Robert Reece is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 26 years of industry experience. He worked at UBS Financial Services for 20 years before joining Raymond James in 2019. 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.

Brenda Seeger is a financial advisor with Edward Jones in Collierville, TN, holding CFP®, ChFC®, and Series 66 credentials and seven years of industry experience. She worked at AutoZone, Inc. for 23 years prior to joining Edward Jones in 2018. Outside of her advisory role, she manages a family rental property used to support her daughter and her college roommates. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers various advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Anthony Morrison is a financial advisor with Stifel, holding Series 63 and Series 65 licenses and bringing 33 years of industry experience. Prior to joining Stifel in 2022, he worked at Wells Fargo Clearing and Wells Fargo Advisors. He is actively involved in several community organizations in Memphis, including serving on multiple charitable boards and development committees. Stifel serves a diverse client base, including individuals, institutions, charitable organizations, and municipal entities, providing brokerage and investment advisory services. The firm’s investment approach is based on proprietary forward-looking analysis developed by its Investment Strategy Group, offering a foundation for client decision-making across financial planning and asset allocation.

Andrew Clarke is a financial advisor with Ameriprise in Germantown, TN, holding Series 63 and Series 65 licenses and five years of industry experience. He has been with Ameriprise since 2017 and previously worked at Flight Restaurant and Wine Bar and the University of Memphis. Ameriprise offers a retirement-income planning service targeting individuals approaching or in retirement with substantial investable assets, providing written Recommendation Reports that cover income sources, Social Security options, and tax-efficient withdrawal strategies. The firm combines research, modeling, and tax analysis in delivering these services and operates as a large institutional firm with a broad range of advisory, brokerage, and insurance solutions.

Jonathan Glenn is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliate firms since 2023 and has prior experience with Shoemaker Financial, Securian Financial Services Inc, Minnesota Life Insurance Company, and Ameriprise Financial Services, Inc. Outside of advisory work, he is involved in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and program structures.

Charles Ruch is a Senior Financial Advisor with Merrill Lynch Wealth Management, bringing 39 years of experience in serving clients and assisting them in realizing their financial goals and dreams. He specializes in areas including college education planning, family wealth management strategies, legacy planning, liquidity management, personal retirement planning, portfolio management services, and retirement income. Charles holds a Bachelor's Degree from the University of Memphis and is designated as a Personal Investment Advisor (PIA). He works closely with affiliated professionals such as CPAs, estate attorneys, trustees, and insurance specialists to ensure comprehensive coordination of his clients' financial well-being. He emphasizes a straightforward communication style, focusing on the family's financial strategies and needs beyond just investment management. Outside of his professional pursuits, Charles is involved in his community through Idlewild Presbyterian Church. He spends personal time with his wife Nancy, enjoying activities such as cooking, traveling, trout fishing in Arkansas rivers, and boating on Greers Ferry Lake or Bull Shoals Lake. He is also a supporter of the University of Memphis football and basketball programs.

Charles Scott III is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC, and has a background that includes four years at McCormick & Co., Inc. Outside of his advisory role, he is involved with SCOTT WEALTH LLC, a business entity for tax and investment purposes not related to investment advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

Michael Smith is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 26 years of industry experience. He previously worked at Wunderlich Securities for 14 years before joining Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC in 2022. Outside of his advisory work, he owns a family farm property that he inherited and leases for pasture and residential use. Morgan Stanley Wealth Management serves both individual and institutional clients, offering a range of advisory programs including tailored financial planning supported by firm-approved tools and analytics. The firm manages approximately $2.74 trillion in client assets and provides advisory services through both direct and corporate agreements.

Alden Small is a financial advisor at Primerica Advisors with six years of industry experience. He holds the Series 63 and Series 65 licenses and has worked at Primerica Financial Services and affiliated firms since 2016. In addition to his advisory role, he is involved with Compel Church in Southaven, MS, committing time weekly. Primerica Advisors manages a wrap-fee asset management program primarily serving individual investors, including both non-high-net-worth and high-net-worth clients, as well as corporate and charitable entities. The firm operates at scale with thousands of advisors and utilizes model-based investment strategies overseen by third-party asset managers.

Pamela Pitts is a CFP® professional with 17 years of experience in the financial industry, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as Indie Memphis and the Colors Agency. She is also an author. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services.

Eric Fountain is a CFP®-certified financial advisor with 28 years of industry experience. He works with Raymond James Financial in Memphis, TN, and has previously held roles at Pinnacle Bank, Ftb Advisors, and First Tennessee Brokerage. Outside of his advisory work, he is involved with Fountain Investments LLC, which operates Phenix Salon Suites. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse clientele, including individual and high-net-worth clients, corporations, and institutions. The firm offers tailored, non-discretionary advisory services supported by advanced analytical tools and has unique offerings such as municipal advisory services and specialized SIMPLE IRA employer consulting programs.

Anthony Johnson is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has been with Raymond James & Associates since 2013. 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 clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

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.

Kevin Baltier is a CFP®-certified financial advisor with Edward Jones in Collierville, TN, where he has served clients for 26 years since 2000. He holds a Series 63 license and has 25 years of industry experience. 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 under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

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.