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 nine years of industry experience, currently affiliated with Merrill in Memphis, TN. His work history includes roles at Bank of America and Carmax, among others. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm integrates investment management with Bank of America's broader platform, including lending and custody services.

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. for 13 years before joining Raymond James in 2020. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program, alongside institutional consulting and public finance capabilities.

Gregory Williams is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63, 65, and 66 credentials and 32 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. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and maintains public-finance and municipal capabilities alongside its retail advisory 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 at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at First Tennessee Brokerage, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

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 at Raymond James & Associates with 21 years of industry experience. She holds a Series 66 designation and has been with Raymond James & Associates since 2013. Outside of her advisory role, she is a limited partner in a family business managing rental cabins in Tennessee. Raymond James & Associates provides financial planning and investment consulting services to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, supporting both retail and institutional clients through various advisory programs.

Kathryn Satterthwaite is a financial advisor at Raymond James & Associates with 19 years of industry experience. She holds a Series 66 designation and has previously worked at First Horizon Advisors, Inc. and FTB Advisors, Inc. She serves as a board member and finance committee member for Gestalt Community Schools, a nonprofit organization. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and public entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis, offering access to firm-sponsored wrap programs, sub-advisers, and institutional fiduciary solutions.

Kent Mathis is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a year at Wells Fargo Advisors, LLC. Mathis is also the author of a book on navigating financial challenges related to N.I.L. matters. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory solutions. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

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 a Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with more than 5,400 advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering advice on a non-discretionary basis through comprehensive planning and portfolio recommendations.

Natalie Chamoun is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. She has worked at FTB Advisors, Inc. since 2013 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

John Stokes III is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 41 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as attorney-in-fact and trustee for his parents’ accounts related to a family trust. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and specializes in municipal finance and public-sector advisory services.

Jaime Brandon is a financial advisor at Merrill based in Memphis, TN, holding a Series 66 designation with 13 years of industry experience. He has been with Merrill and Bank of America, N.A. since 2015. Merrill offers managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, providing model-based and discretionary investment strategies to a diverse client base including individuals, high-net-worth clients, and institutional entities.

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.