Charles Cannon is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a trustee for family trusts and holds a minority ownership interest in a family farm in Memphis, Tennessee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers, along with a range of portfolio management and financial planning services.

Connor Moore is a financial advisor at Fidelity with one year of industry experience. He holds the Series 66 designation and previously worked at Merrill and Pandora A/S. He also has teaching experience from Baylor University and Pioneer High School. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to both retail and institutional clients using a process that combines proprietary fundamental research with quantitative analysis and algorithmic portfolio construction. The firm’s portfolio management includes discretionary and non-discretionary advisory work, fund advisory, and model portfolio delivery, with a focus on systematic methodologies and long-term asset allocation.

William Deupree III is a financial advisor with Raymond James & Associates based in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has served at Raymond James since 2013 and has a longstanding role as a board member and shareholder of Commercial Bank and Trust since 1998. Outside of his advisory work, he is chair of the Deupree Family Foundation, which donates to local charities, and serves on the board and finance committee of the Hutchison School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and nonprofits, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and sub-advisers.

William Abraham is a CFP® with 30 years of experience in financial advisory roles. He is currently with RBC Capital Markets, having joined in 2023, and previously worked at Wells Fargo in various capacities from 2009 to 2023. He serves as a committee member at the Church of the Holy Spirit in Memphis, where he participates in discussions regarding parish finances. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutions, pension plans, corporations, and charitable organizations. The firm offers multiple advisory programs focused on discretionary and non-discretionary portfolio management, financial planning, and brokerage services, tailoring strategies to clients’ risk profiles through a combination of internal and third-party investment managers.

Ryan Murray is a CFP® with 18 years of industry experience, currently serving at Fidelity Investments. He has worked with various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, utilizing a combination of fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm is noted for its role in managing multiple registered investment companies and delivering model portfolios through systematic and long-term asset allocation approaches.

Holly Clark is a financial advisor with Cetera and holds Series 63 and Series 66 licenses. She has 25 years of industry experience and has worked at Cetera Investment Services LLC and Regions Bank since 2015. Clark serves as a wealth advisor and private banker at Regions Bank and is involved in nonprofit activities, including assisting with fundraising at the Orpheum Theatre and serving on the board of the New Ballet Ensemble. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a nationwide network of independent advisors. The firm serves individual, retirement plan, corporate, charitable, and institutional clients using a multi-manager platform offering discretionary and non-discretionary portfolio management, financial planning, and access to various third-party money managers.

Weldon Stewart is a financial advisor at Morgan Stanley with 40 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Morgan Stanley Private Bank, N.A. and Morgan Stanley Smith Barney LLC since 2022, following a 13-year tenure at Wells Fargo Advisors LLC. Outside of his advisory work, he serves on the finance committee of Kirby Woods Baptist Church in Memphis, Tennessee. Morgan Stanley Wealth Management is an SEC-registered investment adviser and broker-dealer that offers a broad range of advisory programs to individuals and institutional clients, including tailored financial planning. The firm manages approximately $2.74 trillion in client assets and employs a structured planning process supported by firm-approved tools and modeling techniques.

James Shelby is a financial advisor at Osaic with 38 years of industry experience. He holds a Series 63 designation and has worked at Osaic since 2023. Prior to this, he worked at Diversified Financial Group and FSC Securities Corporation, and has been affiliated with Ohio National Life since 1985. Shelby is also an owner of Diversified Financial Group, LLC, an insurance sales business. OSAIC Wealth, Inc. serves a wide range of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage, investment advisory services, financial planning, and access to third-party money managers and wrap programs. The firm employs a variety of portfolio construction tools and supports both discretionary and non-discretionary account management.

David Neubert is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 65 and Series 63 designations and previously worked at SunTrust Bank and Genspring Family Offices. 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 entities, and charitable organizations, offering financial planning, investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research resources.

