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.

SPECIALIZATIONS

ADVISOR BIO

Stanley McKinney is an investment advisor representative at Truist Advisory Services, Inc. with over 20 years of experience in the financial services industry. Stanley holds the Series 6, 7, 63, 66 and SIE licenses, and is registered in Tennessee. Stanley has a history of working with individual investors, corporations, and institutions and is well-versed in the intricacies of financial planning, investment management, and wealth preservation.

SPECIALIZATIONS

ADVISOR BIO

Stanley Eugene Ham is a registered investment advisor representative with Avantax Advisory Services. Stanley has been in the securities industry since August 9, 2015 and is registered in Tennessee. Stanley has passed the Uniform Combined State Law Examination (Series 66), the Securities Industry Essentials Examination (SIE), and the General Securities Representative Examination (Series 7). Stanley is also a partner at Anchor Financial Group, LLC, a tax preparation and accounting firm.

SPECIALIZATIONS

ADVISOR BIO

Stanley Roland Jones is a financial advisor with Raymond James & Associates, Inc. Stanley has been in the financial services industry since 1992. Stanley has been registered with Raymond James & Associates, Inc. since 2013. Prior to joining Raymond James & Associates, Inc., Stanley worked at MORGAN KEEGAN & COMPANY, INC. Stanley has a Series 7 and Series 63 license. Stanley also has a SIE exam. Stanley is registered to sell securities in 16 states and 2 other jurisdictions.

SPECIALIZATIONS

ADVISOR BIO

Stanton John Jacobs is an active advisor registered with UBS Financial Services Inc. since January 2009. Stanton John Jacobs is also a registered representative with FINRA and holds the Series 63, Series 65, Series 7 and Series 31 licenses, as well as the SIE exam. Stanton John Jacobs has been in the financial services industry since 1992. Prior to joining UBS Financial Services Inc., Stanton John Jacobs was employed by Morgan Stanley & Co. Incorporated and Morgan Stanley DW Inc.

SPECIALIZATIONS

ADVISOR BIO

Stef Jordan is a financial advisor with Edward Jones, a firm that manages over $824 billion in assets. Stef is registered with the Financial Industry Regulatory Authority (FINRA) and has been actively working in the industry since February 2024. Stef Jordan is registered with the following states: Alabama, California, Georgia, Illinois, Indiana, Kentucky, Mississippi, New York, North Carolina, South Carolina, Tennessee, and Texas. Stef Jordan is a registered Investment Advisor Representative (IAR) in Tennessee and Texas. Stef Jordan has passed the Series 66, Series 7TO and the SIE exams. Stef Jordan provides financial planning and portfolio management services to individuals and businesses. Stef Jordan is committed to providing her clients with personalized financial advice and investment strategies.

SPECIALIZATIONS

ADVISOR BIO

Stefan Gertsch is a financial advisor with over 15 years of experience in the industry. Stefan is currently registered with UBS Financial Services Inc. and holds licenses in several states. Stefan has experience working with a variety of clients including individuals, corporations, charitable organizations, and pension plans. Stefan is committed to providing clients with personalized financial advice and investment strategies tailored to their unique needs and goals. Stefan specializes in several areas including securities, mutual funds, variable annuities, variable life insurance, and fixed insurance.

SPECIALIZATIONS

ADVISOR BIO

Sten Jacoby Morgan is an experienced financial advisor with over 14 years in the industry. Sten is currently registered with Stonex Advisors Inc. Sten has previously been registered with MML Investors Services, LLC, MSI Financial Services, Inc., Raymond James Financial Services, Inc., and Northwestern Mutual Investment Services, LLC. Sten is licensed to provide financial advice in numerous states and has a strong track record of success in helping clients reach their financial goals.

SPECIALIZATIONS

ADVISOR BIO

Stephanie Lovelace is an investment advisor representative at First Horizon Advisors, Inc. Stephanie has been in the securities industry since 2003 and is registered with the state of Tennessee. Stephanie is licensed to provide securities and advisory services to individuals, businesses, and institutions. Stephanie has a strong focus on financial planning and portfolio management.

SPECIALIZATIONS

ADVISOR BIO

Stephanie Maness is a financial advisor at Raymond James & Associates, Inc., located in Memphis, TN. Stephanie joined Raymond James & Associates, Inc. on 6/14/2022. Stephanie has passed both the Securities Industry Essentials Examination (SIE) and the Operations Professional Examination (Series 99). Stephanie is a highly motivated individual who is committed to helping her clients achieve their financial goals.

SPECIALIZATIONS