Memphis, TN & 5851 Ridge Bend Rd Office

Katrina Ridgeway is a financial advisor at LPL Financial with four years of industry experience. She holds a Series 66 designation and has worked at LPL Financial since 2018, with prior experience at Benchmark Wealth Management and First South Credit Union. LPL Financial is a national investment adviser and broker-dealer serving individual and institutional clients through a broad network of representatives. The firm provides a range of financial planning and advisory services, including discretionary and non-discretionary management, supported by research, model portfolios, and various program offerings.

Daryl Vrbas is a financial advisor at LPL Financial with 17 years of industry experience. He holds a Series 66 designation and has been with LPL Financial since 2009. Outside of his advisory work, he is involved with a family farm LLC based in Germantown, Tennessee. 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 programs, including discretionary and non-discretionary management, supported by proprietary research, third-party subadvisors, and various technology-driven portfolio management strategies.

Brandon Collins is a financial advisor with LPL Financial based in Memphis, TN. He holds a Series 66 designation and has three years of industry experience. Prior to joining LPL Financial in 2021, he served in the United States Navy from 2013 to 2021. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide through a network of investment adviser representatives. The firm offers various advisory programs, financial planning, and retirement plan consulting, utilizing model portfolios, third-party research, and technology-driven investment strategies.

Charity Helvie is a financial advisor with LPL Financial in Memphis, TN, holding Series 63 and Series 66 credentials and 10 years of industry experience. Prior to joining LPL Financial in 2020, she worked at GNH Designs and LiveFIT. In addition to her advisory role, she is involved in life coaching through her personal venture, Coaching with Charity. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a wide range of clients including individuals, retirement plans, and charitable organizations. The firm offers various advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management supported by extensive research and advanced technology.

Elian Levatino is a CFP® with 13 years of experience at LPL Financial in Memphis, TN. He has been with LPL Financial since 2013. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, 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.

Andrew Metcalf is a financial advisor at LPL Financial with 18 years of industry experience. He holds the Series 66 designation and previously worked at Morgan Stanley for six years before joining LPL Financial in 2021. Outside of his advisory role, he is involved with the Germantown Legends Soccer Club. LPL Financial is an SEC-registered investment adviser and broker-dealer serving individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide. The firm provides a range of advisory programs and financial planning services, utilizing model portfolios, third-party subadvisors, and technology-driven strategies.

Shannon Acosta is a financial advisor with LPL Financial, holding a Series 66 designation and 11 years of industry experience. She has been with LPL Financial since 2015. 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 offers a range of financial planning and advisory programs, including discretionary and non-discretionary management, model portfolios, and retirement plan consulting.

Rebecca Mirza is a financial advisor at LPL Financial with five years of industry experience. She holds a Series 66 credential and has worked previously at Ernst & Young, MAA, and Orgill Inc. LPL Financial is an SEC-registered investment adviser and broker-dealer serving a broad client base including individuals, retirement plans, banks, corporations, and charitable organizations through a national network. The firm offers a variety of advisory programs, financial planning, and retirement consulting, utilizing both discretionary and non-discretionary management with access to research and model portfolios.

Nancy Knous is a CFP®-designated financial advisor with LPL Financial in Memphis, Tennessee, bringing 39 years of industry experience. She has been with LPL Financial (formerly LINSCO Private Ledger) since 2000. Outside of her advisory work, she is a business owner of Developing Dreams, where she serves as a Certified Dream Manager. 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 programs, utilizing both discretionary and non-discretionary management supported by research and model portfolios.

Stephanie Strelka is a financial advisor at LPL Financial in Memphis, TN, holding a Series 66 designation with four years of industry experience. Her prior roles include positions at Benchmark Wealth Management and the Children's Dental Center, as well as experience as a homemaker and work with LiveFit 901. 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 financial planning, advisory programs, retirement plan consulting, and brokerage services, utilizing model portfolios and research from multiple sources to provide both discretionary and non-discretionary management.