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.

Cherie Doleac is a financial advisor with Merrill based in Memphis, TN, holding a Series 66 designation and bringing nine years of industry experience. She has been with Merrill Lynch, Pierce, Fenner & Smith Incorporated since 2016 and also works with Bank of America, N.A. since 2019. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions program, offering model-based and discretionary investment strategies to a broad client base including individuals, high-net-worth clients, pension and profit-sharing plans, charitable organizations, and corporate fiduciaries. The program integrates Merrill’s investment strategies with Bank of America’s broader corporate platform, providing access to a wide range of products and services.

Damon Lux is a financial advisor at Raymond James & Associates with Series 63 and Series 65 credentials and two years of industry experience. He has previously worked at CoreVision Financial Group and Duke University, and he coaches baseball for the Memphis Tigers. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser managing over $500 billion in assets with more than 5,400 financial advisors. The firm provides wealth advisory planning and investment consulting services to a diverse client base, including individuals, institutions, and government entities, delivering planning on a non-discretionary basis supported by an extensive affiliate network and public finance capabilities.

Hugh Tanner is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds the Series 63 designation and has been with Raymond James since 2013. Tanner serves as a director on the board of the Middle Tennessee Council Boy Scouts of America. 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, offering tailored financial plans and institutional consulting services.

Salam Assaf is a financial advisor with LPL Financial, holding a Series 66 designation and bringing 16 years of industry experience. His prior roles include positions 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 an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, and charitable organizations. The firm offers diverse advisory programs, retirement plan consulting, and brokerage services supported by research and model portfolios from both internal and third-party sources.

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.

Jared Roaten is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Principal Securities, SunTrust Advisory Services, and First South Financial Credit Union. He is based in Memphis, TN. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

Bradley Barker is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Raymond James, he worked at Bank of Bartlett and served with the Memphis Police Department. He is a partial owner of Blue Ghost Brewing Co LLC, a craft brewery in Fletcher, NC. Raymond James & Associates provides financial planning and investment consulting to a diverse client base, including individuals, retirement plans, and municipal entities, with a focus on tailored financial plans and institutional fiduciary solutions.

Grant Mcdermott is a financial advisor at Raymond James & Associates with 14 years of industry experience. He holds the Series 66 designation and has been with Raymond James since 2015. Prior to his advisory role, he worked at St. Mary's Episcopal School from 2015 to 2020. Raymond James & Associates provides financial planning and investment consulting through its Wealth Advisory Services Program to a diverse client base, including individuals, employer-sponsored retirement plans, corporate and charitable entities, and government clients. The firm also offers institutional consulting and public finance services, maintaining capabilities in public financing and investment banking.

Chirag Chauhan is a CFP® professional with 28 years of experience in the financial services industry. He is currently with LPL Financial and has previously worked at HUB International, Equitable Advisors, and AXA Advisors. Chauhan serves as a FINRA arbitrator and is involved with BenefitsMe in a non-investment capacity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Matthew Rasberry is a financial advisor with Wells Fargo Clearing in Germantown, TN, holding a Series 66 license and possessing 10 years of industry experience. He has been with Wells Fargo Clearing since 2016, following a one-year tenure at WELLS FARGO Advisors, LLC. Outside of his advisory role, he owns Rasberry Enterprises, LLC, which is involved in investment-related activities. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA plans 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 investment options, including insurance-related vehicles and bank deposit sweep programs.

Harper Goode is a CFP® and ChFC® with 36 years of experience in the financial industry. He has been with LPL Financial since 2001. Outside of his advisory work, he is involved in a family business operating a food tour company in Memphis, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers financial planning, advisory programs, retirement plan consulting, 529 account management, and brokerage services.

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 at Raymond James & Associates with 16 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. Outside of his advisory role, he owns and manages a rental property in Germantown, Tennessee. 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, offering tailored financial plans and institutional consulting 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.

Scott Anderson is a Financial Advisor at Merrill Lynch Wealth Management. He holds the designation of Personal Investment Advisor (PIA). He earned a Bachelor's Degree from Southern Methodist University.

Julie Stonebarger is a financial advisor at Raymond James & Associates with 18 years of industry experience. She holds the Series 63 and Series 66 designations and has worked at Raymond James since 2018, previously spending six years with Morgan Stanley Smith Barney. 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 investment recommendations through its Wealth Advisory Services Program and maintains institutional consulting and public finance capabilities.

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 as a financial advisor at Raymond James & Associates since 2013. She holds the Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a dually registered broker-dealer and SEC-registered investment adviser with over $500 billion in assets under management and more than 5,400 advisors. The firm serves a diverse client base, including high-net-worth individuals, pension plans, corporations, and government entities, providing wealth advisory planning and investment consulting primarily on a non-discretionary basis.