Joseph Lunati III is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Fouts & Morgan CPAs, Meyer Laboratories, and Adecco Staffing. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Michael Zachry is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 28 years of industry experience. He previously worked at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory role, he serves as a committee member for his neighborhood homeowners association. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutional clients, and charitable organizations. The firm offers a range of advisory programs with personalized portfolio management and integrates a variety of investment managers and strategies tailored to each client's risk profile.

Rachel Wohlfarth is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and eight years of industry experience. She previously worked at Bank of Fayette County and RBM Venture Company. Outside of her advisory role, she operates a personal lifestyle blog called Holistically Nourished LLC. UBS Financial Services serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining institutional trading capabilities with wealth management offerings. The firm uses proprietary market research and model-based asset allocations to tailor client plans and provides services including fee-based financial planning and portfolio management.

Robert Adrian is a financial advisor at Stifel with 38 years of industry experience. He holds Series 63 and Series 65 designations and has been with Stifel since 2008. Outside of his advisory role, he is involved with Adrian Capital Partners LLC. Stifel serves a broad range of clients, including individuals, institutional clients, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Burnett is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 30 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional advisory services.

Tiffany Wyles is a financial advisor with Raymond James & Associates, holding a Series 66 credential and 14 years of industry experience. She has been with Raymond James & Associates since 2013. 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 high-net-worth individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional advisory services.

Glen Ilagan is a financial advisor at Merrill with 15 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Merrill since 2016. Merrill, along with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional accounts.

Shannon Acosta is a financial advisor at LPL Financial with 11 years of industry experience. She holds the Series 66 designation and has been with LPL Financial since 2015. Acosta operates Benchmark Wealth Management, a business affiliated with her LPL practice. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of advisory and brokerage services and supports its network with various platforms and research tools.

Mitchell Bentley is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His work history includes positions at Raymond James, Bright Cellars, and Ramsey Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified asset classes.

Harvey Cook is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 54 years of industry experience. His career includes long tenures at Merrill Lynch and Bank of America before joining Raymond James in 2018. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing roughly $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, pension plans, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Rebecca Ann Russell is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates and Regions Bank. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and relies on proprietary research and asset allocation models tailored to client goals and risk tolerances.

Scott Bendure is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with Raymond James Financial and has previously worked at SmartBank Investment Services, Pinnacle Bank/Pinnacle Financial Partners, SunTrust Bank, and Truist Advisory Services. Bendure is based in Germantown, Tennessee. 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, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytics and supports municipal and public finance work through a unique affiliation with a municipal advisor.

James Floyd is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. 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 clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Ashley Folk is a financial advisor with Raymond James & Associates, holding a Series 66 designation and 12 years of industry experience. She 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 clients, and charitable organizations, offering financial planning and consulting services primarily through non-discretionary relationships supported by a range of portfolio management styles and firm research.

Andrew Johnson is a financial advisor at Raymond James Financial with 15 years of industry experience. He holds a Series 66 designation and has previously worked at Ameriprise, Cetera Advisor Networks, and Securian Financial Services. 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, and institutional clients. The firm offers tailored, non-discretionary planning and utilizes analytical tools such as risk profiling and probability modeling to support client goals.

Kaleb Simington is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and seven years of industry experience. His prior work includes roles at FTB Advisors and First Tennessee Bank. He is also an investment representative with Pinnacle Financial Partners, Pinnacle Asset Management, and Fountain Financial Group. 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, and institutional clients. The firm offers tailored, non-discretionary planning and consulting supported by analytical tools and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Kimberly Goble is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. She has been with Raymond James since 2012. Outside of her advisory role, she serves on the finance committee of Christ the King Lutheran Church, assisting with budget review alongside other professionals. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning and non-discretionary investment consulting, drawing on various portfolio management styles supported by in-house research and affiliate resources.

Jason Peeples is a financial advisor with MassMutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been affiliated with Capital Financial Advisors, LLC and related entities since 2007. Outside of his advisory role, he is a partner in Keystone Planning Partners, where he manages team and shared expense responsibilities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services along with educational seminars.

Brian Evans is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he was with MML Investors Services and MassMutual Life Insurance Co. He served on the 2nd Presbyterian Church leadership team for ten years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools such as Monte Carlo simulations and automated asset-allocation software to develop written recommendations in ongoing collaborative planning relationships.

Brandon Kizer is a financial advisor with LPL Financial in Memphis, TN, holding the CFA® designation and Series 63 license. He has 16 years of industry experience and has previously worked at First Horizon Advisors, Stifel, and Vining Sparks. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.