Ashley Folk is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She has been with Raymond James & Associates since 2014. 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 consulting services primarily through non-discretionary relationships supported by a range of portfolio management styles and firm research.

Andrew Johnson is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Cetera Advisor Networks, and Securian Financial Services. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Kaleb Simington is a financial advisor with Raymond James Financial Services Advisors, Inc. holding a Series 66 credential and six years of industry experience. He has worked with several firms including Pinnacle Bank, Pinnacle Asset Management, and Fountain Financial Group. His outside business activities include roles as an investment representative with Fountain Financial Group and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base ranging from individuals to institutional clients. The firm offers tailored, non-discretionary planning using analytical tools and supports investment implementation through various advisory programs.

Kimberly Goble is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she serves on the finance committee of Christ the King Lutheran Church, assisting with budget review alongside other professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles supported by in-house research and affiliate resources.

Jason Peeples is a financial advisor with MassMutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been affiliated with Capital Financial Advisors, LLC and related entities since 2007. Outside of his advisory role, he is a partner in Keystone Planning Partners, where he manages team and shared expense responsibilities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services along with educational seminars.

Brian Evans is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he was with MML Investors Services and MassMutual Life Insurance Co. He served on the 2nd Presbyterian Church leadership team for ten years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools such as Monte Carlo simulations and automated asset-allocation software to develop written recommendations in ongoing collaborative planning relationships.

Brandon Kizer is a CFA® charterholder and holds a Series 63 license, with 16 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Horizon Advisors, Stifel, and Vining Sparks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

E'lea Cooper Grant is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds Series 66 and Series 63 credentials and has worked at firms including Wells Fargo Clearing Services, Bank of America, Merrill, Citizens Securities, and Wells Fargo. In addition to her advisory role, she owns and operates several affiliate marketing websites and an online apparel retail business. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse clientele, including individuals, institutions, and charitable organizations. The firm provides financial planning and investment consulting through various programs, combining a range of portfolio management styles with firm research and affiliated sub-advisers.

J.D. Erickson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, serving in roles including Financial Consultant and Investments Representative. Prior to joining Fidelity, he worked as an Account Executive at Carty and Company, Inc. from 2008 to 2011. Erickson has experience working with high net-worth clients, focusing on retirement, income, and wealth planning. He aims to help clients create and execute financial plans tailored to their individual and family needs. Additionally, he holds an insurance license in Arkansas.

Alexander Rushing is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 licenses and one year of industry experience. Prior to joining Wells Fargo, he held roles at Deloitte Ltd and served as an external coach at the University of Edinburgh Business School. He owns Christus Rex LLC, a Christian life coaching company, and has worked as a delivery driver outside the financial industry. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

David Blindman is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1991 and holds the Series 63 designation. Based in Memphis, TN, he has spent over three decades serving clients through the firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jessica Dowell is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is an independent consultant for a skincare product company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Peter Dale is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and serves as the sole member of Swain Wealth Partners LLC. His prior experience includes roles at Scottrade Inc. and TD Ameritrade Investment Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports one of the largest advisor networks with specialized expertise in municipal and public finance.

Zachary Wiggs is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. His prior work includes eight years at Ftb Advisors, Inc., and since 2022, he has been associated with Pinnacle Bank/Pinnacle Financial Partners and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs.

Darrell Smith is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked with the PGA Tour and Youth Programs, Inc. for a combined ten years. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Paulette Williamson is a financial advisor at LPL Financial with 39 years of industry experience. She holds Series 63 and Series 65 licenses and previously worked with firms including Waddell & Reed and various insurance carriers. Williamson is also the managing member of a Memphis-based limited liability company unrelated to investment activities. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and diverse investment strategies.

Lynn Ballinger III is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes roles at LPL Financial, LLC, MassMutual Life Insurance Company, and Auburn University. Mass Mutual Investors Services operates as 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, focusing on collaborative, goal-oriented planning with various investment strategies.

Shepard Fargotstein is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James and Associates for nine years. He serves on the Memphis Civilian Law Enforcement Review Board and volunteers on the Police Advisory Review Committee for the City of Memphis. RBC Wealth Management, a division of RBC Capital Markets, offers advisory programs to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes a range of in-house and third-party managers alongside various portfolio management and financial planning services.

Patrick Rohrbacher is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investacorp, Inc. and Securities America Advisors, Inc. prior to joining OSAIC. Outside of advising, he is a silent partner in a retail clothing store operated by his wife. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing, managing portfolios across various asset classes on both discretionary and non-discretionary bases.

Joseph Reyes is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 65 and Series 63 licenses and possessing seven years of industry experience. He has worked with Primerica Financial Services since 2017 and PFS Investments Inc. since 2018. Outside of advising, Reyes is involved in sales of loan products and home-related services through affiliates of PFS Investments Inc. and Primerica. Primerica Advisors sponsors a wrap-fee asset management program serving primarily individual investors, including high-net-worth clients, as well as corporate and charitable clients. The firm operates at scale with thousands of advisors and offices, offering advisory services based on model portfolios managed by third parties and supported by BNY Mellon Advisors and Pershing for trade execution and custody.