John Stokes III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as attorney-in-fact for his parents' accounts and is one of the trustees of their trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

Jaime Brandon is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Windall Lancaster is a financial advisor at Osaic Wealth, Inc. based in Germantown, TN, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 18 years. Outside of his advisory role, Lancaster operates a CPA practice focused on income tax preparation and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services along with various portfolio management solutions. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports multiple legacy platforms and third-party managed account solutions.

Lewis Jones Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory work, he owns a sole proprietorship providing accounting and tax services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services as well as access to third-party money managers and wrap programs. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Keaton Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Ameriprise and FTB Advisors, where he served for a combined 12 years before joining LPL Financial. 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, including financial planning and access to model portfolios and third-party asset managers.

Christopher Fienup is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a range of portfolio management styles and affiliated research.

Darren Mcguire is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for First Horizon Advisors, Inc. for 16 years before joining his current firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

Timothy Anderson is a financial advisor with Mass Mutual Investors Services based in Memphis, TN, holding Series 63 and Series 65 registrations and 13 years of industry experience. He has worked with firms including New York Life and Eagle Strategies prior to his current role. Outside of his advisory duties, he serves as a governing elder and guitar player at Shepherd Bible Church, where he is involved in religious counseling, community care, and church governance. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management for individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual planning engagements using proprietary tools and serves a diverse client base including high-net-worth individuals.

Cody Chitwood is a Series 66-licensed financial advisor with Morgan Stanley in Memphis, TN, possessing two years of industry experience. Prior to joining Morgan Stanley, he worked at Ascend Federal Credit Union and LPL Financial LLC, and spent five years at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services encompassing both retail and institutional markets.

James Edwards Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2015 and also has experience at Memphis University School. Raymond James & Associates 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, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research options.

Charles Watson is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James since 2018. Prior to that, he was employed at Bank of America, N.A. and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a variety of programs and leveraging affiliated research and portfolio management resources.

Ambrose Harris is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2018. Outside of advising, Harris has worked in various roles including at Memphis University School and in the food service industry. 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, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

Austin Abernathy is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and previously worked in roles outside finance, including positions at Cooper Moving and Farmer's Hardware and Home Furnishings. In addition to his advisor role, he is involved with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining discretionary and non-discretionary management with access to various program structures and third-party money managers.

George Moore is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Infinex Investments, BancorpSouth Investment Services, Morgan Keegan & Company, and Union Planters Investment Advisors. Outside of his advisory work, he serves as a board member of the Kiwanis Club of Germantown and is involved with Big Boss Man BBQ, a local culinary venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers diverse investment strategies, technology-driven research support, and a broad platform that includes insurance and credit services alongside its advisory business.

Joseph Broderson is a financial advisor at Wells Fargo Clearing with Series 63 and Series 65 credentials. He has been with Wells Fargo Clearing and Wells Fargo Bank, N.A. since 2025. Prior to his current roles, he held positions at DoorDash, Florida Financial Advisors, Marriott, Chevy Chase Hardware, YMCA, and McDonald's. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advisory services. The firm’s approach is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Tonya Green is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. She has worked at Wachovia Bank, N.A. and Wells Fargo Clearing since 2005. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering investment advisory, financial planning, and retirement plan consulting services. The firm operates at large scale with over 14,000 advisors and approximately $671 billion in assets under management.

Amanda Patel is a financial advisor at Raymond James & Associates with 10 years of industry experience. She has held positions at Raymond James since 2017 and previously worked at Green Square Capital LLC from 2013 to 2017. Outside of her advisory role, Patel owns three rental properties. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipalities, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Mark Alexander is a financial advisor at Morgan Stanley with 29 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at various Morgan Stanley entities since 2007, including Morgan Stanley Private Bank and Morgan Stanley Smith Barney. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutional clients, focusing on tailored financial planning supported by structured discovery processes and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and combines broad retail and institutional offerings with specialized services such as private funds and structured products.

William Edwards is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 17 years of industry experience. He has been with Mass Mutual Investors Services since 2017 and associated with Massachusetts Mutual Life Insurance Company since 2016. Edwards also works as an independent insurance agent specializing in dental, group disability income, fixed annuities, disability, life/accident/health, long-term care, Medicare-related products, and life settlements. Mass Mutual Investors Services, a subsidiary of MassMutual, serves individuals, business owners, trusts, estates, charitable organizations, and employers by providing ongoing financial planning and asset management services. The firm employs a collaborative planning approach using firm-approved software and offers educational seminars along with a range of investment and insurance solutions.

Evan Anthony is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and is associated with Shoemaker Financial, where he provides financial services. Prior to his financial career, he worked in various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers.