Stephanie Billings is a financial advisor at Edward Jones with four years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2017, with a three-year break from the workforce prior to joining. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets and offers a range of investment strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

James Craig Jr. is a financial advisor with Ameriprise, holding a Series 63 designation and 24 years of industry experience. He previously worked at LPL Financial from 2015 to 2020 before joining Ameriprise in 2020. Outside of his advisory role, he serves on the Atoka Industrial Development Board and is Vice Chairman of Promise 4 Hope Ministries. Ameriprise provides retirement-income planning services tailored to individuals approaching or in retirement, combining research, modeling, and tax-efficiency analysis to deliver personalized recommendations. The firm offers a broad range of advisory, brokerage, and insurance solutions through affiliated entities.

Brandon Kizer is a financial advisor with LPL Financial in Memphis, TN, holding the CFA® designation and Series 63 license. He has 16 years of industry experience and has previously worked at First Horizon Advisors, Stifel, and Vining Sparks. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, institutions, and retirement plan participants. The firm offers a wide range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.

Roy West Jr. is a financial advisor with J.P. Morgan Securities in Memphis, TN, holding a Series 66 license and six years of industry experience. His prior roles include positions at Cetera Wealth, Shoemaker Financial, and Trustmark Bank. He serves as a board member of the Memphis First United Methodist Church, where he participates as a voting member of the Board of Trustees and provides financial advice on commercial insurance costs and interest rates. J.P. Morgan Securities LLC offers investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, utilizing quantitative asset-allocation modeling and centralized due diligence. The firm provides non-discretionary advice through a select group of Wealth Advisors, integrating an ESG eligibility framework in its investment recommendations.

Lisa Cook is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 63 designation and bringing 27 years of industry experience. She previously worked at First Tennessee Brokerage, Inc. from 1999 and had a brief tenure at Ftb Advisors, Inc. In addition to her advisory role, she serves as a board member for The Vineyard P.D., a nonprofit organization. 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 offers a range of advisory and brokerage services, including financial planning and access to third-party asset management, supported by extensive operational tools and a broad platform.

Keenen Leake is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Horizon, CUNA Brokerage Services, CUNA Mutual Group, Edward Jones, and FAA Federal Credit Union. 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 offers a range of financial planning and investment management services, utilizing a combination of proprietary and third-party strategies across various platforms.

Diane Taylor is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 31 years of industry experience. She has been with Raymond James & Associates since 2012. 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, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Benjamin Wright is a financial advisor with Ameriprise based in Cordova, TN, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Armor Financial Group, Allstate Insurance Company, MML Investors Services, The Wright Agency, and MassMutual Life Insurance. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning solutions through a centralized consulting team.

Marie Garrett is a financial advisor at Edward Jones with 12 years of industry experience. She holds the Series 66 designation and has been with Edward Jones since 2013. Outside of her advisory role, she is involved in online selling through social media platforms and operates a business selling vintage glass items. 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 options supported by a large national network of financial advisors.

Samuel Zuckerman is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and three years of industry experience. Prior to joining LPL Financial in 2025, he worked at First Horizon Advisors from 2022 to 2025 and has experience in roles outside of finance including positions at Helena Agri Enterprises, the University of Tennessee, and Ridgeway Country Club. LPL Financial is a national broker-dealer and SEC-registered investment adviser that offers advisory and brokerage services through a large network of representatives to individuals, retirement plans, banks, trust companies, and institutions. The firm provides a range of services including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by extensive operational and research tools.

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.

Roy Murrell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Merrill, and Capital One. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm combines non-discretionary advisory services with access to affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options.

David Lillard is a financial advisor with Edward Jones in Bartlett, TN, holding Series 63 and Series 66 licenses and with 25 years of industry experience. He has been with Edward Jones since 2000. Outside of advising, he co-founded a storage building leasing business that offers rent-to-own contracts. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including pension plans and charitable organizations. The firm manages over $1 trillion in assets through a large network of advisors and offers a range of discretionary and non-discretionary investment strategies under a fiduciary standard.

Travis Lemonte is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and has worked at multiple firms, including Cetera Investment Services and Regions Bank. He is based in Memphis, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, and other institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advice delivery through a large network of investment adviser representatives.

Chelsey Fairchilds is a financial advisor at LPL Financial with 15 years of industry experience. She has held positions at First Horizon Advisors, Inc., Alluvion Investments, LLC, and Alluvion Securities. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing strategies including model portfolios, third-party subadvisors, and customized approaches.

Kourtnee Pierson is a financial advisor with Ameriprise in Cordova, TN. She holds a Series 66 designation and has three years of industry experience. Prior to joining Ameriprise, she worked at Pierson Family Services and has been self-employed. Ameriprise Financial Services is a large, diversified firm serving individual and institutional clients, offering specialized retirement income planning services that include written recommendation reports and ongoing tax-aware withdrawal strategies. The firm employs a centralized service team for retirement income advice and provides access to a curated investment universe influenced by affiliated product relationships.

Teresa Schelly is a financial advisor at Cetera with one year of industry experience. She holds a Series 66 designation and has worked at Regions Bank since 2006. Cetera Investment Advisers LLC is an SEC-registered adviser supporting a large network of independent advisors who serve individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program structures and custodian relationships.

John Keller is a CFP® professional with 27 years of experience in the financial industry. He has been with Edward Jones since 2014. 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 solutions, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and tax-efficient services, supported by a large nationwide network of advisors and branch offices.