Lindsey Rhea is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with LPL Financial, where she has worked since 2021, and previously spent a decade at Wells Fargo Advisors Financial Network and three years at Morgan Keegan & Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Samuel Carson is a financial advisor at UBS Financial Services with 42 years of industry experience. He has worked at UBS since 2009 and was previously with Merrill for 10 years. Outside of advisory work, he is a partner and member of WTWT, LLC, a real estate investment entity formed to purchase a condominium. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerance.

David Kemper is a financial advisor with Raymond James & Associates in Memphis, TN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including prior work at Axa Advisors, LLC. 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 ranging from individuals and institutions to charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

James Wells III is a financial advisor with Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 32 years of industry experience. His prior roles include positions at Wells Fargo Clearing and Citigroup Global Markets. Outside of his advisory work, he serves as a trustee for a family trust and receives royalty payments related to mineral rights. Morgan Stanley Wealth Management offers a range of advisory programs to individuals and institutions, emphasizing tailored financial planning supported by firm-approved tools and research. The firm manages approximately $2.74 trillion in client assets and provides both direct and employer-sponsored planning services.

Daniel Threlkeld is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2019. Outside of his advisory role, Threlkeld serves as treasurer for two nonprofits focused on distracted driving awareness and cultural exchange, and he is a chapter advisor for the Omicron Epsilon chapter of Kappa Alpha Pi fraternity. MassMutual Investors Services, LLC 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, wrap and money-manager programs, and educational seminars.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and Pathway Financial Services, Inc. since 2000, where he is also an owner. Outside of his advisory work, he serves as president of the Washington Square Condo Association in Memphis and as secretary/treasurer of the Germantown Baptist Church Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies across multiple platforms and custody arrangements.

Richard Jones is a CFP®-designated financial advisor with MassMutual Investors Services in Memphis, TN, where he has worked since 2009. He has 30 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns and operates a brokerage and life and health sales business. MassMutual 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, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements and offers a range of specialized programs including divorce planning and employer-sponsored planning.

Anthony Young is a financial advisor with Thrivent Investment Management in Memphis, TN, holding Series 63 and Series 65 credentials and six years of industry experience. His prior firms include Edward Jones and self-employment before joining Thrivent in 2020. Outside of his advisory role, he serves as a board member for the Children's Advocacy Center of Hamilton County and operates a monetized YouTube channel focused on the distilling process of bourbon and tequila. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Philip Lamoreaux III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a conservator managing his mother’s personal finances and healthcare needs. MassMutual Investors Services, LLC 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, and educational seminars, utilizing firm-approved software to analyze client goals and provide written recommendations.

Charles Cannon is a financial advisor at RBC Capital Markets with 48 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Wells Fargo Clearing for six years. Outside of his advisory role, he serves as a trustee for trusts created under his father. RBC Wealth Management, a division of RBC Capital Markets, LLC, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs that provide discretionary and non-discretionary portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles.

Connor Moore is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and Pandora A/S, as well as positions in education at Baylor University and Pioneer High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

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 31 years of experience in financial advising, currently with RBC Capital Markets since 2023. His prior experience includes roles at Wells Fargo Clearing from 2012 to 2018 and A. G. Edwards & Sons, Inc. from 2005 to 2008. He serves as a committee member at the Church of the Holy Spirit, where he participates in discussions regarding parish finances. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individuals, institutions, pension plans, corporations, and charitable organizations. The firm offers various advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to clients’ risk profiles using a combination of in-house and third-party investment managers.

Ryan Murray is a CFP® professional with 18 years of industry experience, currently affiliated with Fidelity Investments. He has worked within various Fidelity entities since 2008, including Fidelity Brokerage Services LLC and Fidelity Personal and Workplace Advisors. Strategic Advisers LLC, a Fidelity Investments company, provides investment management and advisory services to retail and institutional investors, including management of charitable and registered investment company funds. The firm uses a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction to develop model portfolios from mutual funds, ETFs, and ETPs.

Roy Murrell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Merrill, and Capital One. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options.

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 39 years of industry experience. He holds a Series 63 designation and has worked at OSAIC since 2023. His prior experience includes long tenures at Diversified Financial Group and FSC Securities Corporation. Besides advising, he is an owner of Diversified Financial Group, LLC, involved in insurance sales. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and multiple advisory platforms. The firm provides integrated brokerage and advisory services, offering portfolio construction using asset-allocation tools and access to third-party managers.

David Neubert is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. His career includes roles at SunTrust Bank and GenSpring Family Offices, LLC. 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 financial planning and consulting through various advisory programs and an extensive affiliated network.

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.