Keaton Williams is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has also worked with FTB Advisors, Inc. for over ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Christopher Fienup is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and 19 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers wrap fee advisory programs and institutional consulting, with notable capabilities in public finance and municipal work.

Timothy Anderson is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, including ten years with New York Life and one year at Eagle Strategies. Outside of his advisory role, he serves as a governing elder and guitar player at Shepherd Bible Church, where he participates in community care, religious counseling, and decisions regarding charity fund allocation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of specialized programs, including educational seminars and event-driven planning services.

Cody Chitwood is a Series 66-licensed financial advisor with Morgan Stanley in Memphis, TN, possessing two years of industry experience. Prior to joining Morgan Stanley, he worked at Ascend Federal Credit Union and LPL Financial LLC, and spent five years at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services encompassing both retail and institutional markets.

James Edwards Jr. is a financial advisor at Raymond James & Associates with 10 years of industry experience. He holds a Series 66 designation and has been with Raymond James since 2015. Edwards also worked at Memphis University School in 2023. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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, with a focus on both retail and municipal clients, supported by public-financing and investment banking capabilities.

Charles Watson is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He has worked at Raymond James & Associates since 2018 and previously held positions at Bank of America, N.A. and Merrill. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program 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, supporting both non-discretionary and discretionary advisory relationships.

Ambrose Harris is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and six years of industry experience. His background includes roles at several local businesses, including Trio Cafe and Holly's Gourmets Market and Cafe, prior to joining Raymond James. He also has experience in education through his current involvement with Memphis University School. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm serves a broad client base, including individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Austin Abernathy is a financial advisor at Cetera with Series 66 credentials and one year of industry experience. Prior to joining Cetera, he worked in various roles outside finance, including positions at Cooper Moving and Farmer's Hardware and Home Furnishings. He is also a financial professional at Shoemaker Financial, where he provides insurance, securities, and advisory services. Cetera Investment Advisers LLC serves a broad client base, including individuals, retirement plans, and institutional accounts. The firm offers portfolio management, financial planning, and access to various investment strategies through a large network of independent advisors.

George Moore is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. Before joining LPL Financial in 2022, he worked for infinex Investments, Inc. for nine years. Outside his advisory role, he serves as a board member for the Kiwanis Club of Germantown and is involved in a local barbecue business called Big Boss Man BBQ. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and consulting services, utilizing model portfolios and research from multiple sources, and provides both discretionary and non-discretionary management options.

Joseph Broderson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to his current roles, he held positions at DoorDash, Florida Financial Advisors, Marriott, Chevy Chase Hardware, YMCA, and McDonald's. 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 services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tonya Green is a financial advisor with Wells Fargo Clearing in Cordova, TN, holding Series 63 and Series 66 licenses and bringing 19 years of industry experience. She has worked at Wells Fargo Clearing and its predecessor firms since 2009, including Wachovia Bank, N.A. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s advisory process is IPS-driven and incorporates modern portfolio theory, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Amanda Patel is a financial advisor with Raymond James & Associates, holding Series 65 and Series 63 licenses and bringing 10 years of industry experience. She has been with Raymond James since 2017 and previously worked at Green Square Capital LLC. Outside of her advisory role, she owns and manages three rental properties. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, pension plans, corporations, charitable organizations, and government entities. The firm provides wealth advisory planning and investment consulting on a non-discretionary basis through its Wealth Advisory Services Program, firm-sponsored wrap fee programs, and institutional consulting services.

Mark Alexander is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured products.

William Edwards is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and associated with Massachusetts Mutual Life Insurance Company since 2016. Edwards also works as an independent insurance agent specializing in dental, group disability income, fixed annuities, disability, life/accident/health, long-term care, Medicare-related products, and life settlements. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm employs a collaborative planning approach using firm-approved software and offers educational seminars along with a range of investment and insurance solutions.

Evan Anthony is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and is associated with Shoemaker Financial, where he provides financial services. Prior to his financial career, he worked in various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.

Sally Chandler is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 credentials and has worked at Merrill since 2017, following a five-year tenure at Wunderlich Securities, Inc. in addition to a brief period of unemployment in 2017. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base that includes individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries.

Michael Winemiller is a financial advisor with Cetera in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services and BBVA Compass Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across various program structures.

Andrew Dillon is a financial advisor at Raymond James & Associates with four years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Raymond James since 2020. Prior to that, he was employed at Covenant College for four years. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500.956 billion in assets with over 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting to a diverse client base, including individuals, pension plans, corporations, and government entities, delivering non-discretionary financial advice supported by comprehensive research and an extensive affiliate network.

Jeanice Sawyer is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. She has been with Raymond James & Associates since 2016. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 financial advisors. The firm serves a diverse client base including individuals, pension plans, corporations, and governmental entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.

Grant Ellis is a financial advisor with LPL Financial in Germantown, TN, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Lockton Investment Advisors and Fieldstone Financial Partners. He writes industry articles through an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.