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.

Ryan Ehrhart is a financial advisor at Raymond James & Associates with 27 years of industry experience. He holds a Series 63 designation and has been with Raymond James since 2012. Outside of his advisory role, Ehrhart serves as secretary for the 100 Club of Memphis, a nonprofit supporting first responders and their families, and he is involved with several other community organizations, including the Memphis Shelby Crime Commission and Mid South Therapy Dogs. Raymond James & Associates is a large 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 nonprofit organizations, offering financial planning and non-discretionary investment consulting supported by extensive research and multiple portfolio management strategies.

Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses 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 providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored planning.

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 with LPL Financial, holding a Series 63 designation and bringing 37 years of industry experience. He has worked with First Tennessee Brokerage, Inc. since 1997 and FTB Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, supported by research from LPL and third-party subadvisors.