Raymond Ponnath is a financial advisor with Edward Jones in Germantown, TN, holding Series 63 and Series 66 credentials and 19 years of industry experience. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC for a combined total of ten years before joining Edward Jones in 2024. 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, supported by a network of more than 23,700 advisors and 15,000 branch offices. The firm offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds, operating under a fiduciary standard.

Brian Botto is a financial advisor at Raymond James Financial with 22 years of industry experience. He holds Series 66 and Series 63 designations and has previously worked at Duncan Williams, Inc. for 18 years. Botto is currently based in Bartlett, TN. Raymond James Financial Services Advisors, Inc. offers financial planning, investment consulting, and advisory services to a diverse client base including individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm utilizes risk profiling and analytical tools to provide tailored, non-discretionary planning and supports a large network of advisors with specialized programs in municipal finance and employer-sponsored retirement plans.

Abby Wilson is a financial advisor with Cetera in Germantown, TN, holding a Series 66 designation and five years of industry experience. She has worked with several firms, including Minnesota Life Insurance Co and Securian Financial Services Inc. Wilson serves as secretary for the nonprofit Leadership Germantown. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Sterritt Armstrong is a financial advisor at Charles Schwab with 20 years of industry experience. His background includes roles at TD Ameritrade, Charles Schwab Bank, and SunTrust Robinson Humphrey. Outside of finance, he has authored four self-published thriller novels available on Amazon. Charles Schwab 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, combining non-discretionary advisory relationships with access to affiliated discretionary separately managed accounts and a formal alternative-investment onboarding process.

Racquel Brown is a financial advisor at UBS Financial Services with 19 years of industry experience. She holds the Series 66 designation and has been with UBS since 2008. UBS Financial Services Inc. serves individual, corporate, and institutional clients through a range of brokerage and investment advisory services, including fee-based financial planning and discretionary portfolio management. The firm combines institutional trading capabilities with wealth management services and leverages proprietary research and model-based asset allocations to tailor investment strategies.

Rebecca Lin is a financial advisor with Raymond James & Associates in Memphis, TN, holding CFP® and Series 63, 65, and 66 designations and bringing 10 years of industry experience. Her background includes roles at Pinnacle Realty, Crye Leike Realtors, and Keller Williams Realty, among others. Raymond James & Associates, Inc. is a large, dually registered broker-dealer and SEC-registered investment adviser that manages approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, and municipal entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions supported by extensive research and a range of portfolio management styles.

Aleksandr Pope is a financial advisor with LPL Financial, holding a Series 66 designation and six years of industry experience. His career includes roles at First Horizon Advisors, Vaco, Agape North, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individual and institutional clients through a national network of investment adviser representatives. The firm provides a range of financial planning and advisory programs, including retirement plan consulting and brokerage services, with access to model portfolios, research, and various management options.

William Sanders Jr. is a financial advisor with Mass Mutual Investors Services and holds a Series 66 designation. He has three years of industry experience, including roles at MassMutual Life Insurance Company and prior work in journalism and retail. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm uses detailed client information and firm-approved software tools to deliver written financial recommendations within collaborative annual engagements.

Keith Inman is a financial advisor with MassMutual Investors Services in Memphis, TN, holding a Series 63 license and 22 years of industry experience. He has been with MassMutual Investors Services since 2017 and also has associations with Massachusetts Mutual Life Insurance Company and MetLife Securities Inc. In addition to his advisory work, he is president of The Inmans, Inc., a concert promotions and band management company. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that serves individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, using collaborative annual planning engagements with firm-approved analytical tools.

Meghan Mccrary is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 18 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 individuals, institutions, pension plans, and nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by a wide range of portfolio management styles and affiliated research.

Scott King is a financial advisor at Raymond James & Associates with 28 years of industry experience. He holds Series 63 and Series 65 licenses and has been with Raymond James since 2013. 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 public entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions through a variety of portfolio management styles and affiliated research resources.

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.

Bruce Angotti is a financial advisor at Raymond James & Associates with 18 years of industry experience. He has been with Raymond James & Associates since 2013 and holds the Series 66 designation. The firm oversees approximately $501 billion in assets and serves a diverse client base, including individuals, institutions, and municipal entities. Raymond James & Associates offers financial planning, investment consulting, and institutional fiduciary services, employing a range of portfolio management styles supported by research and model manager options.

Ebers Lobos is a financial advisor with Wells Fargo Clearing in Memphis, TN, holding Series 63 and Series 65 credentials and having three years of industry experience. His prior roles include positions at Wells Fargo Bank, AT&T, and involvement with Warrior Center ministries. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers a combination of brokerage and advisory solutions grounded in research and diversification principles.

George Todd is a Senior Financial Advisor with Merrill Lynch Wealth Management. He assists clients in developing personalized wealth management strategies that align with their individual financial goals and adapt to changing market conditions. Combining access to Merrill’s investment insights with the banking and lending solutions of Bank of America, he supports clients in pursuing their long-term objectives through tailored financial planning. George holds the designation of Personal Investment Advisor (PIA) and earned a bachelor's degree from Millsaps College. He is actively engaged in community service and has served as a past president and board member of the Children's Museum of Memphis. Additionally, he has been involved with Troop 55 in Memphis as a Scoutmaster and continues to support the organization.

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 Hammons Jr. is a financial advisor at Raymond James & Associates with 37 years of industry experience. He holds a Series 63 designation and has worked previously at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory role, he serves as a co-trustee for a family trust. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving individuals, institutions, pension plans, and charitable organizations. The firm offers non-discretionary financial planning and investment consulting supported by extensive research and a range of portfolio management strategies.

Sara Barrett is a financial advisor at UBS Financial Services with 13 years of industry experience. She holds a Series 66 designation and has been with UBS since 2013. UBS Financial Services Inc. serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, including financial planning, portfolio management, and distribution of mutual funds and alternative products. The firm combines institutional trading capabilities with wealth management services and uses proprietary research and model-based asset allocations to tailor advice to clients’ goals and risk tolerances.

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.

Ryan Ehrhart is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James since 2012. Ehrhart serves as an officer and board member for several nonprofit organizations in the Memphis area, including the 100 Club of Memphis and the Memphis Shelby Crime Commission, and acts as treasurer and board member of Mid South Therapy Dogs. Raymond James & Associates, Inc. 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 financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management options.