Eric Simmons is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. since 2015 and has been involved with Saint James Church of God in Christ since 2013. Outside of his advisory role, Simmons receives compensation for referrals related to home security, automation products, and mortgage loan sales through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with model implementation delegated to BNY Mellon Advisors.

John Erb is a financial advisor with Mass Mutual Investors Services in Memphis, Tennessee. He holds the Series 66 designation and has five years of industry experience. His prior work includes roles at MassMutual Life Insurance Company and Anovo Rx, as well as seven years at the Jack Erb Company. MassMutual 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 using firm-approved software tools and offers specialized services including divorce planning and estate settlement.

Kristen Ellis is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Raymond James & Associates since 2016 and previously spent seven years with The Court Company. 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, investment consulting, and specialized municipal advisory services.

Wilson Cannon is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He has been with MML Investors Services, Inc. since 1995 and Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he serves as chairman of the Millington Housing Authority, a nonprofit government agency. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures planning engagements as annual, collaborative relationships utilizing firm-approved software to analyze client goals and deliver written recommendations.

Wesley Lacey is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and Revolution Partners, LLC. He is a member of a local Financial Advisory Commission board in Germantown, TN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis to support financial advisors in delivering customized retirement income strategies.

Deborah Sossaman is a financial advisor at Raymond James Financial with 18 years of industry experience. She holds a Series 66 designation and has previously worked at Ameriprise Financial Services, Inc. from 2005 to 2018. 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, charitable organizations, and institutional clients. The firm offers tailored, non-discretionary planning and consulting using analytical tools, and supports municipal and public-finance work through a unique affiliation with a municipal advisor.

Lisa Cook is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has worked with First Tennessee Brokerage, Inc. since 1999 and Ftb Advisors, Inc. since 2013. Cook serves as a board member for The Vineyard P.D., a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Jennifer Moerbe is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 63 and Series 66 designations and has previously worked at B. Riley Wealth Advisors, B. Riley Wealth Management, and First Trust Portfolios. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios and research from both internal and third-party sources.

Terrance Holloway is a financial advisor with Cetera in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and also has experience with Regions Bank dating back to 2014. Outside of his advisory role, he is involved in real estate investing, focusing on buying, renovating, and potentially reselling distressed properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a wide range of portfolio management options, including access to affiliated and third-party money managers, automated allocations, and bespoke strategies, managing over $256 billion in assets.

Keenen Leake is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Horizon, CUNA Brokerage Services, CUNA Mutual Group, Edward Jones, and FAA Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Cade Bishop is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has two years of industry experience, including prior work at Ameriprise. Outside of his advisory role, he works as a valet attendant at events and restaurants. 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 ongoing financial planning, asset management, and educational seminars using firm-approved software and structured annual client engagements.

Brian Carter is a financial advisor at Raymond James & Associates with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2015. Raymond James & Associates, Inc. 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, institutional and pension plans, and charitable organizations, offering financial planning and investment consulting services through tailored, primarily non-discretionary strategies.

William Bizot is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Clearing since 2016. Prior to this, he worked at Wells Fargo Advisors LLC from 2009 to 2016. He holds a Series 63 license and is based in Memphis, TN. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary advisory options. The firm’s investment approach is IPS-driven and grounded in modern portfolio theory, incorporating a broader range of financial products including insurance-related vehicles and bank deposit sweep options.

Theodore Minor is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked with Shoemaker Financial Services and Securian Financial Services. In addition to his advisory role, he serves as a trustee for Crossroads Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party managers across various program structures.

Brett Thompson is a financial advisor with LPL Financial, holding a Series 66 designation and five years of industry experience. His career includes roles at Cadence Bank and Mass Mutual Investors Services, among others. 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 provides a range of advisory programs, financial planning, and brokerage services, offering both discretionary and non-discretionary management along with access to model portfolios and research.

Hasan Al Khoja is a financial advisor with Wells Fargo Clearing based in Memphis, TN. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities and Walmart. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

Stephen Weatherly is a Private Wealth Advisor specializing in working with entrepreneurs and families transitioning from running a business to managing significant personal wealth. Since launching his advisory career in 1994, he has advised clients across various market cycles, focusing particularly on those approaching or executing a business sale. He serves as a primary advisor through this process, helping clients prepare for liquidity events, evaluate options, and implement coordinated, tax-aware plans that align with long-term family objectives. Stephen's approach is hands-on and integrated. He collaborates closely with clients and their CPAs, attorneys, and other advisors to ensure alignment across investment strategy, estate planning, and risk management. His team provides a boutique, family office–style experience that combines strategic wealth planning and tax-aware investment management with access to banking, lending, trust, and advisory capabilities. Stephen holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's degree in Finance from the University of Memphis. He has been recognized on Forbes' Best-in-State Wealth Advisors list from 2018 through 2025, as well as Barron's Top 1,200 Financial Advisors list from 2023 through 2025. Stephen enjoys football, golfing, hiking, music, skiing, and spending time with his family.

Garrett East is a CFP® professional with eight years of industry experience, currently affiliated with MassMutual Investors Services. He has been with MML Investors Services since 2017 and previously worked with Round Rock Church of Christ. In addition to his advisory role, he is involved in life, disability, long-term care, and health insurance sales. MassMutual Investors Services is 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, educational seminars, and specialized planning services including divorce and estate-settlement planning.

Samuel Michalik is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

W. Parker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 18 years before joining Raymond James in 2020. 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 tailored financial planning and consulting services through a range of portfolio management approaches and affiliated research resources.