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.

Austin Abernathy is a financial professional with one year of experience, currently affiliated with Cetera. He holds a Series 66 designation and previously worked in roles outside finance, including positions at Cooper Moving and Farmer's Hardware and Home Furnishings. In addition to his advisor role, he is involved with Shoemaker Financial, providing insurance, securities, and advisory services. Cetera Investment Advisers LLC serves a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse investment solutions through a multi-manager platform, combining discretionary and non-discretionary management with access to various program structures and third-party money managers.

Gerald Emerson is a financial advisor at LPL Enterprise with 19 years of industry experience. He holds Series 63 and Series 65 designations and has worked at firms including The Prudential Insurance Company of America and Pruco Securities. Emerson serves on the board of the nonprofit Main Street Collierville. LPL Enterprise provides investment advisory and brokerage services to individual and high-net-worth investors, retirement plans, banks, and corporate and charitable entities. The firm utilizes model-driven investment implementation and offers access to third-party asset managers alongside affiliated insurance and trust services.

Evan Anthony is a financial professional at Cetera with one year of industry experience. He holds a Series 66 designation and is associated with Shoemaker Financial, where he provides financial services. Prior to his financial career, he worked in various educational and service roles. Cetera Investment Advisers LLC is an SEC-registered firm serving a diverse client base that includes 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 affiliated and third-party managers.

Michael Winemiller is a financial advisor with Cetera in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 30 years of industry experience. His career includes roles at Avantax Advisory Services and BBVA Compass Insurance Agency, among others. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supporting both discretionary and non-discretionary strategies across various program structures.

Brenda Seeger is a financial advisor with Edward Jones in Collierville, TN, holding CFP®, ChFC®, and Series 66 credentials and seven years of industry experience. She worked at AutoZone, Inc. for 23 years prior to joining Edward Jones in 2018. Outside of her advisory role, she manages a family rental property used to support her daughter and her college roommates. Edward Jones is a full-service wealth management firm serving a broad range of clients, including individual and institutional investors. The firm offers various advisory programs and investment strategies, supported by a nationwide network of more than 23,700 financial advisors.

Jonathan Glenn is a financial advisor with Cetera, holding a Series 66 designation and eight years of industry experience. He has worked at Cetera and its affiliate firms since 2023 and has prior experience with Shoemaker Financial, Securian Financial Services Inc, Minnesota Life Insurance Company, and Ameriprise Financial Services, Inc. Outside of advisory work, he is involved in fixed insurance sales as an agent/broker. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad range of clients, including individuals, retirement plans, corporate and charitable entities, and institutional accounts. The firm offers diverse portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers, supporting various investment strategies and program structures.

Charles Scott III is a financial advisor with LPL Financial holding a Series 66 designation and eight years of industry experience. Prior to joining LPL Financial in 2025, he worked at Equitable Advisors and Axa Advisors. He also spent four years at McCormick & Co., Inc. Outside of his advisory role, he is involved with SCOTT WEALTH LLC, a business entity related to tax and investment purposes. 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 broad range of financial planning and asset management solutions, utilizing model portfolios, third-party subadvisors, and technology tools to support its advisory services.

Alden Small is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 designations and six years of industry experience. He has been associated with Primerica Financial Services and related entities since 2016. Outside of his advisory role, he commits time monthly to Compel Church in Southaven, MS. Primerica Advisors sponsors a wrap-fee asset management program serving individual, corporate, and charitable clients. The firm utilizes model-driven investment strategies and third-party asset managers to deliver advisory services across a broad client base.

Joseph Lunati III is a financial advisor with Cetera, holding a Series 66 designation and beginning his industry career in 2026. His prior work experience includes roles at Fouts & Morgan CPAs, Meyer Laboratories, and Adecco Staffing. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers portfolio management, financial planning, and access to third-party managers through a multi-manager platform with over 10,000 advisors and more than $256 billion in assets under management.

Kevin Baltier is a CFP® professional with 26 years of experience in financial advising. He has been with Edward Jones since 2000, working in Collierville, TN. 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 national network of financial advisors and branch offices.

Scott Bendure is a CFP®-credentialed financial advisor with 13 years of industry experience. He is currently affiliated with Raymond James Financial and has previously worked at SmartBank Investment Services, Pinnacle Bank/Pinnacle Financial Partners, SunTrust Bank, and Truist Advisory Services. Bendure is based in Germantown, 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, and institutional investors. The firm offers tailored, non-discretionary planning supported by analytics and supports municipal and public finance work through a unique affiliation with a municipal advisor.

Lisa Ravlija is a financial advisor with Edward Jones in Collierville, TN, holding Series 63 and Series 65 licenses and 17 years of industry experience. Her prior roles include positions at Merrill Lynch, Wells Fargo Clearing, and various independent and agency-based firms. Outside of finance, she has experience running a food truck business. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, with approximately $1.01 trillion in assets under management. The firm offers a range of advisory and investment solutions through a large nationwide network of financial advisors and branch offices.

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.

Wesley Lacey is a CFP® with 17 years of industry experience, currently serving as a financial advisor at Ameriprise since 2020. His prior roles include positions at Ameriprise Financial Services, Inc. and Revolution Partners, LLC. He is a member of a local Financial Advisory Commission board in Germantown, TN. Ameriprise offers a retirement-income planning service aimed at individuals approaching or in retirement with significant investable assets, providing detailed recommendation reports on income sources, Social Security options, and tax-smart withdrawals. The firm combines research, modeling, and tax-efficiency analysis to support financial advisors in delivering customized retirement income strategies.

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.

Terrance Holloway is a financial advisor with Cetera in Memphis, TN, holding a Series 66 designation and 12 years of industry experience. He has been with Cetera and Cetera Investment Services LLC since 2015 and also has experience with Regions Bank dating back to 2014. Outside of his advisory role, he is involved in real estate investing, focusing on buying, renovating, and potentially reselling distressed properties. Cetera Investment Advisers LLC is an SEC-registered firm that serves individuals, retirement plans, corporate and charitable clients, and institutional accounts through a nationwide network of over 10,000 advisors. The firm offers a multi-manager platform with a wide range of portfolio management options, including access to affiliated and third-party money managers, automated allocations, and bespoke strategies, managing over $256 billion in assets.

Theodore Minor is a financial advisor at Cetera with 15 years of industry experience. He holds a Series 66 designation and has worked with Shoemaker Financial Services and Securian Financial Services. In addition to his advisory role, he serves as a trustee for Crossroads Baptist Church. Cetera Investment Advisers LLC is an SEC-registered firm serving individuals, employer-sponsored retirement plans, corporate, charitable, and institutional clients through a large nationwide network. The firm offers discretionary and non-discretionary portfolio management, financial planning, and access to multiple third-party managers across various program structures.

Brett Thompson is a financial advisor with LPL Financial holding a Series 66 designation and six years of industry experience. His prior work includes roles at Mass Mutual Investors Services and MassMutual Life Insurance. LPL Financial is a national broker-dealer and SEC-registered investment adviser offering advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm provides a range of investment solutions including financial planning, model portfolios, third-party asset management, and institutional platforms.