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Christopher B

Series 63, Series 65

Memphis, TN

LPL Financial

Christopher Butler is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 licenses and 14 years of industry experience. He has been associated with First Tennessee Brokerage, Inc. since 2012 and joined LPL Financial in 2025. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolios, third-party asset management, and institutional platforms, supported by advanced tools for operational and research assistance.

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

Series 63, Series 65

Memphis, TN

STIFEL

Jess Crabtree is a financial advisor at Stifel with 27 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Vining Sparks, Shoemaker Financial, Minnesota Life Insurance Co, and Securian Financial Services Inc. Outside of his advisory role, Crabtree serves as treasurer for a local Boy Scouts of America troop, managing the troop’s bank account and bookkeeping. Stifel serves a diverse client base, including individuals, institutional clients, and charitable organizations, offering brokerage and investment advisory services. The firm’s investment approach is supported by a proprietary methodology from its Investment Strategy Group, which uses forward-looking capital market assumptions and probabilistic modeling to guide asset allocation and financial planning.

General retirement planning Income planning
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Candis B

Series 66

Memphis, TN

Raymond James & Associates

Candis Brown is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 22 years of industry experience. Her prior roles include positions at Morgan Keegan & Company, LLC and Amsouth Investment Management Company LLC. She is also a limited partner in a family-owned rental real estate business, where she assists with property management. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser serving a diverse client base including individuals, institutions, and municipal entities. The firm offers non-discretionary financial planning and investment consulting, utilizing various portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Eric B

Series 63, Series 65

Memphis, TN

LPL Financial

Eric Baertels is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. His prior roles include positions at Raymond James & Associates, Wells Fargo Advisors, and Prudential Equity Group. Outside of finance, Baertels is involved in music as a drummer and band owner in Drummonds, Tennessee. 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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Kathryn S

Series 66

Memphis, TN

Raymond James & Associates

Kathryn Satterthwaite is a financial advisor at Raymond James & Associates with 19 years of industry experience. She has previously worked at First Horizon Advisors and FTB Advisors. She serves as a board member and finance committee member for Gestalt Community Schools, a nonprofit organization. Raymond James & Associates is a large broker‑dealer and SEC‑registered investment adviser serving a diverse client base, including individuals, institutions, and municipal entities. The firm offers financial planning, non‑discretionary investment consulting, and institutional fiduciary solutions, drawing on various portfolio management styles and affiliated research resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Larry M

Series 63, Series 65, Series 66

Memphis, TN

Merrill

Larry Massey is a financial advisor with Merrill in Memphis, TN, holding Series 63, 65, and 66 licenses and eight years of industry experience. He previously worked at Edward Jones for seven years and has held roles at several other financial firms including Mass Mutual Life Insurance and J.P. Morgan Securities. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers model-based and discretionary investment strategies for individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Alison K

Series 66

Memphis, TN

Raymond James & Associates

Alison Kosman is a financial advisor at Raymond James & Associates with 11 years at the firm and five years of industry experience. She holds the Series 66 designation and is based in Memphis, TN. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a wide range of clients including individuals, institutional and pension plans, and charitable organizations. The firm offers financial planning and consulting services with a variety of portfolio management styles supported by extensive firm research and affiliated sub-advisers.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Natalie C

Series 66

Memphis, TN

LPL Financial

Natalie Chamoun is a Series 66-licensed financial advisor with 16 years of industry experience. She is currently with LPL Financial and has previously worked at Ftb Advisors, Inc., Raymond James & Associates, and Morgan Keegan & Company, LLC. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and investment management services, utilizing a variety of strategies and operational tools while supporting a large network of advisors.

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

Series 63

Memphis, TN

Raymond James & Associates

John Stokes III is a financial advisor at Raymond James & Associates with 41 years of industry experience. He has been with Raymond James since 2013. Outside of his advisory role, he serves as attorney-in-fact for his parents' accounts and is one of the trustees of their trust. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser that serves a diverse client base including individuals, institutions, and municipal entities. The firm offers financial planning and non-discretionary investment consulting supported by a nationwide adviser network and a variety of portfolio management styles.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Jaime B

Series 66

Memphis, TN

Merrill

Jaime Brandon is a financial advisor at Merrill with 13 years of industry experience. He holds the Series 66 designation and has been with Merrill and its affiliate Bank of America, N.A. since 2015. Merrill, together with its affiliate Managed Account Advisors LLC, provides managed account services to Bank of America fiduciary clients through the Select Portfolio Solutions Program. The firm offers a range of model-based and discretionary investment strategies serving individuals, high-net-worth clients, pension and profit-sharing plans, corporations, and charitable organizations.

