Jalyn Peterson is a Wealth Management Senior Relationship Manager at Fidelity Investments, a position held since 2026. Prior to this role, Jalyn has held multiple positions within Fidelity Investments, including Financial Consultant from 2021 to 2025, Retirement Planner from 2019 to 2021, Investments Solutions Consultant from 2018 to 2019, and Customer Service Representative in 2018. Jalyn holds an Arkansas Insurance License. They approach financial advising with the perspective that every client has a unique money story that influences various aspects of their lives. Jalyn works with clients and their families to understand this story and aims to help them plan their financial futures with intention and fulfillment. Outside of work, Jalyn enjoys activities such as spending time at the beach, socializing with friends, hiking, painting, and reading.

Brian White is a financial advisor with OSAIC in Germantown, TN, holding a Series 63 designation and 23 years of industry experience. His prior work includes 18 years at Woodbury Financial Services and ongoing roles at Century Financial and Performance Marketing Group. Outside of advising, he is the author of a book titled *Single Women in Retirement* and owns several small businesses, including Century Financial Tax, which offers individual tax return services. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Grayson Lynn is a financial advisor at UBS Financial Services with seven years of industry experience. He has been with UBS since 2018 and previously worked at the University of Tennessee, Knoxville, while also involved with Millstone Market and Nursery. UBS Financial Services serves individual, corporate, and institutional clients with a range of brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services and proprietary research to tailor investment plans based on clients’ goals and risk tolerances.

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 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 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.

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® 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 Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors, LLC. Outside of his advisory role, he owns Rasberry Enterprises, LLC. 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 combines internal research and third-party analytics to evaluate investment options, offering a range of brokerage and advisory solutions.

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 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.