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Cameron C

CFP®, Series 66

Arlington, TN

Edward Jones

Cameron Collins is a CFP®-credentialed financial advisor with two years of industry experience, currently working at Edward Jones in Arlington, TN. Prior to joining Edward Jones, he was employed at Northwestern Mutual and also worked at Traxx Outdoor Solutions. Edward Jones is a full-service wealth management firm serving individual and institutional clients, offering a range of advisory programs and investment strategies supported by a large network of financial advisors nationwide.

Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Multi-generational wealth transfer General estate planning guidance General retirement planning Retired Founder/Business Owner Executive
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Angela S

Series 66

Bartlett, TN

Edward Jones

Angela Shaw is a financial advisor at Edward Jones in Bartlett, TN, holding a Series 66 designation with 8 years of industry experience. She has been with Edward Jones since 2009. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients, including pension plans, corporate clients, and charitable organizations. The firm offers a range of advisory programs and investment strategies supported by a nationwide network of financial advisors and branch offices.

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

Series 63, Series 66

Memphis, TN

LPL Financial

Louis Allen Jr. is a financial advisor with LPL Financial based in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 22 years of industry experience. He has worked at LPL Financial since 2025 and has concurrent experience with Ftb Advisors, Inc. and First Tennessee Brokerage, Inc., spanning over a decade. 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. The firm offers a range of advisory programs, financial planning, and brokerage services, with both discretionary and non-discretionary management supported by in-house and third-party research and portfolio management tools.

College savings (529s, UTMA, etc.)
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Anna E

Series 66

Memphis, TN

LPL Financial

Anna Embry is a Series 66-licensed financial advisor with eight years of industry experience. She is currently with LPL Financial and has previously worked at First Horizon Advisors, MML Investors Services, Mass Mutual Life Insurance Company, and the University of Mississippi. Outside of her advisory roles, she was involved with Head Over Heels for five years. 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 financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and research support.

College savings (529s, UTMA, etc.)
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Wanda C

Series 65, Series 63

Cordova, TN

Ameriprise

Wanda Chandler is a financial advisor with Ameriprise in Cordova, TN, holding Series 65 and Series 63 designations and four years of industry experience. She previously worked at LPL Financial from 2015 to 2021 before joining Ameriprise. Ameriprise Financial Services is a large, diversified advisory firm serving individual and institutional clients. The firm offers a specialized Premier Retirement Income service focused on retirement income planning, incorporating written recommendations and ongoing advice centered on income sources and tax-aware withdrawal strategies.

Retirement income strategy Income planning Social Security optimization Retirement withdrawal strategies Approaching retirement
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Grant B

Series 63, Series 66

Memphis, TN

LPL Financial

Grant Boucek is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 licenses and having 23 years of industry experience. He has worked previously at FTB Advisors, Inc. and First Tennessee Brokerage, Inc. He is also involved with First Horizon Advisors, a separate business entity related to his LPL activities. LPL Financial serves a wide range of clients including individuals, retirement plans, banks, and corporations, offering financial planning, advisory programs, and brokerage services through a national network of investment adviser representatives.

College savings (529s, UTMA, etc.)
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Christy H

Series 63, Series 66

Bartlett, TN

LPL Financial

Christy Heckler is a financial advisor with LPL Financial, holding the Series 63 and Series 66 designations and bringing 30 years of industry experience. She has worked at LPL Financial since 2022 and has prior experience with Cuna Brokerage Services, Inc. and First South Investment Service. Heckler is also licensed as an agent for United Healthcare and Blue Cross Blue Shield of Tennessee. LPL Financial is a national SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, retirement plan consulting, and brokerage services using both discretionary and non-discretionary management approaches.

College savings (529s, UTMA, etc.)
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Mark P

Series 63

Memphis, TN

Cetera

Mark Pendergrast is a financial advisor with Cetera, holding a Series 63 designation and bringing 38 years of industry experience. He has worked with Cetera and Regions Bank since 2016 and previously spent 12 years at Stephens Inc. Cetera Investment Advisers LLC serves a wide range of clients including individuals, retirement plans, corporate, charitable, and institutional accounts. The firm offers various portfolio management and financial planning services through a multi-manager platform with more than 10,000 advisors and over $256 billion in assets under management.

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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Richard S

Series 66

Memphis, TN

Mass Mutual Investors Services

Richard Schembechler II is a financial advisor with MassMutual Investors Services, holding a Series 66 designation and six years of industry experience. His background includes roles at MassMutual Life Insurance Company, Securian Financial Services, and Shoemaker Financial. Outside of his advisory work, he has competed as a professional golfer and continues to participate in golf tournaments. MassMutual Investors Services is a broker-dealer and SEC-registered investment adviser that offers financial planning and asset management services to individuals, business owners, trusts, estates, charitable organizations, and employers. The firm emphasizes collaborative, annual planning relationships and provides a range of investment and planning programs.

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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Susan F

Series 63

Memphis, TN

LPL Financial

Susan Fletcher is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 25 years of industry experience. She has worked at First Tennessee Bank and related entities since 1994 and has been associated with FTB Advisors, Inc. for over a decade. Fletcher operates out of Memphis, TN. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, financial institutions, corporations, and charitable organizations nationwide. The firm offers a range of advisory programs, financial planning, and brokerage services, utilizing both discretionary and non-discretionary management supported by in-house and third-party research.

