Michelle Martini is a financial advisor at UBS Financial Services with 14 years of industry experience. She has worked at UBS since 2007 and holds Series 63 and Series 65 licenses. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Ryan Montgomery is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has been with Mass Mutual and its affiliated companies since 2012. Outside of his advisory role, he is involved as a sales agent with Knowlton Benefit Consultants, Inc., focusing on life and health insurance sales. Mass Mutual Investors Services, LLC 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 ongoing, collaborative financial planning engagements and a variety of investment programs and educational seminars.

Eric Bubrig is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is also licensed as a health insurance agent. MassMutual Investors Services, LLC operates as a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars, using firm-approved software and structured planning processes to develop written recommendations.

Alan Cohen is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 1995 and holds the Series 63 and Series 65 designations. UBS Financial Services Inc. 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, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Alethea Summers is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.

Marcus Mcchriston is a financial advisor at Wells Fargo Clearing with five years of industry experience. He holds the Series 63 and Series 65 designations and has worked at firms including JP Morgan Securities, JP Morgan Chase Bank, and Iberia Bank Corporation. Outside of his advisory role, he is employed part-time at Amazon in a non-financial capacity. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering services such as investment policy development, recommendations, performance reporting, and participant education. The firm’s IPS-driven advisory process incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Roy Mansberg is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. His prior roles include positions at RBC Capital Markets, Wells Fargo Advisors LLC, and Raymond James & Associates. He serves as treasurer and board member for the Memphis Jewish Housing Development Corporation and Plough Towers Fund Inc. 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 both brokerage and advisory solutions.

Jake Van Ronzelen is a financial advisor at Merrill with a Series 66 designation and four years of industry experience. His prior work includes roles at Bank of America, Central Bank, and Central Investment Advisors, as well as academic experience at the University of Mississippi. 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, pension plans, corporations, and charitable organizations.

William Caldwell is a financial advisor at Raymond James & Associates with three years of industry experience. He holds Series 63 and Series 65 licenses. Prior to joining Raymond James, Caldwell worked in various roles including fitness, hospitality, and education. 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, and municipalities, offering financial planning and investment consulting with a range of portfolio management styles and affiliated research resources.

Michael Swain is a CFP® professional at Raymond James Financial with 37 years of industry experience. He has worked with Swain Wealth Partners since 2012 and has been affiliated with Raymond James Financial and its services since 2003. Outside of his advisory roles, he has served as a trustee and power of attorney for a private investment entity. Raymond James Financial Services Advisors, Inc. provides financial planning and investment consulting to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional clients. The firm offers tailored, non-discretionary planning and uses analytical tools to support client goals through various advisory programs and institutional consulting services.

Ben Still is a financial advisor at LPL Financial with eight years of industry experience. He holds a Series 66 designation and has worked at firms including Equitable Advisors, Axa Advisors, MML Investors Services, and Mass Mutual Life Insurance Company. He serves as a board member of the M Club Triplett Alumni Center, an organization supporting former athletes at the University of Mississippi. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches and providing access to model portfolios and research.

Marie Garrett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in online selling through social media platforms and operates a business selling vintage glass items. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment options supported by a large national network of financial advisors.

Robert Matheson is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds a Series 66 designation and has worked at several firms, including Greensledge Capital Markets LLC and First Horizon. Matheson is based in Memphis, TN. 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—and offers financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Jeremy Ramsey is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and bringing 16 years of industry experience. He has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Lakisha Goodwin is a Series 66-registered financial advisor with Merrill, located in Germantown, TN. She has 8 years of industry experience and has been with Merrill and its affiliate Bank of America, N.A. since 2007. 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.

Samuel Zuckerman is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 credential and has three years of industry experience. His prior roles include positions at First Horizon Advisors and Helena Agri Enterprises, as well as experience in education at the University of Tennessee and Ridgeway Country Club. 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 provides a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Phillip Cook is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 14 years of industry experience. He previously worked at Bank of America and Merrill before joining Raymond James in 2018. Cook was formerly the owner of a law firm operating under Cook Legal Services, LLC, which is no longer active. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base that includes individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, utilizing a range of portfolio management styles supported by extensive research and affiliated sub-advisers.

Nicholas Harden is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and seven years of industry experience. He previously worked at Truist Advisory Services, Truist Investment Services, and Fifth Third Bank and its related entities. Outside of his advisory role, he serves as a pool monitor for his neighborhood homeowners association. 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 modern portfolio theory, with a notable inclusion of insurance-related investment vehicles and bank deposit sweep options.

Chadwick Myers is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 licenses and bringing 27 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, Myers serves as Treasurer and Bookkeeper for the local congregation of the Church of Jesus Christ of Latter-day Saints in Memphis, maintaining the church’s financial records. 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, institutions, and municipal entities, providing financial planning, investment consulting, and specialized municipal advisory services.

Conrad Richards is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 45 years of industry experience. He has worked at Wells Fargo Clearing since 2016 and previously at Wells Fargo Advisors LLC from 2009 to 2016. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering both discretionary and non-discretionary services. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broader set of financial product offerings, such as insurance-related vehicles and bank deposit sweep options, than is typical for large institutional advisers.