Hampton Holcomb is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and is also associated with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. Outside of his advisory role, Holcomb is a 20% member of HAHNAH LLC, a consulting business focused on business retention, sales motivation, corporate culture, and individual advancement. 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 ongoing financial planning, asset management, and educational programs, delivering collaborative, annual planning engagements that utilize firm-approved analytical tools and strategies tailored to client goals.

Patsy Jones is a CFP® professional with 27 years of experience in the financial services industry. She is currently affiliated with Cetera and has worked previously with Securian Financial Services and Minnesota Life. In addition to her advisory role, she is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Jimmy Forbis is a financial advisor at OSAIC Wealth Inc with over 50 years of industry experience. He holds the ChFC® designation and the Series 63 license. His prior experience includes positions at Valmark Advisers, Inc., Lincoln Investment, and Capital Analysts, Incorporated. Outside of advisory work, he is involved in forestry clearing through his ownership of MAKO Forestry Services II and serves as Vice President of Strategic Planning and Development for the nonprofit One Million Wells. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, including financial planning, retirement consulting, and access to third-party money managers and wrap programs.

Eric Weintraub is a financial advisor with RBC Capital Markets holding a Series 66 designation. He began his career in the financial industry in 2026 and has prior experience at Wells Fargo Clearing, Burleigh Consulting Group, and PwC. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutional clients, and charitable organizations. The firm offers customized portfolio management and financial planning services through multiple advisory programs, leveraging in-house and third-party investment managers.

Lee Pierce is a financial advisor with Cambridge Investment Research Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and 26 years of industry experience. He has been with Cambridge since 2007. Outside of his advisory role, Pierce serves as a voluntary board member of the Fellowship of Christian Athletes in Northwest Mississippi. Cambridge Investment Research Advisors is a large SEC-registered firm serving diverse clients, including individuals, retirement plans, charitable organizations, and estates. The firm offers financial planning, investment management, and retirement plan advisory services through a network of independent professionals, utilizing proprietary and third-party strategies with flexible portfolio management options.

James Clifford 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 2013. 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, providing financial planning, non-discretionary investment consulting, and institutional advisory services supported by a nationwide adviser network.

JR Trevino is a Vice President and Financial Consultant currently working at Fidelity Investments since 2023. In this role, he assists clients in developing personalized financial plans by thoroughly assessing their current financial situations, future objectives, risk tolerance, and family dynamics. Prior to his current position, JR served as a Vice President Financial Consultant at Charles Schwab from 2016 to 2023. His experience spans multiple phases of clients' financial lives, focusing on creating tailored roadmaps that address both present and future needs. JR holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial guidance.

Brandon Porter II is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Sedona Staffing, Proximity Development Co., Love, Inc., and Plummer Financial, LLC. 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 other institutions. The firm offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Thomas Knowlton is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. He has worked with the firm and its affiliate, Massachusetts Mutual Life Insurance Company, since 1993. Outside of his advisory role, he is the owner of Knowlton Benefits Consultants, Inc., and serves as treasurer of the Boll Weevil Charity Foundation, is on the board of directors for Courage Through Cancer, and acts as Scout Master for Troop 86. MML Investors Services, LLC operates as a subsidiary of MassMutual, providing financial planning and asset management services to individuals, business owners, trusts, and charitable organizations. The firm’s approach includes annual collaborative financial planning engagements using firm-approved analytical tools, with implementation of recommendations conducted through separate brokerage or insurance arrangements.

Brenda Hatmaker is a financial advisor at UBS Financial Services with 40 years of industry experience. She holds the Series 63 and Series 65 designations and has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management, delivering advisory services supported by proprietary research and model-based asset allocations.

Kendall Craig is a financial advisor at Merrill with three years of industry experience. He holds the Series 66 designation and has worked at several firms, including First Horizon Advisors and MSM Solutions. Outside of finance, he has experience running a Nutrition Bar business and has held academic roles at the University of Memphis and Mississippi State University. Merrill, along 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 and third-party managers.

John Lynn is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 63 designation and 39 years of industry experience. He has been with UBS since 1987. Outside of his advisory role, he owns rental properties that serve University of Memphis students. UBS Financial Services serves individual, corporate, and institutional clients by offering brokerage and investment advisory services, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management, providing a broad range of capital markets services and proprietary research to tailor investment solutions.

Elliot Kiersky is a financial advisor at UBS Financial Services with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has been with UBS since 2009. Outside of his advisory role, he serves on the board of directors for the Jewish Foundation of Memphis, a philanthropic organization supporting Jewish families in the Memphis area. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, offering a broad range of capital markets and research resources.

Elian Levatino is a CFP®-certified financial advisor with 13 years of experience, currently associated with LPL Financial since 2013. 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 other institutions. The firm offers a range of financial planning and investment services, including model portfolios, third‑party asset management, and institutional platforms, supported by advisor-facing tools and a comprehensive non-advisory financial services network.

Edwin Cultra III is a financial advisor with Mass Mutual Investors Services who holds Series 63 and Series 65 licenses and has 14 years of industry experience. He has worked at MML Investors Services since 2016 and at Mass Mutual Life Insurance Company since 2015, with a prior year at Northwestern Mutual Investment Management. Outside of his advisory role, he is a sales agent for life and health insurance at Stewardshipp Planning Partners and a partner managing accounting services at Stewardshipp, LLC. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and investment services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including asset management and educational seminars, structuring financial planning as collaborative, ongoing engagements.

Jaime Munz is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Munz worked for eight years at the YMCA of Memphis and the Mid-South. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Nicholas Mc Caleb is a financial advisor at Mass Mutual Investors Services with two years of industry experience. He holds the Series 66 designation and has previously worked at Cetera and Loflin Yard. Outside of finance, he was involved with the West Alabama Soccer Officials Association for two years. 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 offers financial planning, asset management, and educational seminars using firm-approved tools to analyze client goals and deliver written recommendations.

Clarence Mcclain is a financial advisor with LPL Financial who holds a Series 66 designation and has 10 years of industry experience. His previous roles include positions at First Horizon Advisors, Fidelity Investments, Cetera Investment Services, Raymond James & Associates, and Northwestern Mutual. He is also the owner of LMM Wellness LLC, a business unrelated to investments. 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 broad range of advisory and brokerage services including financial planning, model portfolio programs, third-party asset management, and institutional platforms.

Brian Holladay is a Senior Financial Advisor with Merrill Lynch Wealth Management. With over seventeen years in the industry, he focuses on a comprehensive approach to managing wealth, collaborating closely with clients to define their goals and develop strategies that align with their financial objectives. His areas of expertise include equity compensation services, family wealth management strategies, legacy planning, small business strategies, and retirement income planning. Brian holds a Bachelor's degree from the University of Mississippi and has earned the Chartered Retirement Planning Counselor (CRPC) and Personal Investment Advisor (PIA) certifications. He combines access to Merrill's investment insights and Bank of America's banking services to address various aspects of clients' financial lives. He lives in Memphis with his wife Molly, and in his personal time, he enjoys basketball, football, golfing, skiing, and traveling. Brian is also involved with the Boys and Girls Club of Greater Memphis as part of his community involvement.

Thomas Lambert is a financial advisor with LPL Financial in Memphis, TN, holding the Series 66 designation and one year of industry experience. He has prior experience at Morgan Stanley and First Horizon Bank, and has worked in various roles connected to the University of Tennessee, Knoxville. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting a broad range of strategies with both discretionary and non-discretionary account management.