James Cole is a financial advisor at Mariner with 28 years of industry experience. He holds the CFP® and ChFC® designations and has worked at firms including First Horizon Advisors and BOK Financial. Mariner serves a diverse client base including individuals, pension plans, trusts, and charitable organizations, offering services such as investment management, financial planning, retirement plan consulting, and integrated tax and accounting support. The firm employs a discretionary, customized portfolio approach backed by internal research and third-party managers, and provides specialized solutions like ERISA 3(38) retirement plans and a Financial Wellness Platform for employers.

Jay Healy is a CFP® professional with 22 years of experience in financial advising, currently with Beacon Pointe Advisors, LLC since 2022. Prior to this, he worked for 14 years at Century Wealth Management, LLC. He serves as a board member and chair of the investment committee for the Community Foundation of Greater Memphis. Beacon Pointe Advisors provides investment advisory and consulting services to a diverse range of individual and institutional clients, including charitable organizations and retirement plans. The firm employs a manager-driven investment approach with both active and passive strategies, supported by a formal due-diligence process and proprietary investment vehicles.

Timothy Moran is a financial advisor with Ameritas Advisory Services, LLC, holding Series 63 and Series 65 licenses and bringing 34 years of industry experience. He has worked with Ameritas firms in various capacities since 2006 and leads The Moran Company, an independent insurance agency he founded in 2008. He is also a partner at UCL Financial Group, LLC, and engages in oil well royalty interests in Kansas. Ameritas Advisory Services, LLC provides investment advisory and planning services to a diverse client base, including individuals, high-net-worth investors, retirement plans, charitable organizations, and businesses. The firm employs a range of investment strategies utilizing model portfolios, mutual funds, ETFs, interval funds, and individual securities, supported by multiple program platforms and third-party technology.

Robert Peters is a financial advisor with Private Advisor Group, LLC based in Memphis, TN, holding a Series 66 designation and 18 years of industry experience. He previously worked at Morgan Stanley Private Bank and Morgan Stanley Smith Barney before joining Private Advisor Group and LPL Financial in 2017. Outside of his advisory role, he owns Petersbuilt Solutions, a basic web design business. Private Advisor Group serves individuals, trusts, estates, charitable organizations, businesses, and retirement plans by offering discretionary and non-discretionary portfolio management, financial planning, and retirement plan consulting. The firm employs a fiduciary-based advisory model, utilizing a range of investment strategies and technology platforms while providing access to proprietary and third-party managed account solutions.

Brian Nanney is a financial advisor with TIAA-CREF in Memphis, TN, holding a Series 66 designation and 13 years of industry experience. He previously worked at Strategic Advisers, Inc. and FIDELITY Brokerage Services LLC before joining TIAA-CREF in 2018. TIAA-CREF Individual & Institutional Services, LLC provides financial planning and discretionary managed account programs to individuals, trusts, estates, partnerships, corporate entities, and small retirement plans. The firm offers both point-in-time planning services and ongoing portfolio management, serving clients often connected through TIAA-administered employer retirement plans.

James Steiger is a financial advisor with Centaurus Financial, Inc. in Germantown, TN, holding Series 63 and Series 65 credentials and bringing 33 years of industry experience. He has been with Centaurus Financial since 2018 and previously worked at Institutional Securities Corp from 2016 to 2018. Outside of advisory work, he serves as a General Partner of Striker LP, a non-investment related entity based in Memphis, TN. Centaurus Financial, Inc. provides advisory and brokerage services to a diverse range of clients, including individuals, families, businesses, and institutions. The firm offers financial planning, portfolio management, retirement-plan consulting, and specialized advisory services, utilizing both discretionary and non-discretionary arrangements with a variety of analytical approaches and third-party management options.

James Raper is a financial advisor with NewEdge Advisors and holds the Series 66 designation. He has 21 years of industry experience, including nine years at FTB Advisors, Inc., and currently works with both NewEdge Advisors and LPL Financial. NewEdge Advisors is an enterprise-scale registered investment adviser serving individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a network of independent advisers. The firm offers a range of services including portfolio management, financial planning, retirement and pension consulting, and access to third-party managers and advisory programs, utilizing both in-house and external strategies supported by technology and centralized due diligence.

