Christopher Butler is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been associated with First Tennessee Brokerage, Inc. since 2012 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced tools for operational and research assistance.

Jess Crabtree is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vining Sparks, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, Crabtree serves as treasurer for a local Boy Scouts of America troop, managing the troop’s bank account and bookkeeping. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

Candis Brown is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Morgan Keegan & Company, LLC and Amsouth Investment Management Company LLC. She is also a limited partner in a family-owned rental real estate business, where she assists with property management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing various portfolio management styles and affiliated research resources.

Eric Baertels is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Advisors, and Prudential Equity Group. Outside of finance, Baertels is involved in music as a drummer and band owner in Drummonds, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Kathryn Satterthwaite is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has previously worked at First Horizon Advisors and FTB Advisors. She serves as a board member and finance committee member for Gestalt Community Schools, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non‑discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and affiliated research resources.

Jacqueline Napoleon is a financial advisor with Edward Jones, holding Series 63 and Series 66 designations and 20 years of industry experience. She has worked at Edward Jones for a total of 20 years, with a one-year interval at Amazon. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory strategies and affiliated investment products, supported by a large nationwide network of advisors and branch offices.

William Stephens is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, MML Investor Services, and MassMutual Life Insurance Co. Outside of his advisory work, Stephens owns Stephens Outdoor Services, providing outdoor maintenance such as gutter cleaning, pool servicing, and pressure washing, and is involved with Start2Finish Event Management as part of a race day crew. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment vehicles and supports both discretionary and non-discretionary account management.

Larry Massey is a financial advisor with Merrill in Memphis, TN, holding Series 63, 65, and 66 licenses and eight years of industry experience. He previously worked at Edward Jones for seven years and has held roles at several other financial firms including Mass Mutual Life Insurance and J.P. Morgan Securities. 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 model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Alison Kosman is a financial advisor at Raymond James & Associates with 11 years at the firm and five years of industry experience. She holds the Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive firm research and affiliated sub-advisers.

Natalie Chamoun is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with LPL Financial and has previously worked at Ftb Advisors, Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies and operational tools while supporting a large network of advisors.

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.

Shawn Bouton is a financial advisor at LPL Financial with 12 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at LPL since 2021, following roles at Waddell & Reed, Inc. and various insurance carriers associated with W & R Insurance Agencies. LPL Financial is a national broker-dealer and SEC-registered investment adviser delivering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, combining scale with a broad suite of financial services and technology tools.

Timothy Anderson is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, including ten years with New York Life and one year at Eagle Strategies. Outside of his advisory role, he serves as a governing elder and guitar player at Shepherd Bible Church, where he participates in community care, religious counseling, and decisions regarding charity fund allocation. 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 range of specialized programs, including educational seminars and event-driven planning services.

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.