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.

Donald Williams is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 40 years of industry experience. He has been with UBS since 2000. Williams serves on the finance committee of St. Peter Catholic Church and is finance director and board member of the River Arts Fest charity. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs model-based asset allocations and proprietary research to tailor financial plans to clients' goals and risk tolerances.

Robert Young is a financial advisor with Raymond James & Associates, holding a Series 63 designation and 24 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, as well as state and municipal governments. The firm offers tailored financial plans and investment recommendations supported by firm research and planning tools, along with institutional consulting and public finance services.

Tyler Hicks is a financial advisor at LPL Financial with 13 years of industry experience. He holds the Series 66 designation and has worked at FTB Advisors, Inc. for 10 years prior to joining LPL Financial. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs and financial planning services with both discretionary and non-discretionary management options supported by research and model portfolios.

James Shoemaker is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Securian Financial Services, Inc. for over 30 years. He serves as a director for Kingdom Advisors and owns Shoemaker Insurance Solutions, which focuses on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Michael Stein is a financial advisor at Wells Fargo Clearing with 43 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2009 to 2016. Stein serves as a co-trustee for the Grehl Charitable Foundation, a role he has held since 1979. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans and non‑qualified deferred compensation plans, offering both discretionary and non‑discretionary services. The firm’s advisory process is IPS-driven and grounded in modern portfolio theory, with a broader range of financial product offerings than typical large institutional advisers.

Audrey Miller Okhiria is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked with Cetera since 2013 and has a long tenure at Regions Bank starting in 1999. Outside of advising, she serves as a board member and treasurer for Rust College. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with a range of program options and oversees more than $256 billion in assets.

Kathryn Perry is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 22 years of industry experience. She has been with Raymond James & Associates since 2012. Outside of her advisory role, she serves on the board of the Horseshoe Recreational Club, a shared lake house community, where she is involved in organizing social functions. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through a non-discretionary advisory approach and delivers institutional consulting via its Institutional Fiduciary Solutions division.

John Wheeler is a financial advisor at Merrill with 18 years of industry experience. He holds a Series 66 designation and has worked at Bank of America and Merrill for the past 15 years. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates with Bank of America’s broader platform, providing access to a diverse set of products and services.

Joseph Gibbs is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 39 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with a focus on public finance and municipal work alongside its retail advisory services.

Jordan Edmundson is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Daniel Dennis is a financial advisor with Mass Mutual Investors Services in Memphis, Tennessee, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with MML Investors Services and MidSouth Financial Group/MassMutual since 2013. Outside of his advisory role, he participates in FLW Tour sanctioned fishing tournaments. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning processes.

Benjamin Hunter is a financial advisor with Mass Mutual Investors Services based in Memphis, TN. He holds the Series 66 designation and has three years of industry experience. Prior to his current role, he worked at LifeLinc Anesthesia and has been involved with educational institutions including the University of Tennessee, Knoxville, and Briarcrest Christian School. 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 software to analyze client goals and deliver written recommendations.

Raymond Lewallen is a financial advisor at Morgan Stanley with one year of industry experience. He has held positions at Morgan Stanley Private Bank and previously worked at Lumen and Stragistics Technology. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Levi Woodroof is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, Woodroof serves as treasurer for the Callie Ann Homeowners Association and acts as trustee for the Woodhaven Family Trust, managing farm holdings. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory solutions. The firm’s process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Heather Stephens is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2021, she worked for seven years with Shelby County Schools. Outside of her advisory role, she has written and self-published a book on motherhood titled "Mama Didn't Half-Step" and contributed a song to the soundtrack of the stage play "Her Needs His Needs." UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Jeremy Jones is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Shoemaker Financial since 2008. Outside of advisory roles, he owns Shoemaker Insurance Solutions, a fixed insurance sales business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Jennifer Brown is a financial advisor with Raymond James Financial in Memphis, TN, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She previously worked for FTB Advisors, Inc./First Horizon Advisors, Inc. for 12 years before joining Raymond James and Pinnacle Bank/Pinnacle Financial Partners. Outside of advisory, she serves as Director of Administration at Fountain Financial Group and Pinnacle Asset Management. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individual and high-net-worth investors, pension and profit-sharing plans, charitable organizations, and government entities. The firm offers tailored, primarily non-discretionary advisory services supported by a network that includes municipal and public finance capabilities.

Andre Marvray II is a financial advisor with LPL Enterprise and holds Series 63 and Series 65 designations. He has eight years of industry experience, having previously worked at firms including Wells Fargo Clearing, Bank of America, Merrill, and Morgan Stanley. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering a range of advisory and brokerage services supported by research, model portfolios, and third-party portfolio strategists.