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.

David Mills is a financial advisor at Cetera with 17 years of industry experience. He holds a Series 66 designation and has worked previously with Shoemaker Financial and Minnesota Life Insurance Company. In addition to his advisory role, he volunteers with the Germantown Chamber of Commerce. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and retirement services with various program options, including model portfolios, third-party money managers, and bespoke strategies.

Patsy Jones is a CFP® professional with 27 years of experience in the financial services industry. She is currently affiliated with Cetera and has worked previously with Securian Financial Services and Minnesota Life. In addition to her advisory role, she is also involved in fixed insurance sales as an agent and broker. Cetera Investment Advisers LLC is an SEC-registered adviser serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a multi-manager platform with various portfolio management options and access to third-party managers, supporting both discretionary and non-discretionary account structures.

Brandon Porter II is a financial advisor at LPL Financial with a Series 66 designation and one year of industry experience. His prior work includes roles at Sedona Staffing, Proximity Development Co., Love, Inc., and Plummer Financial, LLC. He is based in Memphis, TN. 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 offers a range of financial planning, model portfolio programs, third-party asset management, and institutional platforms, supporting advisors with a variety of investment strategies and operational tools.

Dustin Ellis is a financial advisor at Raymond James & Associates with 11 years of industry experience. He holds Series 63 and Series 66 licenses and has worked at Raymond James in various capacities since 2015, as well as at Charles Schwab from 2018 to 2020. Raymond James & Associates, Inc. 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 investors, charitable organizations, and government entities, offering financial planning, advisory programs, and institutional consulting with a range of portfolio management styles and firm-supported research.

Jaime Munz is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and four years of industry experience. Prior to joining Edward Jones, Munz worked for eight years at the YMCA of Memphis and the Mid-South. 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 under management and offers a range of advisory strategies, including discretionary and non-discretionary wrap fee programs, separately managed accounts, and affiliated mutual funds.

William Butler is a Series 66-licensed financial advisor with six years of industry experience. He is currently with J.P. Morgan Securities and JPMorgan Chase Bank, N.A., positions he has held since 2023. His prior roles include experience at Cetera, Hancock Whitney, and several hospitality and food service companies. J.P. Morgan Securities LLC provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors, combining quantitative asset-allocation modeling with centralized due diligence and applying an ESG eligibility framework in its investment recommendations.

James Shoemaker is a CFP®, ChFC® with 44 years of experience in financial services. He is currently with Cetera and has held previous roles at Securian Financial Services, Shoemaker Advisory Corporation, and Minnesota Mutual Life. Shoemaker serves as a director for Kingdom Advisors and owns Shoemaker Insurance Solutions, a fixed insurance sales business. Cetera Investment Advisers LLC is a large SEC-registered firm that supports a nationwide network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through multiple program platforms and access to third-party money managers.

Audrey Miller Okhiria is a financial advisor with Cetera, holding Series 63 and Series 66 designations and bringing 25 years of industry experience. She has worked with Cetera since 2013 and has a long tenure at Regions Bank starting in 1999. Outside of advising, she serves as a board member and treasurer for Rust College. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, corporate, charitable, and institutional clients, offering discretionary and non-discretionary portfolio management, financial planning, and access to third-party managers. The firm operates a multi-manager platform with a range of program options and oversees more than $256 billion in assets.

Thomas Eldred is a financial advisor at LPL Financial with one year of industry experience. Prior to joining LPL Financial, he worked for First Horizon Bank and First Horizon National Corporation for a combined 15 years. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of advisors. The firm offers a range of advisory and brokerage services including financial planning, model portfolios, third-party asset management, and institutional platforms.

Terance Morgan is a financial advisor with LPL Financial in Hernando, MS, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His career includes longstanding work with First Tennessee Brokerage, Inc., starting in 2003, as well as experience with Ftb Advisors, Inc. in 2013. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions through a large network of investment adviser representatives. The firm offers a range of financial planning and investment management solutions, including access to model portfolios and institutional platforms.

