
Owner/Founder of INTELUS Advisory Group
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Stanley Funches CFP®, CEPA, ChFC®, CRPC®, MBA
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Certified Financial Planner practitioner specializing in retirement planning, investment management, complex business owner planning and company-sponsored retirement plans.

Senior Vice President, PNC Bank, Business Banking
Cedric Young
Holds a B.S. degree in Business Administration, Alabama State University and a J.D. from The Birmingham School of Law. Current Board Member of The Fernbank Museum of Natural History, Georgia D&I Council Chair at PNC Bank.

Managing Shareholder at TCPA & Associates, PC
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William A. Taylor, Jr., CPA, CFP®, PFS, MACCT
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Founder of TCPA & ASSOCIATES, PC. Tax, accounting, advisory, and financial planning services as well as instructing, mentoring, and collaborating with various colleges, universities, and associations.

Registered Representative, New York Life Insurance
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Howard Crockett III
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Email: hcrockett@ft.newyorklife.com
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Has over 28 years of experience in sales management, business development, and strategic leadership within the financial services industry. Holds professional designations, including Certified Long-Term Care (CLTC), Chartered Mutual Fund Counselor (CMFC), and Certified Financial Education Instructor (CFEI).

Financial Professional, New York Life Insurance Company and Nylife Securities, LLC
Hank Brown
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A highly accomplished Life Insurance Agent with New York Life's Memphis Office. Holds a Bachelor’s degree in Business Administration from LeMoyne-Owen College in Memphis, TN, and brings over 25 years of experience as a small business owner.

Estate Attorney
Chasity Sharp Grice
Chasity is a Commissioner with the American Bar Association’s Commission on Law and Aging, a member of the Memphis Bar Association, the Estate Planning and Probate section of the Memphis Bar Association, serves as a member of the Continuing Education Committee of the Tennessee Bar Association.