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.

Jacob Rudolph III is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Morgan Keegan & Company, LLC and Citigroup Global Markets. He has been with Raymond James & Associates since 2013. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutional clients, pension and profit-sharing plans, and charitable and governmental entities. The firm offers financial planning, non-discretionary investment consulting, and institutional fiduciary solutions, supported by a nationwide adviser network and a range of portfolio management styles.

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.

James Shamoun is a financial advisor with Ameriprise in Arlington, TN, holding a Series 63 designation and 37 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with substantial investable assets, delivering written recommendations that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with a centralized consulting team to support advisors in creating personalized plans.

Jeffery Avant is a CFP® professional affiliated with Edward Jones, based in Bartlett, TN, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Warren Brashear is a financial advisor at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Fidelity Personal and Workplace Advisors and Fidelity Brokerage Services LLC. Outside of his advisory role, he serves on the board of directors for American Aviation, an air charter and plane storage facility. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options among its investment offerings.

Christopher Hebert is a CFP®-designated financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets, having joined in 2023 following prior roles at Cetera and Shoemaker Financial. Outside of his advisory work, Hebert volunteers as a youth baseball coach for the Germantown Rays 11U team. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, and charitable organizations. The firm offers tailored portfolio management and financial planning services through multiple advisory programs that utilize both in-house and third-party investment managers.

Mark Varner is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and Modern Woodmen of America. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Robinson is a CFP® professional with over 21 years of experience in the financial services industry. He has been with LPL Financial since 2007 and also works with Renasant Bank. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves 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, third-party asset management, and institutional platforms.

Rebecca Kernan is a financial advisor with Wells Fargo Clearing, holding a Series 66 designation and 22 years of industry experience. She has worked with Wells Fargo Clearing since 2016 and previously spent 12 years at Stephens. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party analytics.

Blake Kirchner is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Blake served as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023, all within Fidelity Investments. Blake holds insurance licenses in Arkansas and California. In client interactions, Blake focuses on building partnerships based on trust, transparency, and tailored strategies, aiming to develop financial plans that address clients' immediate needs and long-term goals. Outside of work, Blake enjoys spending time at the beach, attending concerts, watching football, engaging in social events with friends, watching movies, and listening to music.

Ward Mcbee is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked in the Memphis, TN area, including lengthy service at First Tennessee Brokerage since 2003 and a brief tenure at Ftb Advisors, Inc. in 2013. 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 wide range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by research and technology tools for advisors.

Brian Williams is a financial advisor with Charles Schwab in Germantown, Tennessee, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2015 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Patrick Crowley is a financial advisor at MassMutual Investors Services with 34 years of industry experience. He holds Series 63 and Series 65 designations and has worked at MassMutual and its affiliated firms since 2017, following six years at MetLife. He is also a non-active attorney. MassMutual 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 financial planning, asset management, money-manager programs, and educational seminars.

Julie Terry is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She spent 24 years at Ameriprise Financial Services, Inc. prior to her current role. Outside of her advisory work, she serves on the Board of Directors for the West Tennessee Women's Lacrosse Officials Association and is a board member of Civitan in Memphis, TN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to support its advisory services.

Gena Wolbrecht is a financial advisor with Cetera who holds Series 63 and Series 66 designations and has 27 years of industry experience. She has worked at Cetera and its affiliates for multiple periods since 2012, with prior roles at LPL Financial, FirstBank Investment Partners, BankTennessee, and Regions Investment Services. She serves as a FINRA arbitrator and participates monthly with the Germantown Performing Arts Center Guild. Cetera Investment Advisers LLC is a large SEC-registered advisory firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program structures.

Scott Treloar is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. He has worked with various Wells Fargo entities since 2014 and previously held roles at Bank of America, Starbucks, and Little Caesars. Outside of his advisory role, he is employed part-time in retail and parking services in Franklin, Tennessee. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s approach is IPS-driven and grounded in modern portfolio theory, with a notable inclusion of insurance-related products and bank deposit sweep options in its investment offerings.

Hannah Weatherly is a Financial Advisor at Merrill Lynch Wealth Management and a member of the Weatherly & Associates team. She specializes in family wealth management strategies, legacy planning, managing new wealth, and working with women and wealth. Hannah focuses on portfolio construction, manager selection, and ongoing oversight to ensure that investment strategies remain disciplined, consistent, and responsive to evolving client priorities. She applies her analytical and problem-solving skills developed during her career at RBC Capital Markets, where she worked as an investment banking analyst in the Technology Coverage Group. This experience supports her work with clients during pivotal transitions, such as after a business sale or liquidity event, helping structure portfolios, evaluate risk, and allocate capital in alignment with long-term objectives. Hannah holds a Bachelor's degree in Business Administration with a concentration in finance from Southern Methodist University and is a Chartered Financial Analyst (CFA) charterholder as well as a Personal Investment Advisor (PIA). Outside of her professional activities, she enjoys hiking, tennis, yoga, and spending time with her family.

Ryan Ealy is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2020 to 2021 and as a Financial Advisor at Securian Financial Services from 2015 to 2020. His professional experience encompasses financial consulting and investment advisory roles. Ryan holds an Arkansas Insurance License, enabling him to address insurance-related financial planning needs. He focuses on helping clients understand their financial situations, plan for important objectives, and implement strategies aligned with their goals. Outside of his professional work, Ryan has personal interests that include cars, cooking and baking, family activities, food, parenthood, and traveling.