Thomas Brunt is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Cetera since 2018 and also holds a role as a Regions Private Wealth Advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Enrique Rabell Jr. is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63, 65, and 66 licenses and 15 years of industry experience. His prior roles include positions at Luken Investment Analytics, Defender Capital, JPMorgan Chase Bank, and The Manning Group. Outside of his advisory work, he serves on the board of the Music City Gator Club and is treasurer of the Friends of Two Rivers Mansion alumni association. Wells Fargo Advisors is a national securities firm providing investment advisory, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets with over 14,000 financial advisors, offering brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

Steve Stokes is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 credentials and 43 years of industry experience. He has been with Primerica Advisors and Primerica Financial Services since 1982 and has been involved with Boulevard Church of Christ since 2013. Outside of advising, he receives compensation for referrals related to home security and automation products through Primerica Client Services, Inc. Primerica Advisors provides discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with a range of model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap fee structure, focusing on retail clients rather than institutional or pension plans.

Charity Helvie is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 10 years of industry experience. She previously worked at GNH Designs and LiveFIT and has been with LPL Financial since 2020. In addition to her advisory role, Helvie operates a life coaching business called Coaching with Charity. 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 advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

John Strange is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he is involved in multiple agricultural and farming-related businesses and serves as owner and proprietor of a private company, CHENE GEAR CO LLC. Raymond James & Associates is a large dually registered 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 services, drawing on a range of portfolio management styles and affiliated research.

Samuel Powell is a financial advisor at Morgan Stanley in Memphis, TN, holding a Series 66 designation with one year of industry experience. His career includes roles at Morgan Stanley and prior positions in various organizations including Smith and Nephew and the University of Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a range of advisory programs, including tailored financial planning supported by firm-approved tools and models. The firm manages approximately $2.74 trillion in client assets and offers services both directly and through corporate financial planning agreements.

Mary Dunlap is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and two years of industry experience. Prior to her current role, she spent eight years with the New Ballet Ensemble and School. Outside of financial advising, she works as a freelance musician and violinist for several local churches. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutions, pension plans, and nonprofit entities, offering financial planning and non-discretionary investment consulting supported by diverse portfolio management strategies and affiliated research.

Juan Varela is a Series 66-licensed financial advisor with three years of industry experience. He is currently affiliated with Cetera and its related entities, having worked there since 2023. Outside of his advisory role, he has worked as a freelance painter. Cetera Investment Advisers LLC is an SEC-registered firm supporting over 10,000 independent advisors and approximately 800,000 clients. The firm offers a range of portfolio management, financial planning, and retirement services across multiple program structures, utilizing both affiliated and third-party investment managers.

Jacob Peeples is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including positions at MML Investors Services LLC, MassMutual Life Insurance Company, and Altitude Group. Outside of advising, he is also involved in outside insurance sales as an insurance broker. Mass Mutual Investors Services, LLC 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, structuring planning engagements as annual, collaborative relationships that utilize firm-approved analytical tools.

Alexander Kenner is a financial advisor at LPL Financial with five years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at First Horizon Advisors, Inc. and FHN Financial Securities Corp. Outside of financial advisory roles, he has experience in communication design through Counterpart Communication Design. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory services including financial planning, model portfolios, and institutional platforms, supported by extensive research tools and a large network of advisors.

Cliff Sulcer is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he helps clients construct, implement, and maintain effective financial plans to work toward their financial goals. His professional experience spans several roles in the financial industry, including Financial Representative at Ashford Advisors & Park Avenue Securities from 2013 to 2019, Senior Associate at SouthernSun Asset Management from 2007 to 2012, Vice President of Private Banking at Regions Bank from 2004 to 2007, and Director of Financial Planning at Sovereign Wealth Management from 2002 to 2004. He holds an insurance license in Arkansas. Outside of his professional work, Cliff enjoys baseball, football, golf, movies, traveling, and participating in family activities.