Kathleen Pickler is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and six years of industry experience. She has been with Commonwealth and Pickler Wealth Advisors since 2019. Outside of her advisory work, she owns Pickler Events, an event planning business based in Germantown, Tennessee. Commonwealth Financial Network is a national registered investment adviser that supports approximately 2,950 advisors and their clients through a range of advisory programs, including wealth management and retirement plan consulting. The firm provides operations, technology, compliance, and investment management support, offering advisors discretion in portfolio construction alongside managed model portfolios.

John Francis is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 65 designation and bringing nine years of industry experience. He previously worked at Green Square Capital LLC from 2016 to 2019 before joining Hightower Advisors in 2019. Hightower Advisors provides investment advisory and planning services to a diverse range of individual and institutional clients, including pension plans, charitable organizations, corporations, trusts, and pooled investment vehicles. The firm’s advisory model focuses on manager selection and multi-manager solutions, utilizing both affiliated and third-party managers alongside proprietary research and a variety of investment strategies.

Robert Dingler is a financial advisor at Creative Planning with 21 years of industry experience. He holds a Series 65 designation and previously spent 18 years at FSG Investment Management. Outside of advising, he is an owner of a marketing consulting, accounting, and bookkeeping firm, though he is not actively involved in its daily operations. Creative Planning provides wealth management, financial planning, and retirement-plan advisory services to a diverse client base, including high-net-worth individuals and institutions. The firm employs a financial-planning-led investment approach that combines low-cost indexing, buy-and-hold strategies, and selective private market exposure, supported by affiliated legal, accounting, and trust services.

George Howard III is a financial advisor with Centaurus Financial, Inc. in Germantown, TN, holding Series 63 and Series 65 licenses and having 28 years of industry experience. He has worked at Centaurus Financial since 2018 and previously at BFC Planning, Inc. and Berthel Fisher & Company Financial Services, Inc. He is also part owner of a bulk ice vending business in Germantown. Centaurus Financial provides advisory and brokerage services to a diverse client base, including individuals, families, small businesses, corporations, trusts, and foundations. The firm offers financial planning, portfolio management through its CLASSIC Plus platform, and specialized consulting services, employing both discretionary and non-discretionary arrangements with a variety of investment analysis techniques.

Zubin Shah is a CFP® professional with one year of experience at Mercer Global Advisors Inc. He previously worked at Vishria Bird Financial Group LLC for five years and has additional experience at Blacksoil Capital Private Limited and Khimji Kunverji & Co. Mercer Global Advisors serves individuals, families, small business owners, plan sponsors, foundations, non-profits, and endowments by providing investment advisory services along with financial, tax, retirement, estate planning, and family office services. The firm’s investment approach uses Modern Portfolio Theory with globally diversified, risk-appropriate portfolios, employing a mix of ETFs, index funds, separate account managers, and private funds, supported by client education and integrated affiliated service lines.

George Moore Jr. is a financial advisor with Guardian Life and Park Avenue Securities, holding the ChFC® designation and Series 63 and 65 licenses. He has 35 years of industry experience, including over 25 years with both Guardian Life and Park Avenue Securities. He also operates Ashford Advisors Mid South, a Guardian General Agency based in Memphis, Tennessee. Park Avenue Securities, a subsidiary of The Guardian Life Insurance Company of America, provides brokerage and investment advisory services to individuals, corporate and retirement plan sponsors, charitable organizations, and businesses. The firm combines advisor-led discretionary management with model-based strategies and offers tailored client solutions including financial planning, subscription-based consulting, and access to insurance and alternative investment products.

Barry Brothers is a CFP® professional with 44 years of experience in the financial industry. He has been with VALIC Financial Advisors since 1998 and also serves as an insurance agent with Agia, specializing in non-securities insurance products. VALIC Financial Advisors primarily serves U.S. individual clients, including high net worth and ultra-high net worth individuals, as well as employer-sponsored retirement participants. The firm offers portfolio management and financial planning services through a large network of advisors, utilizing discretionary unified managed accounts on Envestnet’s platform and emphasizing centralized technology and model-driven solutions.

