Top financial advisors working with high-net-worth individuals in Jackson, TN

Justin Howell is a Series 66-licensed financial advisor with 20 years of industry experience. He has been with Voya Financial Advisors, Inc. since 2015. In addition to his advisory role, Howell is an independent insurance agent specializing in the sales of fixed insurance products. Voya Financial Advisors, Inc. serves a diverse client base including individuals, institutions, retirement plan sponsors, and high-net-worth clients. The firm provides financial planning, portfolio management, and consulting services, delivering advice primarily through non-discretionary programs and third-party money manager access.

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 financial advisor with Silver Oak Securities, Incorporated, holding the CFP® designation and Series 63 and 65 licenses, with 40 years of industry experience. He has been involved with multiple entities bearing his name, including Jaffe Financial Services, Inc., Jaffe Wealth Management & Consulting, Inc., and Jaffe Financial Services Inc. Outside of his advisory roles, he operates as an insurance agent and professional notary. Silver Oak Securities provides advisory services to individuals, families, corporations, retirement plans, and charitable organizations, managing over $2 billion in discretionary assets through a large network of financial professionals. The firm offers personalized portfolio management and financial planning, utilizing both internal and third-party strategies to tailor investments according to client objectives and risk tolerances.

Phillip Sheffield is a financial advisor with Lincoln Investment, holding Series 63 and Series 65 licenses and bringing 10 years of industry experience. His background includes roles at Horace Mann Companies and Capital Analysts. Outside of his advisory work, he is president and owner of an inflatables business and holds partial ownership in a property and casualty insurance agency. Lincoln Investment serves individuals, charitable organizations, businesses, and employer-sponsored retirement plans, with a particular focus on educators and 403(b)/457(b) participants. The firm offers a range of financial planning and investment management solutions, utilizing both strategic and tactical approaches overseen by an Investment Management & Research team.

Randy Wallace is a financial advisor with LPL Financial in Jackson, TN, holding Series 63 and Series 65 credentials and bringing 31 years of industry experience. He has been with LPL Financial since 2006. Outside of his advisory role, he serves as a board member and treasurer for the Jackson Madison County Bicentennial Commission, where he assists with budgeting and financial statement preparation. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a diverse client base including individuals, retirement plans, and institutions. The firm offers a range of advisory programs, financial planning, and brokerage services supported by research and technology-driven portfolio management solutions.

Wesley Pool is a financial advisor at Wells Fargo Clearing with 15 years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at JPMorgan Securities LLC for seven years. Outside of finance, he has been involved with #TagMeBro LLC and Fry Street Public House. Wells Fargo Advisors is a national securities firm serving individual, corporate, and institutional clients with investment advisory services, financial planning, and retirement plan consulting. The firm manages approximately $671 billion in assets and offers both brokerage and advisory solutions.

Willie Myles is a financial advisor with Equitable Advisors in Cary, NC, holding Series 63 and Series 66 licenses and bringing 16 years of industry experience. He has worked at Equitable Advisors since 2016 and previously at AXA Advisors, LLC. Outside of his advisory work, he serves as co-chairman of a fundraising campaign for the nonprofit Alpha Light Fund Inc., focused on renovating the House of Alpha. Equitable Advisors serves a diverse client base including individual, high-net-worth, retirement plan, corporate, charitable, and institutional clients, offering financial planning, broker-dealer services, insurance distribution, and access to third-party asset management programs. The firm operates as both an SEC-registered investment adviser and broker-dealer, leveraging LPL-sponsored programs and endorsed TAMPs to deliver advisory and brokerage solutions.

Linda Postorivo is a financial advisor at BC Advisors, LLC with 43 years of industry experience. She holds a Series 63 designation and has worked with MAFG RIA Services, Inc. since 1994 and with Mid-Atlantic Companies since 1981. BC Advisors provides investment advisory and portfolio management services primarily to high-net-worth individuals, family trusts, pension and profit-sharing plans, and other institutional clients. The firm emphasizes non-discretionary investment recommendations grounded in fundamental analysis alongside technical and cyclical reviews, employing a variety of strategies including long-term, short-term, trading, options, and alternatives.

Sally Hyman is a financial advisor at Seasons of Advice Wealth Management with 42 years of industry experience. She holds Series 63 and Series 65 licenses and has previously worked at Ameriprise Financial Services, Inc. Outside of finance, she is a singer who sells her own vocal CDs and is involved in publishing her father's book titled "Congenital Alterable Transmissible Asymmetry: The Spiritual Meaning of Disease and Science." Seasons of Advice Wealth Management provides investment advisory and financial planning services to individuals, high net worth clients, trusts, small business owners, professionals, and families. The firm follows a life-cycle investment approach called the “Seasons of Advice” process and offers discretionary portfolio management, comprehensive financial planning, and specialized fixed-income programs through sub-advisors.

Ethan Siekkinen is a CFP® and holds a Series 65 license with Plante Moran Financial Advisors. He has one year of industry experience and previously worked at J Wilson Wealth Management. Outside of financial advising, he has experience in the lawn care business with Rizzo Lawn Care. Plante Moran Financial Advisors serves a diverse client base including individuals, institutions, trusts, estates, and charitable organizations. The firm provides investment advisory, financial planning, and estate-planning services, utilizing a range of investment strategies and managing both discretionary and non-discretionary assets.