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 CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and due diligence on alternative investments.

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.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

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 and holds a Series 66 designation. His work history includes roles at Bank of America, N.A. 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. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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 at Raymond James & Associates with 16 years of industry experience. She holds Series 63 and Series 66 designations and has previously worked at UBS Financial Services Inc. and Raymond James & Associates in earlier roles. 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, and municipal entities, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

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 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.

Lisa Albert is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and six years of industry experience. Before joining UBS in 2017, she worked at Impact Logistics and spent 14 years with the United Methodist Publishing House. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and advisory offerings, integrating proprietary research and model-based asset allocations to tailor investment plans. The firm combines institutional trading capabilities with wealth management services, including fee-based financial planning and portfolio management.

Jon Busse is a Senior Financial Advisor with Merrill Lynch Wealth Management. In this role, he helps individuals and businesses develop financial and wealth management strategies tailored to their needs, goals, and risk tolerance. Jon provides comprehensive financial advice and portfolio strategies, emphasizing a personalized approach that evolves as clients' life circumstances change. Jon holds the Personal Investment Advisor (PIA) designation. He earned a high school diploma from Kirby High School, attended the University of Memphis without earning a degree, and completed a bachelor's degree at Christian Brothers University. Outside of his professional work, Jon is involved with the Exchange Club of Greater Memphis and Habitat for Humanity of Greater Memphis.

Darel Mitchell is a Series 66-licensed financial advisor with Merrill, based in Memphis, TN, with nine years of industry experience. He has worked at Merrill since 2017 and concurrently at Bank of America, N.A. since 2018. His prior roles include positions at Gossett Motor Cars, the State of Indiana, and Carmax. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm serves individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations using model-based and discretionary investment strategies developed by internal and third-party managers.

Elizabeth Towler is a financial advisor at Raymond James & Associates with 20 years of industry experience. She holds the Series 66 designation and previously worked at UBS Financial Services Inc. from 2007 to 2020 before joining Raymond James in 2020. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension and profit-sharing plans, charitable organizations, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Gregory Williams is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 33 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as president of AG Investment Properties LLC, managing rental real estate activities. 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, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jacob Bramlitt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Uber Eats, the University of Memphis, and Confluent Strategies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.