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Ryan E

Series 63

Memphis, TN

Raymond James & Associates

Ryan Ehrhart is a financial advisor with Raymond James & Associates in Memphis, TN, holding a Series 63 designation and 28 years of industry experience. He has been with Raymond James since 2012. Ehrhart serves as an officer and board member for several nonprofit organizations in the Memphis area, including the 100 Club of Memphis and the Memphis Shelby Crime Commission, and acts as treasurer and board member of Mid South Therapy Dogs. Raymond James & Associates, Inc. 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, and municipal entities, offering financial planning, investment consulting, and institutional fiduciary services with a variety of portfolio management options.

General retirement planning Retirement income strategy Business succession planning Founder/Business Owner Executive
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Walker J

Series 65, Series 63

Memphis, TN

Mass Mutual Investors Services

Walker Jones is a financial advisor with Mass Mutual Investors Services in Memphis, TN, holding Series 63 and Series 65 licenses and seven years of industry experience. His prior roles include positions at Reliant Investment Management LLC and the University of Alabama. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser providing financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm structures financial planning as annual, collaborative engagements using firm-approved software and offers specialized planning programs including divorce, estate-settlement, and employer-sponsored planning.

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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Forrest D

Series 66

Memphis, TN

Merrill

Forrest Dunn is a Senior Financial Advisor with Merrill Lynch Wealth Management. He focuses on developing personalized wealth management strategies that align with clients' individual financial goals and evolving market conditions. Forrest utilizes the investment insights of Merrill and the banking and lending solutions of Bank of America to support clients’ comprehensive financial needs. He holds professional designations as a Chartered Retirement Planning Counselor (CRPC) and a Personal Investment Advisor (PIA). Forrest earned his bachelor's degree from the University of Memphis. Committed to community involvement, he actively participates in local volunteer organizations, reflecting the Merrill tradition of service in the communities they support.

Wealth management
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Mark R

Series 63

Memphis, TN

OSAIC

Mark Rutland is a financial advisor at OSAIC with 43 years of industry experience. He holds a Series 63 designation and has worked previously at Investacorp and Securities America Advisors. Rutland is also involved with Cornerstone Financial Group, where he conducts investment sales. OSAIC serves a broad range of retail and institutional clients through a large network of affiliated advisers, offering integrated brokerage, advisory services, financial planning, and access to third-party money managers and managed-account solutions.

Annuities Wealth management Tax-loss harvesting Private / alternative investments Retirement plans for business owners (SEP, solo 401k) Founder/Business Owner Executive
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