Robert Lackey is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Shoemaker Financial, Minnesota Life Insurance, and Securian Financial Services. He is also the owner and producer of P1 Financial Planning & Wealth Strategies, an LLC offering financial and insurance services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and offers access to third-party money managers and managed account solutions.

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.

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.

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.

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.

Falls Robinson is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

James Cole IV is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial LLC and Renasant Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party strategies.

Rebecca Mirza is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked previously at Ernst & Young, MAA, and Orgill Inc. 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 through a national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Chad House is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and 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, institutions, and municipal entities, offering financial planning, non‑discretionary investment consulting, and institutional fiduciary services.

Tucker Fox is a financial advisor at Raymond James & Associates in Memphis, TN, with eight years of industry experience. He holds a Series 66 designation and worked previously at The University of Mississippi from 2014 to 2018 before joining Raymond James. Raymond James & Associates is a large, nationally registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michelle Martini is a financial advisor at UBS Financial Services with 14 years of industry experience. She has worked at UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Ryan Montgomery is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has been with Mass Mutual and its affiliated companies since 2012. Outside of his advisory role, he is involved as a sales agent with Knowlton Benefit Consultants, Inc., focusing on life and health insurance sales. Mass Mutual Investors Services, LLC 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 ongoing, collaborative financial planning engagements and a variety of investment programs and educational seminars.