Milton Smylie Jr. is a financial advisor at Stifel with 54 years of industry experience and holds the Series 63 designation. He has been with Stifel since 2009. Outside of his advisory role, he serves on the Board of Directors for the West Tennessee Area Council of the Boy Scouts of America. Stifel serves a broad range of clients, including individuals, institutions, and charitable organizations, providing brokerage and investment advisory services supported by a proprietary investment methodology developed by its Investment Strategy Group.

Connor Mc Dowell is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Merrill Lynch and Bank of America. He serves as Minister of Music at New Prospect Baptist Church, leading music for weekly services. 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 supported by a large network of advisors and branch offices nationwide.

James Webb is a financial advisor at UBS Financial Services in Memphis, TN, holding Series 63 and Series 65 credentials with five years of industry experience. Prior to joining UBS in 2025, he worked at Hardy Reed, LLC for four years and served two terms at the United States Attorney's Office. UBS Financial Services serves individual, corporate, and institutional clients through brokerage and investment advisory offerings, combining institutional trading capabilities with wealth management services supported by proprietary research and model-based asset allocations.

Stanley Jones is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 34 years of industry experience. He has been with Raymond James & Associates since 2013. Outside of his advisory role, he serves as a non-paid board member of the Mississippi State Marketing Advisory Board and owns an agricultural property called The Bell Farm. Raymond James & Associates is a large dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets, serving a diverse client base including individuals, institutions, and municipal entities. The firm provides tailored financial planning, advisory services, and institutional consulting, supported by extensive firm research and multiple portfolio management strategies.

Courtney Dunleavy is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and possessing seven years of industry experience. She has been with Raymond James & Associates since 2016 and previously worked at Charming Charlies in 2017. 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, institutions, pension plans, and charitable organizations, offering financial planning and consulting with a range of portfolio management styles and affiliated research resources.

Jerry McEwen is a financial advisor at Wells Fargo Advisors with 42 years of industry experience. His prior roles include positions at Wells Fargo Clearing and A. G. Edwards & Sons, Inc. He holds the Series 63 designation. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that provides investment and fee-based financial planning services to individuals, trusts, and institutional clients. The firm offers a broad planning menu supported by proprietary research and tools, with an emphasis on tailored recommendations across various financial planning areas.

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.

Wes Parker is a financial advisor at Cetera with 28 years of industry experience. He holds a Series 63 designation and has previously worked at Avantax Investment Services, INC. for 29 years. Outside of his advisory role, Parker serves as president of Forever Young Veterans Inc., volunteering to accompany World War II veterans on trips to historic battlefields. Cetera Investment Advisers LLC is a nationwide SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a variety of portfolio management and financial planning services through a multi-manager platform, supporting both discretionary and non-discretionary account strategies.

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.

John Maiden 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 & Associates since 2013. 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, pension plans, and charitable organizations, offering a range of financial planning and investment consulting services supported by nationwide advisers and affiliated research.

Curtis Keough Jr. is a financial advisor with Raymond James & Associates, holding Series 63 and Series 65 credentials and bringing 41 years of industry experience. He has been with Raymond James & Associates since 2004. 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, institutions, charitable organizations, and government entities, offering financial planning, non-discretionary investment consulting, and institutional fiduciary solutions.

Laurence Plummer, Jr is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and having 13 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. Plummer serves as a board member for Love Fellowship Ministries, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, employing both proprietary research and third-party model portfolios.

Barrett Jones is a financial advisor with Mass Mutual Investors Services, holding a Series 66 designation and nine years of industry experience. He has been with MML Investors Services and MassMutual Life Insurance Company since 2017 and worked for ESPN from 2017 to 2022. Outside of his advisory role, Jones is a public speaker and also works as an insurance agent. MML Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers financial planning, asset management, and educational seminars, focusing on collaborative, goal-based planning with tools such as Monte Carlo simulations and automated asset allocation.

Raymond Ponnath is a financial advisor at Edward Jones with 20 years of industry experience. He previously worked at Wells Fargo Clearing for eight years and had a seven-year tenure at Edward Jones earlier in his career. He holds the Series 63 and Series 66 licenses. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including non-high-net-worth and high-net-worth households, pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies, operates under a fiduciary standard, and maintains a nationwide network of advisors and branch offices.

Brian Botto is a financial advisor with Raymond James Financial based in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He previously worked for Duncan Williams, Inc. for 18 years before joining Raymond James and its affiliated firms in 2022. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to a diverse client base that includes individuals, high-net-worth clients, pension plans, corporations, and institutional clients. The firm delivers tailored, non-discretionary planning and consulting using analytical tools and supports institutional consulting, portfolio management, and specialized municipal and public-finance services.

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. He holds the Series 63, Series 65, and Series 66 designations and has previously worked at firms including TD Ameritrade and SunTrust Robinson Humphrey. Outside of finance, he is a novelist with four self-published thriller novels available on Amazon. 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 offers a combination of non-discretionary and discretionary investment management supported by multi-asset model portfolios and centralized operational capabilities.

Rebecca Lin is a CFP®-certified financial advisor with over 10 years of industry experience. She is currently with Raymond James & Associates and has previously worked in real estate and investment firms including Pinnacle Realty and Arete Wealth Advisors. 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 and non-discretionary investment consulting supported by extensive research and multiple portfolio management approaches.

Aleksandr Pope is a financial advisor with LPL Financial in Germantown, TN, holding a Series 66 designation and six years of industry experience. His prior roles include positions at First Horizon Advisors, Vaco, Agape North, MML Investors Services, and Mass Mutual Life Insurance Company. LPL Financial is a national broker-dealer and SEC-registered investment adviser that provides advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management programs, utilizing both proprietary research and third-party strategies, supported by advanced operational tools.

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.