Shannon Acosta is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2015. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Mitchell Bentley is a financial advisor at Fidelity with a Series 66 credential and no prior industry experience. His work history includes positions at Raymond James, Bright Cellars, and Ramsey Solutions. Fidelity’s Strategic Advisers LLC offers investment management and advisory services to retail and institutional clients, employing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction across diversified asset classes.

Harvey Cook is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 53 years of industry experience. His prior roles include long tenures at Merrill Lynch and Bank of America. Raymond James & Associates offers financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and asset-allocation analyses, with a focus that includes municipal and public finance services alongside its retail advisory offerings.

Rebecca Ann Russell is a financial advisor at UBS Financial Services with two years of industry experience. She holds the Series 66 designation and has worked previously at Raymond James & Associates and Regions Bank. 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 relies on proprietary research and asset allocation models tailored to client goals and risk tolerances.

Scott Bendure is a CFP®-credentialed financial advisor with 13 years of industry experience. He currently works at Raymond James Financial and has prior experience at Pinnacle Financial Partners, SunTrust Bank, and Truist Advisory Services. Outside of his advisory role, he manages a rental real estate business in Germantown, TN. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to individuals, high-net-worth investors, charitable organizations, and government entities. The firm offers tailored, non-discretionary advisory solutions and a specialized SIMPLE IRA Employer Advisory & Consulting Services program for small businesses.

James Floyd is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and bringing 31 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates offers financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm provides tailored financial plans and investment recommendations, with a notable focus on municipal clients and public finance through its Institutional Fiduciary Solutions division.

Ashley Folk is a financial advisor at Raymond James & Associates with 12 years of industry experience. She holds the Series 66 designation and has been with Raymond James since 2014. The firm provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. Raymond James also offers institutional consulting and public finance services, combining investment advisory with public-financing and investment banking capabilities.

Andrew Johnson is a financial advisor with Raymond James Financial, holding a Series 66 designation and 15 years of industry experience. His prior work includes roles at Ameriprise, Cetera Advisor Networks, Securian Financial Services, and Shoemaker Financial. Raymond James Financial Services Advisors, Inc. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, charitable organizations, corporations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing asset allocation analysis, modeling tools, and firm research to develop tailored financial plans and investment recommendations.

Kaleb Simington is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 66 credential and six years of industry experience. His prior work includes roles at Pinnacle Bank and FTB Advisors. Simington has also worked outside of finance at Flight Restaurant and Abarr Lake Chiropractic. Raymond James Financial Services Advisors provides financial planning and investment consulting to individuals, high-net-worth investors, pension plans, nonprofit organizations, and government entities. The firm offers tailored, non-discretionary advisory services and maintains a notable presence in municipal and public finance through its affiliation with Raymond James’ Public Financing department.

Kimberly Goble is a financial advisor at Raymond James & Associates with 17 years of industry experience. She holds a Series 66 designation and has been with Raymond James since 2012. Outside of her advisory role, she serves as a member of the finance committee at Christ the King Lutheran Church, assisting with budget review alongside other professionals. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, supporting municipal clients and delivering tailored investment solutions.

Jason Peeples is a financial advisor with MassMutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. He has been affiliated with Capital Financial Advisors, LLC and related entities since 2007. Outside of his advisory role, he is a partner in Keystone Planning Partners, where he manages team and shared expense responsibilities. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser subsidiary of MassMutual that provides ongoing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of programs including wrap and money-manager services along with educational seminars.

Brian Evans is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 licenses and has one year of industry experience. Prior to his current role, he was with MML Investors Services and MassMutual Life Insurance Co. He served on the 2nd Presbyterian Church leadership team for ten years. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses analytical tools such as Monte Carlo simulations and automated asset-allocation software to develop written recommendations in ongoing collaborative planning relationships.

Brandon Kizer is a CFA® charterholder and holds a Series 63 license, with 16 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Horizon Advisors, Stifel, and Vining Sparks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

E'lea Cooper Grant is a financial advisor with Raymond James & Associates based in Memphis, TN. She holds Series 66 and Series 63 credentials and has eight years of industry experience. Her prior work includes roles at Wells Fargo Clearing Services, Bank of America, Merrill, Citizens Securities, Citizens Bank, and Wells Fargo. Outside of advising, she owns and operates several online businesses, including affiliate marketing sites focused on PC gaming computers and baby care, as well as an online apparel retail store. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $500 billion in assets with over 5,400 advisors. The firm serves a wide range of clients, including individuals, institutions, and government entities, providing non-discretionary wealth advisory planning and investment consulting through various programs and a comprehensive affiliate network.

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 licenses and one year of industry experience. Prior to joining Wells Fargo, he held roles at Deloitte Ltd and served as an external coach at the University of Edinburgh Business School. He owns Christus Rex LLC, a Christian life coaching company, and has worked as a delivery driver outside the financial industry. Wells Fargo Advisors is a national securities firm offering investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and provides a range of brokerage and advisory solutions supported by research from Wells Fargo Investment Institute and third-party sources.

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.

Peter Dale is a CFP® with 15 years of experience in financial advising. He is currently affiliated with Raymond James Financial and is 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. serves a diverse client base, including individual investors, high-net-worth clients, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing asset-allocation analysis and firm research to develop tailored recommendations.

Zachary Wiggs is a financial advisor with Raymond James Financial in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. Prior to joining Raymond James, he worked at Ftb Advisors, Inc. for eight years. He is also involved as an associate at Fountain Financial Group and Pinnacle Asset Management, where he focuses on building relationships and managing client investment accounts. Raymond James Financial Services Advisors, Inc. serves a diverse client base including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm provides financial planning and non-discretionary investment consulting through Wealth Advisory Services and institutional consulting, emphasizing a tailored approach based on client risk profiles and firm research.