Michael Reilly is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with LPL Financial and previously worked at Equitable Advisors for 26 years and AXA Advisors, LLC for 21 years. His other business activities include ownership of Reilly Wealth, LLC, a non-investment-related entity established for tax and investment purposes. 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 offers a broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with extensive research and model portfolio options.

Clinton Moss is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience with State Farm and Brad Carlisle Insurance Agency. Before entering the financial sector, he spent ten years working at Maley-Yarbrough Funeral Home. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Deta Harrold is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Cameron Collins is a CFP®-credentialed financial advisor with two years of industry experience, currently working at Edward Jones in Arlington, TN. Prior to joining Edward Jones, he was employed at Northwestern Mutual and also worked at Traxx Outdoor Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors nationwide.

Hunter Buatt is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and 32 years of industry experience. His prior work includes 14 years at LPL Financial and a long tenure at Trustmark Bank, where he also serves as an associate. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.

David Lofton is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services since 2009 and continues in his role as a financial advisor. Outside of his advisory work, he owns a small lawn care business in Mason, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses a range of analytical tools to tailor non-discretionary planning and consulting services to client goals, and it supports municipal and public-finance advisory work through its affiliation with a municipal advisor.

Savannah White is a financial advisor at OSAIC with Series 63 and Series 65 credentials and one year of industry experience. She has worked at OSAIC since 2024 and previously held positions at Woodbury Financial Services Inc. and Century Financial. OSAIC serves a wide range of clients, including individual and high-net-worth investors, pension plans, corporations, and charitable organizations. The firm provides integrated brokerage and advisory services, using various tools and third-party platforms to construct and manage diversified portfolios.

Dean Makinster is a financial advisor with LPL Financial in Germantown, TN, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. He has previously worked with FTB Advisors, Inc. and First Tennessee Brokerage, where he has been active for over two decades. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, banks, and charitable organizations. The firm offers a range of advisory programs and financial planning services supported by research, model portfolios, and technology-driven investment strategies.

John Barrios is a CFP® professional with 43 years of industry experience, currently affiliated with OSAIC since 2024. He previously worked at Woodbury Financial Services Inc. from 2020 to 2024 and First Heartland Capital, Inc. from 2001 to 2020. Outside of his advisory work, he serves as a board member for the nonprofit Leadership Collierville and owns Barrios Financial Services, a life insurance sole proprietorship. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension and profit-sharing plans, corporations, and charitable organizations. The firm combines brokerage and advisory services through a large network of affiliated advisers, utilizing various advisory platforms, asset-allocation tools, and third-party services to manage portfolios across multiple asset classes.

Devin Jackson is a financial advisor with Merrill based in Collierville, TN. He holds a Series 66 designation and has four years of industry experience. His prior work history includes roles at Bank of America, Total Quality Logistics, Renasant Bank, Burkes Outlet, and Stevens & Jones Casket Company. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services through the Select Portfolio Solutions Program. The firm serves individual and 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.

Michael Turner is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2014. He is based in Oakland, TN, and is a member of the Board of Directors for King's Daughters and Sons Home. Outside of his advisory role, he also pursues woodworking, creating wood furniture. Ameriprise provides retirement-income planning services aimed at individuals nearing or in retirement with significant investable assets. The firm combines research-driven, algorithm-assisted recommendation reports with personalized financial advice, offering a broad range of advisory, brokerage, and insurance solutions.

Mark Varner is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and Modern Woodmen of America. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Julie Terry is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She spent 24 years at Ameriprise Financial Services, Inc. prior to her current role. Outside of her advisory work, she serves on the Board of Directors for the West Tennessee Women's Lacrosse Officials Association and is a board member of Civitan in Memphis, TN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to support its advisory services.

John Shamblin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC. He has prior experience with Shoemaker Financial and Securian Financial Services. Outside of his advisory role, he has been involved with Funtime Skateland for several years. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Walter Roop is a financial advisor at LPL Financial with 38 years of industry experience. He previously spent 32 years at Fortis Investors, Inc. In addition to his advisory role, he owns Bolin Grove Farms, LLC, a non-investment-related business. 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, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Jeffrey Elsworth is a financial advisor at Edward Jones in Collierville, TN, holding Series 63 and Series 66 credentials with 22 years of industry experience, all of which has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Sudduth is a financial advisor with Raymond James Financial, holding a Series 66 designation and possessing 16 years of industry experience. His prior work includes roles at Guaranty Investment Corp., Guaranty Financial Services, and LPL Financial. He serves as Vice President at Guaranty Bank & Trust in addition to his advisory duties. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supports institutional consulting and portfolio management, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Murray is a financial advisor at Ameriprise in Memphis, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and algorithmic tools overseen by a dedicated consulting team.

Levi Evans is a financial advisor with Edward Jones in Germantown, TN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance (Ashford Advisors), and Northwestern Mutual Investment Services. Outside of finance, he has experience in catering and event services through Simply Done Catering & Events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Kenneth Bowley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Allstate Financial Services, LLC. Outside of advising, he served as vice president and financial services representative in insurance and managed an apartment complex through his ownership of CRD Properties LLC. 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 ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-focused recommendations.