Philip Wunderlich Jr. is a financial advisor with UBS Financial Services, holding a Series 66 designation and one year of industry experience. Prior to joining UBS in 2023, he worked at the University of Georgia for four years and at Memphis University School for five years. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, combining proprietary research and institutional trading capabilities with wealth management offerings.

Lee Powell Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James since 2012 and is also a partner at Walnut Grove Partners since 2013. Powell has passive investment interests in multiple private investment partnerships and holds a limited role in Challen Partners. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers tailored financial planning and consulting, drawing on a wide range of portfolio management styles and affiliated research.

Laura Devries is a financial advisor at Ameriprise with 21 years of industry experience. She holds Series 63 and Series 65 licenses and has been with Ameriprise or its affiliate since 2005. Ameriprise provides retirement-income planning services targeting individuals with at least $1 million in net investable assets, offering written Recommendation Reports on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to support its advice, with a centralized consulting team delivering non-discretionary recommendations in collaboration with financial advisors.

Alex Norville is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has worked at Baptist Memorial Hospital since 2020 and was involved with Faith Baptist Church from 2013 to 2021. Cetera Investment Advisers LLC is an SEC-registered firm 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 large nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Jonathan Carter is a Financial Advisor with Merrill Lynch Wealth Management, serving clients by developing strategies tailored to their short-, mid-, and long-term financial goals. He provides guidance on a range of topics including general investing, retirement planning, and saving for unexpected events. In addition, Jonathan offers access to Bank of America specialists in banking, credit, home financing, and small business solutions to support his clients' comprehensive financial needs. Jonathan holds the Personal Investment Advisor (PIA) designation and has completed his education with a High School Diploma from Tavares High School and an Associate's Degree from Lake Sumter State College. His approach focuses on understanding what matters most to his clients and their families, helping to create customized financial strategies that evolve as their needs change.

Stacy Stringer is a financial advisor at Wells Fargo Clearing with 25 years of industry experience. She holds Series 63 and Series 65 designations and has worked at Wells Fargo Clearing since 2016, following six years at Wells Fargo Advisors LLC. Wells Fargo Clearing provides retirement plan consulting to qualified ERISA and non-qualified deferred compensation plans, offering a range of advisory services including investment policy statement preparation, investment recommendations, performance reporting, and participant education. The firm’s IPS-driven approach incorporates modern portfolio theory and includes unique offerings such as insurance-related vehicles and bank deposit sweep options within its investment menus.

Jerry Corless is a CFP® professional with 28 years of experience, currently with Mass Mutual Investors Services in Memphis, TN. He has been with MassMutual Life Insurance Company since 2017 and with MML Investors Services LLC since 2012. He serves as chairman of the board for the Charles Ray and Margery Brown Fulton Foundation and is a board member of the Leadership Empowerment Center and Forward Credit Union. Corless is also an owner of a wellness and sports recovery business offering cryotherapy and sauna services. MML 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 annual, collaborative financial planning engagements supported by firm-approved software and educational seminars.

Samuel Bradley is a Wealth Management Advisor with Merrill Lynch Wealth Management. In his role as Vice President and Wealth Management Advisor, he is involved in investment analysis, business operations, investment portfolio selection, as well as leading marketing efforts and business development for his team. Bradley’s areas of expertise include corporate executive services, executive compensation, family wealth management strategies, legacy planning, managing new wealth, personal retirement planning, women and wealth, sports and entertainment, individual and corporate investment strategy, and retirement income. He holds the Chartered Financial Consultant (ChFC) designation and is a Personal Investment Advisor (PIA). A native of Memphis, Bradley earned a Bachelor of Arts in Finance from Christian Brothers University in 2006 after completing a basketball career in Europe. He also graduated from Germantown High School. Outside of his professional work, his interests include basketball, cooking, football, golfing, music, reading, spending time with family, and traveling.

Ann Mueller is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 39 years of industry experience. She has been with Raymond James & Associates since 2015. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individual, institutional, and charitable clients, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a range of portfolio management styles and affiliated research.

Brian Williams is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and 28 years of industry experience. He has been with Raymond James & Associates since 2009. Williams serves as a board member of Friends Of Big Hill Pond State Park, where he manages financial duties related to the nonprofit. 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, and offers financial planning and consulting through various programs with a range of portfolio management styles and affiliate research resources.

John Phillips IV is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding the ChFC® designation and Series 63 license. He has 44 years of industry experience, including over a decade with Massachusetts Mutual Life Insurance Company and nine years with Mass Mutual Investors Services. He also works as a life insurance agent and represents clients in life settlements and viaticals. Mass Mutual 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, using firm-approved software tools to provide written recommendations tailored to clients’ goals.

Aaron Hickman is a financial advisor at Raymond James & Associates with 21 years of industry experience. He has been with Raymond James since 2012 and holds a Series 66 designation. 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, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Cynthia Martin is a financial advisor at UBS Financial Services with 26 years of industry experience. She has been with UBS since 2003 and holds Series 63 and Series 65 licenses. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and advisory offerings, utilizing proprietary research and model-based asset allocations to tailor investment plans to clients' goals and risk tolerances. The firm operates both as an investment adviser and broker-dealer, providing a range of capital markets services alongside wealth management.

David Rains Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 38 years of industry experience. He has been with Raymond James since 2013. Rains previously served as a director on the board of Crittenden County Hospital, where he was involved in oversight of hospital administration. Raymond James & Associates is a large, dually registered broker-dealer and investment adviser serving a broad client base including individuals, institutions, and municipal entities. The firm offers financial planning, non-discretionary investment consulting, and institutional consulting, utilizing various portfolio management styles supported by in-house research and affiliated sub-advisers.

Benjamin Terhune is a financial advisor at Ameriprise with Series 66 registration and one year of industry experience. Prior to joining Ameriprise in 2024, he was the owner of Owner's Box Sports Grill and held roles at Damon-Marcus Co., FedEx World Hub, and Huey's Restaurants. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering a specialized Premier Retirement Income service that provides written recommendation reports and annual retirement-income planning advice focused on income sources and tax-aware withdrawal strategies.

John Mcdowell is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 26 years of industry experience. He has worked with MML Investors Services, Inc. and MassMutual since 1999. In addition to his advisory role, Mcdowell is involved in life and health insurance sales through his own agency and First Financial Group. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser affiliated with MassMutual that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers a range of planning programs and educational seminars, with a focus on collaborative, goal-oriented financial planning.

Milton Smylie Jr. is a financial advisor at Stifel with 54 years of industry experience and holds the Series 63 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the Board of Directors for the West Tennessee Area Council of the Boy Scouts of America. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

James Webb is a financial advisor at UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining UBS in 2025, he worked at Hardy Reed, LLC for four years and served two terms at the United States Attorney's Office. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Stanley Jones is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a non-paid board member of the Mississippi State Marketing Advisory Board and owns an agricultural property called The Bell Farm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning, advisory services, and institutional consulting, supported by extensive firm research and multiple portfolio management strategies.

Johathan Chandler is a Series 63-licensed financial advisor with 28 years of industry experience. He is currently with Cetera and has held prior roles at Avantax affiliated firms for over two decades. Outside of his advisory work, Chandler owns and operates tax preparation and accounting businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.