Leslie Logan is a financial advisor with LPL Financial, holding a Series 66 designation and 18 years of industry experience. Prior to joining LPL Financial in 2025, Leslie worked with First Tennessee Brokerage, Inc. for over two decades and had a brief tenure at Ftb Advisors, Inc. Leslie's practice 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 advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers, supported by a large network of advisors and various operational tools.

Coleman Barron is a financial advisor with MassMutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and having 12 years of industry experience. He has worked at MassMutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, Barron is also an insurance agent specializing in health and group life insurance. MassMutual Investors Services, LLC 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 collaborative, goal-oriented planning process using firm-approved analytical tools and supports a variety of event-driven planning programs.

Robert Burnett is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 credentials and has prior experience at Thornburg Investment Management. He has also worked at Memphis University School in various roles. 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, emphasizing tailored advice supported by extensive research and multiple portfolio management styles.

Stephen Anderson is a CFP®-certified financial advisor with 19 years of industry experience. He is currently with RBC Capital Markets and has previously worked at Cetera, Shoemaker Financial, Securian Financial Services, Minnesota Life Insurance, and Raymond James & Associates. Anderson serves on the board of Bodine School in Germantown, TN. RBC Wealth Management, a division of RBC Capital Markets, provides a range of advisory and brokerage services to individual and institutional clients, including portfolio management and financial planning. The firm uses tailored investment strategies involving both in-house and third-party managers and offers integrated capital markets and lending capabilities.

Joseph Young is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he works closely with clients to develop personalized financial strategies aimed at pursuing their long-term goals. He leverages investment insights from Merrill along with banking and lending solutions from Bank of America to create flexible strategies that align with clients’ changing market conditions. Joseph holds professional designations including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). He earned a High School Diploma from The Baylor School. Committed to community involvement, Joseph volunteers with local organizations in support of the Merrill tradition of community participation.

John Ross is a financial advisor at Morgan Stanley with 28 years of industry experience. He holds the CFP® designation, as well as Series 63 and Series 65 licenses. Ross has been with Morgan Stanley and its related entities since 2009, including Morgan Stanley Private Bank since 2015. Morgan Stanley Wealth Management offers advisory programs and tailored financial planning services to individuals and institutional clients. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques to support its financial planning process.

Alexander Quinn is a financial advisor with Wells Fargo Clearing in Nashville, TN, holding Series 63 and Series 65 licenses and 15 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking. The firm’s advisory approach is IPS-driven and grounded in modern portfolio theory, with a range of investment options that include insurance-related vehicles and bank deposit sweep programs.

Nathan Ollie is a Financial Advisor and Chartered Advisor in Philanthropy® at Merrill Lynch Wealth Management. He specializes in working with business owners, philanthropists, foundation executives, board members, trustees, and consultants to align their financial resources with their personal and philanthropic goals. His focus areas include family wealth management, philanthropic planning, portfolio management, socially responsible and ESG investing, liquidity management, individual and corporate investment strategy, and tax minimization. Nathan earned a Bachelor's Degree from the University of Memphis and holds professional designations as a Chartered Advisor in Philanthropy (CAP) and Personal Investment Advisor (PIA). He emphasizes the importance of partnering with clients to simplify the complexities of philanthropy and wealth management, aiming to empower them to create and sustain generational impact through prudent stewardship. Beyond his professional role, Nathan is actively involved in several community organizations, including 100 Black Men of Memphis, Inc., ARTSmemphis, Agape Child & Family Services, Habitat for Humanity, Kappa Alpha Psi Fraternity, Inc., and St. Andrew AME Church. His personal interests include basketball, chess, football, golfing, reading, spending time with family, traveling, watching movies, and writing.

John Prather is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 37 years of industry experience. He has been with MML Investors Services, Inc. and Massachusetts Mutual Life Insurance Co. since 1998. Outside his advisory role, he is involved in several business ventures, including insurance sales and partnerships related to real estate and financial services. MML Investors Services, LLC 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, structuring planning as annual, collaborative relationships that focus on goals-based recommendations without discretionary investment authority.