William Truett is a financial advisor with LPL Financial, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial, he has experience working at First Horizon Advisors and has been involved with Poplar Pike Wine and Liquors, LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers various financial planning and advisory programs along with brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Cecily Berry is a financial advisor with LPL Financial in Germantown, TN, holding a Series 66 designation and one year of industry experience. Prior to joining LPL Financial and First Horizon Advisors in 2025, she gained experience working in educational roles at Union University, Ridgeway Country Club, Collierville High School, and Loganville Christian Academy. 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 advisory programs, financial planning, retirement consulting, and brokerage services, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Matthew Syron is a CFP®-designated financial advisor with Edward Jones in Germantown, TN, where he has worked since 2009, totaling 16 years of industry experience. He holds a Series 66 license. Outside of his advisory work, he owns a commercial property in Germantown, which includes his Edward Jones office along with a leased separate suite. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of investment solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, supported by a large nationwide network of advisors and branch offices.

Steven Carroll is an Investment Consultant at Fidelity Investments, a position he has held since 2026. In this role, he partners with clients using an active listening approach to understand their short and long term goals and collaborates to build the framework for a financial plan aimed at meeting their needs. Prior to his current role, Steven gained experience at Fidelity Investments as a Financial Representative in 2025 and as a Financial Services Representative from 2024 to 2025. Before joining Fidelity, he worked as a Commercial Product Line Manager at Answer Financial from 2021 to 2024. Outside of his professional work, Steven has interests in fishing and music.

Brent Stone is a financial advisor at Ameriprise with 24 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at Edward Jones for 16 years before joining Ameriprise in 2024. Outside of his advisory role, he serves as President of the Braystone Park Homeowners Association board. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients, with a specialized Premier Retirement Income service that provides tailored retirement-income planning advice focused on dependable income sources and tax-aware withdrawal strategies.

Cheryl Kelley is a CFP®-certified financial advisor with 30 years of industry experience. She has worked with Cambridge Investment Research Advisors since 2005 and has been associated with related entities including Pathway Financial Services, Inc. in Germantown, TN, where she is a significant owner. In addition to her advisory role, she is an independent insurance agent focusing on fixed annuity, health, life, and long-term care products. Cambridge Investment Research Advisors serves a broad range of clients including individuals, pension plans, charitable organizations, and trusts by providing financial planning, investment management, retirement plan advisory, and financial-wellness services. The firm supports independent Financial Professionals with various portfolio management options, proprietary and unaffiliated model strategies, and multiple custody and platform arrangements.

Robert Horowitz is a Financial Consultant currently working at Fidelity Investments since 2021. In his role, he collaborates with clients to develop customized investment, retirement, and income planning strategies. Prior to joining Fidelity, Robert held positions as Advisor Development Manager at CUSO Financial from 2019 to 2020 and Market Director - Wealth at JP Morgan Chase from 2013 to 2019. He holds an insurance license in Arkansas.

Ronald Rhea is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 licenses and bringing 41 years of industry experience. He has been associated with Primerica Advisors since 1984 and Primerica Financial Services since 1991. Outside of his advisory role, he is the owner of a pecan pie sales business called Pop's Pecan Pie in Cordova, TN. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, serving individual and high-net-worth clients with model-delivery strategies and separately managed accounts. The firm curates third-party asset managers and uses a tiered wrap-fee structure, with portfolio implementation delegated to BNY Mellon Advisors.

Brooke Bobo is a financial advisor with J.P. Morgan Securities in Germantown, TN, holding a Series 66 designation and three years of industry experience. Prior to joining J.P. Morgan Securities, Brooke worked at Edward Jones, Thrivent, Raymond James, and Regions Bank. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, using a quantitative asset-allocation approach combined with centralized due diligence and an ESG eligibility framework.

Jerry Milligan II is a Series 66-credentialed financial advisor with 15 years of industry experience. He is currently with LPL Financial and has previously worked at Ameriprise Financial Services, Waddell & Reed, and various insurance agencies. Outside of his advisory role, he is a business owner involved in acting, modeling, and voice-over work. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations. The firm provides a range of advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios, third-party research, and advanced technologies.