Frank Givens is a financial advisor with LPL Financial in Southaven, Mississippi. He holds Series 63 and Series 66 licenses and has 20 years of industry experience, including over 21 years with LPL Financial. Givens is a 50% partner in a commercial real estate rental LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms.

Jeremy Jones is a financial advisor at Cetera with 18 years of industry experience. He holds the CFP® and Series 66 designations and has worked at Shoemaker Financial since 2008. Outside of advisory roles, he owns Shoemaker Insurance Solutions, a fixed insurance sales business. Cetera Investment Advisers LLC is a large SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and financial planning services through a network of over 10,000 advisors and manages more than $256 billion in assets.

Joshua Murphey is a financial advisor with LPL Financial holding Series 63 and Series 65 licenses and four years of industry experience. His prior roles include positions at Park Avenue Securities and Guardian Life Insurance. Murphey also operates Murphey Wealth Management as part of his work with LPL Financial. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory services and utilizes both proprietary and third-party investment strategies across various account platforms.

John Miller is a CFP® and ChFC® with 26 years of experience in financial advising. He has been with Edward Jones since 1999. Outside of his advisory role, he is a part-owner of a farm in Brownsville, Tennessee. Edward Jones is a full-service wealth management firm serving individual and institutional clients, including both non-high-net-worth and high-net-worth households. The firm manages over $1 trillion in assets through a nationwide network of more than 23,000 advisors, offering a range of discretionary and non-discretionary investment strategies, separately managed accounts, and affiliated mutual funds.

Melvin Hungate Jr. is a financial advisor with Edward Jones in Olive Branch, MS, holding Series 63 and Series 66 licenses and five years of industry experience. Prior to joining Edward Jones in 2020, he served 20 years in the United States Marine Corps. Outside of his advisory role, he is a managing member of Baldwyn Center LLC, a real estate business in Byhalia, MS. Edward Jones is a full-service wealth management firm serving individual and institutional clients with over $1 trillion in assets under management. The firm offers a range of advisory programs and investment options, operating under a fiduciary standard and notable for its extensive retail advisor and branch network.

Virginia Sudduth is a financial advisor with Edward Jones, holding a Series 66 designation and beginning her career with the firm in 2026. Prior to joining Edward Jones, she worked at Forvis Mazars, LLP and held positions at Crowe, LLP and Ernst & Young, LLP. 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 options, supported by a large national network of advisors and branch offices.

William Stephens is a financial advisor at OSAIC with five years of industry experience. He holds a Series 66 designation and has worked previously at Woodbury Financial Services, MML Investor Services, and MassMutual Life Insurance Co. Outside of his advisory work, Stephens owns Stephens Outdoor Services, providing outdoor maintenance such as gutter cleaning, pool servicing, and pressure washing, and is involved with Start2Finish Event Management as part of a race day crew. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated advisers and offers integrated brokerage and advisory services, financial planning, retirement consulting, and access to third-party money managers and wrap programs. The firm utilizes asset-allocation tools, risk-tolerance assessments, and automated rebalancing across various investment vehicles and supports both discretionary and non-discretionary account management.

Larry Massey is a financial advisor with Merrill in Memphis, TN, holding Series 63, 65, and 66 licenses and eight years of industry experience. His prior work includes roles at Edward Jones, Mass Mutual Life Insurance, and J.P. Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program, offering model-based and discretionary investment strategies for individuals, high-net-worth clients, and institutional investors.

Windall Lancaster is a financial advisor at Osaic Wealth, Inc. based in Germantown, TN, holding Series 63 and Series 65 licenses with 31 years of industry experience. Prior to joining Osaic in 2024, he worked at Woodbury Financial Services for 18 years. Outside of his advisory role, Lancaster operates a CPA practice focused on income tax preparation and is involved in fixed insurance sales. Osaic Wealth, Inc. serves a wide range of retail and institutional clients through an extensive network of affiliated advisors, offering integrated brokerage and advisory services along with various portfolio management solutions. The firm employs asset-allocation tools and automated rebalancing to manage diversified portfolios and supports multiple legacy platforms and third-party managed account solutions.