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.

Lisa Albert is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and six years of industry experience. Before joining UBS in 2017, she worked at Impact Logistics and spent 14 years with the United Methodist Publishing House. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, integrating proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Jon Busse is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he helps individuals and businesses develop financial and wealth management strategies tailored to their needs, goals, and risk tolerance. Jon provides comprehensive financial advice and portfolio strategies, emphasizing a personalized approach that evolves as clients' life circumstances change. Jon holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Kirby High School, attended the University of Memphis without earning a degree, and completed a bachelor's degree at Christian Brothers University. Outside of his professional work, Jon is involved with the Exchange Club of Greater Memphis and Habitat for Humanity of Greater Memphis.

Darel Mitchell is a Series 66-licensed financial advisor with Merrill, based in Memphis, TN, with nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2018. His prior roles include positions at Gossett Motor Cars, the State of Indiana, and Carmax. Merrill, together 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 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.

Elizabeth Towler is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2007 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Williams is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as president of AG Investment Properties LLC, managing rental real estate activities. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jacob Bramlitt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Uber Eats, the University of Memphis, and Confluent Strategies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

Hope Cooper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Truist Securities and SunTrust Advisory Services. Outside of her advisory work, she is a rental property owner in Memphis, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Virginia Sudduth is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career with the firm in 2026. Prior to joining Edward Jones, she worked at Forvis Mazars, LLP and held positions at Crowe, LLP and Ernst & Young, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Christopher Butler is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at First Tennessee Brokerage, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

Jess Crabtree is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vining Sparks, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, Crabtree serves as treasurer for a local Boy Scouts of America troop, managing the troop’s bank account and bookkeeping. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Candis Brown is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 21 years of industry experience. She has been with Raymond James & Associates since 2013 and Raymond James Financial Services, Inc. since 2018. Outside of advisory work, Brown is a limited partner in a family business involved in rental real estate, assisting with property management and renting vacation cabins. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a wide range of clients including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing various portfolio management styles and firm research, and provides specialized municipal advisory services uncommon among peers.

Kathryn Satterthwaite is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has previously worked at First Horizon Advisors and FTB Advisors. She serves as a board member and finance committee member for Gestalt Community Schools, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non‑discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and affiliated research resources.

Kent Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Mathis is also the author of a book on navigating financial challenges related to N.I.L. matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

William Stephens is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, MML Investor Services, and MassMutual Life Insurance Co. Outside of his advisory work, Stephens owns Stephens Outdoor Services, providing outdoor maintenance such as gutter cleaning, pool servicing, and pressure washing, and is involved with Start2Finish Event Management as part of a race day crew. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment vehicles and supports both discretionary and non-discretionary account management.

Alison Kosman is a financial advisor at Raymond James & Associates with 11 years at the firm and five years of industry experience. She holds the Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive firm research and affiliated sub-advisers.