Thomas Armstrong Sr. is a CFP® with 25 years of industry experience, currently affiliated with Cetera since 2023. He has held roles at Shoemaker Financial and multiple insurance companies since 2015 and operates an accounting business as the owner of T. Armstrong, CPA. He also serves as treasurer for a homeowners' association. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, and institutional accounts, offering diversified portfolio management and financial planning through a nationwide network of independent advisors.

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.

David James is a financial advisor with Ameriprise who holds a Series 63 designation and has 36 years of industry experience. He has been with Ameriprise and its affiliated entities since 2005. Outside of his advisory work, he is involved in managing his family farm in Gore Springs, Mississippi. Ameriprise is a large institutional firm that offers retirement-income planning services for clients meeting specific asset criteria, combining research, modeling, and tax analysis to provide tailored recommendations. The firm also provides a broad range of advisory, brokerage, and insurance solutions through affiliated companies.

James Graham is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 47 years of industry experience. He has been with LPL Financial since 2015. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationally. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, with both discretionary and non-discretionary management supported by research and model portfolios.

Gregory Jordan is a CFP® with 18 years of industry experience and is currently affiliated with Cetera. He has worked at Cetera and Cetera Wealth Services since 2023 and has been involved with Shoemaker Financial Services Inc. since 2015. Jordan also has experience in fixed insurance sales through Shoemaker Financial Services. Cetera Investment Advisers LLC is an SEC-registered adviser serving a wide range of clients including individuals, retirement plans, corporate and charitable entities, and institutions. The firm offers both discretionary and non-discretionary portfolio management, financial planning, and access to multiple program platforms and third-party money managers.

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.

David Lofton is a CFP® professional with 28 years of industry experience, currently affiliated with Raymond James Financial. He has been with Raymond James Financial Services since 2009 and continues in his role as a financial advisor. Outside of his advisory work, he owns a small lawn care business in Mason, Tennessee. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to individual, institutional, and high-net-worth clients. The firm uses a range of analytical tools to tailor non-discretionary planning and consulting services to client goals, and it supports municipal and public-finance advisory work through its affiliation with a municipal advisor.

Tate Charping is a financial advisor with Cetera, holding a Series 66 license and one year of industry experience. His background includes roles at Cetera Wealth Services and the United States Probation Office, as well as teaching positions at the Regents School of Oxford. He is also a financial advisor at Shoemaker Financial, focusing on financial planning, investment planning, and insurance planning. Cetera Investment Advisers LLC is an SEC-registered firm that provides a broad range of portfolio management and financial planning services to individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts through a large nationwide network of independent advisors. The firm offers access to various investment strategies and third-party managers across multiple program structures and custodial relationships.

David Rochester is a financial advisor with Cetera in Germantown, TN, holding a Series 63 designation and over 30 years of industry experience. He has been with Cetera and Cetera Wealth Services since 2023 and previously worked at Securian Financial Services and Minnesota Life from 1995 to 2023. Outside of his advisory work, he is involved as an agent/broker in fixed insurance sales through the Shoemaker Agency, a role he has held since 2001. Cetera Investment Advisers LLC serves a diverse client base including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform, with access to both affiliated and third-party managers, and manages over $256 billion in assets across more than 10,000 advisors.

Daniel Wright is a financial advisor at Cetera with a Series 66 credential and less than one year of industry experience. Prior to joining Cetera, he worked at Symmetry Financial Group, Waffle House, and Intermodal Cartage Company. He serves on the advisory board of the African Youth Philanthropy Network, providing insight into American investment perspectives for the organization based in Accra, Ghana. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of independent advisors. The firm offers a variety of portfolio management services and employs a multi-manager platform featuring both affiliated and third-party managers across discretionary and non-discretionary program structures.

Savannah White is a financial advisor at OSAIC with Series 63 and Series 65 licenses and one year of industry experience. She has previously worked at Woodbury Financial Services Inc and Century Financial. OSAIC serves a diverse client base that includes individual and high-net-worth investors, pension plans, corporations, and charitable organizations, providing integrated brokerage and investment advisory services through a broad network of affiliated advisers and multiple advisory platforms. The firm employs a range of asset-allocation tools and offers both discretionary and non-discretionary portfolio management incorporating various investment types.

