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Joseph D

Series 63, Series 65

Germantown, TN

LPL Financial

Joseph Doss is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and having 10 years of industry experience. Prior to joining LPL Financial in 2025, he worked at Mass Mutual Investors Services and MassMutual Life Insurance Company from 2015 to 2025. He is also involved in non-variable insurance activities alongside his advisory role. 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 financial planning, model portfolio programs, third‑party asset management access, and institutional platforms, supporting its network of over 22,800 advisors with a wide array of advisory and brokerage services.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Teresa B

Series 63

Hernando, MS

LPL Financial

Teresa Burns is a financial advisor with LPL Financial, holding a Series 63 designation and 25 years of industry experience. She has worked at First Tennessee Brokerage and First Tennessee since 1996 and was 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 institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, and institutional platforms, supported by a large network of investment adviser representatives.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Laura D

Series 63, Series 65

Olive Branch, MS

Ameriprise

Laura Devries is a financial advisor with Ameriprise in Olive Branch, MS, holding Series 63 and Series 65 designations and possessing 22 years of industry experience. She has worked with Ameriprise and its affiliates since 2005. Ameriprise Financial Services is a large advisory firm serving individual and institutional clients, offering specialized retirement income planning services that include written Recommendation Reports and ongoing advice focused on reliable income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Alex N

Series 66

Germantown, TN

Cetera

Alex Norville is a financial advisor with Cetera, holding a Series 66 designation and beginning his advisory career in 2026. Prior to joining Cetera, he has worked at Baptist Memorial Hospital since 2020 and was involved with Faith Baptist Church from 2013 to 2021. 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 range of portfolio management and financial planning services through a large nationwide network of independent advisors and operates a multi-manager platform with various program options and custodial relationships.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Connor M

Series 66

Collierville, TN

Edward Jones

Connor Mc Dowell is a financial advisor with Edward Jones in Collierville, TN, holding a Series 66 designation and two years of industry experience. Prior to joining Edward Jones, he worked at Merrill Lynch and Bank of America. He serves as Minister of Music at New Prospect Baptist Church, leading music for weekly services. 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 network of advisors and branch offices nationwide.

Wealth management Tax-loss harvesting Multi-generational wealth transfer Retired Founder/Business Owner Executive
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Johathan C

Series 63

Memphis, TN

Cetera

Johathan Chandler is a Series 63-licensed financial advisor with 28 years of industry experience. He is currently with Cetera and has held prior roles at Avantax affiliated firms for over two decades. Outside of his advisory work, Chandler owns and operates tax preparation and accounting businesses. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers a multi-manager platform with a range of portfolio management and financial planning services delivered through a nationwide network of over 10,000 advisors.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Laurence P

Series 66

Memphis, TN

LPL Financial

Laurence Plummer, Jr is a financial advisor with LPL Financial in Memphis, TN, holding a Series 66 designation and having 13 years of industry experience. He previously worked at Royal Alliance Associates, Inc. and Jhfn Sii. Plummer serves as a board member for Love Fellowship Ministries, a nonprofit organization. LPL Financial is a national broker-dealer and SEC-registered investment adviser providing advisory and brokerage services to individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management solutions through a large network of advisors, employing both proprietary research and third-party model portfolios.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Abby W

Series 66

Germantown, TN

Cetera

Abby Wilson is a financial advisor with Cetera in Germantown, TN, holding a Series 66 designation and five years of industry experience. She has worked with several firms, including Minnesota Life Insurance Co and Securian Financial Services Inc. Wilson serves as secretary for the nonprofit Leadership Germantown. Cetera Investment Advisers LLC is an SEC-registered firm that supports a large network of independent advisors serving individuals, retirement plans, corporate, charitable, and institutional clients. The firm offers a range of portfolio management and consulting services through a multi-manager platform with access to affiliated and third-party managers.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
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Angela S

Series 65, Series 66

Germantown, TN

Ameriprise

Angela Smith is a financial advisor with Ameriprise in Lakeland, Tennessee, holding Series 65 and Series 66 credentials and over 22 years of industry experience. She has been with Ameriprise and its affiliate Ameriprise Financial Services, Inc. since 2001. Outside of her advisory work, she is involved as a beauty associate for Celesty, a subscription-based retail service. Ameriprise offers a retirement-income planning service designed for individuals nearing or in retirement who meet specific asset thresholds, providing written recommendations on income sources, Social Security options, and tax-smart withdrawal strategies. The firm combines research, modeling, and tax-efficiency analysis, delivering non-discretionary, algorithm-supported recommendations tailored to clients’ Ameriprise-managed accounts.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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William C

Series 66

Collierville, TN

Raymond James Financial

William Collins is a financial advisor with Raymond James Financial Services Advisors, Inc., holding a Series 66 license and possessing 21 years of industry experience. He has worked at Trustmark Bank since 2013 and joined Raymond James in 2025. Collins is also involved with Trustmark Financial Services, a support company based in Collierville, 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, corporations, and institutional accounts. The firm offers tailored, non-discretionary planning and consulting using risk profiling and analytical modeling, and is notable for its municipal advisor affiliation and specialized SIMPLE IRA Employer Advisory & Consulting Services program.

Wealth management Tax strategies for small businesses Business succession planning General estate planning guidance Founder/Business Owner Executive
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Christopher H

Series 63

Collierville, TN

LPL Financial

Christopher Hicks is a financial advisor at LPL Financial with 37 years of industry experience. He holds the Series 63 designation and has prior work history at Ftb Advisors, Inc. and First Tennessee Brokerage, Inc. Hicks is based in Collierville, TN. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions through a wide range of advisory and brokerage services. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by advanced operational and research tools.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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