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, 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Charles Bryan is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at B. Riley Wealth Management and Morgan Keegan & Company. Outside of financial services, he owns and manages a small cattle farming business. 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 and consulting services through various programs and employs multiple portfolio management styles supported by affiliated research and model managers.

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 with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2012. 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 investors, and charitable organizations, providing non-discretionary financial planning and consulting through multiple advisory programs and supported by extensive research and portfolio management resources.

Andrew Metcalf is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley, B. Riley Wealth Management, Raymond James Financial, and Morgan Keegan & Company. Outside of his advisory work, he is involved with the Germantown Legends Soccer Club in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services through a large network of representatives, utilizing various portfolio strategies and institutional platforms.

Joseph Wilder is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Lincoln Investment, Capital Analysts Incorporated, CFH Financial, and Securian Financial Services. Wilder serves as a board member of the FPA of Greater Memphis. 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 a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies, supported by technology tools for operational and research purposes.

Byron Mitson is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President and Director of the Security Traders Association of Florida. 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, non-discretionary investment consulting, and institutional fiduciary solutions.

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 Certified Financial Planner (CFP®) with 17 years of experience in the financial services industry. He currently works at Charles Schwab and has held prior positions at Wells Fargo Clearing, B. Riley Wealth Management, and Morgan Keegan & Company, LLC. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals, offering a range of managed-account and financial planning services through its Schwab Wealth Advisory wrap fee program. The firm combines non-discretionary advisory relationships with access to affiliate-managed discretionary portfolios and utilizes multi-asset model portfolios with strategic asset allocation and periodic reviews.

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 at Raymond James & Associates with 25 years of industry experience. She holds Series 63 and Series 66 designations and has been with Raymond James & Associates since 2014. Outside of her advisory role, she serves on finance and investment committees for the Cathedral of the Immaculate Conception and the Catholic Diocese of Memphis. 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 municipalities, offering financial planning and investment consulting primarily through non-discretionary relationships.

Langston Lee is a financial advisor at Merrill with six years of industry experience. He holds the Series 66 designation and has previously worked at Bank of America and AT&T. 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 a range of clients including individuals, high-net-worth clients, and institutions.

Gavin Murrey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 27 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions.

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 Memphis, TN, holding Series 63 and Series 66 credentials and 16 years of industry experience. She has worked at Raymond James & Associates since 2013, with a four-year period at UBS Financial Services Inc from 2017 to 2021. Raymond James & Associates, Inc. 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, institutions, pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

William Billingsley is a CFP® with 38 years of industry experience, currently affiliated with LPL Financial. He previously worked at Comprehensive Wealth Management from 2006 to 2008 and has been with Linsco / Private Ledger Corp. since 2000. In addition to his advisory role, Billingsley operates as an independent insurance agent selling fixed annuities and is involved with Billingsley Farms, LLC. 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 financial planning and investment management services through a large network of advisors, utilizing model portfolios, third-party subadvisors, and customizable strategies.

Jerome Franklin is a CFP®-certified financial advisor with 25 years of industry experience. He is currently with Wells Fargo Advisors and has previously worked at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He serves as co-chairman of the board of trustees at First Baptist Church of Lauderdale in Memphis and is actively involved with Habitat for Humanity of Greater Memphis in various finance and investment roles. Wells Fargo Advisors Financial Network provides investment and fee-based financial planning services to individuals, trusts, and institutional clients, offering a broad range of planning options that include retirement, education, and specialized topics such as business-owner transition and special-needs planning. Advisors deliver tailored recommendations using Wells Fargo research and planning tools, with clients able to choose how to implement these through brokerage or advisory programs.

Margaret Mccarver is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 27 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 overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning and consulting services with a range of portfolio management styles and affiliated research.