Marcus Mcchriston is a financial advisor at Wells Fargo Clearing with six years of industry experience. He has held positions at JP Morgan Securities and Wells Fargo Bank, and works in Memphis, TN. Outside of financial services, he is employed part-time with Amazon in a logistics role. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients, offering advisory services, financial planning, and retirement plan consulting with an investment approach grounded in research and diversification principles.

Roy Mansberg is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 licenses and bringing 31 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Raymond James & Associates. He also serves as treasurer and board member for nonprofit organizations focused on housing development in Memphis, Tennessee. 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 a range of advisory programs featuring discretionary and non-discretionary portfolio management, financial planning, and brokerage services, with investment strategies tailored to clients’ risk profiles and supported by both in-house and third-party managers.

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 with LPL Financial in Memphis, TN, holding a Series 66 credential and eight years of industry experience. His prior roles include positions at 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 Ole Miss. 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, model portfolios, and institutional platforms, with a focus on both discretionary and non-discretionary investment management supported by research and technology tools.

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 in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at First Horizon Advisors from 2022 to 2025 and has experience in roles outside of finance including positions at Helena Agri Enterprises, the University of Tennessee, and Ridgeway Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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, holding Series 63 and Series 65 designations and bringing 45 years of industry experience. He has been with Wells Fargo Clearing since 2016. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, retirement plan consulting, and wrap-fee programs. The firm manages approximately $671 billion in assets and offers a range of brokerage and advisory solutions supported by extensive research and analytics.

Nancy Knous is a Certified Financial Planner (CFP®) with 39 years of industry experience. She has been with LPL Financial since 2000. Outside of her advisory role, she is a business owner of Developing Dreams, where she serves as a Certified Dream Manager. 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 services including financial planning, model portfolios, and institutional platforms, supported by extensive advisor tools and a broad spectrum of non-advisory financial activities.

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.

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.