E'lea Cooper Grant is a financial advisor at Raymond James & Associates with eight years of industry experience. She holds the Series 63 and Series 66 designations and has worked at firms including Wells Fargo, Bank of America, Merrill, and Citizens Bank prior to joining Raymond James. Outside of her advisory role, she owns and operates several online businesses, including affiliate marketing websites focused on PC gaming computers and baby care products, as well as an online apparel retail venture. 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, pension plans, and charitable organizations, offering financial planning, consulting, and institutional advisory services with a variety of portfolio management styles and affiliated research.

J.D. Erickson is Vice President and Financial Consultant at Fidelity Investments, a position he has held since 2022. He has been with Fidelity since 2011, serving in roles including Financial Consultant and Investments Representative. Prior to joining Fidelity, he worked as an Account Executive at Carty and Company, Inc. from 2008 to 2011. Erickson has experience working with high net-worth clients, focusing on retirement, income, and wealth planning. He aims to help clients create and execute financial plans tailored to their individual and family needs. Additionally, he holds an insurance license in Arkansas.

Alexander Rushing is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials and one year of industry experience. His prior roles include positions at Wells Fargo Bank and Deloitte Ltd. He is also involved in Christian life coaching through his ownership of Christus Rex LLC and serves as an external coach for the University of Edinburgh Business School. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by research from the Wells Fargo Investment Institute.

David Blindman is a financial advisor at UBS Financial Services with 38 years of industry experience. He has been with UBS since 1991 and holds the Series 63 designation. Based in Memphis, TN, he has spent over three decades serving clients through the firm. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory offerings, including financial planning and portfolio management. The firm integrates institutional trading capabilities with wealth management services and utilizes proprietary research and model-based asset allocations to tailor client solutions.

Jessica Dowell is a financial advisor with RBC Capital Markets, holding a Series 63 designation and 15 years of industry experience. She previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of her advisory role, she is an independent consultant for a skincare product company. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with customized investment strategies implemented through a combination of in-house and third-party managers.

Jewel Hockett is a financial advisor at Cetera with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and the University of Memphis. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services utilizing a multi-manager platform with various program structures and custodial relationships.

Peter Dale is a CFP® professional with 16 years of experience in the financial services industry. He is currently affiliated with Raymond James Financial and serves as the sole member of Swain Wealth Partners LLC. His prior experience includes roles at Scottrade Inc. and TD Ameritrade Investment Management, LLC. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to individuals, high-net-worth clients, corporations, and institutional investors. The firm offers tailored, non-discretionary advisory services and supports one of the largest advisor networks with specialized expertise in municipal and public finance.

Zachary Wiggs is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. His prior work includes eight years at Ftb Advisors, Inc., and since 2022, he has been associated with Pinnacle Bank/Pinnacle Financial Partners and Pinnacle Asset Management. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and corporate clients. The firm provides tailored non-discretionary planning and utilizes analytical tools to model potential outcomes, supporting clients through various advisory programs.

Roy West Jr. is a financial advisor with J.P. Morgan Securities in Memphis, TN, holding a Series 66 license and six years of industry experience. His prior roles include positions at Cetera Wealth, Shoemaker Financial, and Trustmark Bank. He serves as a board member of the Memphis First United Methodist Church, where he participates as a voting member of the Board of Trustees and provides financial advice on commercial insurance costs and interest rates. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm provides non-discretionary advice through a select group of Wealth Advisors, integrating an ESG eligibility framework in its investment recommendations.

Darrell Smith is a financial advisor at UBS Financial Services with a Series 66 designation and four years of industry experience. Prior to joining UBS in 2021, he worked with the PGA Tour and Youth Programs, Inc. for a combined ten years. 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 utilizes proprietary research and model-based asset allocations to tailor plans to clients' goals and risk tolerances.

Paulette Williamson is a financial advisor with LPL Financial based in Memphis, TN, holding Series 63 and Series 65 credentials and possessing 40 years of industry experience. Her prior work includes roles at Waddell & Reed, Inc. and various insurance carriers. In addition to her advisory work, she serves as managing member of 6060 Group LLC, a non-investment related business. 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 broad range of advisory and brokerage services, including financial planning and access to model portfolios, third-party asset management, and institutional platforms.

Laura George is a financial advisor with Edward Jones in Marion, Arkansas. She has 20 years of experience with Edward Jones and holds a Series 66 designation. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm offers a range of advisory services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of financial advisors and branch offices.

Lynn Ballinger III is a financial advisor at Mass Mutual Investors Services with eight years of industry experience. He holds the CFP® designation and Series 66 license. His prior work includes roles at LPL Financial, LLC, MassMutual Life Insurance Company, and Auburn University. Mass Mutual Investors Services operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-oriented planning with various investment strategies.

Shepard Fargotstein is a financial advisor at RBC Capital Markets with 33 years of industry experience. He holds Series 63 and Series 65 credentials and previously worked at Raymond James and Associates for nine years. He serves on the Memphis Civilian Law Enforcement Review Board and volunteers on the Police Advisory Review Committee for the City of Memphis. RBC Wealth Management, a division of RBC Capital Markets, offers advisory programs to individual investors, institutional clients, pension plans, corporations, and charitable organizations. The firm customizes investment strategies based on client risk profiles and utilizes a range of in-house and third-party managers alongside various portfolio management and financial planning services.

Patrick Rohrbacher is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investacorp, Inc. and Securities America Advisors, Inc. prior to joining OSAIC. Outside of advising, he is a silent partner in a retail clothing store operated by his wife. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing, managing portfolios across various asset classes on both discretionary and non-discretionary bases.

Joseph Reyes is a financial advisor at Primerica Advisors with eight years of industry experience. He holds the Series 63 and Series 65 designations and has worked with Primerica Financial Services since 2017. Outside of his advisory role, Reyes is affiliated with the National Association of Letter Carriers and engages in sales of investment-related and home-related products through affiliated companies. Primerica Advisors sponsors a wrap-fee asset management program primarily serving individual investors, as well as corporate and charitable clients. The firm delivers advisory services through a large network of advisors using model-driven investment strategies supported by third-party asset managers and custodians.

Eric Simmons is a financial advisor with Primerica Advisors in Memphis, TN, holding Series 63 and Series 65 licenses and having 10 years of industry experience. He has worked with PFS Investments Inc. since 2015 and has been involved with Saint James Church of God in Christ since 2013. Outside of his advisory role, Simmons receives compensation for referrals related to home security, automation products, and mortgage loan sales through affiliated Primerica companies. Primerica Advisors provides discretionary asset management primarily through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and discretionary separately managed accounts. The firm curates third-party asset managers and employs a tiered wrap fee structure, with model implementation delegated to BNY Mellon Advisors.

John Erb is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 66 designation and six years of industry experience. His prior work includes multiple roles within MassMutual Life Insurance and Mass Mutual Investors Services, as well as a position at Anovo Rx and seven years at Jack Erb Company. 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 variety of investment and educational programs.

Kristen Ellis is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 18 years of industry experience. She has worked at Raymond James & Associates since 2016 and previously spent seven years with The Court Company. 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, investment consulting, and specialized municipal advisory services.

Wilson Cannon is a financial advisor at Mass Mutual Investors Services with 29 years of industry experience. He has been with MML Investors Services, Inc. since 1995 and Massachusetts Mutual Life Insurance Company since 1994. Outside of his advisory role, he serves as chairman of the Millington Housing Authority, a nonprofit government agency. MassMutual Investors Services, LLC 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 structures planning engagements as annual, collaborative relationships utilizing firm-approved software to analyze client goals and deliver written recommendations.