Cherie Doleac is a financial advisor at Merrill with nine years of industry experience. She holds a Series 66 designation and has worked at Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and at Bank of America, N.A. since 2019. 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.

Damon Lux is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining Raymond James, he worked at CoreVision Financial Group and has been involved in coaching baseball for the Memphis Tigers since 2024. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base, including individuals, institutions, and municipal entities, offering financial planning, investment consulting, and municipal advisory services supported by a nationwide adviser network.

Hugh Tanner is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 38 years of industry experience. He has been with Raymond James & Associates since 2013. Tanner serves as a director on the board of the Middle Tennessee Council Boy Scouts of America. 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 a broad range of portfolio management styles and affiliated research.

Salam Assaf is a financial advisor at LPL Financial with 17 years of industry experience and holds the Series 66 designation. His prior work includes roles at Waddell & Reed, Inc., Bni Midsouth Power Partners, and various insurance carriers. Outside of his advisory work, he is involved with Neurology Outreach Clinics in Memphis, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Randolph Austin is a financial advisor at Thrivent Investment Management with 14 years of industry experience. He holds the Series 66 designation and has worked at several firms including Thrivent Financial, Massachusetts Mutual Life Insurance Company, and MetLife Securities Inc. He is based in Memphis, TN. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through its network of financial advisors. The firm offers goal-based, holistic planning across various topics and allows clients to combine planning with managed-account services under a consolidated billing option called WealthPlan.

Bradley Barker is a financial advisor with Raymond James & Associates in Memphis, TN. He holds the Series 66 designation and has three years of industry experience. Prior to joining Raymond James, he worked at Bank of Bartlett and served with the Memphis Police Department. He is also a partial owner of Blue Ghost Brewing Co LLC in Fletcher, NC. 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, pension plans, and charitable organizations, offering financial planning and consulting services supported by a broad range of portfolio management styles and affiliated research.

Grant Mcdermott is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. He has been with Raymond James since 2015 and previously worked at St. Mary's Episcopal School from 2015 to 2020. Raymond James & Associates, Inc. is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Chirag Chauhan is a CFP® with 28 years of experience in the financial services industry. He is currently affiliated with LPL Financial and has previous experience at HUB International, Equitable Advisors, and AXA Advisors. Chauhan serves as a FINRA arbitrator and is involved in outside employment with BenefitsMe. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment management solutions, including access to model portfolios, third-party asset managers, and institutional platforms.

Matthew Rasberry is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016. Outside of his advisory role, he has ownership in Rasberry Enterprises, LLC, an investment-related business. Wells Fargo Advisors is a national securities firm providing investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm combines research and analytics with a broad range of brokerage and advisory solutions, serving a large client base with approximately $671 billion in assets under management.

Harper Goode is a CFP® and ChFC® with 36 years of experience in the financial services industry, currently serving with LPL Financial since 2001. Based in Germantown, TN, Goode has held the Series 63 designation and has been involved in a family food tour business in Memphis, Tennessee. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, and institutions through a broad range of financial planning and investment management solutions.

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 with Wells Fargo Clearing in Memphis, Tennessee, holding a Series 63 designation and 38 years of industry experience. His prior work includes four years at A. G. Edwards & Sons, Inc. Outside of finance, he co-owns and operates Big River Tie Dye Company, LLC with his spouse. 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 both brokerage and advisory solutions supported by research and analytics.

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 in Memphis, TN, holding Series 63 and Series 66 credentials and 32 years of industry experience. His prior work includes roles at Morgan Stanley and Citigroup Global Markets. Wells Fargo Advisors is a national securities firm that provides investment advisory services, financial planning, and retirement plan consulting to individual, corporate, and institutional clients. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions, using research and analytics informed by diversification principles and modern portfolio theory.

Anneliese Watts is a CFP® with 26 years of industry experience, currently serving as a financial advisor at Raymond James & Associates since 2013. Prior to joining Raymond James, she worked at Morgan Keegan & Company, LLC for nine years. She holds a Series 66 license and is based in Memphis, TN. 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, institutional clients, charitable organizations, and governmental entities, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

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 with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Metlife Securities Inc. since 2015, and New England Securities from 1999 to 2015. He is also a partner at SFP Benefits, an insurance brokerage specializing in health, group life, and employee welfare benefits. MassMutual Investors Services 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, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

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.