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.

Kevin Baltier is a CFP®-certified financial advisor with Edward Jones in Collierville, TN, where he has served clients for 26 years since 2000. He holds a Series 63 license and has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.

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.

Lisa Ravlija is a financial advisor with Edward Jones in Collierville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Merrill Lynch, Wells Fargo Clearing, and various independent and agency-based firms. Outside of finance, she has experience running a food truck business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.