Wilson Moore is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and 18 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Charles Bryan is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 22 years of industry experience. He has worked at Raymond James Financial Services, Inc. and Raymond James & Associates since 2015, with a brief tenure at B. Riley Wealth Management. Outside of finance, he owns and operates a cattle farming business in Arlington, TN. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions with a range of portfolio management and research resources.

Mark Loftis is a financial advisor with MassMutual Investors Services in Memphis, TN, holding the CFP®, ChFC®, and Series 63 credentials. He has 30 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with MassMutual Investors Services. Outside his advisory role, he is involved in the sales and service of non-variable insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using advanced analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Bradley Cobb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves on the Ruch Cobb & Associates wealth management team. Since joining Merrill in 2012 after earning a bachelor's degree in finance from Christian Brothers University, Bradley and his team focus on helping clients preserve and grow assets by providing customized wealth management solutions tailored to each individual's financial goals. Their approach emphasizes listening carefully to client needs, minimizing risk, and delivering high-quality service to build trust and confidence. Bradley and his team utilize a comprehensive, four-step wealth planning process designed to identify and quantify client concerns and objectives, creating actionable plans that guide investment decisions. Their multi-generational perspective benefits from the diverse ages, resources, and professional designations within the team, including Bradley’s credentials as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The group also leverages the broader resources of Merrill, Bank of America, and trusted external advisors to develop a strong financial network for their clients. Outside of his professional work, Bradley has lived in Memphis his entire life and engages in activities such as attending Memphis Grizzlies basketball games and enjoying water sports and boating at the lake.

Kevin Rea is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2012. 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 investors, and charitable organizations, providing non-discretionary financial planning and consulting through multiple advisory programs and supported by extensive research and portfolio management resources.

Andrew Metcalf is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for six years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with the Germantown Legends Soccer Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Joseph Wilder is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Investment and CFH Financial, among other firms. Wilder serves on the board of the Financial Planning Association of Greater Memphis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Byron Mitson is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President and Director of the Security Traders Association of Florida. 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 institutional fiduciary solutions.

Gary Hall is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and due diligence on alternative investments.

Ashley Craft is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Ashley worked in roles related to supply chain management and owned a retail business, Rust and Teal Handmade Gifts. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies. The firm’s approach includes detailed Recommendation Reports and ongoing advice, supported by proprietary research and third-party data.

Russell Vandersteeg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. since 2015. Outside of his advisory role, he owns and operates Strategic Financial Partners LLC, an agency involved in insurance and financial services. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

Christy Cornell is a financial advisor at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves on finance and investment committees for the Cathedral of the Immaculate Conception and the Catholic Diocese of Memphis. 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 and investment consulting primarily through non-discretionary relationships.

Langston Lee is a financial advisor at Merrill with six years of industry experience and holds a Series 66 designation. His work history includes roles at Bank of America, N.A. and AT&T. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Gavin Murrey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

William Perry is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on helping clients navigate financial challenges such as securing retirement income, educational funding, and legacy planning. Perry utilizes Merrill’s goals-based wealth management approach to assist clients in defining and pursuing their financial objectives. With a commitment to understanding the complexities of wealth, Perry works closely with clients to explore a range of opportunities and solutions tailored to their needs. He positions himself as a guide and educator, helping clients and their families, including younger generations, comprehend the wealth management process, market dynamics, and strategies for wealth preservation and growth. Perry holds a Bachelor's Degree from the University of Memphis and the Personal Investment Advisor (PIA) designation. He is involved in the community through participation in the FedEx St. Jude Championship.

Lisa Barker is a financial advisor at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services Inc. and Raymond James & Associates in earlier roles. Raymond James & Associates, Inc. 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 specialized municipal advisory services.

William Billingsley is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial. He has been involved with Comprehensive Wealth Management since 2006 and Linsco / Private Ledger Corp. since 2000. Outside of advising, he operates Billingsley Farms, LLC, a farm business in Germantown, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management options.

Jerome Franklin is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2022. Outside of his advisory role, he is involved in community service as co-chairman of the board of trustees at First Baptist Church of Lauderdale and holds multiple finance-related positions with Habitat for Humanity of Greater Memphis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored planning across various areas including retirement, estate, and specialized financial needs, utilizing proprietary research and tools to support client recommendations.

Margaret Mccarver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. She 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 diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.