Phillip Cook is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and 13 years of industry experience. Prior to joining Raymond James in 2018, he worked at Bank of America and Merrill from 2015 to 2018. He was previously owner of a law firm operated through Cook Legal Services, LLC, which is no longer active. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving individuals, institutions, and municipalities. The firm provides financial planning, non-discretionary investment consulting, and institutional advisory services supported by extensive research and a range of portfolio management options.

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.

Nancy Knous is a CFP®-designated financial advisor with LPL Financial in Memphis, Tennessee, bringing 39 years of industry experience. She has been with LPL Financial (formerly LINSCO Private Ledger) since 2000. Outside of her advisory work, she is a business owner of Developing Dreams, where she serves as a Certified Dream Manager. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Jason Dietz is a Senior Financial Advisor with Merrill Lynch Wealth Management. He works with clients to develop personalized financial strategies that consider their full financial picture and adapt to changing market conditions. He provides access to investment insights from Merrill as well as banking and lending services through Bank of America to support clients in pursuing their long-term goals. Jason holds the Personal Investment Advisor (PIA) designation and earned his bachelor's degree from Towson University. He is involved in his community through volunteer work, reflecting Merrill’s commitment to community participation. His approach emphasizes one-on-one collaboration to create wealth management strategies tailored to individual client objectives.

Michael Pagliari is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2012. Pagliari serves as a committee member for Church Health, a nonprofit focused on providing health and wellness services to uninsured working individuals in his community. 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 municipal entities, offering tailored financial planning and consulting services with a range of portfolio management options.

Daniel Craig is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at FTB Advisors and Gartner. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

Walker Burks is a financial advisor at Raymond James & Associates with one year of industry experience and holds a Series 66 designation. His background includes roles at Raymond James, StateFarm Insurance, and educational positions at Memphis University School and the University of Tennessee, Knoxville. 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 broad client base including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and firm research.

Jason Shelby is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Diversified Financial Group since 2006 and previously with FSC Securities Corporation. Outside of his advisory role, he is a partner at Diversified Financial Group, involved in group health insurance and annuities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm delivers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and automated rebalancing across various investment types.

Pete Abston is a Series 66-licensed financial advisor with LPL Financial in Memphis, TN, holding seven years of industry experience. He has worked at First Tennessee Bank since 2018 and spent time at Lausanne Collegiate School and the University of Alabama prior to his current role. Outside of his advisory work, Pete is involved in Twitch streaming as a caster and commentator. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm provides financial planning, advisory programs, and retirement consulting, offering discretionary and non-discretionary management supported by research and multiple investment strategies.

Alana Hu Perkovic is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at First Horizon for over eight years in various roles. Outside of her advisory work, she is the business owner of TOPCOURSE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven tools.

Sebastian Lavarreda is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he has been involved with Lobos Rush Youth Soccer since 2026. 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, pension plans, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and a range of portfolio management strategies.

Ronald Robinson is a financial advisor with LPL Financial in Germantown, TN, holding a Series 63 designation and 26 years of industry experience. He has worked at LPL Financial since 2025 and concurrently maintains a role with FTB Advisors, Inc. since 2013 and First Tennessee Brokerage Inc since 1998. 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 broad range of advisory programs, financial planning, and retirement consulting services, employing both discretionary and non-discretionary management supported by model portfolios and research.

Marcus Esposito is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the CFP® and ChFC® designations and has been with MassMutual and its affiliated firms since 2008. In addition to his advisory role, he teaches financial literacy to medical students at the University of Tennessee Health Science Center. 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 a range of programs including wrap and money-manager options, as well as educational seminars.

Kevin Bryant is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. 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 through a platform that combines institutional trading capabilities with wealth management services.

Sandra Mcdearman is a financial advisor at Merrill with 25 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Merrill since 2018, following six years at Stephens Inc. 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.

John Campbell is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, providing financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Martavius Jones is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. Jones serves as a board member of the Memphis Rock-N-Soul Museum and is treasurer for both the Howard University Alumni Club of Greater Memphis and Sigma Pi Phi Fraternity. He also serves on the board of the Community Legal Center, a nonprofit organization. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with discretionary and non-discretionary program options.

George Hart is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at B. Riley Wealth Management and B. Riley Wealth Advisors. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, and institutions, offering a range of advisory and brokerage services supported by research and advanced portfolio management tools.