Frank Lequerica is a financial advisor with RBC Capital Markets in Germantown, Tennessee. He holds a Series 66 designation and has 12 years of industry experience, including prior roles at Cetera, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services. RBC Wealth Management, a division of RBC Capital Markets, serves individual investors, institutional clients, corporations, and charitable organizations. The firm offers a range of advisory programs that provide portfolio management, financial planning, custody, and brokerage services tailored to each client’s risk profile through a mix of in-house and third-party investment managers.

Daryl Quarles is a financial advisor with Wells Fargo Clearing, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Wells Fargo Clearing since 2016 and previously worked at Wells Fargo Advisors LLC from 2010 to 2016. Based in Memphis, TN, his career has been focused within the Wells Fargo organization. Wells Fargo Clearing provides retirement plan consulting services to qualified ERISA plans and non-qualified deferred compensation plans, offering both discretionary and non-discretionary investment advice. The firm’s IPS-driven approach incorporates modern portfolio theory and includes a broad range of investment options, including insurance-related vehicles and bank deposit sweep programs.

Anneliese Watts is a CFP® with 25 years of industry experience, currently serving at Raymond James & Associates since 2013. She holds a Series 66 license and is based in Memphis, TN. 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 and pension plans, and charitable organizations, offering financial planning, non-discretionary investment consulting, and institutional fiduciary services.

Michael Fredi is a financial advisor with Cetera, holding Series 63 and Series 65 designations and over 31 years of industry experience. He has been associated with Cetera and its related entities since 2015 and also maintains a role with Regions Bank. Outside of his advisory duties, he serves on the Board of Directors and as the Corporate Membership Director of the Highland Hundred Football Booster Group supporting the University of Memphis football program. Cetera Investment Advisers LLC is an SEC-registered advisor serving a broad client base that includes individual investors, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services, operating a multi-manager platform with access to both affiliated and third-party investment strategies.

Darrel Sumner is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding a Series 63 designation and 27 years of industry experience. His career includes roles at Mass Mutual Investors Services since 2017, Metlife Securities Inc. since 2015, and New England Securities from 1999 to 2015. He is also a partner at SFP Benefits, an insurance brokerage specializing in health, group life, and employee welfare benefits. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, using firm-approved software tools to analyze client goals and deliver written recommendations.

Wesley White is a financial advisor at Osaic Wealth Inc. with one year of industry experience. He holds a Series 66 designation and has prior work experience with Clayton, H.T. Hackney, and the United States Army. Wesley also has a background in education and serves as a 1099 wealth advisor for Century Financial LLC, where he is a featured advisor on the firm’s website. Osaic Wealth, Inc. serves a diverse client base including retail and institutional investors such as high-net-worth individuals, pension plans, corporations, and charitable organizations. The firm provides a range of investment advisory and brokerage services supported by integrated tools and third-party solutions to manage portfolios across multiple asset classes.

Lindsey Rhea is a CFP®-certified financial advisor with 18 years of industry experience. She is currently with LPL Financial, where she has worked since 2021, and previously spent a decade at Wells Fargo Advisors Financial Network and three years at Morgan Keegan & Company. 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 provides a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a network of over 22,800 advisors.

Samuel Carson is a financial advisor at UBS Financial Services with 42 years of industry experience. He has worked at UBS since 2009 and was previously with Merrill for 10 years. Outside of advisory work, he is a partner and member of WTWT, LLC, a real estate investment entity formed to purchase a condominium. UBS Financial Services serves individual, corporate, and institutional clients with brokerage and investment advisory offerings, including financial planning and portfolio management. The firm combines institutional trading capabilities with wealth management services and provides research-driven, model-based asset allocation tailored to client goals and risk tolerance.

David Kemper is a financial advisor with Raymond James & Associates in Memphis, TN. He holds Series 63 and Series 65 licenses and has 11 years of industry experience, including prior work at Axa Advisors, LLC. 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 ranging from individuals and institutions to charitable and governmental entities, offering financial planning, investment consulting, and institutional fiduciary services.

James Wells III is a financial advisor at Morgan Stanley in Memphis, TN, holding Series 63 and Series 65 licenses with 32 years of industry experience. His prior work includes roles at Wells Fargo Advisors and Wells Fargo Clearing. Outside of his advisory work, he serves as a trustee for a family trust and receives royalty payments from mineral rights in Mississippi. Morgan Stanley Wealth Management provides advisory programs and financial planning services to individuals and institutional clients, managing approximately $2.74 trillion in client assets through tailored strategies and a structured planning process.

