Mark Green

Jeremy Pendergrass is a financial advisor at Meriwether Wealth & Planning, LLC with six years of industry experience. He holds a Series 65 designation and has worked at Argent Advisors, Inc. and Riverstone Software prior to joining Meriwether Wealth & Planning in 2021. Outside of his advisory role, he owns Pendergrass Management, LLC, a coaching and consulting firm serving business and nonprofit leaders. Meriwether Wealth & Planning is a team-based registered investment adviser that serves individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, tailoring portfolios with a combination of direct management, outside managers, and various investment vehicles.

John Cristler is a financial advisor at Meriwether Wealth & Planning, LLC with one year of industry experience. He holds a Series 65 designation and previously worked at Crossmark Management Group and in educational roles at Louisiana Tech University and North Desoto High School. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and consulting services, managing approximately $263 million in discretionary assets with a combination of direct management and outside managers.

Tracy Campbell is a financial advisor at Meriwether Wealth & Planning, LLC with four years of industry experience. Prior to joining Meriwether Wealth & Planning in 2021, Campbell worked at b1BANK for seven years. Outside of advising, Campbell is the owner of TLC Self Storage LLC and operates as a vendor at two local antique malls. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm offers discretionary portfolio management, financial planning, and pension consulting, managing approximately $263 million in discretionary assets with a multi-faceted investment approach that includes direct management and third-party managers.

Andrew Pendergrass is a CFP® and holds a Series 66 license with 11 years of industry experience. He has worked at Meriwether Wealth & Planning, LLC since 2021 and previously held roles at Argent Trust Company, Argent Advisors, Inc., and LPL Financial. Meriwether Wealth & Planning is a team-based registered investment adviser serving individuals, high-net-worth clients, trusts, estates, pension and profit sharing plans, charitable organizations, and business entities. The firm provides discretionary portfolio management, financial planning, and consulting, using a combination of model allocations and individualized recommendations across a variety of investment vehicles.

Robert Anglin is a financial advisor with Tucker Asset Management LLC, holding Series 63 and Series 66 registrations and bringing 25 years of industry experience. His career includes roles at LPL Financial and Investment Centers of America, with over two decades at GBT Financial Services, where he is also a licensed insurance agent. Tucker Asset Management serves individual and high-net-worth clients, as well as foundations, trusts, estates, and charitable organizations, offering discretionary investment management, model-portfolio solutions, financial planning, retirement plan advisory, and consulting. The firm employs a top-down macroeconomic asset-allocation process and integrates alternative investments, including private or non-liquid assets, to implement diversified portfolios.

Risdon Woodard III is a CFP® and ChFC® with 50 years of industry experience. He is currently affiliated with LPL Financial and previously spent nearly five decades at Lincoln Financial Advisors Corporation. Outside of his advisory work, he is involved in multiple business entities primarily for tax and investment purposes. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of financial planning and asset management solutions supported by an in-house research team and a large network of investment adviser representatives.