Alec Bouton is a financial advisor with LPL Financial in Collierville, TN, holding Series 63 and Series 65 credentials and two years of industry experience. Prior to joining LPL Financial, he was involved in the retail liquor industry through The Wine Rack and Southwind Liquor. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients, including individuals, retirement plans, banks, and corporations. The firm offers financial planning, diverse advisory programs, and retirement consulting with both discretionary and non-discretionary management options supported by research and multiple portfolio strategies.

Christina Inmon is a financial advisor at Osaic Wealth, Inc. with 24 years of industry experience. She held a position at Woodbury Financial Services, Inc. for 14 years before joining Osaic in 2024. In addition to her advisory role, she is a partner in a bookkeeping business and is involved in insurance sales, including life, health, disability, and long-term care insurance. Osaic Wealth, Inc. serves a diverse range of retail and institutional clients through a broad network of affiliated advisors and multiple advisory platforms. The firm provides integrated brokerage and investment advisory services, financial planning, retirement plan consulting, and access to third-party money managers, employing various tools such as asset-allocation models and automated rebalancing to construct client portfolios.

Robert Lackey is a financial advisor at OSAIC with 13 years of industry experience. He holds a Series 66 credential and has worked at Woodbury Financial Services, Shoemaker Financial, Minnesota Life Insurance, and Securian Financial Services. He is also the owner and producer of P1 Financial Planning & Wealth Strategies, an LLC offering financial and insurance services. OSAIC serves a diverse client base including individual investors, institutions, and charitable organizations, providing integrated brokerage and advisory services through a large network of affiliated advisors and multiple platforms. The firm employs various asset-allocation tools and offers access to third-party money managers and managed account solutions.

Diane Taylor is a financial advisor with Raymond James & Associates, holding Series 63 and Series 66 credentials and bringing 31 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 a diverse client base including individuals, institutional clients, and charitable organizations, offering financial planning and non-discretionary investment consulting supported by a nationwide adviser network.

Brad Harris is a CFP® professional with eight years of experience at Edward Jones, where he has worked since 2018. Prior to joining Edward Jones, he spent 19 years at Office Depot, Inc. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, and manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 financial advisors.

Benjamin Wright is a financial advisor with Ameriprise based in Cordova, TN, holding Series 63 and Series 66 licenses and 24 years of industry experience. His prior roles include positions at Ameriprise Financial Services, Armor Financial Group, Allstate Insurance Company, MML Investors Services, The Wright Agency, and MassMutual Life Insurance. Ameriprise offers a retirement-income planning service designed for individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports that address income, Social Security, and tax strategies. The firm combines research, modeling, and tax-efficiency analysis to deliver personalized retirement planning solutions through a centralized consulting team.

Brian White is a financial advisor with OSAIC in Germantown, TN, holding a Series 63 designation and 23 years of industry experience. His prior work includes 18 years at Woodbury Financial Services and ongoing roles at Century Financial and Performance Marketing Group. Outside of advising, he is the author of a book titled *Single Women in Retirement* and owns several small businesses, including Century Financial Tax, which offers individual tax return services. OSAIC serves a wide range of retail and institutional clients through an extensive network of affiliated advisers and advisory platforms, providing integrated brokerage and advisory services, financial planning, and access to third-party money managers. The firm employs various asset-allocation and portfolio management tools and supports both discretionary and non-discretionary accounts.

Jared Roaten is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and 24 years of industry experience. His prior roles include positions at Principal Securities, SunTrust Advisory Services, and First South Financial Credit Union. He is based in Memphis, TN. LPL Enterprise serves a broad range of clients including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm offers financial planning, model portfolio management, third-party asset management, and access to various brokerage and insurance products via its integrated platform.

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.

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.

Roy Murrell Jr. is a financial advisor with Charles Schwab, holding Series 63 and Series 66 credentials and seven years of industry experience. His work history includes roles at Charles Schwab Bank, Merrill, and Capital One. 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 combines non-discretionary advisory services with access to affiliated discretionary SMAs, offering multi-asset model portfolios and alternative investment options.

Amin Mulji is a financial advisor with Cetera, holding Series 65 and Series 63 credentials and 12 years of industry experience. He has worked with Cetera Wealth Services and VOYA Financial Advisors, and has been involved in managing and operating a Subway franchise for over 20 years. Cetera Investment Advisers LLC serves a broad client base including individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and financial planning services through a multi-manager platform with access to affiliated and third-party managers across various investment strategies.

Gary Dering is a financial advisor at Cetera with 46 years of industry experience. He holds the ChFC® designation and Series 63 license. Prior to joining Cetera, he worked at VOYA Financial Advisors and operated GD & D, LLC. Outside of his advisory work, he owns and operates a cattle and horse farm and serves as president of the Tennessee Cattlemens Association. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a multi-manager investment platform with discretionary and non-discretionary portfolio management, financial planning, and access to third-party money managers.

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.

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.

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.

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.