Theodore Minor is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked with Shoemaker Financial Services and Securian Financial Services. In addition to his advisory role, he serves as a trustee for Crossroads Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party managers across various program structures.

Hasan Al Khoja is a financial advisor with Wells Fargo Clearing based in Memphis, TN. He holds Series 65 and Series 63 licenses and has one year of industry experience. His prior work includes roles at J.P. Morgan Securities and Walmart. 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 from Wells Fargo Investment Institute.

Grace Tangen is a financial advisor at Wells Fargo Clearing in Memphis, TN, holding a Series 66 designation with one year of industry experience. Her prior work includes roles at Dutch Bros Coffee and All American Mizuno Softball, as well as an extended period in full-time education. 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 from the Wells Fargo Investment Institute.

Stephen Weatherly is a Private Wealth Advisor specializing in working with entrepreneurs and families transitioning from running a business to managing significant personal wealth. Since launching his advisory career in 1994, he has advised clients across various market cycles, focusing particularly on those approaching or executing a business sale. He serves as a primary advisor through this process, helping clients prepare for liquidity events, evaluate options, and implement coordinated, tax-aware plans that align with long-term family objectives. Stephen's approach is hands-on and integrated. He collaborates closely with clients and their CPAs, attorneys, and other advisors to ensure alignment across investment strategy, estate planning, and risk management. His team provides a boutique, family office–style experience that combines strategic wealth planning and tax-aware investment management with access to banking, lending, trust, and advisory capabilities. Stephen holds multiple professional designations including Certified Private Wealth Advisor (CPWA), Certified Plan Fiduciary Advisor (CPFA), and Chartered Retirement Planning Counselor (CRPC). He earned a Bachelor's degree in Finance from the University of Memphis. He has been recognized on Forbes' Best-in-State Wealth Advisors list from 2018 through 2025, as well as Barron's Top 1,200 Financial Advisors list from 2023 through 2025. Stephen enjoys football, golfing, hiking, music, skiing, and spending time with his family.

Garrett East is a CFP® professional with eight years of industry experience, currently affiliated with MassMutual Investors Services. He has been with MML Investors Services since 2017 and previously worked with Round Rock Church of Christ. In addition to his advisory role, he is involved in life, disability, long-term care, and health insurance sales. 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 financial planning, asset management, educational seminars, and specialized planning services including divorce and estate-settlement planning.

Diane Taylor is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2012. 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 clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Samuel Michalik is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Raymond James & Associates since 2014. 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.

W. Parker is a financial advisor at Raymond James & Associates with 30 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at UBS Financial Services for 18 years before joining Raymond James in 2020. 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, and municipal entities, offering tailored financial planning and consulting services through a range of portfolio management approaches and affiliated research resources.

Falls Robinson is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 19 years of industry experience. He has been with UBS Financial Services Inc. since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory services, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor investment strategies to clients’ goals and risk tolerances.

James Cole IV is a financial advisor at Cetera with one year of industry experience. He holds Series 63 and Series 65 licenses. His prior experience includes roles at LPL Financial LLC and Renasant Bank. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party strategies.

Rebecca Mirza is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked previously at Ernst & Young, MAA, and Orgill Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Chad House is a financial advisor at Raymond James & Associates with 19 years of industry experience. He holds a Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, non‑discretionary investment consulting, and institutional fiduciary services.

Tucker Fox is a financial advisor at Raymond James & Associates in Memphis, TN, with eight years of industry experience. He holds a Series 66 designation and worked previously at The University of Mississippi from 2014 to 2018 before joining Raymond James. Raymond James & Associates is a large, nationally registered broker-dealer and investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and charitable organizations, offering financial planning, non-discretionary investment consulting, and specialized municipal advisory services.

Michelle Martini is a financial advisor at UBS Financial Services with 14 years of industry experience. She has worked at UBS since 2007 and holds Series 63 and Series 65 licenses. 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. The firm combines institutional trading capabilities with wealth management services, supported by proprietary research and a broad range of capital markets solutions.

Ryan Montgomery is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 and 65 licenses. He has 18 years of industry experience and has been with Mass Mutual and its affiliated companies since 2012. Outside of his advisory role, he is involved as a sales agent with Knowlton Benefit Consultants, Inc., focusing on life and health insurance sales. 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 ongoing, collaborative financial planning engagements and a variety of investment programs and educational seminars.

Brad Harris is a CFP® professional with eight years of experience at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he spent 19 years at Office Depot, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Eric Bubrig is a financial advisor with Mass Mutual Investors Services who holds a Series 63 designation and has 24 years of industry experience. He has worked at Mass Mutual Investors Services since 2017 and previously at MetLife Securities Inc. from 2015 to 2017. In addition to his advisory role, he is also licensed as a health insurance agent. MassMutual Investors Services, LLC operates as 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 firm-approved software and structured planning processes to develop written recommendations.

Benjamin Wright is a financial advisor with Ameriprise based in Cordova, TN, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Armor Financial Group, Allstate Insurance Company, MML Investors Services, The Wright Agency, and MassMutual Life Insurance. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning solutions through a centralized consulting team.

Alan Cohen is a financial advisor at UBS Financial Services with 46 years of industry experience. He has been with UBS since 1995 and holds the Series 63 and Series 65 designations. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including fee-based financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services, utilizing proprietary research and model-based asset allocations to tailor investment strategies.

Alethea Summers is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and 17 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2009. Ameriprise Financial Services is a large, diversified advisory firm serving both individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning focused on dependable income sources and tax-aware withdrawal strategies.