James Davis is a financial advisor at Edward Jones in Southaven, MS, holding a Series 66 credential with 23 years of industry experience. He has worked at Edward Jones since 2009. Outside of his advisory work, he is involved as a volunteer team member and director with Global Ministries and Relief in Tampa, FL, and is a recording artist affiliated with the ministry’s Unstoppable Media division. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including both high-net-worth and non-high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of investment strategies and advisory services supported by a nationwide network of more than 23,700 financial advisors.

William Wolfe is a financial professional with Cetera, holding a Series 66 designation and beginning his advisory career in 2025. Prior to joining Cetera Investment Advisors and Cetera Wealth Services, he spent several years in full-time education. Outside his role at Cetera, he is also associated with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients through a nationwide network of independent advisors. The firm offers a multi-manager platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers, managing over $256 billion in assets.

William Lloyd Jr. is a financial advisor at Equitable Advisors with 40 years of industry experience. He has held Series 63 and Series 65 licenses and has been with Equitable Advisors and its predecessor, Axa Advisors, since 1999. His outside business activities include various insurance-related roles. Equitable Advisors serves a diverse client base including individuals, high-net-worth clients, retirement plans, corporate, charitable, and institutional clients. The firm provides financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs through a dual registration as an SEC-registered investment adviser and broker-dealer.

Thomas Jenkins III is a financial advisor with Cetera, holding a Series 63 designation and 34 years of industry experience. He has worked at Cetera and its affiliated entities since 2023 and has been involved with Shoemaker Agency and Ascend Financial Services since 1992. Jenkins also owns Shoemaker Insurance Solutions, a fixed insurance sales business based in Germantown, TN. Cetera Investment Advisers LLC is a large SEC-registered firm serving a diverse 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 multi-manager platform with over 10,000 advisors and $256 billion in assets under management.

Darren Meyers Jr. is a financial advisor at Cetera with a Series 66 designation and one year of industry experience. Prior to joining Cetera, he worked at Midsouth Concierge and held roles at Christian Brothers High School and Vector Marketing. He currently serves in multiple positions outside of traditional financial services. Cetera Investment Advisers LLC is an SEC-registered firm that serves a broad client base including individuals, retirement plans, corporations, charities, and institutional accounts. The firm offers diversified portfolio management, financial planning, and access to both affiliated and third-party investment managers through a multi-manager platform.

Ticha Brannan is a financial advisor with Primerica Advisors in Southaven, MS, holding Series 63 and Series 65 licenses and bringing nine years of industry experience. She has worked at Primerica Advisors since 2016 and previously spent 19 years with Ricoh USA. Outside of her advisory role, Brannan owns Brannan Bookkeeping, LLC, a bookkeeping business. 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 account options under a tiered wrap-fee structure.

Alexander Petersen is a financial advisor at Edward Jones with nine years of industry experience. He previously operated Petersen Consulting Group for seven years. Outside of his advisory work, he is involved in audio production as an owner and producer, and assists with labeling and packaging products for an online retail business. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of advisory programs and affiliated investment options. The firm manages over $1 trillion in assets through a nationwide network of financial advisors and branch offices.

Benjamin Watts is a financial advisor with Edward Jones in Olive Branch, MS. He holds a Series 66 designation and has one year of experience in the industry. Prior to joining Edward Jones, he worked for twelve years at International Paper. 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 strategies, supported by a large national network of advisors and branch offices.

Daniel Brown is a financial professional with Cetera, holding Series 65 and Series 63 licenses and two years of industry experience. He previously worked at Fidelity Investments and is also associated with Shoemaker Financial, where he assists with portfolio construction and supports advisors and clients. Outside of finance, he has been involved with the YMCA of Memphis & the Mid-South in several roles. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients nationwide. The firm offers portfolio management, financial planning, and a multi-manager platform that includes model portfolios, third-party managers, and customized strategies.