ADVISOR BIO

Kyle Hammett Gowen is a financial advisor with Duncan Williams Asset Management, LLC. Kyle is a Certified Financial Planner® and a Chartered Financial Analyst®. Kyle has been in the industry since September 2014 and has held previous positions at DUNCAN-WILLIAMS, INC. and RAYMOND JAMES FINANCIAL SERVICES, INC.. Kyle is licensed to provide investment advice in Tennessee and has a Series 66, Series 7 and SIE license.

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ADVISOR BIO

Kyle Broussard is a financial advisor with Stifel, Nicolaus & Company, Inc. based in Memphis, TN. Kyle has been in the industry since September 22, 2013. Kyle has experience with Vining-Sparks IBG, LLC and ICBA Securities. Kyle specializes in various financial areas including portfolio management, financial planning, pension consulting and educational seminars. Kyle is a Series 7 and Series 66 licensed advisor.

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ADVISOR BIO

Kyle Weston is a financial professional with Raymond James & Associates, Inc. Kyle has been working in the financial industry for over a year. Kyle has a Series 63, Series 52TO, and SIE licenses and is registered in Tennessee. Kyle specializes in providing investment advice to individuals and corporations.

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ADVISOR BIO

Kyle Krebs is a registered representative with MML Investors Services, LLC, based in Memphis, TN. Kyle has been in the securities industry since February 2021, offering a variety of financial services including financial planning, pension consulting, and educational seminars. Kyle has successfully passed the Series 7TO, SIE, and Series 66 exams. Kyle also holds state registrations in Alabama, Arkansas, Georgia, Indiana, Kentucky, Minnesota, Mississippi, Missouri, New Jersey, South Carolina, Tennessee, and Texas.

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ADVISOR BIO

Lacey Green is a financial advisor who has been in the industry since 2012. Lacey is currently registered with Stifel, Nicolaus & Company, Inc. in Memphis, Tennessee and has been with the firm since April 2022. Lacey is licensed to provide investment advice in the state of Tennessee and 49 other states. Lacey has experience in providing financial planning and portfolio management services for individuals and businesses. Lacey specializes in a wide range of investment products and services, including stocks, bonds, mutual funds, exchange-traded funds, and options.

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ADVISOR BIO

Laine Argo is a financial advisor with Raymond James & Associates, Inc. based in Memphis, TN. Laine has over 18 years of experience in the financial services industry. Laine began their career in 2004 at NBC Capital Markets Group, Inc. Prior to joining Raymond James & Associates, Inc., Laine was with Stifel, Nicolaus & Company, Incorporated. Laine is licensed to provide investment advice in multiple states and has passed the Series 63, Series 7, Series 24 and SIE exams.

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ADVISOR BIO

Lakeisha Antionette Smith is a registered representative with Raymond James & Associates, Inc. Lakeisha is located in MEMPHIS, TN and has been in the industry for 6 years. Lakeisha offers various services to their clients, including financial planning, portfolio management, and educational seminars. Lakeisha is a licensed professional and holds the Series 99TO and SIE licenses.

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ADVISOR BIO

Lance Hollingsworth is a Certified Financial Planner™ registered with the state of Tennessee since April 2004 and the state of Texas since June 2005. Lance is an Investment Advisor Representative at Summit Asset Management LLC and has been with the firm since March 2004. Lance provides general consultations, financial planning, pension consulting, selection of other advisors, portfolio management for businesses, and portfolio management for individuals.

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ADVISOR BIO

Langston Ricardo Lee is a financial advisor at Merrill Lynch, Pierce, Fenner & Smith Inc. Langston has been working in the financial services industry since January 2020 and has a variety of experience working with clients. Langston holds licenses in a number of states and works with a variety of clients including individuals, corporations, and pension plans.

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ADVISOR BIO

Larry Tolbert is a financial advisor who has been in the industry since 2000. Larry is currently registered with Csenge Advisory Group, LLC and Lion Street Advisors, LLC. He is also a registered representative of FSC Securities Corporation and has previously worked with Securities Service Network, Inc., SagePoint Financial, Inc., Sunamerica Securities, Inc., Saxony Securities, Inc., Syndicated Capital, Inc., MetLife Securities Inc., Metropolitan Life Insurance Company, and AXA Advisors, LLC. Larry is a highly experienced advisor with a wide range of knowledge and expertise in the financial services industry. Larry holds the Series 66, Series 7, and Series 24 licenses. Larry has a strong commitment to providing personalized financial advice and services to help clients reach their financial goals.

SPECIALIZATIONS