Joseph Gibbs is a financial advisor at Raymond James & Associates with 40 years of industry experience. He holds Series 63 and Series 65 designations and has been with Raymond James & Associates since 2012. The firm, managing approximately $501 billion in assets, serves a diverse client base including individuals, institutional clients, and charitable organizations. Raymond James & Associates offers a range of financial planning and consulting services, employing various portfolio management styles supported by firm research and affiliated sub-advisers.

Jordan Edmundson is a financial advisor with UBS Financial Services in Memphis, TN, holding a Series 66 designation and 14 years of industry experience. He has been with UBS since 2009. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services. The firm provides fee-based financial planning, portfolio management, and access to proprietary research and capital markets services.

Daniel Dennis is a financial advisor with Mass Mutual Investors Services in Memphis, Tennessee, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with MML Investors Services and MidSouth Financial Group/MassMutual since 2013. Outside of his advisory role, he participates in FLW Tour sanctioned fishing tournaments. Mass Mutual Investors Services, a subsidiary of MassMutual, provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers, using firm-approved software and collaborative annual planning processes.

Benjamin Hunter is a financial advisor at Mass Mutual Investors Services with four years of industry experience. He holds the Series 66 designation and has worked at various entities within the MassMutual organization since 2021. Prior to his current role, he held positions at LifeLinc Anesthesia and worked in education at Briarcrest Christian School and the University of Tennessee, Knoxville. MassMutual Investors Services is a subsidiary of MassMutual that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides collaborative, annual financial planning engagements using firm-approved analytical tools and offers various investment programs and educational seminars.

Raymond Lewallen is a financial advisor at Morgan Stanley with one year of industry experience. He has held positions at Morgan Stanley Private Bank and previously worked at Lumen and Stragistics Technology. He holds the Series 66 designation. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients with a broad range of advisory programs, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and utilizes structured planning tools and modeling techniques as part of its financial planning process.

Levi Woodroof is a financial advisor with Wells Fargo Clearing, holding a Series 66 credential and bringing 22 years of industry experience. He has been with Wells Fargo Clearing since 2016, following five years at Wells Fargo Advisors LLC. Outside of his advisory role, Woodroof serves as treasurer for the Callie Ann Homeowners Association and acts as trustee for the Woodhaven Family Trust, managing farm holdings. 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 solutions. The firm’s 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.

Heather Stephens is a financial advisor at UBS Financial Services with three years of industry experience. Prior to joining UBS in 2021, she worked for seven years with Shelby County Schools. Outside of her advisory role, she has written and self-published a book on motherhood titled "Mama Didn't Half-Step" and contributed a song to the soundtrack of the stage play "Her Needs His Needs." UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services to tailor plans based on proprietary research and capital market assumptions.

Jeremy Jones is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Shoemaker Financial since 2008. Outside of advisory roles, he owns Shoemaker Insurance Solutions, a fixed insurance sales business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joshua Murphey is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. Murphey also operates Murphey Wealth Management as part of his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and utilizes both proprietary and third-party investment strategies across various account platforms.

Jennifer Brown is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 designations and bringing 10 years of industry experience. She has worked at Pinnacle Bank/Pinnacle Financial Partners and First Horizon Advisors, Inc. Prior to her current role, she spent 12 years at FTB Advisors. In addition to her advisory work, she serves as Director of Administration at both Fountain Financial Group and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and institutional clients. The firm uses tailored, non-discretionary consulting supported by analytical tools and maintains specialized offerings including municipal advisory services and a SIMPLE IRA Employer Advisory & Consulting Services program.

Andre Marvray II is a financial advisor at LPL Enterprise with 8 years of industry experience. He holds the Series 63 and Series 65 designations. His prior experience includes roles at Wells Fargo Clearing, Bank of America, Merrill, Morgan Stanley, and E*TRADE Securities. LPL Enterprise provides investment advisory and brokerage services to a diverse client base, including individual and high-net-worth investors, retirement plans, and charitable entities. The firm employs a model-driven investment approach and offers financial planning, access to third-party asset managers, and a range of affiliated trust, insurance, and lending services.

Wilson Moore is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and 18 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions with a range of portfolio management styles.

Charles Bryan is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 credentials and bringing 23 years of industry experience. His prior roles include positions at B. Riley Wealth Management and Morgan Keegan & Company. Outside of financial services, he owns and manages a small cattle farming business. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning and consulting services through various programs and employs multiple portfolio management styles supported by affiliated research and model managers.

Mark Loftis is a financial advisor with MassMutual Investors Services in Memphis, TN, holding the CFP®, ChFC®, and Series 63 credentials. He has 30 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with MassMutual Investors Services. Outside his advisory role, he is involved in the sales and service of non-variable insurance. MassMutual Investors Services 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 provides collaborative, annual financial planning engagements using advanced analytical tools and offers specialized services such as divorce planning and estate-settlement programs.

Bradley Cobb is a Senior Financial Advisor at Merrill Lynch Wealth Management, where he serves on the Ruch Cobb & Associates wealth management team. Since joining Merrill in 2012 after earning a bachelor's degree in finance from Christian Brothers University, Bradley and his team focus on helping clients preserve and grow assets by providing customized wealth management solutions tailored to each individual's financial goals. Their approach emphasizes listening carefully to client needs, minimizing risk, and delivering high-quality service to build trust and confidence. Bradley and his team utilize a comprehensive, four-step wealth planning process designed to identify and quantify client concerns and objectives, creating actionable plans that guide investment decisions. Their multi-generational perspective benefits from the diverse ages, resources, and professional designations within the team, including Bradley’s credentials as a Certified Plan Fiduciary Advisor (CPFA), Chartered Retirement Planning Counselor (CRPC), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA). The group also leverages the broader resources of Merrill, Bank of America, and trusted external advisors to develop a strong financial network for their clients. Outside of his professional work, Bradley has lived in Memphis his entire life and engages in activities such as attending Memphis Grizzlies basketball games and enjoying water sports and boating at the lake.

Kevin Rea is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James & Associates since 2012. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutional investors, and charitable organizations, providing non-discretionary financial planning and consulting through multiple advisory programs and supported by extensive research and portfolio management resources.

Gerald Lovett is a financial advisor with LPL Financial, holding Series 63, 65, and 66 licenses and 11 years of industry experience. His career includes roles at Raymond James & Associates, Wells Fargo Clearing, and The Men's Wearhouse. Lovett also works part time in food delivery and ride-sharing services with companies such as Uber, Lyft, and DoorDash. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, and institutional platforms, supported by a large network of investment adviser representatives.

Andrew Metcalf is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and 18 years of industry experience. His prior roles include positions at Morgan Stanley, B. Riley Wealth Management, Raymond James Financial, and Morgan Keegan & Company. Outside of his advisory work, he is involved with the Germantown Legends Soccer Club in a non-investment capacity. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a wide range of advisory and brokerage services through a large network of representatives, utilizing various portfolio strategies and institutional platforms.

Joseph Wilder is a CFP® professional with 23 years of experience in the financial services industry. He is currently with LPL Financial and has prior experience at Lincoln Investment, Capital Analysts Incorporated, CFH Financial, and Securian Financial Services. Wilder serves as a board member of the FPA of Greater Memphis. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, utilizing both in-house and third-party strategies, supported by technology tools for operational and research purposes.

Byron Mitson is a financial advisor at Raymond James & Associates with 34 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. Outside of his advisory role, he serves as Vice President and Director of the Security Traders Association of Florida. 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, non-discretionary investment consulting, and institutional fiduciary solutions.