Michael Pagliari is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 19 years of industry experience. He has been with Raymond James & Associates since 2012. Pagliari serves as a committee member for Church Health, a nonprofit focused on providing health and wellness services to uninsured working individuals in his community. 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 municipal entities, offering tailored financial planning and consulting services with a range of portfolio management options.

Daniel Craig is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at FTB Advisors, Gartner, USAA Financial Planning Services, and Edward Jones. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, asset management programs, and institutional platforms, supported by a large network of advisors and advanced operational tools.

Walker Burks is a financial advisor at Raymond James & Associates with one year of industry experience and holds a Series 66 designation. His background includes roles at Raymond James, StateFarm Insurance, and educational positions at Memphis University School and the University of Tennessee, Knoxville. 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 broad client base including individuals, institutional clients, and municipal entities, offering non-discretionary financial planning and investment consulting supported by a range of portfolio management styles and firm research.

William Collins is a financial advisor at Thrivent Investment Management in Memphis, TN, holding a Series 66 designation with two years at Thrivent and four years of prior experience at Ameriprise Financial Services and Modern Woodmen of America. Before entering the financial industry, he worked in education for over a decade. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofits, focusing on holistic, goal-based financial planning without discretionary trading authority and offering integrated planning and managed-account options under its WealthPlan program.

Jason Shelby is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 23 years of industry experience. He has worked with Diversified Financial Group since 2006 and previously with FSC Securities Corporation. Outside of his advisory role, he is a partner at Diversified Financial Group, involved in group health insurance and annuities sales. OSAIC Wealth, Inc. serves a diverse client base including individuals, high-net-worth investors, pension plans, corporations, and charities through a large network of advisors and multiple advisory platforms. The firm delivers integrated brokerage and advisory services with a focus on portfolio construction using asset-allocation tools, risk assessment, and automated rebalancing across various investment types.

Pete Abston is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. He has worked at LPL Financial since 2025 and concurrently at First Tennessee Bank since 2018. Outside of his advisory duties, he is involved in Twitch streaming as a caster and commentator. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of financial planning and investment services, including access to model portfolios, third-party asset management, and institutional platforms.

Alana Hu Perkovic is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, she worked at First Horizon for multiple roles between 2014 and 2025. She is also the business owner of TOPCOURSE LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolios, and institutional platforms, supported by extensive advisory resources and technology.

Sebastian Lavarreda is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and one year of industry experience. Prior to joining the firm, he has been involved with Lobos Rush Youth Soccer since 2026. 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 extensive research and a range of portfolio management strategies.

Ronald Robinson is a financial advisor with LPL Financial in Germantown, TN, holding a Series 63 designation and bringing 26 years of industry experience. His career includes over two decades at First Tennessee Brokerage Inc and a brief tenure at Ftb Advisors, Inc. He is involved in offering investment products and services through LPL Financial under the trade name First Horizon Advisors. 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 supported by advanced research tools and offers diverse investment strategies through a large network of advisors.

Marcus Esposito is a financial advisor at Mass Mutual Investors Services with 17 years of industry experience. He holds the CFP® and ChFC® designations and has been with MassMutual and its affiliated firms since 2008. In addition to his advisory role, he teaches financial literacy to medical students at the University of Tennessee Health Science Center. 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 a range of programs including wrap and money-manager options, as well as educational seminars.

Kevin Bryant is a financial advisor with UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 licenses and bringing 30 years of industry experience. He has been with UBS since 2009. UBS Financial Services Inc. provides brokerage and investment advisory services to individual, corporate, and institutional clients, offering financial planning, portfolio management, and access to mutual funds and alternative products through a platform that combines institutional trading capabilities with wealth management services.

Sandra Mcdearman is a financial advisor with Merrill in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 26 years of industry experience. She previously worked at Stephens Inc for six years before joining Merrill in 2018. 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, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, pension plans, corporations, and charitable organizations.

John Campbell is a financial advisor at Raymond James & Associates with 22 years of industry experience. He holds the Series 66 designation and has been with Raymond James & Associates since 2013. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves individuals, institutional clients, pension plans, and charitable organizations, providing financial planning and consulting through a range of portfolio management styles and affiliated research resources.

Martavius Jones is a financial advisor at Cetera with 31 years of industry experience. He holds Series 63, 65, and 66 licenses and has previously worked at Kovack Advisors, Inc. and Kovack Securities, Inc. Jones serves as a board member of the Memphis Rock-N-Soul Museum and is treasurer for both the Howard University Alumni Club of Greater Memphis and Sigma Pi Phi Fraternity. He also serves on the board of the Community Legal Center, a nonprofit organization. Cetera Investment Advisers LLC distributes its services through a nationwide network of independent advisors, serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, and access to third-party money managers, operating a multi-manager platform with discretionary and non-discretionary program options.

George Hart is a financial advisor at LPL Financial with 26 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including B. Riley Wealth Advisors, B. Riley Wealth Management, and Citigroup Global Markets. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services with a focus on customizable strategies, including model portfolios and third-party asset management, supported by technology tools for operational and research purposes.

Brian Cox is a Series 66 licensed financial advisor with nine years of industry experience. He is currently with Charles Schwab, having joined in 2025, and previously held roles at Fidelity Investments, the Tennessee Valley Authority, Regions Bank, Cetera, and Edward Jones. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory program and affiliated managed-account and financial planning services. The firm offers a combination of non-discretionary advisory guidance and access to discretionary separately managed accounts, supported by multi-asset model portfolios and centralized operational infrastructure.

Ralph Gillentine is a CFP® and ChFC® with 22 years of experience in the financial industry. He has been with LPL Financial since 2008 and previously worked at Securian Financial Services, Inc. from 2004 to 2008. He serves as a board member for Cornerstone Systems, a for-profit entity in Memphis, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of financial planning and investment management solutions supported by research, third-party subadvisors, and technology tools, overseeing over $819 billion in discretionary assets.

Ricardo Rivera Chapa is a financial advisor at Cetera with a Series 66 designation and no prior industry experience. He has been with Cetera and Cetera Wealth Services, LLC since 2025. Outside of his advisory role, he has been involved with Tekila Modern Mexian since 2022. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers portfolio management, financial planning, retirement services, and access to third-party money managers through a multi-manager platform with various program structures and custodial relationships.

Chelsea Luttrell is a Planning Consultant at Fidelity Investments, where she works with clients to evaluate their financial situations and co-develop tailored strategies aimed at achieving their long-term goals. She focuses on building trust-based relationships to guide clients toward financial clarity and confidence. Chelsea's professional experience includes roles as a Relationship Manager and Financial Representative at Fidelity Investments, as well as a Financial Advisor position at Thrivent. Her background reflects a progression through various client-focused financial roles within the industry. Outside of her professional work, Chelsea enjoys activities with her family, visiting museums, solving puzzles, and reading.

Leanne Scull is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 66 credentials and 37 years of industry experience. She has been with Raymond James in various capacities since 2011. She also serves as trustee for two family-related trusts and is involved as an independent contractor advisor at Avenue Wealth Management Memphis. 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 investors. The firm uses risk profiling and analytical tools to tailor non-discretionary planning and encourages client implementation through its advisory programs or other providers.