Pete Abston is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2025 and concurrently at First Tennessee Bank since 2018. Outside of his advisory duties, he is involved in Twitch streaming as a caster and commentator. 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 financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Alana Hu Perkovic is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon for multiple roles between 2014 and 2025. She is also the business owner of TOPCOURSE LLC. 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 financial planning, model portfolios, and institutional platforms, supported by extensive advisory resources and technology.

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 bringing 26 years of industry experience. His career includes over two decades at First Tennessee Brokerage Inc and a brief tenure at Ftb Advisors, Inc. He is involved in offering investment products and services through LPL Financial under the trade name First Horizon Advisors. 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 provides a range of advisory and brokerage services supported by advanced research tools and offers diverse investment strategies through a large network of advisors.

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 with Merrill in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Stephens Inc for six years before joining Merrill in 2018. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension 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.

George Hart is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, B. Riley Wealth Management, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable strategies, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Brian Cox is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Charles Schwab, having joined in 2025, and previously held roles at Fidelity Investments, the Tennessee Valley Authority, Regions Bank, Cetera, and Edward Jones. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ralph Gillentine is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with LPL Financial since 2008 and previously worked at Securian Financial Services, Inc. from 2004 to 2008. He serves as a board member for Cornerstone Systems, a for-profit entity in Memphis, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by research, third-party subadvisors, and technology tools, overseeing over $819 billion in discretionary assets.

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 credentials and 37 years of industry experience. She has been with Raymond James in various capacities since 2011. She also serves as trustee for two family-related trusts and is involved as an independent contractor advisor at Avenue Wealth Management Memphis. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base, including individuals, high-net-worth clients, corporations, and institutional investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages client implementation through its advisory programs or other providers.

Alexander Georgopulos is a financial advisor with Wells Fargo Clearing in Memphis, TN. He holds Series 63 and Series 65 licenses and has recent experience at Wells Fargo Bank and in hospitality roles at Rolling Oven Taproom and Labarra. He also has a background in education, having worked 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, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions supported by research and analytics from Wells Fargo Investment Institute.

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 with LPL Financial based in Memphis, TN. She holds a Series 66 designation and has four years of industry experience, including roles at Benchmark Wealth Management and the Children's Dental Center. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a broad range of advisory and brokerage services, including financial planning and access to third-party asset managers, supported by a large network of investment adviser representatives.

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.

Charles Clark is a financial advisor at MassMutual Investors Services with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with MassMutual Investors Services since 2016, previously working with MassMutual Life Insurance Company. Clark is also engaged in life and health insurance sales. MassMutual Investors Services operates as a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning relationships using firm-approved tools and a range of investment and planning services.