ADVISOR BIO

Sherry Williams is a registered representative with First Horizon Advisors, Inc., a firm with over 138 licensed agents and 220 registered representatives. Sherry is licensed in Tennessee. She has been a securities professional since 1986. First Horizon Advisors, Inc. offers financial planning, pension consulting, and educational seminars. They manage assets for individuals, businesses, and pension and profit sharing plans.

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ADVISOR BIO

Sherry L. Wheeler is a financial advisor with over 25 years of experience in the industry. She has a Series 7 and Series 63 license and holds the SIE designation. Sherry is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee and has previously held positions with firms such as Commonwealth Financial Network, Vining Sparks, and Raymond James & Associates, Inc. Sherry specializes in providing financial advice for a wide range of clients including high-net-worth individuals, businesses, corporations, and charitable organizations.

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ADVISOR BIO

Sherry Lynn Glatzer is a financial professional with over 25 years of experience in the industry. Sherry is currently a registered representative with Raymond James & Associates, Inc. and previously worked with Morgan Keegan & Company, Inc., LPL Financial Corporation, First Montauk Securities Corp. and The Concord Equity Group, LLC. Sherry has a wide range of experience and holds both Series 7 and Series 63 licenses as well as the SIE exam. Sherry has been registered in Tennessee since February 2013.

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ADVISOR BIO

Sheryl Klehr-ottinger is a financial advisor with over 30 years of experience in the financial industry. Sheryl is currently registered with Ameritas Advisory Services, LLC. Sheryl is a licensed Independent Insurance Agent. Sheryl also has experience with Ameritas Investment Corp, UCL Financial Group, and United Wealth Advisors Group LLC (UWAG). Sheryl is licensed to provide investment advice in Alabama, California, Minnesota, Mississippi, and Tennessee.

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ADVISOR BIO

Shonna Latrice Smith is a financial professional with over 7 years of experience in the industry. Shonna is currently registered with Equitable Advisors, LLC, and has a Branch Office location in Memphis, TN. Shonna has a Series 6 license and the Securities Industry Essentials Examination. Shonna is also registered as an Investment Advisor Representative in Arkansas, California, Florida, Georgia, Mississippi, North Carolina, and Tennessee. Shonna is a Chartered Financial Consultant. Prior to Equitable Advisors, LLC Shonna worked at MML Investors Services, LLC and Securian Financial Services, Inc.

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ADVISOR BIO

Soleil Katherine Lum is a financial professional registered with Summit Asset Management LLC, a Registered Investment Advisor headquartered in Memphis, TN. Soleil is currently licensed in Tennessee and is a Certified Financial Planner. Soleil has been active in the financial services industry since December of 2013. Prior to joining Summit Asset Management LLC, Soleil worked for Northwestern Mutual Investment Services, LLC in Shreveport, LA.

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ADVISOR BIO

Sophia Grace Tashie is a financial advisor with UBS Financial Services Inc. Sophia has been in the industry since October 2021 and holds a Series 63, Series 66 and Series 7TO license. Sophia is also a registered investment advisor. Sophia provides a range of financial services including financial planning, portfolio management, and educational seminars. Sophia's previous experience includes work at Fidelity Brokerage Services LLC. Sophia is dedicated to helping her clients reach their financial goals.

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ADVISOR BIO

Spencer Smith is a financial advisor with Global Retirement Partners LLC. Spencer has been in the industry since 2020 and holds the Series 63, Series 6TO, and SIE licenses. Spencer's expertise lies in providing financial planning, portfolio management for individuals and businesses, and pension consulting. Spencer primarily serves high-net-worth individuals, corporations or other businesses, and pension and profit-sharing plans.

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ADVISOR BIO

Stacie Melinda Schaeffer is a financial advisor with Raymond James & Associates, Inc. Stacie has been in the financial services industry since 1996. Stacie is registered with FINRA and holds the Series 7, Series 63 and SIE licenses. Stacie is licensed in Arkansas, Mississippi and Tennessee. Stacie is also registered with Raymond James & Associates, Inc. and holds the Series 7, Series 63 and SIE licenses. Stacie provides financial planning, portfolio management and other advisory services to individuals and businesses.

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ADVISOR BIO

Stanley Ryan Viner is a financial advisor with UBS Financial Services Inc. Stanley has been in the industry since August 2020 and is registered with the Financial Industry Regulatory Authority (FINRA) and the states of Tennessee and Texas. Stanley has a Series 7TO, Series 66, and SIE. Stanley also serves as a Member of the Board of Directors for Believe Memphis Academy, a tuition-free, college preparatory charter school.

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