Daniel Threlkeld is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and 11 years of industry experience. He previously worked at Northwestern Mutual in various capacities from 2013 to 2019. Outside of his advisory role, Threlkeld serves as treasurer for two nonprofits focused on distracted driving awareness and cultural exchange, and he is a chapter advisor for the Omicron Epsilon chapter of Kappa Alpha Pi fraternity. MassMutual 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 ongoing financial planning, asset management, wrap and money-manager programs, and educational seminars.

William Hancock is a financial advisor at OSAIC with 46 years of industry experience. He holds CFP® and ChFC® designations and has worked at Woodbury Financial Services and HD Vest advisory and insurance entities. He is based in Collierville, TN. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors through a large network of advisers and multiple advisory platforms. The firm offers integrated brokerage and investment advisory services, utilizing firm-provided tools and third-party solutions for portfolio construction and management.

Matthew Bailey is a financial advisor with Cambridge Investment Research Advisors, holding a Series 66 designation and 26 years of industry experience. He has worked with Cambridge Investment Research Advisors since 2005 and Pathway Financial Services, Inc. since 2000, where he is also an owner. Outside of his advisory work, he serves as president of the Washington Square Condo Association in Memphis and as secretary/treasurer of the Germantown Baptist Church Foundation. Cambridge Investment Research Advisors is a large SEC-registered firm serving a wide range of clients, including individuals, retirement plans, charitable organizations, and trusts. The firm provides financial planning, investment management, and retirement plan advisory services through a network of independent financial professionals, offering both proprietary and third-party investment strategies across multiple platforms and custody arrangements.

Richard Jones is a CFP®-designated financial advisor with MassMutual Investors Services in Memphis, TN, where he has worked since 2009. He has 30 years of industry experience and holds a Series 63 license. Outside of his advisory role, he owns and operates a brokerage and life and health sales business. MassMutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, and charitable organizations. The firm emphasizes collaborative annual financial planning engagements and offers a range of specialized programs including divorce planning and employer-sponsored planning.

Anthony Young is a financial advisor with Thrivent Investment Management in Memphis, TN, holding Series 63 and Series 65 credentials and six years of industry experience. His prior firms include Edward Jones and self-employment before joining Thrivent in 2020. Outside of his advisory role, he serves as a board member for the Children's Advocacy Center of Hamilton County and operates a monetized YouTube channel focused on the distilling process of bourbon and tequila. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients, offering goal-based analyses and written recommendations across a broad range of financial topics without discretionary trading authority. The firm allows clients to combine planning with managed-account programs under a consolidated billing option called “WealthPlan.”

Philip Lamoreaux III is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has worked with Mass Mutual Investors Services since 2017 and previously with MetLife Securities Inc. from 2015 to 2017. Outside of his advisory role, he serves as a conservator managing his mother’s personal finances and healthcare needs. MassMutual 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, utilizing firm-approved software to analyze client goals and provide written recommendations.

Charles Cannon is a financial advisor with RBC Capital Markets, holding Series 63 and Series 65 credentials and 48 years of industry experience. His prior work includes roles at Wells Fargo Clearing and Wells Fargo Advisors LLC. Outside of his advisory work, he is a trustee for family trusts and holds a minority ownership interest in a family farm in Memphis, Tennessee. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers multiple advisory programs with tailored investment strategies and access to both in-house and third-party managers, along with a range of portfolio management and financial planning services.

Connor Moore is a financial advisor at Fidelity with a Series 66 designation and two years of industry experience. His prior work includes roles at Merrill and Pandora A/S, as well as positions in education at Baylor University and Pioneer High School. Fidelity's Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, employing a combination of proprietary fundamental research, quantitative analysis, and algorithmic portfolio construction. The firm also serves multiple registered investment companies and utilizes systematic methodologies and long-term asset allocation benchmarks in its investment process.

William Deupree III is a financial advisor with Raymond James & Associates based in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 32 years of industry experience. He has served at Raymond James since 2013 and has a longstanding role as a board member and shareholder of Commercial Bank and Trust since 1998. Outside of his advisory work, he is chair of the Deupree Family Foundation, which donates to local charities, and serves on the board and finance committee of the Hutchison School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a broad client base including individuals, institutions, pension plans, and nonprofits, offering financial planning and advisory services with a range of portfolio management styles supported by affiliated research and sub-advisers.

William Abraham is a CFP® professional with over 30 years of experience in the financial industry. He is currently with RBC Capital Markets and has previously worked at Wells Fargo Clearing and Wells Fargo Advisors. Abraham serves as a committee member at the Church of the Holy Spirit, where he participates in discussing parish finances. RBC Wealth Management, a division of RBC Capital Markets, serves a diverse client base including individual investors, institutions, and charitable organizations. The firm offers a range of advisory programs with tailored investment strategies implemented through a blend of in-house and third-party managers.