Andrew Clarke is a financial advisor with Ameriprise in Germantown, TN, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Ameriprise since 2017 and previously worked at Flight Restaurant and Wine Bar and the University of Memphis. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in delivering these services and operates as a large institutional firm with a broad range of advisory, brokerage, and insurance solutions.

Jonathan Glenn is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliate firms since 2023 and has prior experience with Shoemaker Financial, Securian Financial Services Inc, Minnesota Life Insurance Company, and Ameriprise Financial Services, Inc. Outside of advisory work, he is involved in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and program structures.

Charles Ruch is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 39 years of experience in serving clients and assisting them in realizing their financial goals and dreams. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. Charles holds a Bachelor's Degree from the University of Memphis and is designated as a Personal Investment Advisor (PIA). He works closely with affiliated professionals such as CPAs, estate attorneys, trustees, and insurance specialists to ensure comprehensive coordination of his clients' financial well-being. He emphasizes a straightforward communication style, focusing on the family's financial strategies and needs beyond just investment management. Outside of his professional pursuits, Charles is involved in his community through Idlewild Presbyterian Church. He spends personal time with his wife Nancy, enjoying activities such as cooking, traveling, trout fishing in Arkansas rivers, and boating on Greers Ferry Lake or Bull Shoals Lake. He is also a supporter of the University of Memphis football and basketball programs.

Michael Smith is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Wunderlich Securities for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory work, he owns a family farm property that he inherited and leases for pasture and residential use. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct and corporate agreements.

Alden Small is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Financial Services and affiliated firms since 2016. In addition to his advisory role, he is involved with Compel Church in Southaven, MS, committing time weekly. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and utilizes model-based investment strategies overseen by third-party asset managers.

Eric Fountain is a CFP®-certified financial advisor with 28 years of industry experience. He works with Raymond James Financial in Memphis, TN, and has previously held roles at Pinnacle Bank, Ftb Advisors, and First Tennessee Brokerage. Outside of his advisory work, he is involved with Fountain Investments LLC, which operates Phenix Salon Suites. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individual and high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and has unique offerings such as municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Anthony Johnson is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 2013. 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, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Joseph Lunati III is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Fouts & Morgan CPAs, Meyer Laboratories, and Adecco Staffing. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Michael Zachry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a committee member for his neighborhood homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management and integrates a variety of investment managers and strategies tailored to each client's risk profile.

Rachel Wohlfarth is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and eight years of industry experience. She previously worked at Bank of Fayette County and RBM Venture Company. Outside of her advisory role, she operates a personal lifestyle blog called Holistically Nourished LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary market research and model-based asset allocations to tailor client plans and provides services including fee-based financial planning and portfolio management.

Robert Adrian is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2008. Outside of his advisory role, he is involved with Adrian Capital Partners LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Burnett is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 30 years of industry experience. He has been with Raymond James & Associates since 2013. 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, institutional and pension plans, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Tiffany Wyles is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 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 managing approximately $501 billion in assets. The firm serves a diverse client base including high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Glen Ilagan is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Shannon Acosta is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mitchell Bentley is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His work history includes positions at Raymond James, Bright Cellars, and Ramsey Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified asset classes.

Harvey Cook is a financial advisor at Raymond James & Associates with 53 years of industry experience. He holds Series 63 and Series 65 credentials and has previously worked at Merrill Lynch and Bank of America. 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 municipal entities, offering financial planning and advisory services with a range of portfolio management styles and affiliated research.

Rebecca Ann Russell is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates and Regions Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and asset allocation models tailored to client goals and risk tolerances.

Scott Bendure is a CFP® credentialed financial advisor at Raymond James Financial with 13 years of industry experience. His prior roles include positions at Pinnacle Financial Partners, SunTrust Bank, and Truist Advisory Services. Outside of his advisory work, he manages rental real estate properties in Germantown, TN. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm offers tailored non-discretionary planning using risk profiling and modeling tools and supports both individual and institutional advisory programs.

James Floyd is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 31 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.