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For over 50 years, the Community Foundation has helped people give with purpose, strengthening Memphis and the Mid-South.

We make giving easier and more impactful by matching your generosity with the causes and community you care about most.

We offer solutions and resources to donors and the professionals who advise them to help you give smarter and do more good.

We offer funding opportunities that helps nonprofits and students create positive change and build futures.

When you get involved with the Community Foundation, you join a group of people committed to Memphis’s future.

Learn more about the philanthropic hub that connects capital with the solutions that make our community thrive.

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2025 referrals
Navigator Society

2025 referrals

Thank you to the professional advisors who directed their clients to the Community Foundation in 2025 and helped them discover a place where giving does more good for their causes, their community, and their financial plan.

Marjorie Baker
Harkavy McDaniel Kaplan & Salomon PC

Coleman Barron
Strategic Financial Partners

Larry Bryan
Diversified Trust

Tucker Carr
Diversified Trust

Kevin Cox
Glankler Brown PLLC

Ren Epperly
Legacy Wealth Management

Katina Gaines
Gaines & Associates PLLC

Scott Giles
Giles Financial Group

Sean Gould
Waddell & Associates Wealth Strategists

Robby Graham
Waddell & Associates Wealth Strategists

Perry Green
Waddell & Associates Wealth Strategists

Jay Healy
Beacon Pointe Advisors

Brienne Jackson
Legacy Wealth Management

Brook Lester
Diversified Trust

George Nassar
Glankler Brown PLLC

Holly Palmer
Harkavy McDaniel Kaplan & Salomon PC

Mike Parham
Parham Estate Law

Hallie Peyton
Legacy Wealth Management

Jason Salomon
Harkavy McDaniel Kaplan & Salomon PC

Stephen Slabaugh
Forvis Mazars

Nick Sowell
Legacy Wealth Management

David Waddell
Waddell & Associates Wealth Strategists

We salute the attorneys, CPAs, and financial planners who understand the value of giving
through a charitable fund, now and in the future. The Navigator Society is a group of professional advisors who have consistently guided their clients to the Community Foundation and helped them achieve more through philanthropy.

Ben C. Adams, Jr.
Baker Donelson

C. Michael Adams, Jr.
Evans Petree PC

Sudhir K. Agrawal
Ami Financial Group

Daniel Allen
Red Door Wealth Management

Kelly L. Bolton
Merrill Lynch

Larry H. Bryan
Diversified Trust

Thomas R. Buckner
Apperson Crump PLC

G. Rice Byars, Jr.
Harris Shelton

Susan Callison
Harris Shelton

Frank N. Stockdale Carney
Evans Petree PC

Kenneth F. Clark, Jr.
Retired

James S. Dickey, Jr.
The Marston Group PLC

V. Lynn Evans
V. Lynn Evans CPA

Katina H. Gaines
Gaines & Associates PLLC

Robert D. Gooch III
Raymond James &
Associates, Inc.

Perry J. Green
Waddell & Associates
Wealth Strategists

Jay Healy
Beacon Pointe Advisors

Robert S. Hester, Jr.
Retired

William B. Howard, Jr.
William Howard & Co.
Financial Advisors, Inc.

J. Kenneth Marston, Jr.
The Marston Group PLC

Michael L. Matthews
UBS Financial Services, Inc.

William T. Mays, Jr.
Glankler Brown PLLC

A. Stephen McDaniel
Williams McDaniel

Kenneth A. Milford
Milford & Associates PC

John F. Murrah
Evans Petree PC

George J. Nassar, Jr.
Glankler Brown PLLC

Robert E. Orians
Martin, Tate, Morrow &
Marston PC

Michael R. Parham
Parham Estate Law

Hallie L. Peyton
Legacy Wealth Management

John Phillips V
Red Door Wealth Management

R. Michael Potter
Retired

J. Martin Regan, Jr.
Lewis Thomason

Michael A. Robinson
Glankler Brown PLLC

M. Andrew Shaul
Creative Planning

Robert Smithwick III
Diversified Trust

Jeffrey E. Thompson
Martin, Tate, Morrow &
Marston PC

N. Gordon Thompson
TD Capital Management LLC

John W. Ueleke
Retired

Michael D. Uiberall
Retired

Harish V. Vishria
Vishria Bird Financial Group LLC

Steven Wishnia
Highland Capital Management LLC

James D. Witherington, Jr.
SSM Partners