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 with LPL Financial, holding a Series 66 designation and based in Memphis, TN. He joined LPL Financial in 2026 and has prior experience at firms including Sedona Staffing and Proximity Development Co. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing model portfolios and research to provide both discretionary and non-discretionary management.

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 financial advisor with J.P. Morgan Securities, holding a Series 66 designation and six years of industry experience. He has worked at several firms including Cetera Investment Services and Hancock Whitney Bank prior to joining J.P. Morgan. Outside of his advisory roles, he has experience in food and hospitality operations. J.P. Morgan Securities provides investment consulting and advisory services primarily to institutional clients and retirement plan sponsors. The firm’s approach combines quantitative asset-allocation modeling with centralized due diligence and incorporates an ESG eligibility framework when recommending investment strategies.

James Shoemaker is a financial advisor at Cetera with 44 years of industry experience. He holds the CFP® and ChFC® designations and has previously worked at Securian Financial Services, Inc. for over 30 years. He serves as a director for Kingdom Advisors and owns Shoemaker Insurance Solutions, which focuses on fixed insurance sales. Cetera Investment Advisers LLC is an SEC-registered firm serving individual, retirement plan, corporate, charitable, and institutional clients. The firm offers a range of portfolio management, financial planning, and consulting services through a multi-manager platform with access to affiliated and third-party 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 with LPL Financial, holding a Series 66 designation and one year of industry experience. He previously worked at First Horizon Bank and First Horizon National Corporation for a combined 15 years. 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 services, including discretionary and non-discretionary portfolio management, with access to research, model portfolios, and technology-driven solutions.

Terance Morgan is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and possessing 22 years of industry experience. He has worked with First Tennessee Brokerage, Inc. since 2003 and FTB Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, 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 and multiple investment strategies.

Frank Givens is a financial advisor with LPL Financial, holding Series 63 and Series 66 licenses and over 20 years of industry experience. He has been with LPL Financial since 2005. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a broad network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement plan consulting, utilizing both discretionary and non-discretionary management approaches supported by research and model portfolios.

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 at LPL Financial with three years of industry experience. He holds Series 63 and Series 65 licenses and has prior experience with Park Avenue Securities and Guardian Life Insurance. 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 various advisory programs, financial planning, and retirement plan consulting, utilizing discretionary and non-discretionary management alongside model portfolios and research from multiple sources.

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.

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.

Lewis Jones Jr. is a financial advisor at OSAIC with 20 years of industry experience. He holds a Series 66 designation and previously worked at Woodbury Financial Services for 18 years. In addition to his advisory work, he owns a sole proprietorship providing accounting and tax services. OSAIC serves a broad mix of retail and institutional clients through a large network of affiliated financial advisers and multiple advisory platforms, offering integrated brokerage and investment advisory services as well as access to third-party money managers and wrap programs. The firm employs a range of asset allocation tools and supports both discretionary and non-discretionary portfolio management.

John Parks is a financial advisor at Edward Jones with a Series 66 designation and two years of industry experience. Prior to joining Edward Jones in 2023, he held positions at RVL Pharmaceuticals PLC, Dentsply Sirona Inc, and Alcon Laboratories. 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 strategies supported by a large nationwide network of financial advisors and branch offices.