Alexander Logue is a financial advisor at OSAIC with six years of industry experience. He holds Series 65 and Series 63 licenses and has worked previously at Securities America Advisors and Investacorp, Inc. In addition to his advisory role, he has experience as a tax preparer with Cornerstone Financial Group. OSAIC serves a diverse client base including individual, high-net-worth, institutional, and charitable investors, offering integrated brokerage and advisory services through a large network of affiliated advisors. The firm employs asset-allocation tools, risk-tolerance assessments, and automated rebalancing to manage portfolios across multiple asset classes, providing both discretionary and non-discretionary account management.

Holley Cary is a CFP® professional with 29 years of industry experience, currently serving as an advisor with LPL Financial. Prior to joining LPL, Cary spent many years with First Tennessee Brokerage, Inc. and First Tennessee Bank in Memphis, TN. In addition to financial advising, Cary owns Cary Life Coaching LLC, a non-investment-related business. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, corporations, and charitable organizations, offering various advisory programs, financial planning, and brokerage services supported by research and diversified investment strategies.

Ward Mcbee is a financial advisor with LPL Financial and holds a Series 63 designation. He has 27 years of industry experience, including roles at FTB Advisors, Inc. and First Tennessee Brokerage. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, financial institutions, and charitable organizations through a nationwide network of representatives. The firm offers a range of advisory programs, financial planning, retirement consulting, and brokerage services supported by research and various portfolio management options.

Leslie Logan is a financial advisor at LPL Financial with 18 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 2000 and Ftb Advisors, Inc. since 2013. Logan holds a Series 66 designation and is based in Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of financial planning and advisory services, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Andrew Rutland is a financial advisor at OSAIC with a Series 66 designation. He has one year of industry experience, including prior roles at Cornerstone Financial Group and Toll Brothers, Inc. before joining Osaic Wealth. Osaic Wealth, Inc. serves a diverse client base ranging from individual investors to institutional entities, offering integrated brokerage and advisory services, financial planning, and access to various managed account solutions through a large network of affiliated advisers. The firm employs proprietary asset-allocation tools and provides both discretionary and non-discretionary portfolio management options.

Gerald Lovett is a financial advisor with LPL Financial in Memphis, TN, holding Series 63, 65, and 66 licenses and bringing 11 years of industry experience. His prior experience includes seven years at Raymond James & Associates and one year at The Men’s Wearhouse. Outside of his advisory role, he works part-time in food delivery and rideshare services with companies such as Uber, Lyft, DoorDash, GrubHub, and Instacart. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base that includes individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers a range of advisory and financial planning services, employing both discretionary and non-discretionary management strategies supported by internal and third-party research.

Eric Baertels is a financial advisor with LPL Financial, holding Series 63 and Series 65 credentials and bringing 30 years of industry experience. Prior to joining LPL Financial in 2024, he worked at Raymond James & Associates and Wells Fargo in various advisory roles. Outside of his financial career, Baertels is a drummer and band owner based in Drummonds, Tennessee. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, banks, and charitable organizations. The firm offers comprehensive financial planning and advisory programs, utilizing model portfolios, research, and various management strategies.

Jacqueline Napoleon is a financial advisor at Edward Jones with 19 years of industry experience. She holds Series 63 and Series 66 designations and has worked at Edward Jones since 2005, with a one-year period at Amazon. 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 and offers a range of advisory programs and investment strategies supported by a large nationwide network of financial advisors and branch offices.

Natalie Chamoun is a financial advisor with LPL Financial based in Memphis, TN, holding a Series 66 designation and 15 years of industry experience. She has worked at FTB Advisors, Inc. since 2013 and joined LPL Financial in 2025. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and nonprofits through a national network of investment adviser representatives. The firm offers a range of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

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.

Brandon Kizer is a CFA® charterholder and holds a Series 63 license, with 16 years of experience in the financial industry. He is currently affiliated with LPL Financial and has previously worked at First Horizon Advisors, Stifel, and Vining Sparks. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a range of clients including individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a large national network. The firm offers financial planning, advisory programs, retirement plan consulting, and brokerage services with both discretionary and non-discretionary management options.

Jewel Hockett is a financial advisor at Cetera with two years of industry experience. She holds the Series 66 designation and has previously worked at Raymond James Financial Services and the University of Memphis. Cetera Investment Advisers LLC is an SEC-registered firm that serves individual clients, employer-sponsored retirement plans, corporate and charitable entities, and institutional accounts through a large network of independent advisors. The firm offers diverse portfolio management and financial planning services utilizing a multi-manager platform with various program structures and custodial relationships.

Laura George is a financial advisor at Edward Jones with 7 years of industry experience. She holds a Series 66 designation and has been with Edward Jones since 2006. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients. The firm manages approximately $1.01 trillion in assets under management and offers a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds.

Patrick Rohrbacher is a financial advisor at OSAIC with 45 years of industry experience. He holds Series 63 and Series 65 credentials and has worked at Investacorp, Inc. and Securities America Advisors, Inc. prior to joining OSAIC. Outside of advising, he is a silent partner in a retail clothing store operated by his wife. OSAIC serves a wide range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, and access to third-party money managers and wrap programs. The firm employs asset-allocation tools and automated rebalancing, managing portfolios across various asset classes on both discretionary and non-discretionary bases.

Lisa Cook is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has worked with First Tennessee Brokerage, Inc. since 1999 and Ftb Advisors, Inc. since 2013. Cook serves as a board member for The Vineyard P.D., a nonprofit organization. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a wide range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement plan consulting, using both discretionary and non-discretionary management supported by proprietary research and third-party subadvisors.

Keenen Leake is a financial advisor with LPL Financial, holding a Series 66 designation and seven years of industry experience. His prior roles include positions at First Horizon, CUNA Brokerage Services, CUNA Mutual Group, Edward Jones, and FAA Federal Credit Union. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services, providing both discretionary and non-discretionary management with access to model portfolios and third-party research.

Samuel Zuckerman is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 credential and has three years of industry experience. His prior roles include positions at First Horizon Advisors and Helena Agri Enterprises, as well as experience in education at the University of Tennessee and Ridgeway Country Club. 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 provides a range of financial planning, advisory programs, and retirement consulting services, utilizing both discretionary and non-discretionary management supported by proprietary and third-party research.

Daniel Craig is a Series 66-licensed financial advisor with eight years of industry experience. He is currently with LPL Financial and has previously worked at FTB Advisors and Gartner. LPL Financial is an SEC-registered investment adviser and broker-dealer that serves a broad range of clients, including individuals, retirement plans, banks, corporations, and charitable organizations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

William Collins is a financial advisor with Thrivent Investment Management, holding a Series 66 designation and having two years of industry experience. His prior experience includes roles at Ameriprise Financial Services LLC and Modern Woodmen of America, as well as positions in education at Carson-Newman University and Knox County Schools. Thrivent Investment Management provides Dedicated Planning Services to individuals, families, businesses, and nonprofit clients through a network of Financial Advisors. The firm offers holistic, goal-based financial planning without discretionary trading authority and allows clients to integrate planning with managed accounts under a consolidated billing arrangement.

Alana Hu Perkovic is a financial advisor with LPL Financial, holding a Series 66 designation and three years of industry experience. She previously worked at First Horizon for over eight years in various roles. Outside of her advisory work, she is the business owner of TOPCOURSE LLC. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, and charitable organizations through a national network of investment adviser representatives. The firm offers a range of advisory programs and financial planning services, utilizing model portfolios, third-party research, and technology-driven tools.