College savings (529s, UTMA, etc.)
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Clifford G

Series 66

Memphis, TN

Edward Jones

Clifford Gregory is a financial advisor at Edward Jones in Memphis, TN, holding a Series 66 designation. He began his career at Edward Jones in 2026 and has prior experience in the technology sector, including roles at Informatica, Salesforce, TIBCO Software, and Information Builders. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients with a range of advisory programs, including discretionary and non-discretionary wrap fee strategies, separately managed accounts, and affiliated mutual funds. The firm manages approximately $1.01 trillion in assets and operates a nationwide network of more than 23,700 financial advisors and 15,000 branch offices.

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

Series 63

Millington, TN

LPL Financial

Janette Lookadoo is a financial advisor with LPL Financial, holding a Series 63 designation and bringing 27 years of industry experience. She has worked at First Tennessee Brokerage, Inc. since 1998 and First Horizon Advisors, Inc. since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad range of clients, including individuals, retirement plans, institutions, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing model portfolios, third-party research, and technology-driven investment solutions.

College savings (529s, UTMA, etc.)
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Todd R

Series 63, Series 65

Bartlett, TN

Raymond James Financial

Todd Ruston is a financial advisor with Raymond James Financial Services Advisors, Inc., holding Series 63 and Series 65 credentials and bringing 27 years of industry experience. He has previously worked at FTB Advisors, Inc. for 10 years and has been with Raymond James and Pinnacle Financial Partners since 2022. Ruston is also involved as an associate with Fountain Financial Group and Pinnacle Asset Management, supporting the sale and management of financial products. Raymond James Financial Services Advisors provides financial planning, investment consulting, and advisory services to a diverse client base including individual, high-net-worth, institutional, and charitable clients. The firm offers tailored, non-discretionary planning and utilizes a range of analytical tools, with specialized services in municipal and public finance as well as a SIMPLE IRA Employer Advisory program.

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

Series 65, Series 63

Memphis, TN

OSAIC

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.

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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Charlotte C

Series 63

Memphis, TN

Mass Mutual Investors Services

Charlotte Cooper is a financial advisor with Mass Mutual Investors Services, holding a Series 63 designation and bringing 41 years of industry experience. She has worked with MML Investors Services, Inc. since 1996 and Mass Mutual Life Insurance Company since 1991. In addition to her advisory role, she has been involved in retail sales with Mary Kay Cosmetics since 1976. Mass Mutual Investors Services, LLC is a broker-dealer and SEC-registered investment adviser serving individuals, business owners, trusts, estates, charitable organizations, and employers. The firm offers comprehensive financial planning, asset management, and educational seminars, with planning engagements structured as collaborative, annual relationships using firm-approved analytical tools.

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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Colt P

Series 66

Bartlett, TN

Cambridge Investment Research Advisors

Colt Pierotti is a Series 66-licensed financial advisor with seven years of industry experience, currently with Cambridge Investment Research Advisors. His prior roles include positions at Ameriprise and UBS Financial Services. Outside of his advisory work, he is an owner of OX Capital LLC and CK Horse Enterprises LLC and serves as a board member of Dynasty Wealth Solutions. Cambridge Investment Research Advisors is a large SEC-registered firm that serves a diverse client base, including individuals, pension plans, charitable organizations, and trusts. The firm offers financial planning, investment management, and retirement advisory services through a network of independent professionals, providing tailored investment strategies via multiple platform arrangements and proprietary as well as third-party model solutions.

Wealth management Retirement plans for business owners (SEP, solo 401k) Retirement income strategy Annuities Self-Employed
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Blake D

Series 66

Memphis, TN

OSAIC

Blake Dorsett is a financial advisor with Osaic Wealth, Inc. based in Memphis, TN. He holds a Series 66 designation and has 15 years of industry experience. He has worked at Osaic since 2018 and previously at Sii and Waddell & Reed Financial Advisors. Outside of his advisory role, Dorsett volunteers with the Alzheimer's Association and is a partner in an LLC investing in land in Idaho. Osaic Wealth, Inc. serves a broad range of retail and institutional clients through a large network of affiliated advisers and advisory platforms. The firm offers integrated brokerage and investment advisory services, employing asset-allocation tools, risk-tolerance questionnaires, and automated rebalancing to construct diversified portfolios for clients.

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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Melanie C

Series 63

Memphis, TN

LPL Financial

Melanie Compton is a financial advisor at LPL Financial with 39 years of industry experience. She holds a Series 63 designation and has worked with firms including FTB Advisors, Inc., First Tennessee Brokerage, Inc., Commerce Investment Corporation, and National Bank of Commerce. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research, model portfolios, and technology-driven solutions.

College savings (529s, UTMA, etc.)
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John W

Series 65, Series 63

Memphis, TN

LPL Financial

John Weeden is a financial advisor at LPL Financial in Memphis, TN, with seven years of industry experience. He holds Series 65 and Series 63 credentials and has worked at several firms including FTB Advisors and Lion Street Financial. Prior to entering the financial sector, he spent four years with Shelby County Schools. 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 programs and financial planning services, utilizing model portfolios and research from various sources, and provides both discretionary and non-discretionary management options.

College savings (529s, UTMA, etc.)
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Matthew W

Series 63, Series 66

Memphis, TN

Edward Jones

Matthew Wiseman is a financial advisor with Edward Jones in Memphis, TN, holding Series 63 and Series 66 licenses and bringing 18 years of industry experience. He has been with Edward Jones since 2015. Edward Jones is a full-service wealth management firm serving over four million individual and institutional clients. The firm offers a broad range of advisory services, including discretionary and non-discretionary strategies, separately managed accounts, and affiliated mutual funds, supported by a nationwide network of more than 23,700 financial advisors.

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