Tax-loss harvesting Active portfolio management Wealth management
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Keaton W

Series 63, Series 66

Memphis, TN

LPL Financial

Keaton Williams is a financial advisor with LPL Financial, holding Series 63 and Series 66 credentials and 13 years of industry experience. He previously worked at Ameriprise and FTB Advisors, where he served for a combined 12 years before joining LPL Financial. 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 range of advisory and brokerage services, including financial planning and access to model portfolios and third-party asset managers.

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

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Christopher Fienup is a financial advisor with Raymond James & Associates in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 20 years of industry experience. He has been with Raymond James & Associates since 2014. Raymond James & Associates is a large firm serving a diverse client base including individuals, institutional clients, pension and profit-sharing plans, and charitable organizations. The firm offers financial planning, non-discretionary investment consulting, and institutional advisory services, drawing on a range of portfolio management styles and affiliated research.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Darren M

Series 63, Series 65

Memphis, TN

Raymond James Financial

Darren Mcguire is a financial advisor at Raymond James Financial with 27 years of industry experience. He holds Series 63 and Series 65 licenses and previously worked for First Horizon Advisors, Inc. for 16 years before joining his current firm. Raymond James Financial Services Advisors, Inc. provides financial planning, investment consulting, and advisory services to individual and high-net-worth clients, pension plans, corporations, charitable organizations, and institutional clients. The firm employs analytical tools and risk profiling to tailor non-discretionary planning and encourages implementation through its advisory programs or other providers.

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

Series 63, Series 65

Memphis, TN

Mass Mutual Investors Services

Timothy Anderson is a financial advisor with Mass Mutual Investors Services in Memphis, TN. He holds Series 63 and Series 65 credentials and has 12 years of industry experience, including ten years with New York Life and one year at Eagle Strategies. Outside of his advisory role, he serves as a governing elder and guitar player at Shepherd Bible Church, where he participates in community care, religious counseling, and decisions regarding charity fund allocation. Mass Mutual Investors Services is a broker-dealer and SEC-registered investment adviser that provides financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers collaborative, annual financial planning engagements and a range of specialized programs, including educational seminars and event-driven planning services.

Divorce financial planning General estate planning guidance Multi-generational wealth transfer Cash flow / budgeting Founder/Business Owner Attorney Executive Married/Couples/Partners Divorced
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Cody C

Series 66

Memphis, TN

Morgan Stanley

Cody Chitwood is a Series 66-licensed financial advisor with Morgan Stanley in Memphis, TN, possessing two years of industry experience. Prior to joining Morgan Stanley, he worked at Ascend Federal Credit Union and LPL Financial LLC, and spent five years at UBS Financial Services. Morgan Stanley Wealth Management serves individual and institutional clients by providing a range of advisory programs, including tailored financial planning supported by structured discovery conversations and firm-approved planning tools. The firm manages approximately $2.74 trillion in client assets and offers services encompassing both retail and institutional markets.

General estate planning guidance
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James E

Series 66

Memphis, TN

Raymond James & Associates

James Edwards Jr. is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 66 designation and 11 years of industry experience. He has been with Raymond James & Associates since 2015 and also has experience at Memphis University School. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser overseeing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, pension plans, and charitable organizations, offering financial planning, investment consulting, and institutional advisory services with a range of portfolio management styles and affiliated research options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Charles W

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Charles Watson is a financial advisor at Raymond James & Associates with 26 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Raymond James since 2018. Prior to that, he was employed at Bank of America, N.A. and Merrill. Raymond James & Associates is a large, dually registered broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves individuals, institutional clients, and municipal entities, offering financial planning and investment consulting through a variety of programs and leveraging affiliated research and portfolio management resources.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Ambrose H

Series 63, Series 65

Memphis, TN

Raymond James & Associates

Ambrose Harris is a financial advisor at Raymond James & Associates with seven years of industry experience. He holds Series 63 and Series 65 designations and has worked at Raymond James since 2018. Outside of advising, Harris has worked in various roles including at Memphis University School and in the food service industry. Raymond James & Associates is a large broker-dealer and SEC-registered investment adviser managing approximately $501 billion in assets. The firm serves a diverse client base including individuals, institutions, charitable organizations, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Austin A

Series 66

Germantown, TN

Cetera

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.

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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George M

Series 63, Series 65

Memphis, TN

LPL Financial

George Moore is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 65 credentials and bringing 24 years of industry experience. His prior roles include positions at Infinex Investments, BancorpSouth Investment Services, Morgan Keegan & Company, and Union Planters Investment Advisors. Outside of his advisory work, he serves as a board member of the Kiwanis Club of Germantown and is involved with Big Boss Man BBQ, a local culinary venture. LPL Financial is a national broker-dealer and SEC-registered investment adviser that serves individuals, retirement plan participants, banks, trust companies, and other institutions through a wide range of advisory and brokerage services. The firm offers diverse investment strategies, technology-driven research support, and a broad platform that includes insurance and credit services alongside its advisory business.

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