JIM ISAACS President and Chief Executive Officer, Legacy Wealth Management. Certified Financial Planner professional. Bachelor of Arts, Ithaca College; Master of Business Administration, Finance, Seton Hall University. Member of CBU Board of Trustees, Vistage International, and Economic Club of Memphis. Five Star Wealth Manager, 2009-2015, Memphis magazine. MARTY KELMAN Chairman and Co-Founder, KelmanLazarov Inc. Certified Financial Planner. B.A., University of Virginia; M.Ed. (counseling). and M.B.A. (finance), University of Memphis. Former President, Memphis Chapter for the International Association of Financial Planning. Trustee, National Board of Facing History and Ourselves and Past President, Memphis Chapter. Member of Holocaust Memorial Committee of Memphis Jewish Federation; Member, Jewish Community Partners,. Trustee and Former President, Lausanne Collegiate School. KAREN M. KRUSE President, Advisory Services at FTB Advisors, Inc. and SVP at First Tennessee Bank, 25 years in financial planning, investment & trust services industry, B.A. and M.B.A., University of Memphis. Team currently working with clients on goalsbased financial planning & investing. Certified Financial Planner, Accredited Investment Fiduciary and Certified Retirement Counselor. Member FTB Advisors Investment Committee and First Horizon Pension and Investment Retirement Committee; alumna New Memphis Institute; Trustee, Gestalt Community Schools; Mentor through Streets Ministries. JOHN N. LAUGHLIN Principal, Senior Vice President, and Advisor, Summit Asset Management LLC. B.A., Economics, Phi Beta Kappa and magna cum laude, and M.B.A. in Finance with honors, Vanderbilt. Chairman, firm’s Financial Advisory Committee. Board Member, Hope Christian Community Foundation of Memphis and Memphis Opportunity Scholarship Trust (MOST). Investment Committee, Second Presbyterian Church Foundation and Metropolitan Inter-Faith Association (MIFA) endowment. Member, Professional Advisory Group, Jewish Foundation of Memphis and Philanthropy Advisory Council, BRIDGES. Elder, Second Presbyterian Church. Previous Board Member, Presbyterian Day School Alumni Association and Christ Community Ministries. CHARLES R. (MACK) MCKINNEY Managing Principal and Financial Advisor, Waddell & Reed, Inc. B.B.A., Managerial Finance, University of Mississippi. Named to the 2011, 2013, and 2014 Waddell & Reed Circle of Champions, and 2012 Advisor Medalist Program. Awards based
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on sales management activities. Joined the firm in 2009 and promoted to current position in 2011. Enjoys golfing, hunting, playing lacrosse, and supporting local community organizations and initiatives. JIM E. MEEKS JR. Managing Partner, Northwestern Mutual of Memphis. Territory covers West Tennessee, Arkansas, North Mississippi, and Southern Missouri. Business specializes in investment strategies and products, life insurance, employee and executive benefit programs, education funding, estate analysis, and retirement analysis. The Northwestern Mutual Memphis office was first established in 1965, and Meeks became managing partner in 2009. Has qualified for Million Dollar Round Table many times. JOHN PHILLIPS V Chief Investment Officer, Red Door Wealth Management. Educated at University of Virginia. Company provides personal, comprehensive asset management, and maintains strategic relationship with Cannon Wright Blount, PLLC. Named to “Top 40 Under 40,” Memphis Business Journal. Certified Financial Planner and Chartered Financial Anaylyst. Member, Thorn Society (MUS). Board Member, Presbyterian Day School Alumni Association, MPACT Memphis, Nexus Leadership, Memphis Athletic Ministries, and Osiris. DAVID PICKLER President and CEO, Pickler Wealth Advisors. Senior Partner, The Pickler Law Firm and Pickler Accounting Advisors, Collierville. Named in 2015 to the Financial Times 400 Top Financial Advisors list and cited twice by Barron’s as among the top advisors in the state of Tennessee. Recipient, Altruism Award, Registered Rep magazine, 2011. President, American Public Education Foundation. Past President, National School Boards Association. LAURENCE V. PLUMMER SR. Founder and CEO, Plummer Financial Services. Life Member, Million Dollar Round Table. Licensed, FINRA Series 6 and Series 23. Member, National Association of Life Underwriters and IAFP. Inducted into John Hancock Financial Network Hall of Fame, was first African American inducted into Life Membership in its President’s Cabinet, and in 2009 named #1 representative nationally. For more than a decade, recognized as leading platinum producer, John Hancock Financial.
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JIM SHOEMAKER President, Shoemaker Financial. Certified Financial Planner, Chartered Life Underwriter, Chartered Financial Consultant, and Certified Fund Specialist. Registered Representative of Securian Financial Services. Member and former Chairman, Kingdom Advisors. Member, National Association of Family Wealth Counselors, Institute of Certified Financial Planners, and Society of Financial Service Professionals. Board Member, Premier Resource Group. Named Volunteer of the Year, GAMA International. CHARLES SIMS JR. President and CEO, the Sims Financial Group. Certified Financial Planner. Fellow of Life Underwriter Training Council and Certified Mutual Funds Manager. Member, National Association of Insurance and Financial Advisors. Life and Qualifying Member, Million Dollar Round Table. First African-American member of John Hancock’s Hall of Fame. Life and Founding Member, Crescent Club of Memphis. Board Member, First American Bank and WKNO. DOUGLAS SMITH Managing Director and Founding Member, TD Capital Management, LLC. Chief Investment Officer. Certified Public Accountant and accredited by American Institute of Certified Public Accountants as a Personal Financial Specialist. Former adjunct professor of economics and business, Rhodes College, University of Memphis, and Christian Brothers University. Former Chair, Tennessee Society of CPAs, Personal Financial Planning Committee. ROBERT SMITHWICK III Managing Principal, Diversified Trust. Graduated cum laude, Washington and Lee University. Chair, firm’s Business Development Group, and member of its Investment Strategy Group. Member of Greater Memphis Chamber Chairman’s Circle. Chair, GreenSpace Committee. Former Member and past Chair, Board of Governors, Community Foundation of Greater Memphis. Former Member and past Chair, Board of Trustees, Memphis College of Art. Former Member, Board of Trustees, St. George’s Independent School. DAVID WADDELL CEO, Waddell & Associates. B.A., Economics, University of the South; M.B.A., Babson College. Certified Financial Planner. Contributor to The Wall Street Journal, CNBC, and Fox News. Named “Top 40 Under 40,” Small Business Awards Finalist, and Executive of the Year, Memphis Business Journal. Past Chairman, New Memphis Institute and RISE Foundation. Board Member, MIFA, and President’s Council, Memphis Symphony Orchestra. Founding President, MPACT Memphis.