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 at Raymond James & Associates in Memphis, TN, holding a Series 66 designation. He began his advisory career with Raymond James in 2024. Outside of his advisory role, he is involved with Lobos Rush Youth Soccer. 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.

Ronald Robinson is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. He has worked at LPL Financial since 2025 and has prior experience with FTB Advisors, Inc. and First Tennessee Brokerage Inc. He is based in Germantown, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios, third-party subadvisors, and advanced technologies.

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 has held positions at Merrill since 2018 and previously worked at Stephens Inc from 2011 to 2017. She holds Series 63 and Series 66 licenses and is based in Memphis, TN. 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 is integrated into Bank of America’s corporate platform, providing access to a broad set of products and services.

John Campbell is a financial advisor at Raymond James & Associates with 21 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 asset-allocation analyses through its Wealth Advisory Services Program and supports municipal and institutional clients through specialized public finance and fiduciary solutions.

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.

Brian Cox is a financial advisor at Charles Schwab with eight years of industry experience. He holds a Series 66 designation and has previously worked at Fidelity Investments, Tennessee Valley Authority, Regions Bank, and Cetera. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary and discretionary investment guidance using multi-asset model portfolios and centralized supervisory, custody, and order-routing services.

Ralph Gillentine is a CFP® and ChFC® with 22 years of industry experience, currently working at LPL Financial since 2008. He serves on the board of Cornerstone Systems, a for-profit company based in Memphis, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer that provides financial planning, advisory programs, and retirement plan consulting to individuals, retirement plans, institutions, and charitable organizations through a national network of representatives. The firm offers both discretionary and non-discretionary management, model portfolios, and a range of investment strategies supported by LPL Research and third-party subadvisors.

Ricardo Rivera Chapa is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has been with Cetera and Cetera Wealth Services, LLC since 2025. Outside of his advisory role, he has been involved with Tekila Modern Mexian since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Chelsea Luttrell is a Planning Consultant at Fidelity Investments, where she works with clients to evaluate their financial situations and co-develop tailored strategies aimed at achieving their long-term goals. She focuses on building trust-based relationships to guide clients toward financial clarity and confidence. Chelsea's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Advisor position at Thrivent. Her background reflects a progression through various client-focused financial roles within the industry. Outside of her professional work, Chelsea enjoys activities with her family, visiting museums, solving puzzles, and reading.

Leanne Scull is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 licenses and bringing 37 years of industry experience. She has been with Raymond James in various capacities since 2011. Scull serves as a trustee for the John Howard McClain Testamentary Trust and the Scull Trust. Raymond James Financial Services Advisors, Inc. offers financial planning and non-discretionary investment consulting to a diverse client base, including individual investors, high-net-worth clients, pension plans, and institutional entities. The firm emphasizes tailored financial plans developed through detailed client interviews and risk profiling, supporting clients primarily in an advisory and implementation role rather than discretionary management.

Alexander Georgopulos is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 65 and Series 63 licenses. He has been with Wells Fargo Bank and Wells Fargo Clearing since 2024 and 2026, respectively. Prior to his financial services career, he worked in the hospitality industry and has experience at the University of Kentucky and Fenwick High School. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, wrap-fee programs, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Jeff Williams is a Financial Consultant at Fidelity Investments, where he has been serving since 2025. He previously held the position of Investment Consultant at Fidelity Investments from 2022 to 2025. Prior to joining Fidelity, Jeff worked as a Financial Advisor at Regions Investment Solutions from 2017 to 2022 and at Strategic Financial Partners from 2014 to 2017. Jeff holds an Arkansas Insurance License, which supports his work in providing financial and insurance-related advice to clients. In his role, he collaborates with clients to understand their financial goals and develop plans aimed at protecting and growing their wealth.

Stephanie Strelka is a financial advisor at LPL Financial in Memphis, TN, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Benchmark Wealth Management and the Children's Dental Center, as well as experience as a homemaker and work with LiveFit 901. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.

Brian White is a financial advisor with OSAIC in Germantown, TN, holding a Series 63 designation and 23 years of industry experience. His prior work includes 18 years at Woodbury Financial Services and ongoing roles at Century Financial and Performance Marketing Group. Outside of advising, he is the author of a book titled *Single Women in Retirement* and owns several small businesses, including Century Financial Tax, which offers individual tax return services. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Grayson Lynn is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2018 and previously worked at the University of Tennessee, Knoxville, while also involved with Millstone Market and Nursery. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans based on clients’ goals and risk tolerances.