Jaime Munz is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Munz worked for eight years at the YMCA of Memphis and the Mid-South. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Joshua Murphey is a financial advisor at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Park Avenue Securities and Guardian Life Insurance. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

John Miller is a CFP® and ChFC® with 26 years of experience in financial advising. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part-owner of a farm in Brownsville, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Virginia Sudduth is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career with the firm in 2026. Prior to joining Edward Jones, she worked at Forvis Mazars, LLP and held positions at Crowe, LLP and Ernst & Young, LLP. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory programs and investment options, supported by a large national network of advisors and branch offices.

William Stephens is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, MML Investor Services, and MassMutual Life Insurance Co. Outside of his advisory work, Stephens owns Stephens Outdoor Services, providing outdoor maintenance such as gutter cleaning, pool servicing, and pressure washing, and is involved with Start2Finish Event Management as part of a race day crew. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment vehicles and supports both discretionary and non-discretionary account management.

Windall Lancaster is a financial advisor at Osaic Wealth, Inc. based in Germantown, TN, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 18 years. Outside of his advisory role, Lancaster operates a CPA practice focused on income tax preparation and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services along with various portfolio management solutions. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports multiple legacy platforms and third-party managed account solutions.

Lewis Jones Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory work, he owns a sole proprietorship providing accounting and tax services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services as well as access to third-party money managers and wrap programs. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management.

Shawn Bouton is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and 12 years of industry experience. His career includes roles at Waddell & Reed, Inc. and various insurance carriers before joining LPL Financial in 2021. He operates Bouton Wealth Management LLC, an entity related to his LPL business. LPL Financial is a national investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations, offering a range of advisory programs and utilizing a combination of discretionary and non-discretionary management strategies supported by extensive research and technology tools.

John Parks is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at RVL Pharmaceuticals PLC, Dentsply Sirona Inc, and Alcon Laboratories. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Gerald Emerson is a financial advisor with LPL Enterprise, holding Series 63 and Series 65 designations and bringing 19 years of industry experience. His prior roles include positions at The Prudential Insurance Company of America, PRUCO Securities, LLC, MML Investors Services, and Mass Mutual Life Insurance Company. He serves on the board of Main Street Collierville, a local nonprofit organization. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services. The firm utilizes a platform that integrates advisory programs with the sale of financial products and provides access to model portfolios, third-party asset management, and insurance through affiliated entities.

Grant Ellis is a financial advisor with LPL Financial in Germantown, TN, holding Series 65 and Series 63 credentials and 18 years of industry experience. His prior roles include positions at Lockton Investment Advisors and Fieldstone Financial Partners. He writes industry articles through an outside business activity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party subadvisors, and research from LPL Research.

Brenda Seeger is a financial advisor with Edward Jones in Collierville, TN, holding CFP®, ChFC®, and Series 66 credentials and seven years of industry experience. She worked at AutoZone, Inc. for 23 years prior to joining Edward Jones in 2018. Outside of her advisory role, she manages a family rental property used to support her daughter and her college roommates. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers various advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Charles Scott III is a financial advisor with LPL Financial, holding a Series 66 designation and eight years of industry experience. He previously worked at Equitable Advisors and Axa Advisors, LLC, and has a background that includes four years at McCormick & Co., Inc. Outside of his advisory role, he is involved with SCOTT WEALTH LLC, a business entity for tax and investment purposes not related to investment advising. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, featuring both discretionary and non-discretionary management supported by research and model portfolios.

Pamela Pitts is a CFP® professional with 17 years of experience in the financial industry, currently affiliated with LPL Financial since 2021. Her prior experience includes roles at Waddell & Reed, various insurance carriers, and involvement with organizations such as Indie Memphis and the Colors Agency. She is also an author. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving a diverse client base, including individuals, retirement plans, banks, corporations, and charitable organizations, offering a range of advisory programs and financial planning services.

Kevin Baltier is a CFP®-certified financial advisor with Edward Jones in Collierville, TN, where he has served clients for 26 years since 2000. He holds a Series 63 license and has 25 years of industry experience. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management through a network of more than 23,700 financial advisors and offers a range of advisory services including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Lisa Ravlija is a financial advisor with Edward Jones in Collierville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Merrill Lynch, Wells Fargo Clearing, and various independent and agency-based firms. Outside of finance, she has experience running a food truck business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

Arthur Montgomery is a financial advisor with Cetera, holding Series 63 and Series 66 licenses and bringing 36 years of industry experience. He previously served as president and investment adviser at Paramount Financial LLC for over two decades. Montgomery is also an author, having written the book *So You Want to Retire*, and serves as a board member of the St. Louis Audubon Society. Cetera Investment Advisers LLC is an SEC-registered adviser serving individuals, retirement plans, corporate, charitable, and institutional clients through a network of over 10,000 advisors. The firm offers a multi-manager platform featuring discretionary and non-discretionary portfolio management, financial planning, and access to multiple investment program structures and third-party managers.

Shonna Smith is a financial advisor at Equitable Advisors with 10 years of industry experience. She holds the ChFC® and Series 63 designations. Her prior experience includes roles at Mass Mutual Investors Services and Securian Financial Services. Outside of her advisory work, she is the founder and president of the Memphis Seminole Chapter supporting Florida State University alumni and athletics. Equitable Advisors serves a wide range of clients including individuals, pension and profit-sharing plans, corporations, and charitable organizations. The firm offers financial planning, retirement plan consulting, and asset-management programs through a network of Investment Adviser Representatives and partnerships with third-party asset managers.

Jennifer Montgomery is a financial advisor at Cetera with 11 years of industry experience. She holds the Series 66 designation and has been affiliated with Cetera and its related entities since 2014. Montgomery also serves as National Business Manager at Summit National Partners, LLC, and holds operations management roles at insurance agencies, including Paramount Agency Associates, Inc. and James L. Harding and Associates, Inc. Additionally, she is a commissioned notary public. Cetera Investment Advisers LLC is an SEC-registered firm that supports a nationwide network of independent advisors, serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and retirement services across multiple program structures, emphasizing a multi-manager platform with discretionary and non-discretionary account options.