Sally Chandler is a financial advisor at Merrill with Series 63 and Series 66 credentials and 26 years of industry experience. She has previously worked at Wunderlich Securities, Inc. and Morgan Keegan & Company, LLC. 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. The firm offers model-based and discretionary investment strategies managed by internal and third-party teams, serving individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

Michael Winemiller is a financial advisor with Cetera in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services and BBVA Compass Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across various program structures.

Andrew Dillon is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and four years of industry experience. He has worked at Raymond James & Associates since 2020 and spent four years at Covenant College prior to that. 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 institutional fiduciary services with a range of portfolio management styles and affiliated research.

Jeanice Sawyer is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 25 years of industry experience. She has been with Raymond James & Associates since 2016. 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, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and research support.

Grant Ellis is a financial advisor with LPL Financial in Germantown, Tennessee, holding Series 63 and Series 65 licenses and 18 years of industry experience. His career includes roles at Lockton Investment Advisors, Lockton Financial Advisors, Lockton Companies, Fieldstone Financial Partners, and Colony Park Financial Services. He contributes to industry publications through GRE Services, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers diverse investment solutions including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Steven Quach is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and six years of industry experience. Prior to joining Raymond James in 2020, he worked at Shawn Wilkins State Farm and the University of Memphis. He is also active with the Church of the Holy Communion. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension and profit-sharing plans, charitable organizations, and municipal entities. The firm provides financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and model managers.

Anna Catron Lee is a financial advisor at Raymond James Financial with a Series 66 designation and two years of industry experience. Her prior work includes roles at FirstBank, FirstBank Investment Partners, and the University of Arkansas. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual, high-net-worth, institutional, and nonprofit clients. The firm offers tailored, non-discretionary planning and uses analytical tools including deterministic and probability modeling to support client goals.

Robert Reece is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 certifications and bringing 27 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 individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Anthony Morrison is a financial advisor with Stifel in Memphis, TN, holding Series 63 and Series 65 licenses, and has 33 years of industry experience. His prior roles include positions at Wells Fargo Clearing, Raymond James & Associates, and Morgan Keegan & Company. Outside of his advisory work, Morrison is actively involved with several Memphis-area charitable and community organizations, including leadership roles with the Jewish Community Partners of Memphis, the Jewish Foundation of Memphis, and Beth Sholom Synagogue. Stifel serves a diverse client base ranging from individuals to institutional investors and charitable organizations, offering brokerage and investment advisory services supported by proprietary investment methodologies developed by its Investment Strategy Group.

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.

Alden Small is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and six years of industry experience. He has been associated with Primerica Financial Services and related entities since 2016. Outside of his advisory role, he commits time monthly to Compel Church in Southaven, MS. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and third-party asset managers to deliver advisory services across a broad client base.

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.

Michael Zachry is a financial advisor with RBC Capital Markets in Germantown, Tennessee, holding Series 63 and Series 65 credentials and bringing 28 years of industry experience. His prior experience includes roles at Wells Fargo Clearing and Prudential Equity Group, LLC. He serves as a committee member for his local homeowner association, focusing on exterior remodeling reviews. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers customized advisory programs with a range of portfolio management, financial planning, and brokerage services, utilizing both in-house and third-party investment resources.

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.