Top college savings (529s, UTMA, etc.) financial advisors in Jackson, TN

Justin Howell is a financial advisor at VOYA Financial Advisors, Inc. in Jackson, TN, holding a Series 66 designation with 20 years of industry experience. His prior career includes roles at Valic Financial Advisors, Stifel, and UBS Financial Services. He is also an independent insurance agent selling fixed insurance products. VOYA Financial Advisors, Inc. is an enterprise-scale firm serving individuals, retirement plans, charitable organizations, and corporations through financial planning, portfolio management, and retirement advisory services. The firm utilizes a combination of in-house and third-party strategies, technology-enabled tools, and a product shelf with affiliated and unaffiliated investment options, managing many accounts on a non-discretionary basis while offering some discretionary management features.

Chadwick Banks is a financial advisor at Cetera with 10 years of industry experience. He holds the Series 66 designation and has been with Cetera and its affiliated entities since 2015. Banks also has a long tenure at Regions Bank dating back to 2007. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, employer-sponsored retirement plans, corporate and charitable clients, and institutional accounts. The firm offers a range of portfolio management and consulting services through a multi-manager platform that includes affiliated and third-party managers, covering various program structures and investment strategies.

Edwin Jaffe is a Certified Financial Planner® associated with Silver Oak Securities, Inc., with over 41 years of industry experience. He has operated Jaffe Financial Services, a sole proprietorship offering insurance sales, Medi-share sales, and professional notary services since 1989, and has held roles at several affiliated entities including Jaffe Wealth Management & Consulting, Inc. He is based in Jackson, Tennessee. Silver Oak Securities, Inc. serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and other business entities through a network of approximately 101 financial professionals. The firm manages roughly $2.4 billion in discretionary assets and offers a variety of advisory programs tailored to client objectives and risk tolerances.

Phillip Sheffield is a financial advisor with Lincoln Investment in Jackson, Tennessee, holding Series 63 and Series 65 licenses and possessing 10 years of industry experience. His prior work includes roles at Horace Mann Companies and Capital Analysts. Outside of financial advising, he is president and owner of Hub City Event Company, which provides inflatable rentals. Lincoln Investment Planning, LLC is an enterprise firm serving a diverse client base that includes individuals, high-net-worth investors, trusts, charities, and retirement plans, particularly educators. The firm offers financial planning, portfolio management, and access to third-party managers, employing an in-house Investment Management & Research team to develop strategic model portfolios and dynamic investment strategies.

Randy Wallace is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 65 licenses and possessing 32 years of industry experience. He previously worked at Citigroup Global Markets from 2004 to 2006 before joining LPL Financial, where he has been since 2006. Outside of his advisory role, Wallace serves as board member and treasurer for the Jackson Madison County Bicentennial Commission, assisting with budgeting and financial statement preparation. 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 financial planning and investment management services through a large network of advisors, utilizing both proprietary and third-party strategies with support from advanced operational and research tools.

Hassan Al Kadhimi is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and two years of industry experience. His prior roles include positions at J.P. Morgan Securities LLC and JP Morgan Chase Bank, N.A. He is also involved with NIHFCU Wealth Advisors, a related business entity. 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.

Richard Brandi is a financial advisor with Charles Schwab based in Austin, TX, holding Series 63 and Series 66 licenses and bringing 32 years of industry experience. He has been with Charles Schwab and Charles Schwab Bank ssb since 2003 and 2005, respectively. Charles Schwab & Co., Inc. serves primarily high- and ultra-high-net-worth individuals through its Schwab Wealth Advisory wrap fee program and affiliated managed-account and financial planning services. The firm offers a mix of non-discretionary and discretionary investment guidance, leveraging multi-asset model portfolios and research from its Schwab Center for Financial Research.

Thaddeus Phelps is a CFP® professional with 28 years of experience in the financial services industry. He has worked at Advance Wealth Management Service, LLC since 2019 and previously spent 14 years with Ameriprise Financial Services, Inc. In addition to his advisory work, Phelps owns a tax preparation business and an accounting support service, and he serves in fiduciary roles such as trustee and executor. Advance Wealth Management Service, LLC provides investment advisory and financial planning services primarily to individuals, high-net-worth clients, trusts, estates, and business entities. The firm offers discretionary investment management through a wrap asset management program and emphasizes an individualized approach with asset allocation supported by fundamental, sector, and technical analysis, including risk management strategies such as put options and conservative cash instruments.

Paul Kinneberg is a CFP® and Series 65-registered advisor with 24 years of industry experience. He has been the principal and sole advisor at Longview Financial, Inc. since 2000 and also holds a long-term corporate role at CenturyLink. Longview Financial, Inc. provides personalized, fee-only financial planning and investment management primarily for individual clients. The firm uses a strategic asset allocation approach with a core-and-satellite framework, combining passive index and ETF core holdings with active funds when appropriate, and manages client assets on a non-discretionary basis with an emphasis on individualized advice.

Justin Scicluna is a financial advisor at Edward Jones in Prairie Village, KS, holding the CFP®, ChFC®, and Series 66 designations with 13 years of industry experience. He has been with Edward Jones since 2013. Edward Jones is a full-service wealth management firm serving more than four million individual and institutional clients, including a range of household types, pension plans, corporate clients, and charitable organizations. The firm manages approximately $1.01 trillion in assets and offers various advisory programs, discretionary and non-discretionary strategies, and affiliated investment products through a nationwide network of over 23,700 financial advisors.