Katherine White is a financial advisor with VOYA Financial Advisors, Inc. holding a Series 66 designation and two years of industry experience. Her prior roles include positions at Raymond James & Associates, Inc. and Ashford Advisors. VOYA Financial Advisors, Inc. provides financial planning, portfolio management, and retirement-plan advisory services to individuals, pension plans, charitable organizations, and corporate clients. The firm utilizes a combination of in-house and external strategists, model portfolios, and technology to deliver personalized investment solutions through a large network of advisor representatives.

James Duke is a financial advisor with Hightower Advisors in Memphis, TN, holding a Series 65 credential and offering nine years of industry experience. Prior to joining Hightower in 2019, he worked at Green Square Capital LLC for three years. Hightower Advisors provides investment advisory and planning services to a diverse group of individual and institutional clients. The firm’s approach emphasizes manager selection and multi-manager solutions, utilizing both affiliated and third-party managers across a variety of investment vehicles and strategies.

Mark Ruleman is a financial advisor with Independent Financial Group, LLC, holding Series 63 and Series 65 licenses and bringing 39 years of industry experience. His prior roles include positions at Cetera Advisor Networks, United Capital Financial Advisors, Girard Securities, and Raymond James & Associates. He serves on the boards of the Germantown Chamber of Commerce and Theatre Memphis and has been involved with the BNI Networking Group for over two decades. Independent Financial Group, LLC provides investment advisory and brokerage services to a diverse client base, including individuals, high-net-worth clients, trusts, and organizations. The firm offers a range of financial planning and portfolio management solutions, utilizing both firm- and third-party models that combine active and passive investment approaches tailored to client risk profiles.

Lyndsey Pare is a Certified Financial Planner™ (CFP®) and holds a Series 66 license with 12 years of industry experience. She has worked at Mariner Wealth Advisors since 2024 and previously spent six years at both APW Capital, Inc. and Vishria Bird Financial Group, LLC, as well as five years at Ameriprise. Outside of her advisory role, she serves as Vice President of the Farmington Meadows Homeowners Association and as Treasurer for the Houton Middle School Theater Board. Mariner serves a broad range of clients, including individuals, high-net-worth households, pension and profit-sharing plans, trusts, estates, and charitable organizations. The firm offers investment management, financial planning, retirement plan consulting, tax services, and family office capabilities, implementing customized portfolios through a combination of in-house research and third-party managers.

Joseph Mcdowell is a financial advisor with Integrity Alliance, LLC, holding a Series 66 designation and 14 years of industry experience. He previously worked at Lion Street Financial and FSC Securities Corporation. Outside of his advisory role, Mcdowell teaches financial education classes, owns a real estate analysis consulting business, and serves on several nonprofit boards including the Shelby County Drug Court Foundation and CrimeStoppers of Memphis and Shelby County. Integrity Alliance serves a diverse client base including individuals, charitable organizations, corporations, and retirement plans, offering asset management, financial planning, and retirement consulting through a network of 164 independent advisers. The firm employs a range of investment approaches and provides both discretionary and model-based portfolio management using multiple custodial platforms.

Larry Clayton is a financial advisor with Lincoln Investment who holds the ChFC® and Series 63 designations and has 33 years of industry experience. He has been with Lincoln Investment since 2012 and has also worked at Capital Analysts, Incorporated since 1993. Outside of advisory work, he has been involved in insurance sales and life settlements and is an emeritus member of a financial planning study group. Lincoln Investment Planning, LLC is a large enterprise investment advisory and broker-dealer serving a diverse client base including individuals, high-net-worth investors, trusts, charities, and retirement plans. The firm offers financial planning, portfolio management, and access to third-party managers, with an investment approach guided by an in-house Investment Management & Research team that develops model portfolios and adaptive strategies.