Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 credentials and seven years of industry experience. His prior roles include positions at Reliant Investment Management LLC and the University of Alabama. Mass Mutual 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, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements using firm‑approved analytical tools and supports event-driven and specialized planning services.

Angela Smith is a financial advisor with Ameriprise in Lakeland, Tennessee, holding Series 65 and Series 66 credentials and over 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory work, she is involved as a beauty associate for Celesty, a subscription-based retail service. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary, algorithm-supported recommendations tailored to clients’ Ameriprise-managed accounts.

Forrest Dunn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that align with clients' individual financial goals and evolving market conditions. Forrest utilizes the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Forrest earned his bachelor's degree from the University of Memphis. Committed to community involvement, he actively participates in local volunteer organizations, reflecting the Merrill tradition of service in the communities they support.

William Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and possessing 21 years of industry experience. He has worked at Trustmark Bank since 2013 and joined Raymond James in 2025. Collins is also involved with Trustmark Financial Services, a support company based in Collierville, Tennessee. 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, corporations, and institutional accounts. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Mark Rutland is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Investacorp and Securities America Advisors. Rutland is also involved with Cornerstone Financial Group, where he conducts investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Christopher Hicks is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 designation and has prior work history at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. Hicks is based in Collierville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.