Racquel Brown is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Rebecca Lin is a financial advisor with Raymond James & Associates in Memphis, TN, holding CFP® and Series 63, 65, and 66 designations and bringing 10 years of industry experience. Her background includes roles at Pinnacle Realty, Crye Leike Realtors, and Keller Williams Realty, among others. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages 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 solutions supported by extensive research and a range of portfolio management styles.

Aleksandr Pope is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at First Horizon Advisors, Vaco, Agape North, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management options.

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Company and prior work in journalism and retail. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to deliver written financial recommendations within collaborative annual engagements.

Keith Inman is a financial advisor with MassMutual Investors Services in Memphis, TN, holding a Series 63 license and 22 years of industry experience. He has been with MassMutual Investors Services since 2017 and also has associations with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is president of The Inmans, Inc., a concert promotions and band management company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning engagements with firm-approved analytical tools.

Meghan Mccrary is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 18 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 individuals, institutions, pension plans, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Scott King is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

Bruce Angotti is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. The firm oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by research and model manager options.

Ebers Lobos is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and having three years of industry experience. His prior roles include positions at Wells Fargo Bank, AT&T, and involvement with Warrior Center ministries. 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 a combination of brokerage and advisory solutions grounded in research and diversification principles.

George Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing personalized wealth management strategies that align with their individual financial goals and adapt to changing market conditions. Combining access to Merrill’s investment insights with the banking and lending solutions of Bank of America, he supports clients in pursuing their long-term objectives through tailored financial planning. George holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Millsaps College. He is actively engaged in community service and has served as a past president and board member of the Children's Museum of Memphis. Additionally, he has been involved with Troop 55 in Memphis as a Scoutmaster and continues to support the organization.

John Hammons Jr. is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers non-discretionary financial planning and investment consulting supported by extensive research and a range of portfolio management strategies.

Sara Barrett is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

Ryan Ehrhart is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2012. Outside of his advisory role, Ehrhart serves as secretary for the 100 Club of Memphis, a nonprofit supporting first responders and their families, and he is involved with several other community organizations, including the Memphis Shelby Crime Commission and Mid South Therapy Dogs. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Reliant Investment Management LLC and the University of Alabama. Mass Mutual Investors Services, LLC is 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 structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored planning.

Angela Smith is a financial advisor with Ameriprise in Lakeland, Tennessee, holding Series 65 and Series 66 credentials and over 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory work, she is involved as a beauty associate for Celesty, a subscription-based retail service. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary, algorithm-supported recommendations tailored to clients’ Ameriprise-managed accounts.

Forrest Dunn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that align with clients' individual financial goals and evolving market conditions. Forrest utilizes the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Forrest earned his bachelor's degree from the University of Memphis. Committed to community involvement, he actively participates in local volunteer organizations, reflecting the Merrill tradition of service in the communities they support.

William Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and possessing 21 years of industry experience. He has worked at Trustmark Bank since 2013 and joined Raymond James in 2025. Collins is also involved with Trustmark Financial Services, a support company based in Collierville, Tennessee. 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 accounts. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Christopher Hicks is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Tennessee Brokerage, Inc. since 1997 and FTB Advisors, Inc. since 2013. 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 a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.