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.

Kenneth Bowley is a financial advisor with Mass Mutual Investors Services, holding Series 63 and Series 65 credentials and bringing 22 years of industry experience. His work history includes roles at MassMutual Life Insurance Company and Allstate Financial Services, LLC. Outside of advising, he served as vice president and financial services representative in insurance and managed an apartment complex through his ownership of CRD Properties LLC. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers ongoing financial planning, asset management, and educational seminars, utilizing firm-approved software to deliver collaborative, goal-focused recommendations.

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.

Thomas Lambert is a financial advisor at LPL Financial in Memphis, TN, holding a Series 66 designation. He joined LPL Financial in 2025 and has prior experience at First Horizon Bank, Morgan Stanley, and the University of Tennessee, Knoxville. 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, offering financial planning, advisory programs, and retirement consulting.

Colin Miller is a ChFC® credentialed financial advisor with 34 years of industry experience, currently with Cambridge Investment Research Advisors. He has worked with Cambridge Investment Research, Inc. and Red Oak Capital Managers since 2007. Outside of his advisory role, Miller serves as Camp Commander for the Robert E. Lee Camp #1640 of the Sons of Confederate Veterans, a historical-focused civic group in Germantown, Tennessee. Cambridge Investment Research Advisors is a large SEC-registered firm serving a diverse client base including individuals, retirement plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, utilizing a range of portfolio management options and proprietary and third-party investment strategies.

Richard Coleman is a financial advisor at LPL Financial with 41 years of industry experience. He holds Series 63 and Series 66 designations and has worked previously at FTB Advisors, Inc. and First Tennessee Brokerage. Coleman is based in Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a wide range of advisory programs and financial planning services, utilizing both discretionary and non-discretionary management supported by extensive research and technology tools.

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.

Amanda White is a Series 66 licensed financial advisor at Edward Jones with 12 years of industry experience. She has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including high-net-worth households, pension and profit-sharing 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.

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.

Gary Hall is a CFP® and Series 66 credentialed financial advisor with 17 years of industry experience. He has worked at Charles Schwab and Charles Schwab Bank since 2018, following prior roles at Wells Fargo Clearing and WELLS FARGO Advisors. Charles Schwab & Co., Inc. serves a large client base primarily composed 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 a blend of non-discretionary and discretionary investment solutions supported by multi-asset model portfolios, centralized custody, and due diligence on alternative investments.

William Billingsley is a CFP® professional with 38 years of industry experience, currently affiliated with LPL Financial. He has been involved with Comprehensive Wealth Management since 2006 and Linsco / Private Ledger Corp. since 2000. Outside of advising, he operates Billingsley Farms, LLC, a farm business in Germantown, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services supported by proprietary and third-party research, providing both discretionary and non-discretionary portfolio management options.

Jerome Franklin is a CFP® professional with 24 years of industry experience, currently serving at Wells Fargo Advisors since 2022. He previously worked at Wells Fargo Clearing and Wells Fargo Advisors LLC from 2009 through 2022. Outside of his advisory role, he is involved in community service as co-chairman of the board of trustees at First Baptist Church of Lauderdale and holds multiple finance-related positions with Habitat for Humanity of Greater Memphis. Wells Fargo Advisors Financial Network is a large broker-dealer and registered investment adviser that offers investment and fee-based financial planning services to individuals, trusts, and institutions. The firm provides tailored planning across various areas including retirement, estate, and specialized financial needs, utilizing proprietary research and tools to support client recommendations.

Jacob Bramlitt is a financial advisor at Fidelity with a Series 66 designation and one year of industry experience. Prior to joining Fidelity, he held roles at Uber Eats, the University of Memphis, and Confluent Strategies. Fidelity’s Strategic Advisers LLC provides investment management and advisory services to retail and institutional clients, including IRS-qualified Charitable Gift Funds and registered investment companies. The firm combines fundamental research with quantitative analysis and algorithmic portfolio construction, offering discretionary and non-discretionary advisory services as well as model portfolios.

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.

Christopher Butler is a financial advisor at LPL Financial with 14 years of industry experience. He holds Series 65 and Series 63 licenses and previously worked at First Tennessee Brokerage, Inc. for over a decade. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, financial institutions, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, brokerage services, and access to model portfolios and research from multiple sources.

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.

Keaton Williams is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and possessing 13 years of industry experience. He has also worked with FTB Advisors, Inc. for over ten years. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of investment adviser representatives. The firm offers a broad range of advisory programs, financial planning services, and retirement plan consulting, utilizing both discretionary and non-discretionary management supported by research and model portfolios.