Wilson Moore is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and 18 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 broad client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both non-discretionary and discretionary advisory relationships.

Charles Bryan is a financial advisor with Raymond James & Associates in Arlington, TN, holding Series 63 and Series 66 licenses and 22 years of industry experience. His prior experience includes roles at B. Riley Wealth Management and multiple positions within Raymond James since 2015. Outside of finance, he owns and manages a small cattle farming operation. Raymond James & Associates offers financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, along with institutional consulting and public finance capabilities.

Mark Loftis is a financial advisor with MassMutual Investors Services in Memphis, TN, holding the CFP®, ChFC®, and Series 63 credentials. He has 30 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with MassMutual Investors Services. Outside his advisory role, he is involved in the sales and service of non-variable insurance. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using advanced analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Bradley Cobb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves on the Ruch Cobb & Associates wealth management team. Since joining Merrill in 2012 after earning a bachelor's degree in finance from Christian Brothers University, Bradley and his team focus on helping clients preserve and grow assets by providing customized wealth management solutions tailored to each individual's financial goals. Their approach emphasizes listening carefully to client needs, minimizing risk, and delivering high-quality service to build trust and confidence. Bradley and his team utilize a comprehensive, four-step wealth planning process designed to identify and quantify client concerns and objectives, creating actionable plans that guide investment decisions. Their multi-generational perspective benefits from the diverse ages, resources, and professional designations within the team, including Bradley’s credentials as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The group also leverages the broader resources of Merrill, Bank of America, and trusted external advisors to develop a strong financial network for their clients. Outside of his professional work, Bradley has lived in Memphis his entire life and engages in activities such as attending Memphis Grizzlies basketball games and enjoying water sports and boating at the lake.

Kevin Rea is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Based in Memphis, TN, he provides financial planning and investment consulting services. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also provides institutional consulting and municipal finance services, combining public-financing capabilities with investment advisory offerings.

Andrew Metcalf is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for six years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with the Germantown Legends Soccer Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Joseph Wilder is a CFP® professional with 23 years of industry experience, currently affiliated with LPL Financial. He previously worked at Lincoln Investment and CFH Financial, among other firms. Wilder serves on the board of the Financial Planning Association of Greater Memphis. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, financial planning, and retirement plan consulting with access to model portfolios and research from multiple sources.

Byron Mitson is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Vice President and Director on the board of the Security Traders Association of Florida, where he assists in disseminating industry rules and regulations. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a focus on both retail and institutional advisory services.

John Miller is a CFP® and ChFC® with 26 years of experience in financial advising. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part-owner of a farm in Brownsville, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Gary Hall is a CFP® certificant with 16 years of industry experience, currently affiliated with Charles Schwab. He has worked at Charles Schwab and Charles Schwab Bank since 2018 and was previously with Wells Fargo Clearing and WELLS FARGO Advisors, LLC. Charles Schwab & Co., Inc. serves a large client base primarily consisting of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment options along with centralized custody and operational support.

Ashley Craft is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Ameriprise, Ashley worked in roles related to supply chain management and owned a retail business, Rust and Teal Handmade Gifts. Ameriprise Financial Services is a diversified advisory firm serving individual and institutional clients, offering specialized retirement income planning with a focus on dependable income and tax-aware withdrawal strategies. The firm’s approach includes detailed Recommendation Reports and ongoing advice, supported by proprietary research and third-party data.

Russell Vandersteeg is a financial advisor with Mass Mutual Investors Services, holding a Series 63 license and bringing 33 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. since 2015. Outside of his advisory role, he owns and operates Strategic Financial Partners LLC, an agency involved in insurance and financial services. 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 provides financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning engagements.

Christy Cornell is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves on the finance and investment committees for the Cathedral of the Immaculate Conception and the Catholic Diocese of Memphis. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.

Langston Lee is a financial advisor at Merrill in Memphis, TN, holding a Series 66 designation with six years of industry experience. His work history includes positions at Bank of America, N.A. since 2017 and AT&T from 2011 to 2017. 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 to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm is integrated within Bank of America’s corporate platform, providing access to various investment products and services.

Gavin Murrey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 27 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 services.

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 with Raymond James & Associates in Arlington, TN, holding Series 63 and Series 66 licenses and 15 years of industry experience. She has worked at Raymond James & Associates since 2013, including her current role since 2021, and was previously with UBS Financial Services Inc from 2017. 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 notable focus on public finance and municipal work.

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 at Raymond James & Associates with 27 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Raymond James & Associates since 2013. Raymond James & Associates is a 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 government entities, providing wealth advisory planning and investment consulting on a non-discretionary basis.