Charlotte Humphrey is a financial advisor with Morgan Stanley in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. She has been with Morgan Stanley Private Bank since 2018 and with Morgan Stanley Smith Barney since 2010. Morgan Stanley Wealth Management serves individual and institutional clients with a range of advisory programs, including tailored financial planning using structured discovery and firm-approved tools. The firm manages approximately $2.74 trillion in client assets and offers both direct and employer-sponsored financial planning services.

Robert Gooch III is a financial advisor at Raymond James & Associates with 35 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he is a co-owner of a family lake house in Memphis, where he manages family-related responsibilities. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves individuals, institutions, pension plans, and municipal entities. The firm offers financial planning and non-discretionary investment consulting, utilizing a range of portfolio management styles supported by affiliated research and sub-advisers.

Phillip Dobbins is a financial advisor at Cetera with a Series 66 designation and less than one year of industry experience. His prior work includes positions at Bethany Huffman CPA and eBay, among others. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with discretionary and non-discretionary program options.

Latondria Polk is a financial advisor with Edward Jones in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. She has been with Edward Jones since 2010. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, offering a wide range of advisory programs with approximately $1.01 trillion in assets under management supported by a large nationwide network of financial advisors and branch offices.

Amelia O'dell is a financial advisor at Merrill with 30 years of industry experience and holds a Series 63 designation. She has been with Merrill since 2013. Outside of her advisory role, she holds a power of attorney position for an entity named K B O in Memphis, Tennessee. Merrill provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Daniel Botto is a financial advisor at LPL Financial with 27 years of industry experience. He holds a Series 63 designation and has worked at First Tennessee Brokerage, Inc. since 1999 and Ftb Advisors, Inc. since 2013. Botto is also a business owner of LBOE Inc. and RF Holdings Inc., both investment-related entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a broad range of advisory programs, financial planning, and brokerage services supported by model portfolios, third-party research, and technological tools.

James Cowgill is a financial advisor with Thrivent Investment Management in Memphis, TN, holding Series 63 and Series 65 licenses and 12 years of industry experience. He has been with Thrivent Financial for Lutherans and Thrivent Investment Management since 2013. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering comprehensive written recommendations across various financial planning topics. The firm focuses on holistic, goal-based analyses and allows clients to combine planning with managed-account programs under a consolidated billing option while maintaining separate service structures.

Jenna Lester is a financial advisor with Edward Jones in Hernando, MS, holding a Series 66 designation and over one year of industry experience. Prior to joining Edward Jones, she worked at Mueller Industries, Cadence Bank, and BDO. Outside of advising, she is involved in a residential construction business focused on house flipping. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of over 23,700 financial advisors.

Jonathan Lyons is a Series 66-licensed financial advisor with Raymond James & Associates in Memphis, TN, and has 25 years of industry experience. He has been with Raymond James since 2013 and is involved as an investor in Crossroads Extremity Systems. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutional investors, and municipal entities. The firm offers financial planning and non-discretionary investment consulting with a variety of portfolio management styles, and is notable for providing municipal advisory services alongside its broad advisory capabilities.

James Cook Jr. is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 designation and 14 years of industry experience. He has been with Raymond James since 2013, initially with Raymond James & Associates and subsequently with Raymond James Financial Services. Cook serves on the board of The 100 Club of Memphis, where he is a past president, and is a member of the finance and investment committee for Ducks Unlimited, participating in financial oversight and budget planning for these nonprofit organizations. 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 offers tailored, non-discretionary investment consulting using various analytical tools and supports both advisory programs and institutional portfolio management.

Taylor Agee is a Series 66-licensed financial advisor with Thrivent Investment Management, based in Memphis, TN. He has four years of industry experience, including roles at Thrivent Financial and Thrivent Investment Management since 2021. Prior to his finance career, Agee worked in the restaurant industry and organized live music concerts in the Memphis area. He also serves as president of the local Business Networking International chapter. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a nationwide network of financial advisors. The firm offers goal-based, holistic planning across various financial topics without discretionary trading authority and allows clients to combine planning with managed accounts under a consolidated billing option called “WealthPlan.”