Alethea Summers is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and 16 years of industry experience. She has been with Ameriprise and its affiliated entities since 2009. Ameriprise provides retirement-income planning services primarily for individuals approaching or in retirement with significant investable assets. The firm uses a centralized consulting team and a combination of research, modeling, and tax-efficiency analysis to deliver non-discretionary, written recommendation reports tailored to clients’ financial situations.

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 at Wells Fargo Clearing with 30 years of industry experience. He holds Series 63 and Series 65 credentials and has been with Wells Fargo Clearing and its affiliated entities since 2010. Mansberg serves as treasurer and board member for the Memphis Jewish Housing Development Corp. 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 advisory process includes investment policy statement preparation, investment recommendations, performance reporting, participant education, and plan benchmarking, with a notable inclusion of insurance-related vehicles and bank deposit sweep options among its investment offerings.

Jake Van Ronzelen is a financial advisor at Merrill with four years of industry experience. He holds a Series 66 designation and has worked previously at Bank of America, Central Bank, and Central Investment Advisors. He also spent several years in full-time education prior to entering the financial services industry. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering a range of model-based and discretionary investment strategies to individuals, high-net-worth clients, pension plans, charitable organizations, and corporate fiduciaries. The firm’s integration with Bank of America allows access to a broad set of products and services beyond typical managed account offerings.

William Caldwell is a financial advisor at Raymond James & Associates with two years of industry experience. He holds Series 63 and Series 65 licenses and has prior work experience in fitness, food service, and education sectors. 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.

Michael Swain is a CFP® professional with 37 years of industry experience, currently serving at Raymond James Financial in Memphis, TN. He has been with Raymond James since 2003 and leads Swain Wealth Partners, which he founded in 2012. Outside of his advisory work, Swain holds trustee and power of attorney roles in a family business and is involved as an insurance agent. Raymond James Financial Services Advisors, Inc. provides financial planning and non-discretionary investment consulting to a diverse client base including individuals, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes a non-discretionary advisory approach and offers access to a broad network of affiliated financial 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 with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at Greensledge Capital Markets LLC, Carillon Fund Distributors, Inc., and First Horizon. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets with over 5,400 financial advisors. The firm offers wealth advisory planning, investment consulting, and institutional services to a diverse client base including individuals, pensions, corporations, and government entities, with a notable presence in municipal and public finance.

Jeremy Ramsey is a financial advisor at Raymond James & Associates with 15 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2013. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations, with a focus on both retail and institutional consulting services.

Lakisha Goodwin is a financial advisor at Merrill with seven years of industry experience and holds a Series 66 designation. She has been associated with Bank of America and Merrill since 2007. Merrill provides managed account services through the Select Portfolio Solutions program, serving a broad client base that includes individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The firm offers various investment strategies, including model-based and discretionary portfolios, and is integrated with Bank of America’s wider corporate platform.

Samuel Zuckerman is a financial advisor with LPL Financial based in Memphis, TN. He holds the Series 66 designation and has two years of industry experience. Prior to joining LPL Financial in 2025, he worked at First Horizon Advisors and has held positions with Helena Agri Enterprises, the University of Tennessee, Ridgeway Country Club, and in education at the middle and high school levels. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting through a national network of investment adviser representatives.

Phillip Cook is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 licenses and having 13 years of industry experience. He previously worked at Bank of America and Merrill from 2015 to 2018. Cook formerly operated a law firm through Cook Legal Services, LLC, which is no longer active. Raymond James & Associates provides financial planning and investment consulting to individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers both retail and institutional advisory services, including municipal finance and public-sector investment capabilities.

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 in Memphis, TN, holding Series 63 and Series 65 licenses and having 26 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as Treasurer and Bookkeeper for the Church of Jesus Christ of Latter-day Saints local congregation, managing the church's financial records. Raymond James & Associates provides financial planning and investment consulting to individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and investment recommendations through its Wealth Advisory Services Program and supports institutional clients with specialized fiduciary and public finance 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 at Raymond James & Associates with 19 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2012. Outside of his advisory role, he serves as a committee member for Church Health, a nonprofit providing health and wellness services to uninsured working individuals in Memphis. 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 primarily through non-discretionary advisory relationships and supports municipal and institutional clients with specialized financing and investment services.

Walker Burks is a financial advisor with Raymond James & Associates in Memphis, TN. He holds the Series 66 designation and has recently begun his career in the financial services industry. Prior to joining Raymond James, he worked at StateFarm Insurance and has experience in educational roles at Memphis University School and the University of Tennessee, Knoxville. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, corporate and charitable entities, and government clients. The firm offers tailored financial plans and asset-allocation analyses through its Wealth Advisory Services Program and delivers institutional consulting via its Institutional Fiduciary Solutions division.