Jeffery Avant is a CFP® professional affiliated with Edward Jones, based in Bartlett, TN, with 17 years of industry experience. He has been with Edward Jones since 2008. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, offering a range of advisory programs and investment solutions supported by a nationwide network of more than 23,700 financial advisors.

Mark Varner is a financial advisor at Edward Jones with 23 years of industry experience. He holds a Series 66 designation and previously worked at B. Riley Wealth Management and Modern Woodmen of America. Edward Jones serves more than four million individual and institutional clients, offering a range of wealth management services including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Michael Robinson is a CFP®-credentialed financial advisor with LPL Financial in Cordova, TN, and has 21 years of industry experience. He has been with LPL Financial since 2007 and also serves at Renasant Bank since 2006. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning, advisory programs, retirement plan consulting, and brokerage services with access to model portfolios, research, and diverse investment strategies.

Blake Kirchner is an Investment Consultant at Fidelity Investments, a position held since 2025. Prior to this role, Blake served as a Planning Consultant from 2024 to 2025, a Relationship Manager from 2023 to 2024, and a Financial Representative from 2022 to 2023, all within Fidelity Investments. Blake holds insurance licenses in Arkansas and California. In client interactions, Blake focuses on building partnerships based on trust, transparency, and tailored strategies, aiming to develop financial plans that address clients' immediate needs and long-term goals. Outside of work, Blake enjoys spending time at the beach, attending concerts, watching football, engaging in social events with friends, watching movies, and listening to music.

Brian Williams is a financial advisor with Charles Schwab in Germantown, Tennessee, holding Series 63 and Series 66 licenses and bringing 11 years of industry experience. He has been with Charles Schwab since 2015 and also works with Charles Schwab Bank, SSB. Charles Schwab & Co., Inc. serves a large client base primarily consisting of 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 both non-discretionary investment guidance and access to discretionary separately managed accounts, supported by centralized custody and operational infrastructure.

Julie Terry is a CFP® with 30 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. She spent 24 years at Ameriprise Financial Services, Inc. prior to her current role. Outside of her advisory work, she serves on the Board of Directors for the West Tennessee Women's Lacrosse Officials Association and is a board member of Civitan in Memphis, TN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific asset criteria, providing written Recommendation Reports that address income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis with algorithmic automation to support its advisory services.

Ryan Ealy is a Financial Consultant at Fidelity Investments, where he has been serving since 2021. Prior to this, he worked as an Investment Consultant at Fidelity Investments from 2020 to 2021 and as a Financial Advisor at Securian Financial Services from 2015 to 2020. His professional experience encompasses financial consulting and investment advisory roles. Ryan holds an Arkansas Insurance License, enabling him to address insurance-related financial planning needs. He focuses on helping clients understand their financial situations, plan for important objectives, and implement strategies aligned with their goals. Outside of his professional work, Ryan has personal interests that include cars, cooking and baking, family activities, food, parenthood, and traveling.

John Shamblin is a CFP® professional with seven years of industry experience, currently serving as a financial advisor at OSAIC. He has prior experience with Shoemaker Financial and Securian Financial Services. Outside of his advisory role, he has been involved with Funtime Skateland for several years. OSAIC Wealth, Inc. serves a diverse client base including individual, high-net-worth, pension, corporate, and charitable clients through a broad network of financial advisers. The firm provides integrated brokerage and advisory services, utilizing asset-allocation tools and third-party managers to construct portfolios across various asset classes.

Walter Roop is a financial advisor at LPL Financial with 38 years of industry experience. He previously spent 32 years at Fortis Investors, Inc. In addition to his advisory role, he owns Bolin Grove Farms, LLC, a non-investment-related business. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, retirement plan consulting, and brokerage services, utilizing both discretionary and non-discretionary management along with research from LPL Research and third-party subadvisors.

Evan Fischer is currently the Vice President and Wealth Planner at Fidelity Investments, a position he has held since 2023. He has been with Fidelity Investments since 2010, progressing through roles including Investments Representative and Financial Consultant. Prior to joining Fidelity, Evan worked as a Financial Advisor at Edward Jones from 2007 to 2010. Throughout his career, Evan has partnered with clients and their families to build, implement, and maintain long-term financial plans across various market conditions. His approach centers on understanding clients' priorities to develop personalized strategies aligned with their goals, values, and vision for the future. He holds an Arkansas Insurance License. Outside of his professional work, Evan enjoys biking, movies, parenthood, pets, soccer, and swimming.

