John Matthews is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds a Series 66 designation and has three years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and Strategic Financial Partners, among others. Matthews also has experience outside of finance, having been employed at Mossy Oak Golf Course and in education at Mississippi State College and Jones County Jr. College. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap accounts and educational seminars, with financial planning engagements structured as annual, collaborative relationships focusing on client goals and investment strategy recommendations.

Charles Mckinney is a financial advisor at LPL Financial with 17 years of industry experience. He holds the Series 66 designation and has been with LPL Financial since 2021. Outside of his advisory role, he actively participates in lacrosse organizations, including the Tennessee Girls Lacrosse Association and White Station High School Girls Lacrosse, and serves as a notary public. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of investment adviser representatives and various operational tools.

Charles Lynn III is a financial advisor with Wells Fargo Clearing in Memphis, TN. He holds Series 63 and Series 65 designations and has two years of industry experience. Prior to his current role, he worked at Wells Fargo Bank and has experience in other sectors including a position at Storyville Coffee. 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 with more than 14,000 advisors and offers both brokerage and advisory solutions supported by extensive research and analytics.

Colin Miller is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Cambridge Investment Research Advisors. He has worked with Cambridge Investment Research, Inc. and Red Oak Capital Managers since 2007. Outside of his advisory role, Miller serves as Camp Commander for the Robert E. Lee Camp #1640 of the Sons of Confederate Veterans, a historical-focused civic group in Germantown, Tennessee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management options and proprietary and third-party investment strategies.

Richard Coleman is a financial advisor with LPL Financial located in Memphis, TN. He holds Series 63 and Series 66 licenses and has 41 years of industry experience. His prior work includes roles at First Tennessee Brokerage and Ftb Advisors, Inc. 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 provides a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by a large network of investment adviser representatives.

Guy Loftin is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 designations and bringing 44 years of industry experience. He has been with LPL Financial (formerly LINSCO Private Ledger) since 2006 and previously worked at UBS Financial Services from 2004 to 2006. Outside of his advisory role, he serves as a board member of the Olive Branch Country Club in Olive Branch, MS. 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 offers a wide range of financial planning and investment management options to individuals, retirement plans, banks, trust companies, and institutions.

Charles Durham II is a Series 66-credentialed financial advisor with 25 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously held roles at Morgan Keegan & Company, UBS Financial Services, and Union Planters Investment Advisors. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory, financial planning, and retirement plan consulting services. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party databases.

John Skinner is a Series 66-licensed financial advisor with Raymond James & Associates, based in Memphis, TN. He has 14 years of industry experience and 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, offering financial planning, investment consulting, and institutional fiduciary services with a primarily non-discretionary approach.

Stephen Chandler is a financial advisor at LPL Financial with 10 years of industry experience. He holds a Series 66 designation and has worked at several firms, including Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Service Inc. His current tenure at LPL Financial began in 2018. 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, supported by advanced operational tools and oversight of substantial discretionary assets.

Karen Doss is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large dual-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 and non-discretionary investment consulting supported by extensive research and multiple portfolio management styles.

Miles Hardin is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 43 years of industry experience. He has worked at LPL Financial and its predecessor firm since 2005 and spent one year at Legg Mason Wood Walker, Incorporated prior to that. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a range of financial planning and asset management solutions, including model portfolios and institutional platforms, supported by technology tools for operational and research purposes.

Kevin Dallas is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 20 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Dallas coaches middle school baseball at Briarcrest Christian School. Raymond James & Associates, Inc. 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 and investment consulting through various programs and maintains a broad range of portfolio management options supported by firm research and affiliated sub-advisers.

Bailey Smith is a financial advisor at J.P. Morgan Securities with four years of industry experience. He holds the Series 66 designation and has worked at JPMorgan Chase Bank, N.A. and several other firms since 2019. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and an ESG eligibility framework in its recommendations.

William Sanders is a Series 63 licensed financial advisor with 31 years of industry experience. He is currently with Mass Mutual Investors Services, where he has worked since 2017. His prior experience includes 20 years at New England Securities and over a decade at Metlife Securities Inc. Sanders serves as treasurer for the Wilsford Homeowners Association, overseeing monthly financials and budgeting strategy. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm delivers collaborative, annual planning engagements using firm-approved analytical tools and offers a range of programs including educational seminars and specialized planning services.

Henry Fyfe III is a financial advisor at RBC Capital Markets with 39 years of industry experience. He holds the Series 63, Series 65, and Series 66 designations. His prior roles include long-term experience at Duncan Williams, Inc. and recent positions with B. Riley Wealth Advisors and B. Riley Wealth Management. RBC Wealth Management, a division of RBC Capital Markets, serves a wide range of clients including individual investors, institutions, pension plans, and charitable organizations. The firm offers multiple advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services, implementing tailored strategies through a mix of in-house and third-party investment managers.

Julius Moody II is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 29 years of industry experience. His prior work includes roles at Merrill and Waddell & Reed, Inc., as well as operating his own businesses such as 6060 Group LLC. He has also been involved in community activities, including participation in Cub Scouts Pack 341. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and other institutions. The firm offers a broad range of advisory and brokerage services, including financial planning, model portfolios, and institutional wealth management platforms.

Andrew Rutland is a financial advisor at OSAIC with a Series 66 designation. He has one year of industry experience, including prior roles at Cornerstone Financial Group and Toll Brothers, Inc. before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs proprietary asset-allocation tools and provides both discretionary and non-discretionary portfolio management options.

James Brown Jr. is a financial advisor at Raymond James & Associates with 29 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Raymond James & Associates since 2013. The firm manages approximately $501 billion in assets and serves a diverse client base including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, non-discretionary investment consulting, and specialized municipal advisory services supported by a nationwide network of advisers.

Joshua Geary is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 credential and 10 years of industry experience. He has previously worked at Shoemaker Financial Services Inc, Minnesota Life Insurance Co, and Securian Financial Services Inc. Geary serves as a board member on the finance committee of Peacetree United Methodist Church in Collierville, TN. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting through various advisory programs.

Rosaland Odell is a financial advisor at Morgan Stanley with 22 years of industry experience. She has been with Morgan Stanley Smith Barney LLC since 2015 and holds Series 63 and Series 66 designations. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving both individual and institutional clients. The firm offers a wide range of advisory programs, including tailored financial planning supported by firm-approved tools and modeling techniques.