Thomas Shelley is a financial advisor with Edward Jones in Germantown, TN, holding Series 63 and Series 66 designations and bringing 31 years of industry experience. He previously worked at Charles Schwab for 22 years and held positions at Liberty Home Equity Solutions and Avon High School. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brentley Berry is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and 16 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he owns and manages a rental property. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and public entities. The firm offers financial planning and non-discretionary investment consulting supported by a range of portfolio management styles, affiliated research, and specialized municipal advisory services.

Robert Farrell is a financial advisor at Wells Fargo Clearing with 37 years of industry experience. He holds a Series 63 designation and has been with Wells Fargo Clearing since 2016, following seven years at Wells Fargo Advisors LLC. Outside of his advisory role, he co-owns and oversees operations at Big River Tie Dye Company, LLC, a tie-dye manufacturing business based in Memphis, Tennessee. 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 advisory process is IPS-driven and incorporates a broad range of financial products, including insurance-related vehicles and bank deposit sweep options.

Julie Stonebarger is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 66 designations and bringing 18 years of industry experience. She worked at Morgan Stanley Smith Barney from 2012 to 2018 before joining Raymond James & Associates, where she has been since 2018. Raymond James & Associates, Inc. is a dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, charitable organizations, and municipal entities, offering financial planning and non-discretionary investment consulting through a range of advisory programs and institutional fiduciary services.

Frank Lequerica is a financial advisor with RBC Capital Markets in Germantown, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at Cetera, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through a mix of in-house and third-party investment managers.

Daryl Quarles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Based in Memphis, TN, his career has been focused within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anneliese Watts is a CFP® with 25 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds a Series 66 license and 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, institutional and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Fredi is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been associated with Cetera and its related entities since 2015 and also maintains a role with Regions Bank. Outside of his advisory duties, he serves on the Board of Directors and as the Corporate Membership Director of the Highland Hundred Football Booster Group supporting the University of Memphis football program. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

Darrel Sumner is a financial advisor at Mass Mutual Investors Services with 27 years of industry experience. He holds a Series 63 designation and has previously worked at Metlife Securities Inc. and New England Securities. Outside of his advisory role, he is a partner at SFP Benefits, an insurance brokerage specializing in group health and employee welfare benefits. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm provides financial planning, asset management, and educational seminars using technology-supported, collaborative client engagements.

Wesley White is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Clayton, H.T. Hackney, and the United States Army. Wesley also has a background in education and serves as a 1099 wealth advisor for Century Financial LLC, where he is a featured advisor on the firm’s website. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment advisory and brokerage services supported by integrated tools and third-party solutions to manage portfolios across multiple asset classes.

Lindsey Rhea is a CFP® with 18 years of experience in the financial industry. She has been with LPL Financial since 2021 and previously worked for Wells Fargo Advisors Financial Network LLC for 10 years. 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, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management strategies supported by proprietary and third-party research.

Samuel Carson is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been with UBS Financial Services since 2009. Outside of his advisory role, he is a partner in WTWT, LLC, an entity formed to purchase a condominium. UBS Financial Services serves individual, corporate, and institutional clients through a combination of brokerage and investment advisory services, offering financial planning, portfolio management, and access to mutual funds and alternative products. The firm integrates institutional trading capabilities with wealth management and provides a broad range of capital markets services.

David Kemper is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 65 and Series 63 licenses and 11 years of industry experience. He has worked at Raymond James since 2019 and was previously with AXA Advisors for four years. 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 financial planning, non-discretionary investment consulting, and municipal advisory services supported by a nationwide adviser network.

James Wells III is a financial advisor at Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee for a family trust and receives royalty payments from mineral rights in Mississippi. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored strategies and a structured planning process.

Daniel Threlkeld is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2019. Outside of his advisory role, Threlkeld serves as treasurer for two nonprofits focused on distracted driving awareness and cultural exchange, and he is a chapter advisor for the Omicron Epsilon chapter of Kappa Alpha Pi fraternity. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

Matthew Kelso is a financial advisor at Edward Jones in Southaven, MS, holding the ChFC® and Series 66 designations with nine years of industry experience. He joined Edward Jones in 2017 after working at FAA Federal Credit Union for one year. Outside of his advisory role, Kelso owns and hosts a local news podcast called The Desoto County Brief in Hernando, MS. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients with approximately $1.01 trillion in assets under management. The firm offers a variety of advisory programs and investment solutions, supported by a large network of financial advisors and branch offices nationwide.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors in Germantown, TN, holding a Series 66 designation and 25 years of industry experience. He has been with Cambridge Investment Research Advisors since 2005 and is also associated with Pathway Financial Services, Inc., which he owns. Outside of his advisory roles, he serves as president of the Washington Square Condo Association in Memphis and as secretary/treasurer of the Germantown Baptist Church Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base including individuals, pension plans, charitable organizations, and trusts. The firm offers a range of services such as financial planning, investment management, and retirement plan advisory, delivered through a network of independent Financial Professionals using various portfolio management and model-based solutions.

Richard Jones is a CFP®-designated financial advisor with MassMutual Investors Services in Memphis, TN, where he has worked since 2009. He has 30 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns and operates a brokerage and life and health sales business. MassMutual 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, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements and offers a range of specialized programs including divorce planning and employer-sponsored planning.

Anthony Young is a financial advisor with Thrivent Investment Management in Memphis, TN, holding Series 63 and Series 65 credentials and six years of industry experience. His prior firms include Edward Jones and self-employment before joining Thrivent in 2020. Outside of his advisory role, he serves as a board member for the Children's Advocacy Center of Hamilton County and operates a monetized YouTube channel focused on the distilling process of bourbon and tequila. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Philip Lamoreaux III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a conservator managing his mother’s personal finances and healthcare needs. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, utilizing firm-approved software to analyze client goals and provide written recommendations.