William Morgan is a financial advisor at LPL Financial with 37 years of industry experience. He holds a Series 63 designation and has worked at First Tennessee Brokerage, Inc. since 1994 and FTB Advisors, Inc. since 2013. He began his current position at LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers financial planning, various advisory programs, and retirement plan consulting, utilizing a range of portfolio management and research resources.

Jeffrey Elsworth is a financial advisor at Edward Jones in Collierville, TN, holding Series 63 and Series 66 credentials with 22 years of industry experience, all of which has been with Edward Jones since 2004. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets through a nationwide network of more than 23,700 advisors and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

Charles Sudduth is a financial advisor with Raymond James Financial, holding a Series 66 designation and possessing 16 years of industry experience. His prior work includes roles at Guaranty Investment Corp., Guaranty Financial Services, and LPL Financial. He serves as Vice President at Guaranty Bank & Trust in addition to his advisory duties. 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, pension and profit-sharing plans, corporations, charitable organizations, and institutional clients. The firm offers tailored non-discretionary planning and consulting, supports institutional consulting and portfolio management, and maintains specialized programs such as municipal advisory services and SIMPLE IRA Employer Advisory & Consulting Services.

Christopher Murray is a financial advisor at Ameriprise in Memphis, TN, holding a Series 66 designation with 10 years of industry experience. He has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2014. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement who meet specific eligibility criteria. The firm provides written Recommendation Reports that address income sources, Social Security claiming options, and tax-smart withdrawal strategies, using a combination of research, modeling, and algorithmic tools overseen by a dedicated consulting team.

William Kirksey is a financial advisor with Cetera based in Memphis, TN, holding Series 63 and Series 66 credentials and 30 years of industry experience. He has been with Cetera and its affiliates since 2014, including a tenure at Regions Bank beginning the same year. Cetera Investment Advisers LLC operates as an SEC-registered advisor serving a broad client base including individuals, 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 both affiliated and third-party managers, supporting diverse program structures and custodial relationships.

Thomas Brunt is a financial advisor with Cetera who holds Series 63 and Series 66 credentials and has nine years of industry experience. He has worked at Cetera since 2018 and also holds a role as a Regions Private Wealth Advisor. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base including individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, overseeing more than $256 billion in assets through a network of over 10,000 advisors.

Cliff Sulcer is a Financial Consultant at Fidelity Investments, a position he has held since 2019. In this role, he helps clients construct, implement, and maintain effective financial plans to work toward their financial goals. His professional experience spans several roles in the financial industry, including Financial Representative at Ashford Advisors & Park Avenue Securities from 2013 to 2019, Senior Associate at SouthernSun Asset Management from 2007 to 2012, Vice President of Private Banking at Regions Bank from 2004 to 2007, and Director of Financial Planning at Sovereign Wealth Management from 2002 to 2004. He holds an insurance license in Arkansas. Outside of his professional work, Cliff enjoys baseball, football, golf, movies, traveling, and participating in family activities.

Levi Evans is a financial advisor with Edward Jones in Germantown, TN, holding Series 63 and Series 65 licenses and five years of industry experience. His prior roles include positions at Park Avenue Securities, Guardian Life Insurance (Ashford Advisors), and Northwestern Mutual Investment Services. Outside of finance, he has experience in catering and event services through Simply Done Catering & Events. Edward Jones is a full-service wealth management firm serving individual and institutional clients with a broad range of investment options, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of financial advisors and branch offices.

Bradley Cook is a financial advisor with Edward Jones in Cordova, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Extendicare of West Tennessee, Tropical Smoothie Cafe, and Baptist Home Health and Hospice. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including households of varying net worths, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers a range of advisory programs, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds.

JR Trevino is a Vice President and Financial Consultant currently working at Fidelity Investments since 2023. In this role, he assists clients in developing personalized financial plans by thoroughly assessing their current financial situations, future objectives, risk tolerance, and family dynamics. Prior to his current position, JR served as a Vice President Financial Consultant at Charles Schwab from 2016 to 2023. His experience spans multiple phases of clients' financial lives, focusing on creating tailored roadmaps that address both present and future needs. JR holds an insurance license in Arkansas, supporting his ability to provide comprehensive financial guidance.