Lisa Albert is a financial advisor at UBS Financial Services with seven years of industry experience. She holds a Series 66 designation and has worked at UBS since 2017. Prior to her current role, she was employed at Impact Logistics and the United Methodist Publishing House. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and advisory offerings, combining institutional trading capabilities with wealth management services. The firm employs proprietary research and model-based asset allocations to tailor financial plans aligned with clients’ goals and risk tolerances.

Jon Busse is a Senior Financial Advisor at Merrill Lynch Wealth Management. In this role, he specializes in developing financial and wealth management strategies tailored to the needs, goals, and risk tolerance of individuals and businesses. He provides ongoing, comprehensive financial advice and portfolio strategies, ensuring that clients' financial plans evolve in alignment with their changing life circumstances. Jon holds the Personal Investment Advisor (PIA) designation. His educational background includes a high school diploma from Kirby High School, attendance at the University of Memphis without a degree conferred, and a Bachelor's degree from Christian Brothers University. He is involved in community organizations such as the Exchange Club of Greater Memphis and Habitat for Humanity of Greater Memphis.

Darel Mitchell is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Merrill in Memphis, TN, where he has worked since 2017, including roles at Bank of America, N.A. No additional outside business activities are noted. 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 offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

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.

Hope Cooper is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 11 years of industry experience. Her prior roles include positions at Truist Securities and SunTrust Advisory Services. Outside of her advisory work, she is a rental property owner in Memphis, Tennessee. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s advisory process is IPS-driven and incorporates a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Virginia Sudduth is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career with the firm in 2026. Prior to joining Edward Jones, she worked at Forvis Mazars, LLP and held positions at Crowe, LLP and Ernst & Young, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

Christopher Butler is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been associated with First Tennessee Brokerage, Inc. since 2012 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced tools for operational and research assistance.

Jess Crabtree is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vining Sparks, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, Crabtree serves as treasurer for a local Boy Scouts of America troop, managing the troop’s bank account and bookkeeping. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Candis Brown is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Morgan Keegan & Company, LLC and Amsouth Investment Management Company LLC. She is also a limited partner in a family-owned rental real estate business, where she assists with property management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing various portfolio management styles and affiliated research resources.

Kathryn Satterthwaite is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has previously worked at First Horizon Advisors and FTB Advisors. She serves as a board member and finance committee member for Gestalt Community Schools, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non‑discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and affiliated research resources.

Jacqueline Napoleon is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Edward Jones for a total of 20 years, with a one-year interval at Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

William Stephens is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, MML Investor Services, and MassMutual Life Insurance Co. Outside of his advisory work, Stephens owns Stephens Outdoor Services, providing outdoor maintenance such as gutter cleaning, pool servicing, and pressure washing, and is involved with Start2Finish Event Management as part of a race day crew. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment vehicles and supports both discretionary and non-discretionary account management.

Alison Kosman is a financial advisor at Raymond James & Associates with 11 years at the firm and five years of industry experience. She holds the Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive firm research and affiliated sub-advisers.

Natalie Chamoun is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with LPL Financial and has previously worked at Ftb Advisors, Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies and operational tools while supporting a large network of advisors.

John Stokes III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as attorney-in-fact for his parents' accounts and is one of the trustees of their trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

Jaime Brandon is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. since 2015. 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 offers a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Windall Lancaster is a financial advisor at Osaic Wealth, Inc. based in Germantown, TN, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 18 years. Outside of his advisory role, Lancaster operates a CPA practice focused on income tax preparation and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services along with various portfolio management solutions. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports multiple legacy platforms and third-party managed account solutions.

Lewis Jones Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory work, he owns a sole proprietorship providing accounting and tax services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services as well as access to third-party money managers and wrap programs. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management.