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 with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James since 2012. Ehrhart serves as an officer and board member for several nonprofit organizations in the Memphis area, including the 100 Club of Memphis and the Memphis Shelby Crime Commission, and acts as treasurer and board member of Mid South Therapy Dogs. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management options.

Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials 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 that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm‑approved analytical tools and supports event-driven and specialized planning services.

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 at LPL Financial with 37 years of industry experience. He holds the Series 63 designation and has prior work history at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. Hicks is based in Collierville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.