Stacey Haney is a financial advisor with LPL Financial in Germantown, TN, holding a Series 63 designation and 29 years of industry experience. Her career includes long-term roles at First Tennessee Brokerage, First Tennessee Bank, and FTB Advisors, Inc. She is also compensated for sales of insurance, annuities, and advisory services through affiliated insurance entities. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of financial planning and advisory programs, providing discretionary and non-discretionary management supported by research and model portfolios.

Brian Boswell is a financial advisor with Ameriprise in Memphis, TN, holding a Series 66 designation and 23 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2005. Ameriprise offers a retirement-income planning service tailored to individuals approaching or in retirement who meet specific asset thresholds, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized, non-discretionary retirement income advice through a centralized consulting team.

Michael Reilly is a CFP®-certified financial advisor with 30 years of industry experience. He is currently with LPL Financial and previously worked at Equitable Advisors for 26 years and AXA Advisors, LLC for 21 years. His other business activities include ownership of Reilly Wealth, LLC, a non-investment-related entity established for tax and investment purposes. 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 broad range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management along with extensive research and model portfolio options.

Ethan Smith is a financial advisor with Charles Schwab in Germantown, TN, holding a Series 66 designation and one year of industry experience. His prior roles include positions at Charles Schwab Bank, LPL Enterprise, First Citizens National Bank, and Whites & Associates. Before entering the financial sector, he spent nine years in full-time education. Charles Schwab & Co., Inc. serves a large client base primarily composed of high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment process.

Clinton Moss is a financial advisor at Ameriprise with two years of industry experience. He holds a Series 66 designation and has prior experience with State Farm and Brad Carlisle Insurance Agency. Before entering the financial sector, he spent ten years working at Maley-Yarbrough Funeral Home. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service that provides written recommendation reports and ongoing retirement-income planning advice focused on dependable income and tax-aware withdrawal strategies.

Gregory Lemon is a financial advisor with Ameriprise in Cordova, TN, holding Series 65 and Series 63 licenses and bringing eight years of industry experience. His career includes multiple engagements with Ameriprise and a one-year tenure at Kingswood Capital Partners. Outside of his advisory role, he is co-owner of a commercial landscaping company and serves as a director at a CPA consulting and advisory firm. Ameriprise Financial Services is a large, diversified firm serving both individual and institutional clients, offering specialized retirement income planning that combines comprehensive analysis with ongoing advice to support dependable income and tax-aware withdrawal strategies.

Deta Harrold is a financial advisor at Edward Jones with 14 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2011. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a wide range of advisory programs and investment strategies, managing approximately $1.01 trillion in assets through a large network of financial advisors and branch offices.

Justin Martin is a financial advisor with LPL Financial in Memphis, TN, holding Series 65 and Series 63 licenses and having two years of industry experience. His prior experience includes roles at MML Investors Services, MassMutual Life Insurance Co/Strategic Financial Partners, Giles Financial Group, Ameriprise Financial Services, and Guidingpoint Financial Group. In addition to his advisory work, he is a commissioned notary public. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, corporations, and charitable organizations. The firm offers a range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

Todd Proctor is a Planning Consultant at Fidelity Investments, a role he has held since 2023. Prior to this, he served as a Financial Consultant at Fidelity Investments from 2020 to 2023. His professional background also includes experience as a Branch Manager at TD Ameritrade, Inc. from 2018 to 2020 and as a Financial Consultant at Charles Schwab & Co., Inc. from 2014 to 2018. Todd holds an Arkansas Insurance License, which supports his work in financial consulting and planning. He emphasizes the importance of communication in the financial services industry, aiming to build deep and ongoing connections with clients to establish and develop financial plans over time. Outside of his professional role, Todd enjoys football, hiking, spending time with friends at social events, being at the lake, listening to music, and traveling.

Hunter Buatt is a financial advisor with Raymond James Financial, holding Series 63, 65, and 66 credentials and 32 years of industry experience. His prior work includes 14 years at LPL Financial and a long tenure at Trustmark Bank, where he also serves as an associate. 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, pension plans, corporations, and institutions. The firm uses tailored, non-discretionary planning and employs analytical tools such as risk profiling and modeling to support client goals.