has worked at several firms including FTB Advisors and Lion Street Financial. He is based in Memphis, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, with a focus on both discretionary and non-discretionary investment strategies.

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 financial advisor with LPL Financial, holding CFP® and Series 63 credentials and bringing 29 years of industry experience. Cary's prior roles include long-term positions at First Tennessee Brokerage, Inc. and First Tennessee Bank in Memphis. Outside of advisory work, Cary owns Cary Life Coaching LLC, a non-investment-related business. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Devin Jackson is a financial advisor at Merrill with five years of industry experience. He holds a Series 66 designation and has worked at Merrill and Bank of America since 2019. His prior work experience includes positions at Total Quality Logistics, Renasant Bank, Burkes Outlet, and Stevens & Jones Casket Company. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors. The firm utilizes strategic and tactical asset allocation and supports a range of custody and trading functions within the Bank of America organization.

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 12 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Fidelity Investments Institutional Services Company, Inc., Citi, and Procter & Gamble. Outside of her advisory role, she serves as a judge for competitive cheerleading competitions with organizations including the Kentucky Association of Pep Organizations and Varsity Spirit. Fidelity’s affiliate, Strategic Advisers LLC, provides investment management and advisory services to a diverse client base, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios composed of mutual funds, ETFs, and ETPs.

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 Series 66 licensed financial advisor with 17 years of industry experience. He is currently with LPL Financial, where he has worked since 2021. His prior experience includes roles at Waddell & Reed, Inc. and various insurance carriers as part of W&R Insurance Agencies, spanning over a decade. Powers also maintained an investment-related business entity, 6060 Group LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives.

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.